Among active 13F managers last quarter, 2 opened and 3 added, while 1 reduced; the largest holder to move was TrueMark Investments, LLC (+129%).
18 tracked 13F filers disclose a position in JULZ as of the latest SEC 13F filings, a combined $27.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 462K | $21.0M | ▲+129% Added · +260K sh | Q2 2026 | |
| 2 | Valtinson Bruner Financial Planning LLC | 57K | $2.6M | ▼−0.8% Reduced · −456 sh | Q2 2026 | |
| 3 | Old Mission Capital LLC | 34K | $1.4M | ▲+187% Added · +22K sh | Q1 2026 | |
| 4 | Mid-American Wealth Advisory Group, Inc. | 23K | $1.1M | ▲+37% Added · +6K sh | Q2 2026 | |
| 5 | Weaver Consulting Group | 14K | $655K | —Held | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 11K | $437K | ▲+69% Added · +4K sh | Q1 2026 | |
| 7 | Capital Investment Advisory Services, LLC | 7K | $302K | ▼−2.8% Reduced · −190 sh | Q2 2026 | |
| 8 | JPMorgan Chase & Co | 5K | $216K | —Held | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 3K | $105K | ▲+0.6% Added · +16 sh | Q1 2026 | |
| 10 | Arax Advisory Partners | 2K | $73K | —Held | Q2 2026 | |
| 11 | AE Wealth Management LLC | 856 | $34K | ▼−13% Reduced · −131 sh | Q1 2026 | |
| 12 | Blue Bell Private Wealth Management, LLC | 501 | $23K | ▲+25% Added · +100 sh | Q2 2026 | |
| 13 | Harbour Investments, Inc. | 491 | $20K | ▲+157% Added · +300 sh | Q1 2026 | |
| 14 | UBS Group AG | 387 | $16K | ▲+579% Added · +330 sh | Q1 2026 | |
| 15 | Elevated Capital Advisors, LLC | 232 | $11K | —Held | Q2 2026 | |
| 16 | Compass Financial Management LLC | 51 | $2K | ▲New +51 sh | Q2 2026 | |
| 17 | DHJJ Financial Advisors, Ltd. | 5 | $227 | ▼−50% Reduced · −5 sh | Q2 2026 | |
| 18 | Lloyd Advisory Services, LLC. | 3 | $125 | ▲New +3 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, 2 funds opened a new position in JULZ and 3 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $475.0M |
| Janus Henderson Aaa Clo ETFJAAA | 9 funds | $134.3M |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $107.1M |
| RTX CorpRTX | 9 funds | $73.2M |
| Trueshares STR Outcome AprilAPRZ | 9 funds | $30.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $847.1M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $541.1M |
| Vanguard S&P 500 ETFVOO | 8 funds | $471.7M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $424.9M |
| Vanguard Total Stock MKT ETFVTI | 8 funds | $253.8M |
| Alphabet Inc-CL CGOOG | 8 funds | $188.0M |
| Vanguard Ftse Developed ETFVEA | 8 funds | $186.9M |
Ranked by how many of JULZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JULZ.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 33 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| CEFZRIVERNORTH ACTIV | 28 funds | $14.4M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| LRNZTRUESHS TECH AI | 25 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $70.5M |
| DIVZUIT EXCHANGE TRADED | 20 funds | $84.5M |
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 JULZ
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/JULZ/capital-change-brief"
Use Arkolith's capital_change_brief for JULZ. 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 JULZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.