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Funds Holding JULH

On this page, we present all of the funds holding JULH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JULH, with a link to that fund's top holdings. The next columns indicate the amount of JULH stock held by each of the funds holding JULH, followed by the JULH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding JULH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Atria Wealth Solutions Inc.. For more details on the positions held by Atria Wealth Solutions Inc. (or by any of the other funds holding JULH), click the fund name in the "Holder" column of the funds-holding-JULH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Atria Wealth Solutions Inc.83,065$2,074 12/31/2023
     JULH83,065$2,074 12/31/2023
Bullseye Investment Management LLC73,705$1,839 12/31/2023
     JULH73,705$1,839 12/31/2023
Brookstone Capital Management67,591$1,685 03/31/2024
     JULH67,591$1,685 03/31/2024
RPg Family Wealth Advisory LLC56,118$1,427 12/31/2023
     JULH56,118$1,427 12/31/2023
Maia Wealth LLC50,202$1,253 12/31/2023
     JULH50,202$1,253 12/31/2023
OLD Mission Capital LLC46,389$1,158 12/31/2023
     JULH46,389$1,158 12/31/2023
Stephens Inc. AR42,179$1,053 12/31/2023
     JULH42,179$1,053 12/31/2023
First Commonwealth Financial Corp PA 40,371$1,008 12/31/2023
     JULH40,371$1,008 12/31/2023
Pensionmark Financial Group LLC30,548$777 12/31/2023
     JULH30,548$777 12/31/2023
Susquehanna International Group LLP29,225$730 12/31/2023
     JULH29,225$730 12/31/2023
Commonwealth Equity Services LLC24,444$610 12/31/2023
     JULH24,444$610 12/31/2023
AE Wealth Management LLC20,763$521 12/31/2023
     JULH20,763$521 12/31/2023
Schulz Wealth LTD.19,000$474 03/31/2024
     JULH19,000$474 03/31/2024
Secured Retirement Advisors LLC18,857$471 12/31/2023
     JULH18,857$471 12/31/2023
MML Investors Services LLC16,177$404 12/31/2023
     JULH16,177$404 12/31/2023
Principal Securities Inc.11,199$280 12/31/2023
     JULH11,199$280 12/31/2023
Accurate Wealth Management LLC10,966$274 03/31/2024
     JULH10,966$274 03/31/2024
Outlook Wealth Advisors LLC9,120$227 03/31/2024
     JULH9,120$227 03/31/2024
Harbor Investment Advisory LLC2,020$50 03/31/2024
     JULH2,020$50 03/31/2024
Harbour Investments Inc.280$7 12/31/2023
     JULH280$7 12/31/2023
UBS Group AG200$5 12/31/2023
     JULH200$5 12/31/2023
Coastal Investment Advisors Inc.180$4 03/31/2024
     JULH180$4 03/31/2024
Blue Bell Private Wealth Management LLC40$1 03/31/2024
     JULH40$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     JULH0$0 12/31/2023

See Summary: Institutional Holders of JULH
See Details: Top 10 Hedge Funds Holding JULH

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