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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Gradient Investments LLC | 809,790 | $21,963 | 12/31/2023 | IJUL | 809,790 | $21,963 | 12/31/2023 | HighTower Advisors LLC | 297,248 | $8,061 | 12/31/2023 | IJUL | 297,248 | $8,061 | 12/31/2023 | Allworth Financial LP | 289,089 | $7,841 | 12/31/2023 | IJUL | 289,089 | $7,841 | 12/31/2023 | Advisor Group Holdings Inc. | 288,015 | $7,811 | 12/31/2023 | IJUL | 288,015 | $7,811 | 12/31/2023 | Lantz Financial LLC | 271,715 | $7,665 | 03/31/2024 | IJUL | 271,715 | $7,665 | 03/31/2024 | Berger Financial Group Inc | 252,293 | $7,117 | 03/31/2024 | IJUL | 252,293 | $7,117 | 03/31/2024 | Lincoln National Corp | 249,590 | $6,769 | 12/31/2023 | IJUL | 249,590 | $6,769 | 12/31/2023 | Blair William & Co. IL | 221,682 | $6,012 | 12/31/2023 | IJUL | 221,682 | $6,012 | 12/31/2023 | Spectrum Investment Advisors Inc. | 213,715 | $5,796 | 12/31/2023 | IJUL | 213,715 | $5,796 | 12/31/2023 | Commonwealth Equity Services LLC | 188,316 | $5,107 | 12/31/2023 | IJUL | 188,316 | $5,107 | 12/31/2023 | Global Strategic Investment Solutions LLC | 181,364 | $4,919 | 12/31/2023 | IJUL | 181,364 | $4,919 | 12/31/2023 | Corrado Advisors LLC | 125,371 | $3,400 | 12/31/2023 | IJUL | 125,371 | $3,400 | 12/31/2023 | BKD Wealth Advisors LLC | 110,163 | $2,988 | 12/31/2023 | IJUL | 110,163 | $2,988 | 12/31/2023 | Beacon Financial Advisory LLC | 81,702 | $2,216 | 12/31/2023 | IJUL | 81,702 | $2,216 | 12/31/2023 | Stratos Wealth Advisors LLC | 77,060 | $2,174 | 03/31/2024 | IJUL | 77,060 | $2,174 | 03/31/2024 | SageView Advisory Group LLC | 77,474 | $2,100 | 12/31/2023 | IJUL | 77,474 | $2,100 | 12/31/2023 | Cypress Wealth Services LLC | 57,253 | $1,615 | 03/31/2024 | IJUL | 57,253 | $1,615 | 03/31/2024 | WorthPointe LLC | 56,800 | $1,541 | 12/31/2023 | IJUL | 56,800 | $1,541 | 12/31/2023 | Cetera Advisor Networks LLC | 55,692 | $1,510 | 12/31/2023 | IJUL | 55,692 | $1,510 | 12/31/2023 | Strategic Blueprint LLC | 50,030 | $1,357 | 12/31/2023 | IJUL | 50,030 | $1,357 | 12/31/2023 | Long Island Wealth Management Inc. | 46,066 | $1,249 | 12/31/2023 | IJUL | 46,066 | $1,249 | 12/31/2023 | Private Client Services LLC | 45,967 | $1,247 | 12/31/2023 | IJUL | 45,967 | $1,247 | 12/31/2023 | Diligent Investors LLC | 44,780 | $1,215 | 12/31/2023 | IJUL | 44,780 | $1,215 | 12/31/2023 | LPL Financial LLC | 40,962 | $1,111 | 12/31/2023 | IJUL | 40,962 | $1,111 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 40,621 | $1,102 | 12/31/2023 | IJUL | 40,621 | $1,102 | 12/31/2023 | Envestnet Asset Management Inc. | 36,344 | $986 | 12/31/2023 | IJUL | 36,344 | $986 | 12/31/2023 | Miracle Mile Advisors LLC | 31,476 | $888 | 03/31/2024 | IJUL | 31,476 | $888 | 03/31/2024 | Royal Bank of Canada | 30,344 | $823 | 12/31/2023 | IJUL | 30,344 | $823 | 12/31/2023 | Avantax Advisory Services Inc. | 28,860 | $783 | 12/31/2023 | IJUL | 28,860 | $783 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 27,398 | $773 | 03/31/2024 | IJUL | 27,398 | $773 | 03/31/2024 | Castle Wealth Management LLC | 27,589 | $748 | 12/31/2023 | IJUL | 27,589 | $748 | 12/31/2023 | BCS Wealth Management | 26,182 | $739 | 03/31/2024 | IJUL | 26,182 | $739 | 03/31/2024 | Cerity Partners LLC | 26,832 | $728 | 12/31/2023 | IJUL | 26,832 | $728 | 12/31/2023 | Janney Montgomery Scott LLC | 26,524 | $719 | 12/31/2023 | IJUL | 26,524 | $719 | 12/31/2023 | Ifrah Financial Services Inc. | 25,628 | $695 | 12/31/2023 | IJUL | 25,628 | $695 | 12/31/2023 | ODonnell Financial Services LLC | 23,900 | $648 | 12/31/2023 | IJUL | 23,900 | $648 | 12/31/2023 | Captrust Financial Advisors | 23,580 | $640 | 12/31/2023 | IJUL | 23,580 | $640 | 12/31/2023 | Raymond James & Associates | 21,646 | $587 | 12/31/2023 | IJUL | 21,646 | $587 | 12/31/2023 | Alera Investment Advisors LLC | 20,860 | $566 | 12/31/2023 | IJUL | 20,860 | $566 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 19,745 | $536 | 12/31/2023 | IJUL | 19,745 | $536 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 18,407 | $499 | 12/31/2023 | IJUL | 18,407 | $499 | 12/31/2023 | Pillar Wealth Advisors LLC | 18,085 | $490 | 12/31/2023 | IJUL | 18,085 | $490 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 16,375 | $462 | 03/31/2024 | IJUL | 16,375 | $462 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 15,565 | $422 | 12/31/2023 | IJUL | 15,565 | $422 | 12/31/2023 | Tradition Wealth Management LLC | 15,493 | $420 | 12/31/2023 | IJUL | 15,493 | $420 | 12/31/2023 | Kestra Advisory Services LLC | 14,866 | $403 | 12/31/2023 | IJUL | 14,866 | $403 | 12/31/2023 | Secured Retirement Advisors LLC | 14,483 | $393 | 12/31/2023 | IJUL | 14,483 | $393 | 12/31/2023 | NorthCrest Asset Manangement LLC | 12,984 | $366 | 03/31/2024 | IJUL | 12,984 | $366 | 03/31/2024 | Personal CFO Solutions LLC | 12,932 | $351 | 12/31/2023 | IJUL | 12,932 | $351 | 12/31/2023 | Signaturefd LLC | 12,533 | $340 | 12/31/2023 | IJUL | 12,533 | $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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