JULZ

Institutional Ownership

Top 24 Institutional Holders
HolderSharesDateChange% Held
TrueMark Investments, LLC462.16KJun 30, 26+260.24K57.77%
Valtinson Bruner Financial Planning LLC56.76KJun 30, 26-4567.10%
Mid-American Wealth Advisory Group, Inc.23.19KJun 30, 26+6.27K2.90%
FIDUCIARY FINANCIAL ADVISORS18.17KJun 30, 26+18.17K2.27%
Weaver Consulting Group14.44KJun 30, 26--1.81%
OLD MISSION CAPITAL LLC8.11KJun 30, 26-25.70K1.01%
Capital Investment Advisory Services, LLC6.65KJun 30, 26-1900.83%
ADVISOR GROUP HOLDINGS, INC.2.40KJun 30, 26-2160.30%
SRS Capital Advisors, Inc.1.60KJun 30, 26--0.20%
AE Wealth Management LLC729Jun 30, 26-1270.09%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC501Jun 30, 26+1000.06%
HARBOUR INVESTMENTS, INC.391Jun 30, 26-1000.05%
Elevated Capital Advisors, LLC232Jun 30, 26--0.03%
COMPASS FINANCIAL MANAGEMENT LLC51Jun 30, 26+510.01%
IFG Advisory, LLC26Jun 30, 26+260.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21Jun 30, 26+210.00%
DHJJ Financial Advisors, Ltd.5Jun 30, 26-50.00%
Lloyd Advisory Services, LLC.3Jun 30, 26+30.00%
JPMORGAN CHASE & CO--Jun 30, 26-5.50K--
UBS Group AG--Jun 30, 26-387--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-10.89K--
WOLVERINE TRADING, LLC4.67KSep 30, 25+4.67K0.58%
Capital A Wealth Management, LLC--Jun 30, 25-120--
NEXT Financial Group, Inc1.37KDec 31, 21--0.17%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.