32 tracked 13F filers disclose a position in JULU as of the latest SEC 13F filings, a combined $86.8M 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 | AE Wealth Management LLC | $43.0M | 1.5M | ▲+0.8% Added · +12K sh | Q1 2026 | |
| 2 | ALLIANZ SE | $11.4M | 398K | ▲80× Added · +393K sh | Q1 2026 | |
| 3 | Sanctuary Advisors, LLC | $8.4M | 263K | —Held | Q2 2026 | |
| 4 | RFG Advisory, LLC | $6.4M | 201K | ▲+3.2% Added · +6K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 170K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 6 | STEPHENS INC /AR/ | $3.6M | 113K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 7 | USA FINANCIAL FORMULAS | $2.4M | 75K | ▲New +75K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.6M | 56K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $638K | 22K | ▼−59% Reduced · −32K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $612K | 19K | ▼−1.7% Reduced · −331 sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $521K | 18K | ▲New +18K sh | Q1 2026 | |
| 12 | Arax Advisory Partners | $555K | 17K | ▲+17% Added · +3K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $439K | 15K | ▼−4.8% Reduced · −777 sh | Q1 2026 | |
| 14 | Grantvest Financial Group LLC | $445K | 14K | ▼−7.2% Reduced · −1K sh | Q2 2026 | |
| 15 | Transcendent Capital Group LLC | $431K | 13K | ▼−8.4% Reduced · −1K sh | Q2 2026 | |
| 16 | Elevated Capital Advisors, LLC | $342K | 11K | ▼−47% Reduced · −9K sh | Q2 2026 | |
| 17 | Range Financial Group LLC | $308K | 10K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 18 | Southland Equity Partners LLC | $279K | 9K | —Held | Q2 2026 | |
| 19 | IFP Advisors, Inc | $197K | 6K | ▲+46% Added · +2K sh | Q2 2026 | |
| 20 | CENTAURUS FINANCIAL, INC. | $132K | 4K | ▼−5.3% Reduced · −230 sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | $81K | 3K | ▲New +3K sh | Q1 2026 | |
| 22 | Mosley Wealth Management | $60K | 2K | ▲+750% Added · +2K sh | Q2 2026 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $32K | 1K | —Held | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $28K | 986 | —Held | Q1 2026 | |
| 25 | BARCLAYS PLC | $6K | 198 | ▲New +198 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, 4 funds opened a new position in JULU and 5 added to an existing one, while 7 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 | 19 funds | $4.5B |
| APPLE INCAAPL | 19 funds | $2.9B |
| AMAZON.COM INCAMZN | 19 funds | $2.5B |
| MICROSOFT CORPMSFT | 19 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $1.2B |
| WALMART INCWMT | 19 funds | $626.7M |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $4.5B |
| MICRON TECHNOLOGY INCMU | 18 funds | $1.8B |
| BROADCOM INCAVGO | 18 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 18 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.4B |
Ranked by how many of JULU'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 JULU
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/JULU/capital-change-brief"
Use Arkolith's capital_change_brief for JULU. 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 JULU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.