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There is a long list of 82 institutional holders of NJUL 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 NJUL by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NJUL table below,
the initial column indicates the name of each top institutional holder of NJUL, with a link to that fund's top holdings. The next columns
indicate the amount of NJUL stock held by each of the institutional holders of NJUL, followed by the NJUL 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 |
|---|
 Altfest L J & Co. Inc. | 446,560 | $25,744 | 03/31/2024 | | NJUL | 446,560 | $25,744 | 03/31/2024 | | 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 | | Personal CFO Solutions LLC | 111,158 | $6,125 | 12/31/2023 | | NJUL | 111,158 | $6,125 | 12/31/2023 | | Commonwealth Equity Services LLC | 90,450 | $5,214 | 03/31/2024 | | NJUL | 90,450 | $5,214 | 03/31/2024 | | 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 | | Outlook Wealth Advisors LLC | 68,325 | $3,939 | 03/31/2024 | | NJUL | 68,325 | $3,939 | 03/31/2024 | | 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 | | Onyx Bridge Wealth Group LLC | 52,632 | $3,024 | 03/31/2024 | | NJUL | 52,632 | $3,024 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 51,599 | $2,975 | 03/31/2024 | | NJUL | 51,599 | $2,975 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 47,144 | $2,718 | 03/31/2024 | | NJUL | 47,144 | $2,718 | 03/31/2024 | | Strategic Blueprint LLC | 43,784 | $2,524 | 03/31/2024 | | NJUL | 43,784 | $2,524 | 03/31/2024 | | 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 | | ODonnell Financial Services LLC | 34,835 | $2,008 | 03/31/2024 | | NJUL | 34,835 | $2,008 | 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 | 32,426 | $1,869 | 03/31/2024 | | NJUL | 32,426 | $1,869 | 03/31/2024 | | 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 | $1,162 | 03/31/2024 | | NJUL | 20,165 | $1,162 | 03/31/2024 | | 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 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,337 | $538 | 03/31/2024 | | NJUL | 9,337 | $538 | 03/31/2024 | | AdvisorNet Financial Inc | 9,287 | $535 | 03/31/2024 | | NJUL | 9,287 | $535 | 03/31/2024 | | Founders Financial Securities LLC | 8,617 | $497 | 03/31/2024 | | NJUL | 8,617 | $497 | 03/31/2024 | | Arlington Capital Management Inc. | 8,070 | $465 | 03/31/2024 | | NJUL | 8,070 | $465 | 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 |
See All: Funds Holding NJUL
See Details: Top 10 Hedge Funds Holding NJUL
Also See: NJUL Holdings Changes
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