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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Atria Wealth Solutions Inc. | 83,065 | $2,074 | 12/31/2023 | JULH | 83,065 | $2,074 | 12/31/2023 | Bullseye Investment Management LLC | 73,705 | $1,839 | 12/31/2023 | JULH | 73,705 | $1,839 | 12/31/2023 | Brookstone Capital Management | 67,591 | $1,685 | 03/31/2024 | JULH | 67,591 | $1,685 | 03/31/2024 | RPg Family Wealth Advisory LLC | 56,118 | $1,427 | 12/31/2023 | JULH | 56,118 | $1,427 | 12/31/2023 | Maia Wealth LLC | 50,202 | $1,253 | 12/31/2023 | JULH | 50,202 | $1,253 | 12/31/2023 | OLD Mission Capital LLC | 46,389 | $1,158 | 12/31/2023 | JULH | 46,389 | $1,158 | 12/31/2023 | Stephens Inc. AR | 42,179 | $1,053 | 12/31/2023 | JULH | 42,179 | $1,053 | 12/31/2023 | First Commonwealth Financial Corp PA | 40,371 | $1,008 | 12/31/2023 | JULH | 40,371 | $1,008 | 12/31/2023 | Pensionmark Financial Group LLC | 30,548 | $777 | 12/31/2023 | JULH | 30,548 | $777 | 12/31/2023 | Susquehanna International Group LLP | 29,225 | $730 | 12/31/2023 | JULH | 29,225 | $730 | 12/31/2023 | Commonwealth Equity Services LLC | 24,444 | $610 | 12/31/2023 | JULH | 24,444 | $610 | 12/31/2023 | AE Wealth Management LLC | 20,763 | $521 | 12/31/2023 | JULH | 20,763 | $521 | 12/31/2023 | Schulz Wealth LTD. | 19,000 | $474 | 03/31/2024 | JULH | 19,000 | $474 | 03/31/2024 | Secured Retirement Advisors LLC | 18,857 | $471 | 12/31/2023 | JULH | 18,857 | $471 | 12/31/2023 | MML Investors Services LLC | 16,177 | $404 | 12/31/2023 | JULH | 16,177 | $404 | 12/31/2023 | Principal Securities Inc. | 11,199 | $280 | 12/31/2023 | JULH | 11,199 | $280 | 12/31/2023 | Accurate Wealth Management LLC | 10,966 | $274 | 03/31/2024 | JULH | 10,966 | $274 | 03/31/2024 | Outlook Wealth Advisors LLC | 9,120 | $227 | 03/31/2024 | JULH | 9,120 | $227 | 03/31/2024 | Harbor Investment Advisory LLC | 2,020 | $50 | 03/31/2024 | JULH | 2,020 | $50 | 03/31/2024 | Harbour Investments Inc. | 280 | $7 | 12/31/2023 | JULH | 280 | $7 | 12/31/2023 | UBS Group AG | 200 | $5 | 12/31/2023 | JULH | 200 | $5 | 12/31/2023 | Coastal Investment Advisors Inc. | 180 | $4 | 03/31/2024 | JULH | 180 | $4 | 03/31/2024 | Blue Bell Private Wealth Management LLC | 40 | $1 | 03/31/2024 | JULH | 40 | $1 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | JULH | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JULH
See Details: Top 10 Hedge Funds Holding JULH
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