Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was MTM Financial Group, LLC (+0.1%).
13 tracked 13F filers disclose a position in LJUL as of the latest SEC 13F filings, a combined $6.1M 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 | AA Financial Advisors, LLC | 121K | $2.9M | ▲+4.2% Added · +5K sh | Q2 2026 | |
| 2 | Bright Futures Wealth Management, LLC. | 47K | $1.1M | ▼−17% Reduced · −10K sh | Q2 2026 | |
| 3 | MTM Financial Group, LLC | 39K | $920K | ▲+0.1% Added · +26 sh | Q2 2026 | |
| 4 | KFG Wealth Management, LLC | 14K | $322K | ▲+6.5% Added · +824 sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 13K | $300K | ▼−28% Reduced · −5K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 12K | $280K | —Held | Q1 2026 | |
| 7 | Farther Finance Advisors, LLC | 7K | $160K | ▼−93% Reduced · −84K sh | Q1 2026 | |
| 8 | JPMorgan Chase & Co | 5K | $117K | ▲+335% Added · +4K sh | Q1 2026 | |
| 9 | UBS Group AG | 917 | $22K | ▲New +917 sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | 566 | $13K | —Held | Q2 2026 | |
| 11 | Harbour Investments, Inc. | 417 | $10K | ▲New +417 sh | Q1 2026 | |
| 12 | Barclays PLC | 32 | $763 | ▲New +32 sh | Q1 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | 4 | $96 | —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, 1 fund opened a new position in LJUL and 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $678.3M |
| Apple IncAAPL | 4 funds | $520.2M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $350.5M |
| Microsoft CorpMSFT | 4 funds | $230.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $190.6M |
| Vanguard Value ETFVTV | 4 funds | $146.4M |
| Vanguard Dividend Apprec ETFVIG | 4 funds | $140.5M |
| Schwab US DVD Equity ETFSCHD | 4 funds | $125.9M |
| Cap Group Dividend ValueCGDV | 4 funds | $94.7M |
| Eli Lilly & CoLLY | 4 funds | $90.2M |
| Ishares Core Msci Eafe ETFIEFA | 4 funds | $89.3M |
| Procter & Gamble CoPG | 4 funds | $88.7M |
Ranked by how many of LJUL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LJUL.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 105 funds | $674.0M |
| QFLRmc | 104 funds | $333.3M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 80 funds | $61.0M |
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 LJUL
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/LJUL/capital-change-brief"
Use Arkolith's capital_change_brief for LJUL. 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 LJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.