65 tracked 13F filers disclose a position in JULW as of the latest SEC 13F filings, a combined $204.5M 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 | $49.4M | 1.3M | ▼−2.9% Reduced · −38K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $31.7M | 817K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 3 | GTS FINANCIAL, LLC | $13.2M | 356K | ▲+495% Added · +296K sh | Q2 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $10.0M | 258K | ▼−25% Reduced · −87K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $9.8M | 253K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $8.9M | 228K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 7 | Advyzon Investment Management, LLC | $8.5M | 208K | ▲+63% Added · +81K sh | Q2 2026 | |
| 8 | AMERICAN ASSET MANAGEMENT INC. | $6.1M | 149K | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 9 | ALLIANZ SE | $5.3M | 137K | ▲27× Added · +132K sh | Q1 2026 | |
| 10 | Guardian Capital, LLC | $5.6M | 137K | ▲+44% Added · +42K sh | Q2 2026 | |
| 11 | Long Island Wealth Management, Inc. | $5.0M | 122K | ▼−0.1% Reduced · −78 sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $4.6M | 113K | ▼−23% Reduced · −34K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.8M | 98K | ▼−4.3% Reduced · −4K sh | Q1 2026 | |
| 14 | CENTAURUS FINANCIAL, INC. | $3.7M | 91K | ▼−52% Reduced · −98K sh | Q2 2026 | |
| 15 | Ausdal Financial Partners, Inc. | $3.5M | 85K | ▲+90% Added · +40K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 74K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 17 | BIP Wealth, LLC | $2.5M | 62K | ▼−5.5% Reduced · −4K sh | Q2 2026 | |
| 18 | Elevated Capital Advisors, LLC | $2.0M | 49K | ▼−49% Reduced · −47K sh | Q2 2026 | |
| 19 | Compass Advisory Group LLC | $1.9M | 46K | —Held | Q2 2026 | |
| 20 | RFG Advisory, LLC | $1.7M | 42K | ▼−42% Reduced · −29K sh | Q2 2026 | |
| 21 | WEALTHGARDEN F.S. LLC | $1.5M | 36K | ▼~0% Reduced · −10 sh | Q2 2026 | |
| 22 | Aegis Wealth Management, Inc. | $1.4M | 35K | ▼−0.6% Reduced · −213 sh | Q2 2026 | |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 34K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 24 | Diversify Advisory Services, LLC | $1.4M | 34K | ▲Added Added · +34K sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | $1.3M | 32K | ▲+0.1% Added · +50 sh | 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, 7 funds opened a new position in JULW and 12 added to an existing one, while 13 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $1.4B |
| NVIDIA CORPNVDA | 37 funds | $2.3B |
| APPLE INCAAPL | 37 funds | $2.2B |
| MICROSOFT CORPMSFT | 37 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $1.4B |
| AMAZON.COM INCAMZN | 36 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 35 funds | $864.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $493.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 34 funds | $1.2B |
| TESLA INCTSLA | 34 funds | $407.4M |
| ALPHABET INC-CL CGOOG | 33 funds | $651.5M |
Ranked by how many of JULW'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 |
| JULWthis pagemc | 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 JULW
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/JULW/capital-change-brief"
Use Arkolith's capital_change_brief for JULW. 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 JULW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.