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Funds Holding NJUL

On this page, we present all of the funds holding NJUL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NJUL, with a link to that fund's top holdings. The next columns indicate the amount of NJUL stock held by each of the funds holding NJUL, followed by the NJUL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding NJUL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Altfest L J & Co. Inc.. For more details on the positions held by Altfest L J & Co. Inc. (or by any of the other funds holding NJUL), click the fund name in the "Holder" column of the funds-holding-NJUL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Altfest L J & Co. Inc.477,762$26,327 12/31/2023
     NJUL477,762$26,327 12/31/2023
Tradition Wealth Management LLC216,366$11,923 12/31/2023
     NJUL216,366$11,923 12/31/2023
Advisor Group Holdings Inc.213,080$11,742 12/31/2023
     NJUL213,080$11,742 12/31/2023
Berkshire Money Management Inc.181,752$10,015 12/31/2023
     NJUL181,752$10,015 12/31/2023
Commonwealth Equity Services LLC162,740$8,968 12/31/2023
     NJUL162,740$8,968 12/31/2023
Gradient Investments LLC160,183$8,827 12/31/2023
     NJUL160,183$8,827 12/31/2023
Personal CFO Solutions LLC111,158$6,125 12/31/2023
     NJUL111,158$6,125 12/31/2023
Truist Financial Corp84,407$4,651 12/31/2023
     NJUL84,407$4,651 12/31/2023
LPL Financial LLC74,113$4,084 12/31/2023
     NJUL74,113$4,084 12/31/2023
Cambridge Investment Research Advisors Inc.64,014$3,527 12/31/2023
     NJUL64,014$3,527 12/31/2023
MAI Capital Management63,381$3,493 12/31/2023
     NJUL63,381$3,493 12/31/2023
Kestra Advisory Services LLC60,114$3,313 12/31/2023
     NJUL60,114$3,313 12/31/2023
Outlook Wealth Advisors LLC59,993$3,306 12/31/2023
     NJUL59,993$3,306 12/31/2023
Raymond James Financial Services Advisors Inc.50,570$2,787 12/31/2023
     NJUL50,570$2,787 12/31/2023
ODonnell Financial Services LLC49,041$2,702 12/31/2023
     NJUL49,041$2,702 12/31/2023
Onyx Bridge Wealth Group LLC46,593$2,567 12/31/2023
     NJUL46,593$2,567 12/31/2023
Strategic Blueprint LLC44,191$2,435 12/31/2023
     NJUL44,191$2,435 12/31/2023
Cetera Advisors LLC38,622$2,128 12/31/2023
     NJUL38,622$2,128 12/31/2023
Cypress Wealth Services LLC35,917$2,071 03/31/2024
     NJUL35,917$2,071 03/31/2024
GWM Advisors LLC33,898$1,902 12/31/2023
     NJUL33,898$1,902 12/31/2023
Sequoia Financial Advisors LLC33,793$1,862 12/31/2023
     NJUL33,793$1,862 12/31/2023
Envestnet Asset Management Inc.33,012$1,819 12/31/2023
     NJUL33,012$1,819 12/31/2023
Diligent Investors LLC30,673$1,690 12/31/2023
     NJUL30,673$1,690 12/31/2023
DHJJ Financial Advisors Ltd.24,609$1,419 03/31/2024
     NJUL24,609$1,419 03/31/2024
Principal Securities Inc.25,244$1,391 12/31/2023
     NJUL25,244$1,391 12/31/2023
Cetera Advisor Networks LLC24,595$1,355 12/31/2023
     NJUL24,595$1,355 12/31/2023
HighTower Advisors LLC23,901$1,317 12/31/2023
     NJUL23,901$1,317 12/31/2023
Wolverine Trading LLC23,859$1,315 12/31/2023
     NJUL23,859$1,315 12/31/2023
Steward Partners Investment Advisory LLC22,672$1,249 12/31/2023
     NJUL22,672$1,249 12/31/2023
Valtinson Bruner Financial Planning LLC20,165$1,111 12/31/2023
     NJUL20,165$1,111 12/31/2023
Wealth Enhancement Advisory Services LLC17,750$1,023 03/31/2024
     NJUL17,750$1,023 03/31/2024
AE Wealth Management LLC15,983$897 12/31/2023
     NJUL15,983$897 12/31/2023
Cetera Investment Advisers16,092$887 12/31/2023
     NJUL16,092$887 12/31/2023
Creative Financial Designs Inc. ADV15,840$873 12/31/2023
     NJUL15,840$873 12/31/2023
Lincoln National Corp15,578$858 12/31/2023
     NJUL15,578$858 12/31/2023
Blair William & Co. IL14,713$811 12/31/2023
     NJUL14,713$811 12/31/2023
Susquehanna International Group LLP14,068$775 12/31/2023
     NJUL14,068$775 12/31/2023
CoreCap Advisors LLC13,013$717 12/31/2023
     NJUL13,013$717 12/31/2023
Pillar Wealth Advisors LLC12,995$716 12/31/2023
     NJUL12,995$716 12/31/2023
CRA Financial Services LLC9,672$558 03/31/2024
     NJUL9,672$558 03/31/2024
Janney Montgomery Scott LLC10,033$553 12/31/2023
     NJUL10,033$553 12/31/2023
Atria Wealth Solutions Inc.9,911$546 12/31/2023
     NJUL9,911$546 12/31/2023
AdvisorNet Financial Inc9,287$535 03/31/2024
     NJUL9,287$535 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC9,337$515 12/31/2023
     NJUL9,337$515 12/31/2023
Founders Financial Securities LLC8,617$497 03/31/2024
     NJUL8,617$497 03/31/2024
Capital Analysts LLC8,344$460 12/31/2023
     NJUL8,344$460 12/31/2023
Citadel Advisors LLC8,216$453 12/31/2023
     NJUL8,216$453 12/31/2023
SILVER OAK SECURITIES Inc8,202$452 12/31/2023
     NJUL8,202$452 12/31/2023
Visionary Wealth Advisors8,159$450 12/31/2023
     NJUL8,159$450 12/31/2023
BCS Wealth Management7,176$414 03/31/2024
     NJUL7,176$414 03/31/2024
Arlington Capital Management Inc.7,276$401 12/31/2023
     NJUL7,276$401 12/31/2023
Focus Financial Network Inc. ADV7,088$391 12/31/2023
     NJUL7,088$391 12/31/2023
Csenge Advisory Group7,075$390 12/31/2023
     NJUL7,075$390 12/31/2023
Castle Wealth Management LLC7,013$386 12/31/2023
     NJUL7,013$386 12/31/2023
Keystone Wealth Services LLC6,100$352 03/31/2024
     NJUL6,100$352 03/31/2024
Long Island Wealth Management Inc.6,152$339 12/31/2023
     NJUL6,152$339 12/31/2023
Leading Edge Financial Planning LLC6,063$334 12/31/2023
     NJUL6,063$334 12/31/2023
Cerity Partners LLC5,871$324 12/31/2023
     NJUL5,871$324 12/31/2023
Avantax Advisory Services Inc.5,692$314 12/31/2023
     NJUL5,692$314 12/31/2023
Sunbelt Securities Inc.5,387$311 03/31/2024
     NJUL5,387$311 03/31/2024
PFG Advisors5,632$310 12/31/2023
     NJUL5,632$310 12/31/2023
Spectrum Investment Advisors Inc.5,121$282 12/31/2023
     NJUL5,121$282 12/31/2023
Level Four Advisory Services LLC4,984$275 12/31/2023
     NJUL4,984$275 12/31/2023
Coldstream Capital Management Inc.4,910$271 12/31/2023
     NJUL4,910$271 12/31/2023
Arkadios Wealth Advisors4,862$268 12/31/2023
     NJUL4,862$268 12/31/2023
SageView Advisory Group LLC4,756$267 12/31/2023
     NJUL4,756$267 12/31/2023
Stratos Wealth Advisors LLC4,510$260 03/31/2024
     NJUL4,510$260 03/31/2024
OLD Mission Capital LLC4,699$259 12/31/2023
     NJUL4,699$259 12/31/2023
Cedar Brook Financial Partners LLC4,201$242 03/31/2024
     NJUL4,201$242 03/31/2024
Centaurus Financial Inc.4,223$233 12/31/2023
     NJUL4,223$233 12/31/2023
Snowden Capital Advisors LLC3,862$213 12/31/2023
     NJUL3,862$213 12/31/2023
Jane Street Group LLC3,741$206 12/31/2023
     NJUL3,741$206 12/31/2023
Wedbush Securities Inc.3,647$201 12/31/2023
     NJUL3,647$201 12/31/2023
Comprehensive Financial Consultants Institutional Inc.3,651$201 12/31/2023
     NJUL3,651$201 12/31/2023
CWM LLC1,881$108 03/31/2024
     NJUL1,881$108 03/31/2024
Morgan Stanley1,825$101 12/31/2023
     NJUL1,825$101 12/31/2023
IFP Advisors Inc1,578$87 12/31/2023
     NJUL1,578$87 12/31/2023
UBS Group AG1,427$79 12/31/2023
     NJUL1,427$79 12/31/2023
Harbour Investments Inc.1,391$77 12/31/2023
     NJUL1,391$77 12/31/2023
US Bancorp DE625$34 12/31/2023
     NJUL625$34 12/31/2023
Sugarloaf Wealth Management LLC300$17 12/31/2023
     NJUL300$17 12/31/2023
Caitlin John LLC11$1 12/31/2023
     NJUL11$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     NJUL0$0 12/31/2023

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

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