Among active 13F managers last quarter, 5 opened and 11 added, while 17 reduced; the largest holder to move was Principal Securities, Inc. (+0.1%).
107 tracked 13F filers disclose a position in NJUL as of the latest SEC 13F filings, a combined $128.2M 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 | Osaic Holdings, Inc. | 207K | $14.8M | ▼−27% Reduced · −75K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 128K | $9.1M | ▼−5.8% Reduced · −8K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 89K | $6.3M | ▼−8.2% Reduced · −8K sh | Q1 2026 | |
| 4 | Truist Financial Corp | 81K | $5.8M | ▼−1.1% Reduced · −862 sh | Q1 2026 | |
| 5 | Principal Securities, Inc. | 76K | $5.8M | ▲+0.1% Added · +76 sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 67K | $4.8M | ▼−9.7% Reduced · −7K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 55K | $3.9M | ▼−1.7% Reduced · −961 sh | Q1 2026 | |
| 8 | LPL Financial LLC | 53K | $3.8M | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | 50K | $3.9M | ▼−45% Reduced · −40K sh | Q2 2026 | |
| 10 | Outlook Wealth Advisors, LLC | 44K | $3.4M | ▲+0.7% Added · +325 sh | Q2 2026 | |
| 11 | Cornerstone Wealth, LLC | 44K | $3.4M | ▲+239% Added · +31K sh | Q2 2026 | |
| 12 | AdvisorNet Financial, Inc | 44K | $3.4M | ▲+493% Added · +37K sh | Q2 2026 | |
| 13 | BIP Wealth, LLC | 42K | $3.3M | ▼−9.4% Reduced · −4K sh | Q2 2026 | |
| 14 | MAI Capital Management | 34K | $2.6M | ▼−0.8% Reduced · −272 sh | Q2 2026 | |
| 15 | Old Mission Capital LLC | 29K | $2.1M | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 16 | Corrado Advisors, LLC | 27K | $2.1M | ▼−1.6% Reduced · −455 sh | Q2 2026 | |
| 17 | Diligent Investors, LLC | 27K | $2.1M | ▼−0.3% Reduced · −82 sh | Q2 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 27K | $2.0M | —Held | Q2 2026 | |
| 19 | Sequoia Financial Advisors, LLC | 23K | $1.8M | —Held | Q2 2026 | |
| 20 | ODonnell Financial Services, LLC | 22K | $1.7M | ▼−2.1% Reduced · −483 sh | Q2 2026 | |
| 21 | Creative Financial Designs Inc | 21K | $1.6M | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 22 | Susquehanna International Group, LLP | 21K | $1.5M | ▲+435% Added · +17K sh | Q1 2026 | |
| 23 | Strategic Blueprint, LLC | 20K | $1.6M | ▼−5.3% Reduced · −1K sh | Q2 2026 | |
| 24 | Envestnet Asset Management Inc | 18K | $1.3M | ▼−5.9% Reduced · −1K sh | Q1 2026 | |
| 25 | Cypress Wealth Services, LLC | 17K | $1.3M | —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, 5 funds opened a new position in NJUL and 11 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for NJUL
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 + the live filing stream, joined for NJUL. Filings are public domain, sourced to SEC EDGAR.