Among active 13F managers last quarter, 1 opened and 2 added, while 6 reduced; the largest holder to move was Diligent Investors, LLC (−10%).
42 tracked 13F filers disclose a position in XJUL as of the latest SEC 13F filings, a combined $35.6M 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 | Envestnet Asset Management Inc | 207K | $8.1M | ▲+493% Added · +172K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 132K | $5.1M | ▲+236% Added · +93K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 121K | $4.7M | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 57K | $2.2M | ▼−58% Reduced · −79K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | 51K | $2.1M | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 6 | Diligent Investors, LLC | 32K | $1.3M | ▼−10% Reduced · −4K sh | Q2 2026 | |
| 7 | Griffith & Werner, Inc. | 30K | $1.2M | —Held | Q2 2026 | |
| 8 | Mariner, LLC | 28K | $1.1M | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 9 | Old Mission Capital LLC | 26K | $1.0M | ▲+24% Added · +5K sh | Q1 2026 | |
| 10 | CreativeOne Wealth, LLC | 21K | $843K | ▼−43% Reduced · −16K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 18K | $745K | ▼−1.9% Reduced · −350 sh | Q2 2026 | |
| 12 | Summit Financial, LLC | 17K | $691K | ▲New +17K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 15K | $594K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 14 | Silver Oak Securities, Incorporated | 14K | $568K | ▼−36% Reduced · −8K sh | Q2 2026 | |
| 15 | Sequent Planning LLC | 12K | $478K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 16 | IFP Advisors, Inc | 12K | $477K | ▲+100% Added · +6K sh | Q2 2026 | |
| 17 | Keel Point, LLC | 10K | $392K | —Held | Q2 2026 | |
| 18 | PFS Partners, LLC | 9K | $378K | ▼−2.7% Reduced · −256 sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 9K | $331K | ▲New +9K sh | Q1 2026 | |
| 20 | Susquehanna International Group, LLP | 8K | $322K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 8K | $298K | ▲+313% Added · +6K sh | Q1 2026 | |
| 22 | Chicago Partners Investment Group LLC | 7K | $303K | —Held | Q2 2026 | |
| 23 | Pitti Group Wealth Management, LLC | 7K | $277K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 24 | FSB Premier Wealth Management, Inc. | 6K | $241K | —Held | Q2 2026 | |
| 25 | Aptus Capital Advisors, LLC | 6K | $239K | —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 XJUL and 2 added to an existing one, while 6 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 | 16 funds | $4.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.1B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $3.3B |
| Apple IncAAPL | 15 funds | $2.6B |
| Amazon.com IncAMZN | 15 funds | $2.3B |
| Micron Technology IncMU | 15 funds | $1.8B |
| Microsoft CorpMSFT | 15 funds | $1.6B |
| Taiwan Semiconductor-SP ADRTSM | 15 funds | $1.5B |
| Broadcom IncAVGO | 15 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 15 funds | $1.3B |
| Tesla IncTSLA | 15 funds | $1.1B |
| JPMorgan Chase & CoJPM | 15 funds | $1.0B |
Ranked by how many of XJUL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XJUL.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 500 funds | $7.5B |
| FIXDmc | 294 funds | $2.6B |
| UCONmc | 256 funds | $2.7B |
| FFEBmc | 166 funds | $358.0M |
| FAUGmc | 165 funds | $241.3M |
| FJANmc | 147 funds | $372.5M |
| EIPImc | 144 funds | $354.3M |
| FMAYmc | 143 funds | $294.3M |
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 XJUL
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/XJUL/capital-change-brief"
Use Arkolith's capital_change_brief for XJUL. 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 XJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.