Who owns ZJULWhat ZJUL owns — n/a

Who owns ZJUL?

Institutional ownership of ZJUL from SEC Form 13F filings across 61 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.

13F holders

$49.4M

value, 2026 filers

1.7M

shares disclosed

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 ZJUL's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	COMMONWEALTH EQUITY SERVICES, LLC	227,129	$6.8M	0.0%	—	-14.4%
2	OSAIC HOLDINGS, INC.	140,089	$4.2M	0.0%	—	-1.3%
3	HighTower Advisors, LLC	111,165	$3.3M	0.0%	—	-1.5%
4	Cetera Investment Advisers	108,846	$3.3M	0.0%	—	+1.7%
5	RAYMOND JAMES FINANCIAL INC	73,189	$2.2M	0.0%	—	+33.7%
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	70,177	$2.1M	0.0%	—	+82.5%
7	Cambridge Investment Research Advisors, Inc.	65,714	$1,970	0.0%	—	+273.4%
8	CAPTRUST FINANCIAL ADVISORS	65,482	$2.0M	0.0%	—	0.0%
9	Stratos Wealth Advisors, LLC	51,777	$1.6M	0.1%	—	-1.0%
10	LPL Financial LLC	43,985	$1.3M	0.0%	—	+46.4%
11	Trek Financial, LLC	43,511	$1.3M	0.1%	—	-2.1%
12	KFG WEALTH MANAGEMENT, LLC	43,009	$1.3M	0.1%	—	-2.4%
13	Diligent Investors, LLC	42,137	$1.3M	0.3%	—	-12.8%
14	Kestra Advisory Services, LLC	41,790	$1.3M	0.0%	—	-36.7%
15	Triad Wealth Partners, LLCNEW	40,953	$1.2M	0.1%	—	new
16	Archer Investment Corp	39,869	$1.2M	0.2%	—	-13.0%
17	IMG Wealth Management, Inc.	29,043	$870,419	0.5%	—	-3.7%
18	Cypress Wealth Services, LLC	28,623	$857,831	0.1%	—	-22.5%
19	TRUIST FINANCIAL CORP	24,087	$721,887	0.0%	—	+42.5%
20	AdvisorNet Financial, Inc	23,891	$716,013	0.0%	—	0.0%
21	Continuum Advisory, LLC	20,860	$625,174	0.1%	—	-0.4%
22	Waverly Advisors, LLC	20,537	$615,494	0.0%	—	-2.1%
23	NewEdge Advisors, LLC	20,376	$610,669	0.0%	—	0.0%
24	Main Street Financial Solutions, LLCNEW	19,490	$584,115	0.0%	—	new
25	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	17,952	$538,021	0.0%	—	-7.6%

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.