19 tracked 13F filers disclose a position in JULH as of the latest SEC 13F filings, a combined $4.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | $988K | 40K | ▲+9.1% Added · +3K sh | Q1 2026 | |
| 2 | STEPHENS INC /AR/ | $919K | 37K | —Held | Q2 2026 | |
| 3 | Whipplewood Advisors, LLC | $781K | 31K | ▲+0.3% Added · +81 sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $642K | 26K | ▼−1.8% Reduced · −473 sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $565K | 23K | ▼−3.4% Reduced · −806 sh | Q1 2026 | |
| 6 | Accurate Wealth Management, LLC | $297K | 12K | ▼−7.4% Reduced · −955 sh | Q2 2026 | |
| 7 | Soltis Investment Advisors LLC | $250K | 10K | ▲New +10K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $223K | 9K | ▲New +9K sh | Q1 2026 | |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $50K | 2K | —Held | Q2 2026 | |
| 10 | MORGAN STANLEY | $26K | 1K | ▲New +1K sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $24K | 970 | —Held | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $14K | 578 | ▲+0.9% Added · +5 sh | Q1 2026 | |
| 13 | UBS Group AG | $14K | 570 | ▲New +570 sh | Q1 2026 | |
| 14 | CoreCap Advisors, LLC | $12K | 494 | —Held | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $5K | 189 | —Held | Q1 2026 | |
| 16 | IFP Advisors, Inc | $2K | 100 | —Held | Q2 2026 | |
| 17 | EverSource Wealth Advisors, LLC | $2K | 80 | ▼−20% Reduced · −20 sh | Q1 2026 | |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $996 | 40 | —Held | Q2 2026 | |
| 19 | Pinnacle Wealth Planning Services, Inc. | $822 | 33 | —Held | Q2 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 JULH and 3 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE MSCI EMERGINGIEMG | 8 funds | $762.1M |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $710.6M |
| NVIDIA CORPNVDA | 8 funds | $696.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $659.5M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $640.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $522.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 8 funds | $518.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 8 funds | $352.7M |
| TESLA INCTSLA | 8 funds | $159.1M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $130.1M |
| JPMORGAN EQUITY PREMIUM INCOJEPI | 8 funds | $72.1M |
| ASML HOLDING NV-NY REG SHSASML | 8 funds | $61.0M |
Ranked by how many of JULH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 287 funds | $1.6B |
| SFLRmc | 203 funds | $1.3B |
| BUFFmc | 150 funds | $559.8M |
| QFLRmc | 105 funds | $335.0M |
| ZALTmc | 104 funds | $662.5M |
| BUFBmc | 89 funds | $175.6M |
| JAJLmc | 81 funds | $133.9M |
| ZJULmc | 80 funds | $61.5M |
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 JULH
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/JULH/capital-change-brief"
Use Arkolith's capital_change_brief for JULH. 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 JULH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.