KJUL(KJUL)
KJUL
Institutional Ownership
Top 109 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 1.01K | Sep 30, 26 | +775 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 256.24K | Jun 30, 26 | -2.10K | 6.50% |
| ADVISOR GROUP HOLDINGS, INC. | 145.33K | Jun 30, 26 | +34.57K | 3.68% |
| Cornerstone Wealth, LLC/TN | 111.08K | Jun 30, 26 | +76.80K | 2.82% |
| Cetera Investment Advisers | 102.58K | Jun 30, 26 | -2.14K | 2.60% |
| PRINCIPAL SECURITIES, INC. | 89.91K | Jun 30, 26 | -519 | 2.28% |
| LPL Financial LLC | 88.25K | Jun 30, 26 | +28.38K | 2.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 86.46K | Jun 30, 26 | +38.13K | 2.19% |
| RED CRANE WEALTH MANAGEMENT, LLC | 78.16K | Jun 30, 26 | -2.28K | 1.98% |
| RAYMOND JAMES FINANCIAL INC | 76.26K | Jun 30, 26 | +9.81K | 1.93% |
| Berger Financial Group, Inc | 71.59K | Jun 30, 26 | -662 | 1.82% |
| BLAIR WILLIAM & CO/IL | 68.39K | Jun 30, 26 | -- | 1.73% |
| BFI Wealth Solutions, LLC | 66.82K | Jun 30, 26 | +4.15K | 1.69% |
| Kestra Advisory Services, LLC | 62.99K | Jun 30, 26 | -32.95K | 1.60% |
| Diligent Investors, LLC | 57.16K | Jun 30, 26 | -- | 1.45% |
| Compass Advisory Group LLC | 53.36K | Jun 30, 26 | -755 | 1.35% |
| Long Island Wealth Management, Inc. | 53.20K | Jun 30, 26 | +8.68K | 1.35% |
| XML Financial, LLC | 50.50K | Jun 30, 26 | -77.69K | 1.28% |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.96K | Jun 30, 26 | -2.09K | 1.11% |
| Fragasso Group Inc. | 40.08K | Jun 30, 26 | -553 | 1.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 39.79K | Jun 30, 26 | +4.66K | 1.01% |
| Colony Group, LLC | 37.44K | Jun 30, 26 | -- | 0.95% |
| ODonnell Financial Services, LLC | 34.22K | Jun 30, 26 | -843 | 0.87% |
| Jacobi Capital Management LLC | 32.55K | Jun 30, 26 | -- | 0.83% |
| GILL CAPITAL PARTNERS, LLC | 31.61K | Jun 30, 26 | -805 | 0.80% |
| Cambridge Investment Research Advisors, Inc. | 30.31K | Jun 30, 26 | -4.00K | 0.77% |
| IFP Advisors, Inc | 27.26K | Jun 30, 26 | -80 | 0.69% |
| Wood Tarver Financial Group, LLC | 25.85K | Jun 30, 26 | -164 | 0.66% |
| GWN SECURITIES INC. | 24.77K | Jun 30, 26 | +24.77K | 0.63% |
| WorthPointe, LLC | 24.73K | Jun 30, 26 | -430 | 0.63% |
| MML INVESTORS SERVICES, LLC | 24.48K | Jun 30, 26 | +5.21K | 0.62% |
| DHJJ Financial Advisors, Ltd. | 24.23K | Jun 30, 26 | -380 | 0.61% |
| Todd Wealth Management, LLC | 23.90K | Jun 30, 26 | -- | 0.61% |
| Straight Path Wealth Management | 23.72K | Jun 30, 26 | +160 | 0.60% |
| TRUIST FINANCIAL CORP | 21.98K | Jun 30, 26 | -5.65K | 0.56% |
| Capital Analysts, LLC | 21.54K | Jun 30, 26 | +409 | 0.55% |
| CARY STREET PARTNERS FINANCIAL LLC | 19.71K | Jun 30, 26 | -907 | 0.50% |
| Tradition Wealth Management, LLC | 18.32K | Jun 30, 26 | -- | 0.46% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18.09K | Jun 30, 26 | +18.09K | 0.46% |
| Global Trust Wealth Management LLC | 17.00K | Jun 30, 26 | -- | 0.43% |
| Wealth Alliance | 16.07K | Jun 30, 26 | -- | 0.41% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16.00K | Jun 30, 26 | -498 | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 15.45K | Jun 30, 26 | +299 | 0.39% |
| FSA Advisors, Inc. | 14.77K | Jun 30, 26 | +3.04K | 0.37% |
| HighTower Advisors, LLC | 14.77K | Jun 30, 26 | -3.30K | 0.37% |
| BCS Wealth Management | 14.07K | Jun 30, 26 | -61 | 0.36% |
| Keating Financial Advisory Services, Inc. | 13.70K | Jun 30, 26 | +252 | 0.35% |
| Allworth Financial LP | 13.03K | Jun 30, 26 | -937.74K | 0.33% |
| Chicago Partners Investment Group LLC | 12.17K | Jun 30, 26 | -2.39K | 0.31% |
| Global Strategic Investment Solutions, LLC | 11.39K | Jun 30, 26 | -- | 0.29% |
| Miller Financial Services LLC | 10.71K | Jun 30, 26 | -- | 0.27% |
| NorthCrest Asset Manangement, LLC | 9.48K | Jun 30, 26 | +1.64K | 0.24% |
| FORVIS Wealth Advisors, LLC | 9.24K | Jun 30, 26 | -804 | 0.23% |
| Advisor OS, LLC | 9.23K | Jun 30, 26 | -- | 0.23% |
| Valtinson Bruner Financial Planning LLC | 8.98K | Jun 30, 26 | -1.07K | 0.23% |
| PFS Partners, LLC | 8.95K | Jun 30, 26 | -202 | 0.23% |
| Pensionmark Financial Group, LLC | 8.72K | Jun 30, 26 | -1.27K | 0.22% |
| SRS Capital Advisors, Inc. | 8.13K | Jun 30, 26 | +8.13K | 0.21% |
| Crown Wealth Group, LLC | 7.74K | Jun 30, 26 | -204 | 0.20% |
| BCGM Wealth Management, LLC | 7.61K | Jun 30, 26 | -- | 0.19% |
| Outlook Wealth Advisors, LLC | 7.56K | Jun 30, 26 | -1.69K | 0.19% |
| Accurate Wealth Management, LLC | 7.10K | Jun 30, 26 | +7.10K | 0.18% |
| Seros Financial, LLC | 6.70K | Jun 30, 26 | -- | 0.17% |
| Sigma Planning Corp | 6.48K | Jun 30, 26 | -501 | 0.16% |
| WINNOW WEALTH LLC | 6.29K | Jun 30, 26 | -147 | 0.16% |
| Janney Montgomery Scott LLC | 6.04K | Jun 30, 26 | +6.04K | 0.15% |
| AE Wealth Management LLC | 5.37K | Jun 30, 26 | -- | 0.14% |
| FIDUCIARY FINANCIAL ADVISORS | 2.58K | Jun 30, 26 | +2.58K | 0.07% |
| Capital Investment Advisory Services, LLC | 2.17K | Jun 30, 26 | -- | 0.05% |
| HARBOUR INVESTMENTS, INC. | 1.84K | Jun 30, 26 | -- | 0.05% |
| PlanVest Financial, Inc | 1.47K | Jun 30, 26 | -- | 0.04% |
| Steward Partners Investment Advisory, LLC | 1.28K | Jun 30, 26 | -- | 0.03% |
| CoreCap Advisors, LLC | 1.14K | Jun 30, 26 | -647 | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 878 | Jun 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 480 | Jun 30, 26 | -200 | 0.01% |
| Luminist Capital LLC | 360 | Jun 30, 26 | +360 | 0.01% |
| Spire Wealth Management | 208 | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| Cape Investment Advisory, Inc. | 200 | Jun 30, 26 | +200 | 0.01% |
| JDM Financial Group LLC | 69 | Jun 30, 26 | -- | 0.00% |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -20.89K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -537 | -- |
| Financial Network Wealth Advisors LLC | -- | Jun 30, 26 | -103 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.75K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -5.13K | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -393 | -- |
| UBS Group AG | -- | Jun 30, 26 | -501 | -- |
| Phoenix Holdings Ltd. | -- | Jun 30, 26 | -6.92K | -- |
| Sunbelt Securities, Inc. | 10.31K | Mar 31, 26 | -54 | 0.26% |
| U.S. Capital Wealth Advisors, LLC | 8.48K | Mar 31, 26 | -430 | 0.22% |
| Motiv8 Investments LLC | 108 | Dec 31, 25 | +108 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 28.60K | Jun 30, 25 | -3.99K | 0.73% |
| Atria Wealth Solutions, Inc. | 7.75K | Jun 30, 25 | -- | 0.20% |
| ACAS, LLC | 7.13K | Jun 30, 25 | +7.13K | 0.18% |
| Marcum Wealth, LLC | 26.39K | Mar 31, 25 | -- | 0.67% |
| Sugarloaf Wealth Management, LLC | 18.46K | Dec 31, 24 | -- | 0.47% |
| Raymond James Financial Services Advisors, Inc. | 36.87K | Sep 30, 24 | +2.67K | 0.93% |
| RAYMOND JAMES & ASSOCIATES | 23.46K | Sep 30, 24 | +5.13K | 0.59% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -38.68K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.98K | Jun 30, 24 | -125 | 0.10% |
| Cetera Advisor Networks LLC | 47.87K | Mar 31, 24 | -2.32K | 1.21% |
| InterOcean Capital Group, LLC | 30.64K | Mar 31, 24 | -- | 0.78% |
| Cetera Advisors LLC | 15.21K | Mar 31, 24 | -8.50K | 0.39% |
| Round Table Services, LLC | 33.89K | Sep 30, 22 | +6.17K | 0.86% |
| American Portfolios Advisors | 4.67K | Sep 30, 22 | +786 | 0.12% |
| Covington Capital Management | 300 | Sep 30, 22 | -- | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | 35.63K | Mar 31, 22 | -318 | 0.90% |
| NEXT Financial Group, Inc | 7.58K | Dec 31, 21 | -- | 0.19% |
| OLD MISSION CAPITAL, LLC | 20.74K | Dec 31, 20 | +20.74K | 0.53% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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