Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Aptus Capital Advisors, LLC (+284%).
9 tracked 13F filers disclose a position in JULB as of the latest SEC 13F filings, a combined $44.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KFG Wealth Management, LLC | 761K | $21.0M | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 2 | Uniting Wealth Partners, LLC | 420K | $11.6M | ▼−16% Reduced · −82K sh | Q2 2026 | |
| 3 | Aptus Capital Advisors, LLC | 175K | $4.8M | ▲+284% Added · +129K sh | Q2 2026 | |
| 4 | Guardian Wealth Advisors, LLC / NC | 115K | $3.2M | ▲+167% Added · +72K sh | Q2 2026 | |
| 5 | Bright Futures Wealth Management, LLC. | 59K | $1.6M | ▲New +59K sh | Q2 2026 | |
| 6 | 6th Street Advisors, LLC | 30K | $832K | ▲New +30K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 30K | $745K | —Held | Q1 2026 | |
| 8 | Cyndeo Wealth Partners, LLC | 10K | $276K | —Held | Q2 2026 | |
| 9 | UBS Group AG | 2K | $39K | ▲+97% Added · +763 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in JULB and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Aptus Collared Invest OppACIO | 2 funds | $887.6M |
| Aptus Defined Risk ETFDRSK | 2 funds | $569.2M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 2 funds | $457.0M |
| Nvidia CorpNVDA | 2 funds | $339.0M |
| Apple IncAAPL | 2 funds | $334.2M |
| Opus Small Cap Value ETFOSCV | 2 funds | $285.4M |
| Aptus Intl Enhan Yld ETFIDUB | 2 funds | $224.5M |
| Microsoft CorpMSFT | 2 funds | $204.6M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $187.0M |
| Aptus LRG Cap Enh Yld ETFDUBS | 2 funds | $185.6M |
| Alphabet Inc-CL CGOOG | 2 funds | $184.7M |
| Amazon.com IncAMZN | 2 funds | $173.0M |
Ranked by how many of JULB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JULB.
| Class | 13F holders | Value held |
|---|---|---|
| JANBETF | 19 funds | $89.2M |
| OCTBETF | 12 funds | $41.7M |
| JULBthis pageAPTUS JULY BUFR | 9 funds | $44.1M |
| APRBETF | 7 funds | $22.2M |
| BGDVFUND | 6 funds | $41.0M |
| ABUFAPTUS LADDERED | 6 funds | $2.8M |
| AKAFTHE FRONTIER ECO | 4 funds | $4.8M |
| TIIVIETF | 3 funds | $23.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JULB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JULB/capital-change-brief"
Use Arkolith's capital_change_brief for JULB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JULB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.