|
|
|
On this page, we present all of the funds holding JULT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding JULT, with a link to that fund's top holdings. The next columns
indicate the amount of JULT stock held by each of the funds holding JULT, followed by the JULT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 39 funds holding JULT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC
(or by any of the other funds holding JULT), click the fund name in the "Holder" column of the funds-holding-JULT table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
AE Wealth Management LLC | 1,627,956 | $55,725 | 12/31/2023 | JULT | 1,627,956 | $55,725 | 12/31/2023 | Advisor Group Holdings Inc. | 501,746 | $16,858 | 12/31/2023 | JULT | 501,746 | $16,858 | 12/31/2023 | Commonwealth Equity Services LLC | 227,795 | $7,654 | 12/31/2023 | JULT | 227,795 | $7,654 | 12/31/2023 | Wealthquest Corp | 171,680 | $5,768 | 12/31/2023 | JULT | 171,680 | $5,768 | 12/31/2023 | Family Wealth Group LLC | 29,558 | $993 | 12/31/2023 | JULT | 29,558 | $993 | 12/31/2023 | Envestnet Asset Management Inc. | 26,532 | $891 | 12/31/2023 | JULT | 26,532 | $891 | 12/31/2023 | Cetera Advisor Networks LLC | 24,759 | $832 | 12/31/2023 | JULT | 24,759 | $832 | 12/31/2023 | B.O.S.S. Retirement Advisors LLC | 22,894 | $769 | 12/31/2023 | JULT | 22,894 | $769 | 12/31/2023 | Susquehanna International Group LLP | 18,497 | $621 | 12/31/2023 | JULT | 18,497 | $621 | 12/31/2023 | Atria Wealth Solutions Inc. | 16,939 | $569 | 12/31/2023 | JULT | 16,939 | $569 | 12/31/2023 | MML Investors Services LLC | 16,182 | $544 | 12/31/2023 | JULT | 16,182 | $544 | 12/31/2023 | Kaye Capital Management | 14,720 | $528 | 03/31/2024 | JULT | 14,720 | $528 | 03/31/2024 | Money Concepts Capital Corp | 15,357 | $516 | 12/31/2023 | JULT | 15,357 | $516 | 12/31/2023 | Cetera Advisors LLC | 12,302 | $413 | 12/31/2023 | JULT | 12,302 | $413 | 12/31/2023 | Great Lakes Retirement Inc. | 11,460 | $385 | 12/31/2023 | JULT | 11,460 | $385 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 8,220 | $295 | 03/31/2024 | JULT | 8,220 | $295 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 7,959 | $285 | 03/31/2024 | JULT | 7,959 | $285 | 03/31/2024 | Blue Bell Private Wealth Management LLC | 7,044 | $253 | 03/31/2024 | JULT | 7,044 | $253 | 03/31/2024 | Focus Financial Network Inc. | 7,227 | $253 | 03/31/2024 | JULT | 7,227 | $253 | 03/31/2024 | Kestra Advisory Services LLC | 7,475 | $251 | 12/31/2023 | JULT | 7,475 | $251 | 12/31/2023 | Focus Financial Network Inc. ADV | 7,227 | $243 | 12/31/2023 | JULT | 7,227 | $243 | 12/31/2023 | Avantax Advisory Services Inc. | 6,763 | $227 | 12/31/2023 | JULT | 6,763 | $227 | 12/31/2023 | Townsquare Capital LLC | 6,763 | $227 | 12/31/2023 | JULT | 6,763 | $227 | 12/31/2023 | Financial Network Wealth Advisors LLC | 6,763 | $227 | 12/31/2023 | JULT | 6,763 | $227 | 12/31/2023 | Centaurus Financial Inc. | 6,323 | $212 | 12/31/2023 | JULT | 6,323 | $212 | 12/31/2023 | Csenge Advisory Group | 6,029 | $203 | 12/31/2023 | JULT | 6,029 | $203 | 12/31/2023 | Farther Finance Advisors LLC | 4,000 | $134 | 12/31/2023 | JULT | 4,000 | $134 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 1,816 | $61 | 12/31/2023 | JULT | 1,816 | $61 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,500 | $50 | 12/31/2023 | JULT | 1,500 | $50 | 12/31/2023 | Allianz Investment Management U.S. LLC | 1,310 | $44 | 12/31/2023 | JULT | 1,310 | $44 | 12/31/2023 | AdvisorNet Financial Inc | 1,000 | $36 | 03/31/2024 | JULT | 1,000 | $36 | 03/31/2024 | Harbour Investments Inc. | 743 | $25 | 12/31/2023 | JULT | 743 | $25 | 12/31/2023 | JPMorgan Chase & Co. | 392 | $13 | 12/31/2023 | JULT | 392 | $13 | 12/31/2023 | UBS Group AG | 310 | $10 | 12/31/2023 | JULT | 310 | $10 | 12/31/2023 | Pineridge Advisors LLC | 263 | $9 | 12/31/2023 | JULT | 263 | $9 | 12/31/2023 | Allworth Financial LP | 129 | $5 | 03/31/2024 | JULT | 129 | $5 | 03/31/2024 | Sound Income Strategies LLC | 56 | $2 | 03/31/2024 | JULT | 56 | $2 | 03/31/2024 | Richard W. Paul & Associates LLC | 21 | $1 | 12/31/2023 | JULT | 21 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | JULT | 0 | $0 | 12/31/2023 | Tucker Asset Management LLC | 4 | $0 | 12/31/2023 | JULT | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JULT
See Details: Top 10 Hedge Funds Holding JULT
Also See: JULT Holdings Changes
|
|