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Who owns DJULWhat DJUL owns — n/a

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Institutional ownership of DJUL from SEC Form 13F filings across 90 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

90

13F holders

$119.5M

value, 2026 filers

31.1%

of shares outstanding (2.5M sh)

15

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DJUL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC273,960$13.7M0.0%3.4%+26.3%
2RAYMOND JAMES FINANCIAL INC237,543$11.9M0.0%3%-1.3%
3Bluespring Wealth Management, LLCNEW203,612$10.2M0.2%2.6%new
4Ignite Planners, LLC141,107$7.1M1.0%1.8%-1.1%
5OSAIC HOLDINGS, INC.134,564$6.7M0.0%1.7%-8.5%
6TRUIST FINANCIAL CORP133,976$6.7M0.0%1.7%-4.6%
7REAP Financial Group, LLC96,489$4.8M0.8%1.2%-10.0%
8LPL Financial LLC89,771$4.5M0.0%1.1%+21.9%
9Foguth Wealth Management, LLC.NEW86,157$4.3M0.5%1.1%new
10Cetera Investment Advisers84,669$4.2M0.0%1.1%-10.2%
11Kestra Advisory Services, LLC82,023$4.1M0.0%1%-34.5%
12FOUNDERS FINANCIAL SECURITIES LLC77,473$3.9M0.2%1%-71.9%
13Cambridge Investment Research Advisors, Inc.69,858$3,5030.0%0.9%-5.9%
14Nova Wealth Management, Inc.52,997$2.7M1.5%0.7%-6.0%
15Ameritas Advisory Services, LLC37,261$1.9M0.0%0.5%+149.8%
16HARBOUR INVESTMENTS, INC.36,996$1.9M0.0%0.5%+3.4%
17COMMONWEALTH EQUITY SERVICES, LLC34,770$1.7M0.0%0.4%-3.2%
18Kovack Advisors, Inc.27,620$1.4M0.1%0.3%+1.6%
19Mission Financial Group, LLCNEW25,680$1.3M1.1%0.3%new
20SUSQUEHANNA INTERNATIONAL GROUP, LLP24,706$1.2M0.0%0.3%+11.4%
21MML INVESTORS SERVICES, LLC23,397$1.2M0.0%0.3%+18.1%
22Rockefeller Capital Management L.P.22,952$1.2M0.0%0.3%+1.9%
23C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors22,576$1.1M0.1%0.3%0.0%
24Falcon Wealth Planning20,373$1.0M0.1%0.3%0.0%
25SAGESPRING WEALTH PARTNERS, LLC19,541$979,8830.0%0.2%-0.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.