Who owns JULU?
Institutional ownership of JULU from SEC Form 13F filings across 32 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.
32
13F holders
$54.3M
value, 2026 filers
1.7M
shares disclosed
9
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 JULU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLCNEW | 692,163 | $22.2M | 0.2% | — | new |
| 2 | Sanctuary Advisors, LLC | 263,333 | $8.4M | 0.0% | — | 0.0% |
| 3 | RFG Advisory, LLC | 200,658 | $6.4M | 0.1% | — | +3.2% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 168,920 | $5.4M | 0.0% | — | -0.6% |
| 5 | STEPHENS INC /AR/ | 112,869 | $3.6M | 0.0% | — | -2.1% |
| 6 | OSAIC HOLDINGS, INC. | 52,303 | $1.7M | 0.0% | — | -7.1% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 21,991 | $705,641 | 0.0% | — | -1.6% |
| 8 | NBZ Investment Advisors LLC | 20,303 | $651,477 | 0.3% | — | -0.8% |
| 9 | Kestra Advisory Services, LLC | 19,068 | $611,848 | 0.0% | — | -1.7% |
| 10 | AE Wealth Management LLC | 18,956 | $608,261 | 0.0% | — | -98.7% |
| 11 | PARK AVENUE SECURITIES LLC | 18,070 | $580 | 0.0% | — | 0.0% |
| 12 | Arax Advisory Partners | 17,311 | $555,470 | 0.0% | — | +17.2% |
| 13 | World Investment Advisors | 16,074 | $515,778 | 0.0% | — | -10.7% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 16,051 | $515,040 | 0.0% | — | new |
| 15 | Cetera Investment Advisers | 14,856 | $476,695 | 0.0% | — | -3.3% |
| 16 | Grantvest Financial Group LLC | 13,860 | $444,736 | 0.3% | — | -7.2% |
| 17 | RAYMOND JAMES FINANCIAL INCNEW | 11,481 | $368,399 | 0.0% | — | new |
| 18 | Elevated Capital Advisors, LLC | 10,646 | $341,606 | 0.1% | — | -46.9% |
| 19 | Southland Equity Partners LLC | 8,697 | $279,067 | 0.0% | — | 0.0% |
| 20 | HRT FINANCIAL LPNEW | 8,454 | $271 | 0.0% | — | new |
| 21 | IFP Advisors, Inc | 6,130 | $196,698 | 0.0% | — | +46.3% |
| 22 | IFG Advisory, LLCNEW | 3,488 | $111,924 | 0.0% | — | new |
| 23 | Mosley Wealth Management | 1,862 | $59,747 | 0.0% | — | +750.2% |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $32,088 | 0.0% | — | 0.0% |
| 25 | HARBOUR INVESTMENTS, INC. | 670 | $21,499 | 0.0% | — | -32.0% |
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.