Security record · archived quarter
IJUL
name pending profile ingest
20Tracked holders
0Δ holders
1.48MShares held
$49.77MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · 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 | Blair William & Co/Il | 341.02K | n/a | $11.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 231.35K | n/a | $7.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 168.80K | n/a | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 127.67K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 101.47K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 88.74K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 81.60K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 70.81K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 58.24K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 49.83K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 34.08K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 31.62K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 30.65K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 19.20K | n/a | $643,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 15.99K | n/a | $535,724 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 13.29K | New | $445,454 | 0.0% | New | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 8.93K | n/a | $299,125 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 8.51K | n/a | $285,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Us Bancorp \De\ | 3.01K | n/a | $100,960 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 165 | n/a | $5,529 | 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
| Goldman Sachs Group | $445,454 | 0.0% |
Exited
| Citadel Advisors | $361,636 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 3.79M shares, $125.32M 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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