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Security record

ZJUL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
16Tracked holders
+1Δ holders
909.72KShares held
$27.26MReported value
+3New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow +2.5% · net new positions +6.2% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 +1 909.72K $27.26M +3 −2
Q1 2026 16 -1 889.76K $25.87M +3 −4
Q4 2025 17 0 882.00K $25.63M — —
Q3 2025 2 -1 8.84K $254,060 — −1
Q2 2025 1 +1 18.88K $532,095 +1 —
Q4 2024 1 +1 21.60K $584,081 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 227.13K -14.3% $6.81M 0.0% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 140.09K -1.4% $4.20M 0.0% ▼ Trim 3 SEC ↗ ×4
3 HighTower Advisors, LLC 111.17K -1.5% $3.33M 0.0% ▼ Trim 3 SEC ↗
4 Cetera Investment Advisers 108.85K +1.7% $3.26M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 73.19K +33.7% $2.19M 0.0% ▲ Add 3 SEC ↗ ×2
6 Susquehanna International Group, Llp 70.18K +82.5% $2.10M 0.0% ▲ Add 3 SEC ↗ ×2
7 Captrust Financial Advisors 65.48K 0.0% $1.96M 0.0% Held 3 SEC ↗
8 LPL Financial LLC 43.98K +46.4% $1.32M 0.0% ▲ Add 3 SEC ↗
9 Truist Financial Corp 24.09K +42.5% $721,887 0.0% ▲ Add 3 SEC ↗
10 Envestnet Asset Management Inc 15.22K +77.4% $456,143 0.0% ▲ Add 2 SEC ↗
11 Cerity Partners LLC 10.23K New $306,713 0.0% New 1 SEC ↗
12 Creative Planning 8.66K +0.9% $259,480 0.0% ▲ Add 2 SEC ↗
13 Mml Investors Services, Llc 8.00K +2.8% $239,640 0.0% ▲ Add 3 SEC ↗
14 Wells Fargo & Company/Mn 1.70K New $50,949 0.0% New 1 SEC ↗
15 Barclays Plc 1.60K New $48,042 0.0% New 1 SEC ↗
16 Morgan Stanley ✦ 161 0.0% $4,825 0.0% Held 4 SEC ↗

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

New buyers

Cerity Partners LLC $306,713 0.0%
Wells Fargo & Company/Mn $50,949 0.0%
Barclays Plc $48,042 0.0%

Exited

Citadel Advisors $850,582 was 0.0%
UBS Group AG $23,111 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 2.19M shares, $58.58M 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: Q2 2026 · Methodology · Get this via the API