JULJ

Innov Prem Inc 30 Barr-July
UnclassifiedUSCUSIP 45783Y566◍ Confluence graph
Tracked 13F Holders
3
-2 QoQ
13F Value (tracked)
$320K
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for JULJ.
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Ask your agent who owns JULJ

This stock page is the Follow view. The Build view lets your agent query JULJ owners, fund changes, insider filings, and source links through REST or MCP.

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

3 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WealthPlan Investment Management, LLC
$311K
13K
New
+13K sh
Q1 2026
2IFP Advisors, Inc
$5K
215
+4.9%
Added · +10 sh
Q1 2026
3Ashton Thomas Private Wealth, LLC
$4K
144
New
+144 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

11 funds+10 since Q2 2023
0713Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $3.1M

Share classes

Class13F holdersValue held
BALTmc116 funds$920.7M
SFLRmc92 funds$903.5M
BUFFmc78 funds$357.1M
QFLRmc61 funds$194.4M
ZALTmc59 funds$504.3M
ZJULmc49 funds$44.2M
JAJLmc47 funds$109.5M
BUFBmc45 funds$90.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own JULJ also own

CompanyCo-held byCombined value
APPLE INCAAPL5 funds$1.2B
NVIDIA CORPNVDA5 funds$819.8M
ISHARES CORE S&P 500 ETFIVV5 funds$681.5M
MICROSOFT CORPMSFT5 funds$571.8M
INVESCO QQQ TRUST SERIES 1QQQ5 funds$567.5M
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$537.4M
AMAZON.COM INCAMZN5 funds$496.7M
VANGUARD S&P 500 ETFVOO5 funds$359.4M
VANGUARD GROWTH ETFVUG5 funds$356.6M
ALPHABET INC-CL AGOOGL5 funds$339.0M
VANGUARD TOTAL STOCK MKT ETFVTI5 funds$336.5M
ALPHABET INC-CL CGOOG5 funds$333.0M

Ranked by how many of JULJ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JULJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.