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Institutional Holders of IJUL

There is a long list of 79 institutional holders of IJUL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IJUL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IJUL table below, the initial column indicates the name of each top institutional holder of IJUL, with a link to that fund's top holdings. The next columns indicate the amount of IJUL stock held by each of the institutional holders of IJUL, followed by the IJUL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC809,790$21,963 12/31/2023
     IJUL809,790$21,963 12/31/2023
HighTower Advisors LLC297,248$8,061 12/31/2023
     IJUL297,248$8,061 12/31/2023
Allworth Financial LP289,089$7,841 12/31/2023
     IJUL289,089$7,841 12/31/2023
Advisor Group Holdings Inc.288,015$7,811 12/31/2023
     IJUL288,015$7,811 12/31/2023
Lantz Financial LLC271,715$7,665 03/31/2024
     IJUL271,715$7,665 03/31/2024
Berger Financial Group Inc252,293$7,117 03/31/2024
     IJUL252,293$7,117 03/31/2024
Lincoln National Corp249,590$6,769 12/31/2023
     IJUL249,590$6,769 12/31/2023
Blair William & Co. IL221,682$6,012 12/31/2023
     IJUL221,682$6,012 12/31/2023
Spectrum Investment Advisors Inc.213,715$5,796 12/31/2023
     IJUL213,715$5,796 12/31/2023
Commonwealth Equity Services LLC188,316$5,107 12/31/2023
     IJUL188,316$5,107 12/31/2023
Global Strategic Investment Solutions LLC181,364$4,919 12/31/2023
     IJUL181,364$4,919 12/31/2023
Corrado Advisors LLC125,371$3,400 12/31/2023
     IJUL125,371$3,400 12/31/2023
BKD Wealth Advisors LLC110,163$2,988 12/31/2023
     IJUL110,163$2,988 12/31/2023
Beacon Financial Advisory LLC81,702$2,216 12/31/2023
     IJUL81,702$2,216 12/31/2023
Stratos Wealth Advisors LLC77,060$2,174 03/31/2024
     IJUL77,060$2,174 03/31/2024
SageView Advisory Group LLC77,474$2,100 12/31/2023
     IJUL77,474$2,100 12/31/2023
Cypress Wealth Services LLC57,253$1,615 03/31/2024
     IJUL57,253$1,615 03/31/2024
WorthPointe LLC56,800$1,541 12/31/2023
     IJUL56,800$1,541 12/31/2023
Cetera Advisor Networks LLC55,692$1,510 12/31/2023
     IJUL55,692$1,510 12/31/2023
Strategic Blueprint LLC50,030$1,357 12/31/2023
     IJUL50,030$1,357 12/31/2023
Long Island Wealth Management Inc.46,066$1,249 12/31/2023
     IJUL46,066$1,249 12/31/2023
Private Client Services LLC45,967$1,247 12/31/2023
     IJUL45,967$1,247 12/31/2023
Diligent Investors LLC44,780$1,215 12/31/2023
     IJUL44,780$1,215 12/31/2023
LPL Financial LLC40,962$1,111 12/31/2023
     IJUL40,962$1,111 12/31/2023
Raymond James Financial Services Advisors Inc.40,621$1,102 12/31/2023
     IJUL40,621$1,102 12/31/2023
Envestnet Asset Management Inc.36,344$986 12/31/2023
     IJUL36,344$986 12/31/2023
Miracle Mile Advisors LLC31,476$888 03/31/2024
     IJUL31,476$888 03/31/2024
Royal Bank of Canada30,344$823 12/31/2023
     IJUL30,344$823 12/31/2023
Avantax Advisory Services Inc.28,860$783 12/31/2023
     IJUL28,860$783 12/31/2023
Wealth Enhancement Advisory Services LLC27,398$773 03/31/2024
     IJUL27,398$773 03/31/2024
Castle Wealth Management LLC27,589$748 12/31/2023
     IJUL27,589$748 12/31/2023
BCS Wealth Management26,182$739 03/31/2024
     IJUL26,182$739 03/31/2024
Cerity Partners LLC26,832$728 12/31/2023
     IJUL26,832$728 12/31/2023
Janney Montgomery Scott LLC26,524$719 12/31/2023
     IJUL26,524$719 12/31/2023
Ifrah Financial Services Inc.25,628$695 12/31/2023
     IJUL25,628$695 12/31/2023
ODonnell Financial Services LLC23,900$648 12/31/2023
     IJUL23,900$648 12/31/2023
Captrust Financial Advisors23,580$640 12/31/2023
     IJUL23,580$640 12/31/2023
Raymond James & Associates21,646$587 12/31/2023
     IJUL21,646$587 12/31/2023
Alera Investment Advisors LLC20,860$566 12/31/2023
     IJUL20,860$566 12/31/2023
Nations Financial Group Inc. IA ADV19,745$536 12/31/2023
     IJUL19,745$536 12/31/2023
Cambridge Investment Research Advisors Inc.18,407$499 12/31/2023
     IJUL18,407$499 12/31/2023
Pillar Wealth Advisors LLC18,085$490 12/31/2023
     IJUL18,085$490 12/31/2023
DHJJ Financial Advisors Ltd.16,375$462 03/31/2024
     IJUL16,375$462 03/31/2024
U.S. Capital Wealth Advisors LLC15,565$422 12/31/2023
     IJUL15,565$422 12/31/2023
Tradition Wealth Management LLC15,493$420 12/31/2023
     IJUL15,493$420 12/31/2023
Kestra Advisory Services LLC14,866$403 12/31/2023
     IJUL14,866$403 12/31/2023
Secured Retirement Advisors LLC14,483$393 12/31/2023
     IJUL14,483$393 12/31/2023
NorthCrest Asset Manangement LLC12,984$366 03/31/2024
     IJUL12,984$366 03/31/2024
Personal CFO Solutions LLC12,932$351 12/31/2023
     IJUL12,932$351 12/31/2023
Signaturefd LLC12,533$340 12/31/2023
     IJUL12,533$340 12/31/2023

See All: Funds Holding IJUL
See Details: Top 10 Hedge Funds Holding IJUL
Also See: IJUL Holdings Changes

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