Among active 13F managers last quarter, 4 opened and 5 added, while 13 reduced; the largest holder to move was Principal Securities, Inc. (−0.6%).
74 tracked 13F filers disclose a position in KJUL as of the latest SEC 13F filings, a combined $102.2M 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 | Allworth Financial LP | 951K | $30.5M | ▲133× Added · +944K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 258K | $8.3M | ▼−2.0% Reduced · −5K sh | Q1 2026 | |
| 3 | Cornerstone Wealth, LLC | 111K | $3.8M | ▲+224% Added · +77K sh | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 111K | $3.5M | ▼−25% Reduced · −38K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 105K | $3.4M | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 6 | Principal Securities, Inc. | 90K | $3.1M | ▼−0.6% Reduced · −519 sh | Q2 2026 | |
| 7 | Wealth Enhancement Advisory Services, LLC | 86K | $2.6M | ▲+79% Added · +38K sh | Q2 2026 | |
| 8 | Red Crane Wealth Management, LLC | 78K | $2.7M | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 9 | Berger Financial Group, Inc | 72K | $2.4M | ▼−0.9% Reduced · −662 sh | Q2 2026 | |
| 10 | Blair William & Co | 68K | $2.3M | —Held | Q2 2026 | |
| 11 | BFI Wealth Solutions, LLC | 67K | $2.3M | ▲+6.6% Added · +4K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 66K | $2.1M | ▼−8.9% Reduced · −7K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | 63K | $2.1M | ▼−34% Reduced · −33K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 60K | $1.9M | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 15 | Diligent Investors, LLC | 57K | $1.9M | —Held | Q2 2026 | |
| 16 | Compass Advisory Group LLC | 53K | $1.8M | ▼−1.4% Reduced · −755 sh | Q2 2026 | |
| 17 | Long Island Wealth Management, Inc. | 53K | $1.8M | ▲+20% Added · +9K sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 44K | $1.5M | ▼−4.5% Reduced · −2K sh | Q2 2026 | |
| 19 | Fragasso Financial Advisors Inc | 40K | $1.4M | ▼−1.4% Reduced · −553 sh | Q2 2026 | |
| 20 | Focus Partners Wealth | 37K | $1.2M | ▼−0.7% Reduced · −250 sh | Q1 2026 | |
| 21 | ODonnell Financial Services, LLC | 34K | $1.2M | ▼−2.4% Reduced · −843 sh | Q2 2026 | |
| 22 | Jacobi Capital Management LLC | 33K | $1.1M | —Held | Q2 2026 | |
| 23 | Gill Capital Partners, LLC | 32K | $1.1M | ▼−2.5% Reduced · −805 sh | Q2 2026 | |
| 24 | Truist Financial Corp | 28K | $885K | ▼~0% Reduced · −5 sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | 27K | $926K | ▼−0.3% Reduced · −80 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, 4 funds opened a new position in KJUL and 5 added to an existing one, while 13 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $1.7B |
| Apple IncAAPL | 30 funds | $2.1B |
| Nvidia CorpNVDA | 30 funds | $1.9B |
| Invesco QQQ Trust Series 1QQQ | 30 funds | $1.2B |
| Microsoft CorpMSFT | 30 funds | $965.2M |
| Amazon.com IncAMZN | 30 funds | $922.8M |
| Alphabet Inc-CL AGOOGL | 30 funds | $681.7M |
| Tesla IncTSLA | 30 funds | $288.1M |
| Broadcom IncAVGO | 29 funds | $699.6M |
| Alphabet Inc-CL CGOOG | 29 funds | $605.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 29 funds | $464.5M |
| Meta Platforms Inc-Class AMETA | 29 funds | $376.9M |
Ranked by how many of KJUL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KJUL.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 271 funds | $1.0B |
| PJULmc | 246 funds | $687.0M |
| POCTmc | 234 funds | $682.7M |
| PFEBmc | 216 funds | $585.4M |
| PAPRmc | 216 funds | $582.9M |
| PDECmc | 205 funds | $639.1M |
| PSEPmc | 204 funds | $571.9M |
| PMARmc | 202 funds | $470.7M |
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 KJUL
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/KJUL/capital-change-brief"
Use Arkolith's capital_change_brief for KJUL. 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 KJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.