GJUL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.0% ·
share flow -21.0% ·
net new positions -4.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 3 | +1 | 11.12K | $450,912 | +1 | — |
| Q3 2024 | 1 | 0 | 5.72K | $206,272 | — | — |
| Q2 2024 | 1 | — | 11.68K | $405,880 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 977.96K | -7.4% | $42.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 977.96K | -7.4% | $42.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 331.34K | -40.5% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 331.34K | -40.5% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 331.34K | -40.5% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 331.34K | -40.5% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 255.52K | -1.7% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 193.42K | -18.1% | $8.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 190.52K | -49.6% | $8.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 172.93K | -44.0% | $7.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 100.15K | +4.3% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 94.68K | -49.1% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 57.02K | +985.6% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 42.77K | +192.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 42.77K | +192.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 20.37K | +109.8% | $885,717 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 15.85K | 0.0% | $689,317 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 14.22K | 0.0% | $618,000 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 11.06K | New | $480,956 | 0.0% | New | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 6.42K | 0.0% | $279,119 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 5.64K | 0.0% | $246,189 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 5.20K | -8.8% | $226,018 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Barclays Plc | 4.72K | -1.9% | $205,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.64K | 0.0% | $158,260 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 3.42K | -31.1% | $148,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.50K | 0.0% | $64,965 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.08K | +2.6% | $46,806 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.08K | +2.6% | $46,806 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | UBS Group AG | 943 | +55.6% | $41,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 25 | -93.4% | $1,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $480,956 | 0.0% |
Exited
| Goldman Sachs Group | $244,699 | was 0.0% |
| Us Bancorp \De\ | $775 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.