42 tracked 13F filers disclose a position in JULT as of the latest SEC 13F filings, a combined $35.3M 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 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 128K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.7M | 106K | ▼−9.6% Reduced · −11K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $4.1M | 94K | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.5M | 57K | ▼−0.9% Reduced · −543 sh | Q1 2026 | |
| 5 | Rothschild Wealth LLC | $2.6M | 54K | ▲+19% Added · +9K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $1.8M | 40K | ▼−2.2% Reduced · −909 sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 35K | ▲+0.1% Added · +43 sh | Q1 2026 | |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $1.3M | 27K | —Held | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 26K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 10 | Grantvest Financial Group LLC | $1.0M | 21K | —Held | Q2 2026 | |
| 11 | Bison Wealth, LLC | $894K | 19K | —Held | Q2 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $720K | 15K | ▲+9.5% Added · +1K sh | Q2 2026 | |
| 13 | MONEY CONCEPTS CAPITAL CORP | $645K | 13K | ▼−2.4% Reduced · −330 sh | Q2 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $567K | 13K | ▼−67% Reduced · −26K sh | Q1 2026 | |
| 15 | CENTAURUS FINANCIAL, INC. | $587K | 12K | ▼−46% Reduced · −11K sh | Q2 2026 | |
| 16 | Nvest Financial, LLC | $587K | 12K | —Held | Q2 2026 | |
| 17 | Modern Wealth Management, LLC | $471K | 11K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $383K | 9K | ▼−30% Reduced · −4K sh | Q1 2026 | |
| 19 | Focus Financial Network, Inc. | $380K | 9K | —Held | Q1 2026 | |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $379K | 8K | ▼−8.7% Reduced · −755 sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $345K | 7K | ▼−27% Reduced · −3K sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | $326K | 7K | ▼−3.3% Reduced · −230 sh | Q2 2026 | |
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $316K | 7K | —Held | Q2 2026 | |
| 24 | Aegis Wealth Management, Inc. | $286K | 6K | ▲New +6K sh | Q2 2026 | |
| 25 | INTEGRITY ALLIANCE, LLC. | $282K | 6K | —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, 3 funds opened a new position in JULT, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $756.4M |
| VANGUARD S&P 500 ETFVOO | 18 funds | $706.4M |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $1.8B |
| APPLE INCAAPL | 17 funds | $831.5M |
| AMAZON.COM INCAMZN | 17 funds | $498.8M |
| MICROSOFT CORPMSFT | 17 funds | $437.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 17 funds | $209.6M |
| TESLA INCTSLA | 17 funds | $194.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $890.9M |
| ALPHABET INC-CL AGOOGL | 16 funds | $346.7M |
| SS TECHNOLOGY SELECT SECTORXLK | 16 funds | $232.7M |
Ranked by how many of JULT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 81 funds | $350.7M |
| JANWmc | 79 funds | $246.1M |
| DECWmc | 74 funds | $136.8M |
| JUNWmc | 70 funds | $136.9M |
| JULWmc | 65 funds | $204.5M |
| MAYWUS LAGCP B20 MAY | 65 funds | $136.6M |
| APRWmc | 58 funds | $141.8M |
| FEBWmc | 58 funds | $90.5M |
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 JULT
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/JULT/capital-change-brief"
Use Arkolith's capital_change_brief for JULT. 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 JULT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.