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Security record · archived quarter

GJUL

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024 Q2 2024
25Tracked holders
+3Δ holders
3.18MShares held
$129.60MReported value
+4New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.6% · share flow -8.6% · net new positions +12.0% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 12.82K $575,917 n/a n/a
Q2 2026 24 -1 2.51M $109.18M +1 −2
Q1 2026 25 +3 3.18M $129.60M +4 −1
Q4 2025 22 0 3.48M $143.76M n/a n/a
Q3 2025 3 +1 11.12K $450,912 +1 n/a
Q3 2024 1 0 5.72K $206,272 n/a n/a
Q2 2024 1 n/a 11.68K $405,880 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 1.06M -4.7% $43.08M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Osaic Holdings, Inc. 556.42K -18.4% $22.69M 0.0% ▼ Trim 2 SEC ↗ ×3
3 Commonwealth Equity Services, Llc 378.03K -12.6% $15.41M 0.0% ▼ Trim 2 SEC ↗
4 Envestnet Asset Management Inc 308.92K -1.8% $12.60M 0.0% ▼ Trim 2 SEC ↗
5 LPL Financial LLC 259.85K -2.5% $10.60M 0.0% ▼ Trim 2 SEC ↗
6 Cetera Investment Advisers 236.27K -0.5% $9.63M 0.0% ▼ Trim 2 SEC ↗
7 Truist Financial Corp 185.90K -4.4% $7.58M 0.0% ▼ Trim 2 SEC ↗
8 Mml Investors Services, Llc 96.02K -16.1% $3.92M 0.0% ▼ Trim 2 SEC ↗
9 HighTower Advisors, LLC 15.85K -67.1% $646,306 0.0% ▼ Trim 2 SEC ↗
10 Susquehanna International Group, Llp 14.64K New $596,844 0.0% New 1 SEC ↗
11 Royal Bank Of Canada 14.22K -6.9% $580,000 0.0% ▼ Trim 2 SEC ↗
12 Citadel Advisors ✦ 9.71K -45.2% $395,735 0.0% ▼ Trim 3 SEC ↗
13 Captrust Financial Advisors 6.42K 0.0% $261,703 0.0% Held 2 SEC ↗
14 Goldman Sachs Group ✦ 6.00K New $244,699 0.0% New 1 SEC ↗
15 Focus Partners Wealth 5.70K -41.9% $232,303 0.0% ▼ Trim 2 SEC ↗
16 Wealth Enhancement Advisory… 5.64K +27.0% $231,380 0.0% ▲ Add 2 SEC ↗
17 Hrt Financial Lp 5.25K -50.3% $214,000 0.0% ▼ Trim 2 SEC ↗
18 Rockefeller Capital Management L.P. 4.96K 0.0% $202,455 0.0% Held 2 SEC ↗
19 Barclays Plc 4.81K +150.3% $196,094 0.0% ▲ Add 2 SEC ↗
20 Morgan Stanley ✦ 3.64K 0.0% $148,385 0.0% Held 3 SEC ↗
21 Jones Financial Companies Lllp 1.50K New $60,305 0.0% New 1 SEC ↗
22 JPMorgan Chase ✦ 1.05K -66.7% $42,199 0.0% ▼ Trim 3 SEC ↗
23 UBS Group AG 606 +96.8% $24,710 0.0% ▲ Add 2 SEC ↗
24 Assetmark, Inc 381 0.0% $15,536 0.0% Held 2 SEC ↗
25 Us Bancorp \De\ 19 New $775 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Wells Fargo & Company/Mn $69,477 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 5.12M shares, $198.87M 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: Q1 2026 · Methodology · Get this via the API