Who owns XJUL?
Institutional ownership of XJUL from SEC Form 13F filings across 36 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.
36
13F holders
$27.5M
value, 2026 filers
692,023
shares disclosed
6
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 XJUL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 122,929 | $5.0M | 0.0% | — | +1.2% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 57,038 | $2.3M | 0.0% | — | 0.0% |
| 3 | Kestra Advisory Services, LLC | 51,373 | $2.1M | 0.0% | — | -11.2% |
| 4 | CROSSPOINT FINANCIAL, LLC | 51,200 | $2.1M | 4.8% | — | 0.0% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,907 | $2.0M | 0.0% | — | +501.9% |
| 6 | Cetera Investment Advisers | 38,622 | $1.6M | 0.0% | — | -70.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 33,957 | $1.4M | 0.0% | — | -83.6% |
| 8 | World Investment Advisors | 32,649 | $1.3M | 0.0% | — | -4.8% |
| 9 | Diligent Investors, LLC | 31,987 | $1.3M | 0.3% | — | -10.5% |
| 10 | Mariner, LLC | 26,032 | $1.1M | 0.0% | — | -6.1% |
| 11 | OLD MISSION CAPITAL LLC | 23,486 | $956,232 | 0.0% | — | -11.2% |
| 12 | Steward Partners Investment Advisory, LLC | 18,300 | $745,085 | 0.0% | — | -1.9% |
| 13 | Summit Financial, LLCNEW | 16,982 | $691,422 | 0.0% | — | new |
| 14 | HRT FINANCIAL LPNEW | 16,346 | $665 | 0.0% | — | new |
| 15 | LPL Financial LLC | 14,273 | $581,125 | 0.0% | — | -6.5% |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 13,952 | $568,056 | 0.0% | — | -36.5% |
| 17 | Sequent Planning LLC | 11,750 | $478,401 | 0.1% | — | -14.4% |
| 18 | IFP Advisors, Inc | 11,716 | $477,017 | 0.0% | — | +100.0% |
| 19 | Keel Point, LLCNEW | 9,636 | $392,330 | 0.0% | — | new |
| 20 | PFS Partners, LLC | 9,293 | $378,365 | 0.2% | — | -2.7% |
| 21 | GOLDMAN SACHS GROUP INCNEW | 8,391 | $341,640 | 0.0% | — | new |
| 22 | Chicago Partners Investment Group LLC | 7,450 | $303,215 | 0.0% | — | 0.0% |
| 23 | UBS Group AG | 6,429 | $261,757 | 0.0% | — | +1056.3% |
| 24 | Aptus Capital Advisors, LLC | 5,865 | $238,793 | 0.0% | — | 0.0% |
| 25 | Foguth Wealth Management, LLC.NEW | 5,598 | $228,342 | 0.0% | — | new |
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.