Security record · archived quarter
IJUL
name pending profile ingest
20Tracked holders
0Δ holders
1.36MShares held
$45.69MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Blair William & Co/Il | 341.02K | 0.0% | $11.51M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 194.23K | -16.0% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 159.88K | -5.3% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 122.17K | -4.3% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 87.08K | -1.9% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 87.07K | -14.2% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 65.72K | -7.2% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 51.80K | -36.5% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 48.95K | -1.8% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 42.71K | -26.7% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 34.08K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 31.02K | -1.9% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cwm, Llc | 27.56K | +43.6% | $930,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 30.16K | -1.6% | $746,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 19.88K | New | $657,895 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 8.51K | 0.0% | $288,000 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 17 | Hrt Financial Lp | 5.94K | New | $200,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 3.01K | 0.0% | $101,689 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 1.16K | New | $39,083 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 165 | 0.0% | $5,569 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $657,895 | 0.0% |
| Hrt Financial Lp | $200,000 | 0.0% |
| UBS Group AG | $39,083 | 0.0% |
Exited
| Cerity Partners LLC | $535,724 | was 0.0% |
| Goldman Sachs Group | $445,454 | was 0.0% |
| Focus Partners Wealth | $299,125 | 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: Q1 2026 ·
Methodology ·
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