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Funds Holding EJUL

On this page, we present all of the funds holding EJUL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EJUL, with a link to that fund's top holdings. The next columns indicate the amount of EJUL stock held by each of the funds holding EJUL, followed by the EJUL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding EJUL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gradient Investments LLC. For more details on the positions held by Gradient Investments LLC (or by any of the other funds holding EJUL), click the fund name in the "Holder" column of the funds-holding-EJUL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC649,686$15,352 12/31/2023
     EJUL649,686$15,352 12/31/2023
Personal CFO Solutions LLC176,718$4,176 12/31/2023
     EJUL176,718$4,176 12/31/2023
Ferguson Shapiro LLC141,809$3,375 03/31/2024
     EJUL141,809$3,375 03/31/2024
Berger Financial Group Inc118,469$2,820 03/31/2024
     EJUL118,469$2,820 03/31/2024
Kestra Advisory Services LLC113,691$2,687 12/31/2023
     EJUL113,691$2,687 12/31/2023
Corrado Advisors LLC83,992$1,985 12/31/2023
     EJUL83,992$1,985 12/31/2023
Commonwealth Equity Services LLC79,201$1,872 12/31/2023
     EJUL79,201$1,872 12/31/2023
Apollon Wealth Management LLC78,200$1,848 12/31/2023
     EJUL78,200$1,848 12/31/2023
Advisor Group Holdings Inc.77,710$1,836 12/31/2023
     EJUL77,710$1,836 12/31/2023
Stratos Wealth Advisors LLC75,498$1,797 03/31/2024
     EJUL75,498$1,797 03/31/2024
Beacon Financial Advisory LLC75,999$1,796 12/31/2023
     EJUL75,999$1,796 12/31/2023
Onyx Bridge Wealth Group LLC70,394$1,663 12/31/2023
     EJUL70,394$1,663 12/31/2023
Principal Securities Inc.65,948$1,558 12/31/2023
     EJUL65,948$1,558 12/31/2023
Cypress Wealth Services LLC50,012$1,190 03/31/2024
     EJUL50,012$1,190 03/31/2024
Diligent Investors LLC49,272$1,164 12/31/2023
     EJUL49,272$1,164 12/31/2023
Pillar Wealth Advisors LLC47,357$1,119 12/31/2023
     EJUL47,357$1,119 12/31/2023
CWM LLC37,910$902 03/31/2024
     EJUL37,910$902 03/31/2024
Cetera Investment Advisers37,828$894 12/31/2023
     EJUL37,828$894 12/31/2023
Global Strategic Investment Solutions LLC37,604$889 12/31/2023
     EJUL37,604$889 12/31/2023
BKD Wealth Advisors LLC34,517$822 03/31/2024
     EJUL34,517$822 03/31/2024
Susquehanna International Group LLP31,707$749 12/31/2023
     EJUL31,707$749 12/31/2023
Avantax Advisory Services Inc.27,175$642 12/31/2023
     EJUL27,175$642 12/31/2023
Tradition Wealth Management LLC25,045$592 12/31/2023
     EJUL25,045$592 12/31/2023
SageView Advisory Group LLC25,602$589 12/31/2023
     EJUL25,602$589 12/31/2023
HighTower Advisors LLC23,837$557 12/31/2023
     EJUL23,837$557 12/31/2023
AE Wealth Management LLC23,653$548 12/31/2023
     EJUL23,653$548 12/31/2023
WorthPointe LLC19,924$471 12/31/2023
     EJUL19,924$471 12/31/2023
Cetera Advisor Networks LLC19,822$468 12/31/2023
     EJUL19,822$468 12/31/2023
Raymond James Financial Services Advisors Inc.19,591$463 12/31/2023
     EJUL19,591$463 12/31/2023
Nations Financial Group Inc. IA ADV19,515$461 12/31/2023
     EJUL19,515$461 12/31/2023
Ifrah Financial Services Inc.19,090$451 12/31/2023
     EJUL19,090$451 12/31/2023
Secured Retirement Advisors LLC18,222$431 12/31/2023
     EJUL18,222$431 12/31/2023
Captrust Financial Advisors16,122$381 12/31/2023
     EJUL16,122$381 12/31/2023
Envestnet Asset Management Inc.15,485$366 12/31/2023
     EJUL15,485$366 12/31/2023
Wealth Enhancement Advisory Services LLC14,500$345 03/31/2024
     EJUL14,500$345 03/31/2024
Long Island Wealth Management Inc.13,849$327 12/31/2023
     EJUL13,849$327 12/31/2023
Janney Montgomery Scott LLC13,739$325 12/31/2023
     EJUL13,739$325 12/31/2023
Capital Analysts LLC12,283$290 12/31/2023
     EJUL12,283$290 12/31/2023
Lincoln National Corp12,208$288 12/31/2023
     EJUL12,208$288 12/31/2023
Cape Investment Advisory Inc.10,748$254 12/31/2023
     EJUL10,748$254 12/31/2023
LPL Financial LLC9,868$233 12/31/2023
     EJUL9,868$233 12/31/2023
NorthCrest Asset Manangement LLC9,640$229 03/31/2024
     EJUL9,640$229 03/31/2024
Resources Investment Advisors LLC.9,050$214 12/31/2023
     EJUL9,050$214 12/31/2023
BCJ Capital Management LLC8,496$201 12/31/2023
     EJUL8,496$201 12/31/2023
Benchmark Investment Advisors LLC8,496$201 12/31/2023
     EJUL8,496$201 12/31/2023
Sunbelt Securities Inc.7,071$168 03/31/2024
     EJUL7,071$168 03/31/2024
Steward Partners Investment Advisory LLC3,000$71 12/31/2023
     EJUL3,000$71 12/31/2023
Sugarloaf Wealth Management LLC2,200$52 12/31/2023
     EJUL2,200$52 12/31/2023
UBS Group AG1,941$46 12/31/2023
     EJUL1,941$46 12/31/2023
Capital Investment Advisory Services LLC1,940$46 12/31/2023
     EJUL1,940$46 12/31/2023
DHJJ Financial Advisors Ltd.1,865$44 03/31/2024
     EJUL1,865$44 03/31/2024
Harbour Investments Inc.641$15 12/31/2023
     EJUL641$15 12/31/2023
IFP Advisors Inc429$10 12/31/2023
     EJUL429$10 12/31/2023
AdvisorNet Financial Inc391$9 03/31/2024
     EJUL391$9 03/31/2024
Proequities Inc.0$0 12/31/2023
     EJUL0$0 12/31/2023

See Summary: Institutional Holders of EJUL
See Details: Top 10 Hedge Funds Holding EJUL
Also See: EJUL Holdings Changes

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