JULM

FT Vest US Eq Max Buf JulyETF
UnclassifiedUSCUSIP 33740U570◍ Confluence graph
Tracked 13F Holders
33
-17 QoQ
13F Value (tracked)
$11.4M
13F Moves · latest Q
3 added
3 trimmed
Recent Filings
0

Who owns JULM?

33 tracked 13F filers

33 tracked 13F filers disclose a position in JULM as of the latest SEC 13F filings, a combined $11.4M 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.

#FundPosition valueSharesLast moveAs ofHistory
1OLD MISSION CAPITAL LLC
$823K
25K
−42%
Reduced · −18K sh
Q1 2026
2Glen Eagle Advisors, LLC
$818K
24K
Held
Q1 2026
3CWM, LLC
$781K
23K
−0.7%
Reduced · −160 sh
Q1 2026
4Strategic Blueprint, LLC
$716K
21K
+6.0%
Added · +1K sh
Q2 2026
5LPL Financial LLC
$664K
20K
−3.1%
Reduced · −645 sh
Q1 2026
6COMMONWEALTH EQUITY SERVICES, LLC
$611K
18K
−29%
Reduced · −8K sh
Q1 2026
7Mutual Advisors, LLC
$594K
18K
−2.2%
Reduced · −400 sh
Q1 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$561K
17K
+26%
Added · +3K sh
Q1 2026
9Cetera Investment Advisers
$477K
14K
Held
Q1 2026
10IFP Advisors, Inc
$454K
13K
+100%
Added · +7K sh
Q2 2026
11Arete Wealth Advisors, LLC
$452K
13K
Held
Q2 2026
12Kestra Advisory Services, LLC
$420K
12K
Held
Q2 2026
13NORDEN GROUP LLC
$415K
12K
Held
Q2 2026
14Madrona Financial Services, LLC
$386K
11K
Held
Q2 2026
15Crusonia Wealth Advisors LLC
$374K
11K
Held
Q2 2026
16AE Wealth Management LLC
$330K
10K
−0.6%
Reduced · −60 sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$321K
10K
−8.8%
Reduced · −925 sh
Q1 2026
18Cresset Asset Management, LLC
$324K
9K
Held
Q2 2026
19MML INVESTORS SERVICES, LLC
$319K
9K
+50%
Added · +3K sh
Q2 2026
20Ergawealth Advisors, Inc.
$307K
9K
Held
Q2 2026
21ENVESTNET ASSET MANAGEMENT INC
$292K
9K
Held
Q1 2026
22Clear Creek Financial Management, LLC
$210K
6K
−40%
Reduced · −4K sh
Q2 2026
23Foguth Wealth Management, LLC.
$204K
6K
−1.9%
Reduced · −115 sh
Q2 2026
24BARCLAYS PLC
$193K
6K
+35%
Added · +1K sh
Q1 2026
25JPMORGAN CHASE & CO
$91K
3K
New
+3K 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.

Is JULM being bought or sold by institutions?

Last quarter, 1 fund opened a new position in JULM and 2 added to an existing one, while 3 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).

Opened (NEW)
1
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Funds that own JULM also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV12 funds$747.3M
VANGUARD S&P 500 ETFVOO11 funds$1.5B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$983.0M
APPLE INCAAPL11 funds$867.4M
NVIDIA CORPNVDA11 funds$551.4M
MICROSOFT CORPMSFT11 funds$516.4M
INVESCO QQQ TRUST SERIES 1QQQ11 funds$506.8M
AMAZON.COM INCAMZN11 funds$392.1M
VANGUARD TOTAL STOCK MKT ETFVTI11 funds$269.1M
VANGUARD FTSE DEVELOPED ETFVEA11 funds$265.4M
ELI LILLY & COLLY11 funds$214.0M
TESLA INCTSLA11 funds$146.5M

Ranked by how many of JULM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

16 funds-4 since Q3 2024
01734Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.7M

Share classes

Class13F holdersValue held
BUFDmc198 funds$1.4B
BUFQmc172 funds$1.0B
FJULmc140 funds$249.2M
FDECmc138 funds$300.6M
FSEPmc138 funds$282.6M
FAPRmc134 funds$212.8M
BUFZmc131 funds$762.8M
DDECmc116 funds$180.8M

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

Recent filings

0 shown

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

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Ask your agent what changed in JULM

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JULM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JULM.
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 JULM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.