Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree JULT Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding JULT

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.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,627,956$55,725 12/31/2023
     JULT1,627,956$55,725 12/31/2023
Advisor Group Holdings Inc.501,746$16,858 12/31/2023
     JULT501,746$16,858 12/31/2023
Commonwealth Equity Services LLC227,795$7,654 12/31/2023
     JULT227,795$7,654 12/31/2023
Wealthquest Corp171,680$5,768 12/31/2023
     JULT171,680$5,768 12/31/2023
Family Wealth Group LLC29,558$993 12/31/2023
     JULT29,558$993 12/31/2023
Envestnet Asset Management Inc.26,532$891 12/31/2023
     JULT26,532$891 12/31/2023
Cetera Advisor Networks LLC24,759$832 12/31/2023
     JULT24,759$832 12/31/2023
B.O.S.S. Retirement Advisors LLC22,894$769 12/31/2023
     JULT22,894$769 12/31/2023
Susquehanna International Group LLP18,497$621 12/31/2023
     JULT18,497$621 12/31/2023
Atria Wealth Solutions Inc.16,939$569 12/31/2023
     JULT16,939$569 12/31/2023
MML Investors Services LLC16,182$544 12/31/2023
     JULT16,182$544 12/31/2023
Kaye Capital Management14,720$528 03/31/2024
     JULT14,720$528 03/31/2024
Money Concepts Capital Corp15,357$516 12/31/2023
     JULT15,357$516 12/31/2023
Cetera Advisors LLC12,302$413 12/31/2023
     JULT12,302$413 12/31/2023
Great Lakes Retirement Inc.11,460$385 12/31/2023
     JULT11,460$385 12/31/2023
Nations Financial Group Inc. IA ADV8,220$295 03/31/2024
     JULT8,220$295 03/31/2024
Cambridge Investment Research Advisors Inc.7,959$285 03/31/2024
     JULT7,959$285 03/31/2024
Blue Bell Private Wealth Management LLC7,044$253 03/31/2024
     JULT7,044$253 03/31/2024
Focus Financial Network Inc.7,227$253 03/31/2024
     JULT7,227$253 03/31/2024
Kestra Advisory Services LLC7,475$251 12/31/2023
     JULT7,475$251 12/31/2023
Focus Financial Network Inc. ADV7,227$243 12/31/2023
     JULT7,227$243 12/31/2023
Avantax Advisory Services Inc.6,763$227 12/31/2023
     JULT6,763$227 12/31/2023
Townsquare Capital LLC6,763$227 12/31/2023
     JULT6,763$227 12/31/2023
Financial Network Wealth Advisors LLC6,763$227 12/31/2023
     JULT6,763$227 12/31/2023
Centaurus Financial Inc.6,323$212 12/31/2023
     JULT6,323$212 12/31/2023
Csenge Advisory Group6,029$203 12/31/2023
     JULT6,029$203 12/31/2023
Farther Finance Advisors LLC4,000$134 12/31/2023
     JULT4,000$134 12/31/2023
Oliver Lagore Vanvalin Investment Group1,816$61 12/31/2023
     JULT1,816$61 12/31/2023
Creative Financial Designs Inc. ADV1,500$50 12/31/2023
     JULT1,500$50 12/31/2023
Allianz Investment Management U.S. LLC1,310$44 12/31/2023
     JULT1,310$44 12/31/2023
AdvisorNet Financial Inc1,000$36 03/31/2024
     JULT1,000$36 03/31/2024
Harbour Investments Inc.743$25 12/31/2023
     JULT743$25 12/31/2023
JPMorgan Chase & Co.392$13 12/31/2023
     JULT392$13 12/31/2023
UBS Group AG310$10 12/31/2023
     JULT310$10 12/31/2023
Pineridge Advisors LLC263$9 12/31/2023
     JULT263$9 12/31/2023
Allworth Financial LP129$5 03/31/2024
     JULT129$5 03/31/2024
Sound Income Strategies LLC56$2 03/31/2024
     JULT56$2 03/31/2024
Richard W. Paul & Associates LLC21$1 12/31/2023
     JULT21$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     JULT0$0 12/31/2023
Tucker Asset Management LLC4$0 12/31/2023
     JULT4$0 12/31/2023

See Summary: Institutional Holders of JULT
See Details: Top 10 Hedge Funds Holding JULT
Also See: JULT Holdings Changes

Funds Holding JULT | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.