Security record · archived quarter
DJUL
name pending profile ingest
17Tracked holders
0Δ holders
1.12MShares held
$53.17MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 241.24K | — | $11.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 194.40K | — | $9.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 152.74K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 141.71K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 94.86K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 89.64K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 76.29K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 38.11K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 22.97K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 17.55K | — | $834,949 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 16.51K | — | $785,428 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 15.42K | — | $733,577 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 11.79K | — | $563,161 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Barclays Plc | 3.64K | — | $173,345 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 492 | — | $23,404 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 205 | 0.0% | $9,752 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 140 | — | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 4.28M shares, $161.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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