|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Altfest L J & Co. Inc. | 477,762 | $26,327 | 12/31/2023 | NJUL | 477,762 | $26,327 | 12/31/2023 | Tradition Wealth Management LLC | 216,366 | $11,923 | 12/31/2023 | NJUL | 216,366 | $11,923 | 12/31/2023 | Advisor Group Holdings Inc. | 213,080 | $11,742 | 12/31/2023 | NJUL | 213,080 | $11,742 | 12/31/2023 | Berkshire Money Management Inc. | 181,752 | $10,015 | 12/31/2023 | NJUL | 181,752 | $10,015 | 12/31/2023 | Commonwealth Equity Services LLC | 162,740 | $8,968 | 12/31/2023 | NJUL | 162,740 | $8,968 | 12/31/2023 | Gradient Investments LLC | 160,183 | $8,827 | 12/31/2023 | NJUL | 160,183 | $8,827 | 12/31/2023 | Personal CFO Solutions LLC | 111,158 | $6,125 | 12/31/2023 | NJUL | 111,158 | $6,125 | 12/31/2023 | Truist Financial Corp | 84,407 | $4,651 | 12/31/2023 | NJUL | 84,407 | $4,651 | 12/31/2023 | LPL Financial LLC | 74,113 | $4,084 | 12/31/2023 | NJUL | 74,113 | $4,084 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 64,014 | $3,527 | 12/31/2023 | NJUL | 64,014 | $3,527 | 12/31/2023 | MAI Capital Management | 63,381 | $3,493 | 12/31/2023 | NJUL | 63,381 | $3,493 | 12/31/2023 | Kestra Advisory Services LLC | 60,114 | $3,313 | 12/31/2023 | NJUL | 60,114 | $3,313 | 12/31/2023 | Outlook Wealth Advisors LLC | 59,993 | $3,306 | 12/31/2023 | NJUL | 59,993 | $3,306 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 50,570 | $2,787 | 12/31/2023 | NJUL | 50,570 | $2,787 | 12/31/2023 | ODonnell Financial Services LLC | 49,041 | $2,702 | 12/31/2023 | NJUL | 49,041 | $2,702 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 46,593 | $2,567 | 12/31/2023 | NJUL | 46,593 | $2,567 | 12/31/2023 | Strategic Blueprint LLC | 44,191 | $2,435 | 12/31/2023 | NJUL | 44,191 | $2,435 | 12/31/2023 | Cetera Advisors LLC | 38,622 | $2,128 | 12/31/2023 | NJUL | 38,622 | $2,128 | 12/31/2023 | Cypress Wealth Services LLC | 35,917 | $2,071 | 03/31/2024 | NJUL | 35,917 | $2,071 | 03/31/2024 | GWM Advisors LLC | 33,898 | $1,902 | 12/31/2023 | NJUL | 33,898 | $1,902 | 12/31/2023 | Sequoia Financial Advisors LLC | 33,793 | $1,862 | 12/31/2023 | NJUL | 33,793 | $1,862 | 12/31/2023 | Envestnet Asset Management Inc. | 33,012 | $1,819 | 12/31/2023 | NJUL | 33,012 | $1,819 | 12/31/2023 | Diligent Investors LLC | 30,673 | $1,690 | 12/31/2023 | NJUL | 30,673 | $1,690 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 24,609 | $1,419 | 03/31/2024 | NJUL | 24,609 | $1,419 | 03/31/2024 | Principal Securities Inc. | 25,244 | $1,391 | 12/31/2023 | NJUL | 25,244 | $1,391 | 12/31/2023 | Cetera Advisor Networks LLC | 24,595 | $1,355 | 12/31/2023 | NJUL | 24,595 | $1,355 | 12/31/2023 | HighTower Advisors LLC | 23,901 | $1,317 | 12/31/2023 | NJUL | 23,901 | $1,317 | 12/31/2023 | Wolverine Trading LLC | 23,859 | $1,315 | 12/31/2023 | NJUL | 23,859 | $1,315 | 12/31/2023 | Steward Partners Investment Advisory LLC | 22,672 | $1,249 | 12/31/2023 | NJUL | 22,672 | $1,249 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 20,165 | $1,111 | 12/31/2023 | NJUL | 20,165 | $1,111 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 17,750 | $1,023 | 03/31/2024 | NJUL | 17,750 | $1,023 | 03/31/2024 | AE Wealth Management LLC | 15,983 | $897 | 12/31/2023 | NJUL | 15,983 | $897 | 12/31/2023 | Cetera Investment Advisers | 16,092 | $887 | 12/31/2023 | NJUL | 16,092 | $887 | 12/31/2023 | Creative Financial Designs Inc. ADV | 15,840 | $873 | 12/31/2023 | NJUL | 15,840 | $873 | 12/31/2023 | Lincoln National Corp | 15,578 | $858 | 12/31/2023 | NJUL | 15,578 | $858 | 12/31/2023 | Blair William & Co. IL | 14,713 | $811 | 12/31/2023 | NJUL | 14,713 | $811 | 12/31/2023 | Susquehanna International Group LLP | 14,068 | $775 | 12/31/2023 | NJUL | 14,068 | $775 | 12/31/2023 | CoreCap Advisors LLC | 13,013 | $717 | 12/31/2023 | NJUL | 13,013 | $717 | 12/31/2023 | Pillar Wealth Advisors LLC | 12,995 | $716 | 12/31/2023 | NJUL | 12,995 | $716 | 12/31/2023 | CRA Financial Services LLC | 9,672 | $558 | 03/31/2024 | NJUL | 9,672 | $558 | 03/31/2024 | Janney Montgomery Scott LLC | 10,033 | $553 | 12/31/2023 | NJUL | 10,033 | $553 | 12/31/2023 | Atria Wealth Solutions Inc. | 9,911 | $546 | 12/31/2023 | NJUL | 9,911 | $546 | 12/31/2023 | AdvisorNet Financial Inc | 9,287 | $535 | 03/31/2024 | NJUL | 9,287 | $535 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,337 | $515 | 12/31/2023 | NJUL | 9,337 | $515 | 12/31/2023 | Founders Financial Securities LLC | 8,617 | $497 | 03/31/2024 | NJUL | 8,617 | $497 | 03/31/2024 | Capital Analysts LLC | 8,344 | $460 | 12/31/2023 | NJUL | 8,344 | $460 | 12/31/2023 | Citadel Advisors LLC | 8,216 | $453 | 12/31/2023 | NJUL | 8,216 | $453 | 12/31/2023 | SILVER OAK SECURITIES Inc | 8,202 | $452 | 12/31/2023 | NJUL | 8,202 | $452 | 12/31/2023 | Visionary Wealth Advisors | 8,159 | $450 | 12/31/2023 | NJUL | 8,159 | $450 | 12/31/2023 | BCS Wealth Management | 7,176 | $414 | 03/31/2024 | NJUL | 7,176 | $414 | 03/31/2024 | Arlington Capital Management Inc. | 7,276 | $401 | 12/31/2023 | NJUL | 7,276 | $401 | 12/31/2023 | Focus Financial Network Inc. ADV | 7,088 | $391 | 12/31/2023 | NJUL | 7,088 | $391 | 12/31/2023 | Csenge Advisory Group | 7,075 | $390 | 12/31/2023 | NJUL | 7,075 | $390 | 12/31/2023 | Castle Wealth Management LLC | 7,013 | $386 | 12/31/2023 | NJUL | 7,013 | $386 | 12/31/2023 | Keystone Wealth Services LLC | 6,100 | $352 | 03/31/2024 | NJUL | 6,100 | $352 | 03/31/2024 | Long Island Wealth Management Inc. | 6,152 | $339 | 12/31/2023 | NJUL | 6,152 | $339 | 12/31/2023 | Leading Edge Financial Planning LLC | 6,063 | $334 | 12/31/2023 | NJUL | 6,063 | $334 | 12/31/2023 | Cerity Partners LLC | 5,871 | $324 | 12/31/2023 | NJUL | 5,871 | $324 | 12/31/2023 | Avantax Advisory Services Inc. | 5,692 | $314 | 12/31/2023 | NJUL | 5,692 | $314 | 12/31/2023 | Sunbelt Securities Inc. | 5,387 | $311 | 03/31/2024 | NJUL | 5,387 | $311 | 03/31/2024 | PFG Advisors | 5,632 | $310 | 12/31/2023 | NJUL | 5,632 | $310 | 12/31/2023 | Spectrum Investment Advisors Inc. | 5,121 | $282 | 12/31/2023 | NJUL | 5,121 | $282 | 12/31/2023 | Level Four Advisory Services LLC | 4,984 | $275 | 12/31/2023 | NJUL | 4,984 | $275 | 12/31/2023 | Coldstream Capital Management Inc. | 4,910 | $271 | 12/31/2023 | NJUL | 4,910 | $271 | 12/31/2023 | Arkadios Wealth Advisors | 4,862 | $268 | 12/31/2023 | NJUL | 4,862 | $268 | 12/31/2023 | SageView Advisory Group LLC | 4,756 | $267 | 12/31/2023 | NJUL | 4,756 | $267 | 12/31/2023 | Stratos Wealth Advisors LLC | 4,510 | $260 | 03/31/2024 | NJUL | 4,510 | $260 | 03/31/2024 | OLD Mission Capital LLC | 4,699 | $259 | 12/31/2023 | NJUL | 4,699 | $259 | 12/31/2023 | Cedar Brook Financial Partners LLC | 4,201 | $242 | 03/31/2024 | NJUL | 4,201 | $242 | 03/31/2024 | Centaurus Financial Inc. | 4,223 | $233 | 12/31/2023 | NJUL | 4,223 | $233 | 12/31/2023 | Snowden Capital Advisors LLC | 3,862 | $213 | 12/31/2023 | NJUL | 3,862 | $213 | 12/31/2023 | Jane Street Group LLC | 3,741 | $206 | 12/31/2023 | NJUL | 3,741 | $206 | 12/31/2023 | Wedbush Securities Inc. | 3,647 | $201 | 12/31/2023 | NJUL | 3,647 | $201 | 12/31/2023 | Comprehensive Financial Consultants Institutional Inc. | 3,651 | $201 | 12/31/2023 | NJUL | 3,651 | $201 | 12/31/2023 | CWM LLC | 1,881 | $108 | 03/31/2024 | NJUL | 1,881 | $108 | 03/31/2024 | Morgan Stanley | 1,825 | $101 | 12/31/2023 | NJUL | 1,825 | $101 | 12/31/2023 | IFP Advisors Inc | 1,578 | $87 | 12/31/2023 | NJUL | 1,578 | $87 | 12/31/2023 | UBS Group AG | 1,427 | $79 | 12/31/2023 | NJUL | 1,427 | $79 | 12/31/2023 | Harbour Investments Inc. | 1,391 | $77 | 12/31/2023 | NJUL | 1,391 | $77 | 12/31/2023 | US Bancorp DE | 625 | $34 | 12/31/2023 | NJUL | 625 | $34 | 12/31/2023 | Sugarloaf Wealth Management LLC | 300 | $17 | 12/31/2023 | NJUL | 300 | $17 | 12/31/2023 | Caitlin John LLC | 11 | $1 | 12/31/2023 | NJUL | 11 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | NJUL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of NJUL
See Details: Top 10 Hedge Funds Holding NJUL
Also See: NJUL Holdings Changes
|
|