86 tracked 13F filers disclose a position in NJUL as of the latest SEC 13F filings, a combined $113.3M 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 | OSAIC HOLDINGS, INC. | $14.8M | 207K | ▼−27% Reduced · −75K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 128K | ▼−5.8% Reduced · −8K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $6.3M | 89K | ▼−8.2% Reduced · −8K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $5.8M | 81K | ▼−1.1% Reduced · −862 sh | Q1 2026 | |
| 5 | PRINCIPAL SECURITIES, INC. | $5.4M | 75K | ▼−0.3% Reduced · −202 sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $4.8M | 67K | ▼−9.7% Reduced · −7K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.9M | 55K | ▼−1.7% Reduced · −961 sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.8M | 53K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $3.9M | 50K | ▼−45% Reduced · −40K sh | Q2 2026 | |
| 10 | BIP Wealth, LLC | $3.3M | 47K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 11 | Cornerstone Wealth, LLC/TN | $3.4M | 44K | ▲+239% Added · +31K sh | Q2 2026 | |
| 12 | AdvisorNet Financial, Inc | $3.4M | 44K | ▲+493% Added · +37K sh | Q2 2026 | |
| 13 | MAI Capital Management | $2.4M | 34K | ▼−15% Reduced · −6K sh | Q1 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $2.1M | 29K | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 15 | CORRADO ADVISORS, LLC | $2.1M | 27K | ▼−1.6% Reduced · −455 sh | Q2 2026 | |
| 16 | Diligent Investors, LLC | $2.1M | 27K | ▼−0.3% Reduced · −82 sh | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 27K | —Held | Q2 2026 | |
| 18 | Sequoia Financial Advisors, LLC | $1.6M | 23K | ▲+0.9% Added · +213 sh | Q1 2026 | |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 21K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 21K | ▲+435% Added · +17K sh | Q1 2026 | |
| 21 | Strategic Blueprint, LLC | $1.6M | 20K | ▼−5.3% Reduced · −1K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 18K | ▼−5.9% Reduced · −1K sh | Q1 2026 | |
| 23 | Cypress Wealth Services, LLC | $1.3M | 17K | —Held | Q2 2026 | |
| 24 | DHJJ Financial Advisors, Ltd. | $1.1M | 14K | ▼−4.7% Reduced · −708 sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.0M | 14K | ▼−10% Reduced · −2K 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, 2 funds opened a new position in NJUL and 6 added to an existing one, while 17 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $15.2B |
| NVIDIA CORPNVDA | 38 funds | $12.6B |
| MICROSOFT CORPMSFT | 38 funds | $9.4B |
| AMAZON.COM INCAMZN | 38 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 38 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.7B |
| BROADCOM INCAVGO | 38 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $3.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 38 funds | $3.3B |
Ranked by how many of NJUL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/NJUL/capital-change-brief"
Use Arkolith's capital_change_brief for NJUL. 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 NJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.