IJUL(IJUL)
IJUL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | 314.07K | Jun 30, 26 | -26.95K | 5.79% |
| ADVISOR GROUP HOLDINGS, INC. | 214.20K | Jun 30, 26 | +19.97K | 3.95% |
| Berger Financial Group, Inc | 199.42K | Jun 30, 26 | -4.83K | 3.68% |
| GTS FINANCIAL, LLC | 192.19K | Jun 30, 26 | +6.66K | 3.54% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 191.87K | Jun 30, 26 | +4.42K | 3.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 156.21K | Jun 30, 26 | -3.67K | 2.88% |
| Cornerstone Wealth, LLC/TN | 122.86K | Jun 30, 26 | +89.65K | 2.26% |
| Cetera Investment Advisers | 117.67K | Jun 30, 26 | -4.49K | 2.17% |
| ENVESTNET ASSET MANAGEMENT INC | 89.07K | Jun 30, 26 | +2.00K | 1.64% |
| Global Strategic Investment Solutions, LLC | 89.02K | Jun 30, 26 | -699 | 1.64% |
| RAYMOND JAMES FINANCIAL INC | 88.83K | Jun 30, 26 | +1.75K | 1.64% |
| Bedel Financial Consulting, Inc. | 85.47K | Jun 30, 26 | +3.85K | 1.58% |
| LPL Financial LLC | 78.53K | Jun 30, 26 | +29.59K | 1.45% |
| BFI Wealth Solutions, LLC | 71.30K | Jun 30, 26 | +16.12K | 1.31% |
| INDEPENDENT FINANCIAL GROUP, LLC | 67.10K | Jun 30, 26 | -1.56K | 1.24% |
| Long Island Wealth Management, Inc. | 65.84K | Jun 30, 26 | +7.73K | 1.21% |
| BIP Wealth, LLC | 65.47K | Jun 30, 26 | -31.95K | 1.21% |
| Stratos Wealth Advisors, LLC | 64.72K | Jun 30, 26 | -2.98K | 1.19% |
| HighTower Advisors, LLC | 59.15K | Jun 30, 26 | -6.56K | 1.09% |
| Signal Advisors Wealth, LLC | 54.84K | Jun 30, 26 | -1.32K | 1.01% |
| CORRADO ADVISORS, LLC | 53.48K | Jun 30, 26 | -968 | 0.99% |
| SIGNATUREFD, LLC | 50.07K | Jun 30, 26 | -- | 0.92% |
| Triad Wealth Partners, LLC | 47.45K | Jun 30, 26 | -4.30K | 0.87% |
| ACCESS FINANCIAL SERVICES, INC. | 47.41K | Jun 30, 26 | -- | 0.87% |
| Cresset Asset Management, LLC | 47.33K | Jun 30, 26 | -- | 0.87% |
| Diligent Investors, LLC | 45.26K | Jun 30, 26 | -- | 0.83% |
| Resources Investment Advisors, LLC. | 44.94K | Jun 30, 26 | -- | 0.83% |
| PRINCIPAL SECURITIES, INC. | 43.52K | Jun 30, 26 | +2.48K | 0.80% |
| MML INVESTORS SERVICES, LLC | 43.00K | Jun 30, 26 | +296 | 0.79% |
| Americana Partners, LLC | 42.92K | Jun 30, 26 | -12.59K | 0.79% |
| WorthPointe, LLC | 42.55K | Jun 30, 26 | -1.05K | 0.78% |
| Sentinus, LLC | 38.92K | Jun 30, 26 | -- | 0.72% |
| Kestra Advisory Services, LLC | 37.66K | Jun 30, 26 | -32.57K | 0.69% |
| Straight Path Wealth Management | 35.07K | Jun 30, 26 | +413 | 0.65% |
| CAPTRUST FINANCIAL ADVISORS | 34.08K | Jun 30, 26 | -- | 0.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.70K | Jun 30, 26 | +3.54K | 0.62% |
| FOUNDERS FINANCIAL SECURITIES LLC | 33.70K | Jun 30, 26 | +3.96K | 0.62% |
| TRUIST FINANCIAL CORP | 30.89K | Jun 30, 26 | -129 | 0.57% |
| RED CRANE WEALTH MANAGEMENT, LLC | 27.72K | Jun 30, 26 | +27.72K | 0.51% |
| Pensionmark Financial Group, LLC | 25.36K | Jun 30, 26 | -1.80K | 0.47% |
| BCS Wealth Management | 24.98K | Jun 30, 26 | -92 | 0.46% |
| Cambridge Investment Research Advisors, Inc. | 24.28K | Jun 30, 26 | +412 | 0.45% |
| Ifrah Financial Services, Inc. | 23.94K | Jun 30, 26 | -176 | 0.44% |
| IFP Advisors, Inc | 22.24K | Jun 30, 26 | +3.34K | 0.41% |
| Compass Advisory Group LLC | 21.34K | Jun 30, 26 | +983 | 0.39% |
| HB Wealth Management, LLC | 20.57K | Jun 30, 26 | +20.57K | 0.38% |
| DHJJ Financial Advisors, Ltd. | 20.01K | Jun 30, 26 | -125 | 0.37% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 19.50K | Jun 30, 26 | +11.01K | 0.36% |
| Janney Montgomery Scott LLC | 19.27K | Jun 30, 26 | +19.27K | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.72K | Jun 30, 26 | -35.08K | 0.31% |
| Jacobi Capital Management LLC | 16.56K | Jun 30, 26 | -- | 0.31% |
| Opus Financial Solutions LLC | 16.34K | Jun 30, 26 | -1.35K | 0.30% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15.25K | Jun 30, 26 | -- | 0.28% |
| Simplicity Wealth,LLC | 13.68K | Jun 30, 26 | +13.68K | 0.25% |
| Advus Financial Partners, LLC | 13.47K | Jun 30, 26 | -4.56K | 0.25% |
| CYPRESS FINANCIAL PLANNING LLC | 13.42K | Jun 30, 26 | +4.45K | 0.25% |
| PFG Advisors | 13.28K | Jun 30, 26 | +73 | 0.24% |
| Allworth Financial LP | 13.00K | Jun 30, 26 | -- | 0.24% |
| GILL CAPITAL PARTNERS, LLC | 12.23K | Jun 30, 26 | -485 | 0.23% |
| Miracle Mile Advisors, LLC | 12.02K | Jun 30, 26 | -436 | 0.22% |
| WealthPlan Investment Management, LLC | 11.76K | Jun 30, 26 | +350 | 0.22% |
| Liberty Atlantic Advisors LLC | 11.68K | Jun 30, 26 | -188 | 0.22% |
| Vantage Point Financial LLC | 11.61K | Jun 30, 26 | +1.97K | 0.21% |
| PFS Partners, LLC | 11.60K | Jun 30, 26 | -15 | 0.21% |
| D.B. Root & Company, LLC | 10.34K | Jun 30, 26 | +10.34K | 0.19% |
| NorthCrest Asset Manangement, LLC | 9.92K | Jun 30, 26 | +1.79K | 0.18% |
| NewEdge Advisors, LLC | 9.54K | Jun 30, 26 | +1.83K | 0.18% |
| SILVER OAK SECURITIES, INCORPORATED | 9.25K | Jun 30, 26 | -- | 0.17% |
| Tradition Wealth Management, LLC | 8.68K | Jun 30, 26 | -328 | 0.16% |
| BAILARD, INC. | 8.53K | Jun 30, 26 | -- | 0.16% |
| FIDUCIARY FINANCIAL GROUP, LLC | 8.52K | Jun 30, 26 | -- | 0.16% |
| ROYAL BANK OF CANADA | 8.51K | Jun 30, 26 | -- | 0.16% |
| BENJAMIN EDWARDS INC | 8.46K | Jun 30, 26 | -41 | 0.16% |
| Summit Wealth Partners, LLC | 7.91K | Jun 30, 26 | -204 | 0.15% |
| FIDUCIARY FINANCIAL ADVISORS | 7.84K | Jun 30, 26 | +7.84K | 0.14% |
| Advisor OS, LLC | 7.44K | Jun 30, 26 | -- | 0.14% |
| Cypress Wealth Services, LLC | 7.33K | Jun 30, 26 | -- | 0.14% |
| Weaver Consulting Group | 7.25K | Jun 30, 26 | -- | 0.13% |
| Merit Financial Group, LLC | 6.99K | Jun 30, 26 | -- | 0.13% |
| Schneider Downs Wealth Management Advisors, LP | 6.31K | Jun 30, 26 | -9.12K | 0.12% |
| Beacon Pointe Advisors, LLC | 6.28K | Jun 30, 26 | +6.28K | 0.12% |
| Chicago Partners Investment Group LLC | 5.94K | Jun 30, 26 | -- | 0.11% |
| Accurate Wealth Management, LLC | 5.84K | Jun 30, 26 | +5.84K | 0.11% |
| FORVIS Wealth Advisors, LLC | 5.84K | Jun 30, 26 | -2.38K | 0.11% |
| JPMORGAN CHASE & CO | 5.38K | Jun 30, 26 | -14.50K | 0.10% |
| Capital Analysts, LLC | 5.31K | Jun 30, 26 | -- | 0.10% |
| US BANCORP \DE\ | 4.61K | Jun 30, 26 | +1.60K | 0.08% |
| NBT BANK N A /NY | 3.08K | Jun 30, 26 | -- | 0.06% |
| Capital Investment Advisory Services, LLC | 3.00K | Jun 30, 26 | -- | 0.06% |
| CoreCap Advisors, LLC | 2.97K | Jun 30, 26 | -- | 0.05% |
| AE Wealth Management LLC | 2.73K | Jun 30, 26 | -80 | 0.05% |
| CHAPMAN FINANCIAL GROUP, LLC | 2.43K | Jun 30, 26 | -1.50K | 0.04% |
| Steward Partners Investment Advisory, LLC | 2.06K | Jun 30, 26 | -- | 0.04% |
| Financial Network Wealth Advisors LLC | 1.59K | Jun 30, 26 | -95 | 0.03% |
| AdvisorNet Financial, Inc | 1.51K | Jun 30, 26 | -- | 0.03% |
| PlanVest Financial, Inc | 1.13K | Jun 30, 26 | -- | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.11K | Jun 30, 26 | -- | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 976 | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 770 | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 500 | Jun 30, 26 | -- | 0.01% |
| Cape Investment Advisory, Inc. | 400 | Jun 30, 26 | +400 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 367 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 300 | Jun 30, 26 | +300 | 0.01% |
| TRUST CO OF VERMONT | 268 | Jun 30, 26 | +268 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 211 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 165 | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 157 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 101 | Jun 30, 26 | -1.06K | 0.00% |
| Archer Investment Corp | 9 | Jun 30, 26 | -- | 0.00% |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -37.33K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -4.00K | -- |
| Beacon Financial Advisory LLC | -- | Jun 30, 26 | -6.88K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -552 | -- |
| Fragasso Group Inc. | -- | Jun 30, 26 | -8.61K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -5.94K | -- |
| Atlantic Private Wealth, LLC | -- | Jun 30, 26 | -3.39K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -4.70K | -- |
| Talon Private Wealth, LLC | 56.12K | Mar 31, 26 | +56.12K | 1.03% |
| CWM, LLC | 27.56K | Mar 31, 26 | +8.36K | 0.51% |
| Sunbelt Securities, Inc. | 2.77K | Mar 31, 26 | -- | 0.05% |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -6.26K | -- |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -38.02K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 30.39K | Jun 30, 25 | +2.34K | 0.56% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -6.99K | -- |
| Raymond James Financial Services Advisors, Inc. | 47.30K | Sep 30, 24 | +1.25K | 0.87% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -16.61K | -- |
| Alera Investment Advisors, LLC | -- | Sep 30, 24 | -10.90K | -- |
| Cetera Advisor Networks LLC | 53.38K | Mar 31, 24 | -2.31K | 0.98% |
| PRW Wealth Management LLC | 14.70K | Sep 30, 23 | +14.70K | 0.27% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 33.45K | Dec 31, 22 | -- | 0.62% |
| Round Table Services, LLC | 1.33M | Sep 30, 22 | +1.33M | 24.56% |
| American Portfolios Advisors | 1.25K | Sep 30, 22 | +1.25K | 0.02% |
| Dixon Hughes Goodman Wealth Advisors LLC | 58.13K | Mar 31, 22 | -838 | 1.07% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -2.94K | -- |
| OLD MISSION CAPITAL, LLC | 24.00K | Dec 31, 20 | +24.00K | 0.44% |
| Stearns Financial Services Group | 599.56K | Sep 30, 20 | +18.56K | 11.05% |
| Advisor Group, Inc. | 35.80K | Dec 31, 19 | +9.31K | 0.66% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 700 | Dec 31, 19 | +700 | 0.01% |