On this page, we present all of the funds holding IJUL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IJUL, with a link to that fund's top holdings. The next columns indicate the amount of IJUL stock held by each of the funds holding IJUL, followed by the IJUL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 79 funds holding IJUL 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 IJUL), click the fund name in the "Holder" column of the funds-holding-IJUL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Gradient Investments LLC | 809,790 | $21,963 | 12/31/2023 |
IJUL | 809,790 | $21,963 | 12/31/2023 |
HighTower Advisors LLC | 297,248 | $8,061 | 12/31/2023 |
IJUL | 297,248 | $8,061 | 12/31/2023 |
Allworth Financial LP | 289,089 | $7,841 | 12/31/2023 |
IJUL | 289,089 | $7,841 | 12/31/2023 |
Advisor Group Holdings Inc. | 288,015 | $7,811 | 12/31/2023 |
IJUL | 288,015 | $7,811 | 12/31/2023 |
Lantz Financial LLC | 271,715 | $7,665 | 03/31/2024 |
IJUL | 271,715 | $7,665 | 03/31/2024 |
Berger Financial Group Inc | 252,293 | $7,117 | 03/31/2024 |
IJUL | 252,293 | $7,117 | 03/31/2024 |
Lincoln National Corp | 249,590 | $6,769 | 12/31/2023 |
IJUL | 249,590 | $6,769 | 12/31/2023 |
Blair William & Co. IL | 221,682 | $6,012 | 12/31/2023 |
IJUL | 221,682 | $6,012 | 12/31/2023 |
Spectrum Investment Advisors Inc. | 213,715 | $5,796 | 12/31/2023 |
IJUL | 213,715 | $5,796 | 12/31/2023 |
Commonwealth Equity Services LLC | 188,316 | $5,107 | 12/31/2023 |
IJUL | 188,316 | $5,107 | 12/31/2023 |
Global Strategic Investment Solutions LLC | 181,364 | $4,919 | 12/31/2023 |
IJUL | 181,364 | $4,919 | 12/31/2023 |
Corrado Advisors LLC | 125,371 | $3,400 | 12/31/2023 |
IJUL | 125,371 | $3,400 | 12/31/2023 |
BKD Wealth Advisors LLC | 98,085 | $2,767 | 03/31/2024 |
IJUL | 98,085 | $2,767 | 03/31/2024 |
Beacon Financial Advisory LLC | 81,702 | $2,216 | 12/31/2023 |
IJUL | 81,702 | $2,216 | 12/31/2023 |
Stratos Wealth Advisors LLC | 77,060 | $2,174 | 03/31/2024 |
IJUL | 77,060 | $2,174 | 03/31/2024 |
SageView Advisory Group LLC | 77,474 | $2,100 | 12/31/2023 |
IJUL | 77,474 | $2,100 | 12/31/2023 |
Cypress Wealth Services LLC | 57,253 | $1,615 | 03/31/2024 |
IJUL | 57,253 | $1,615 | 03/31/2024 |
WorthPointe LLC | 56,800 | $1,541 | 12/31/2023 |
IJUL | 56,800 | $1,541 | 12/31/2023 |
Cetera Advisor Networks LLC | 55,692 | $1,510 | 12/31/2023 |
IJUL | 55,692 | $1,510 | 12/31/2023 |
Strategic Blueprint LLC | 50,030 | $1,357 | 12/31/2023 |
IJUL | 50,030 | $1,357 | 12/31/2023 |
Long Island Wealth Management Inc. | 46,066 | $1,249 | 12/31/2023 |
IJUL | 46,066 | $1,249 | 12/31/2023 |
Private Client Services LLC | 45,967 | $1,247 | 12/31/2023 |
IJUL | 45,967 | $1,247 | 12/31/2023 |
Diligent Investors LLC | 44,780 | $1,215 | 12/31/2023 |
IJUL | 44,780 | $1,215 | 12/31/2023 |
LPL Financial LLC | 40,962 | $1,111 | 12/31/2023 |
IJUL | 40,962 | $1,111 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 40,621 | $1,102 | 12/31/2023 |
IJUL | 40,621 | $1,102 | 12/31/2023 |
Envestnet Asset Management Inc. | 36,344 | $986 | 12/31/2023 |
IJUL | 36,344 | $986 | 12/31/2023 |
Miracle Mile Advisors LLC | 31,476 | $888 | 03/31/2024 |
IJUL | 31,476 | $888 | 03/31/2024 |
Royal Bank of Canada | 30,344 | $823 | 12/31/2023 |
IJUL | 30,344 | $823 | 12/31/2023 |
Avantax Advisory Services Inc. | 28,860 | $783 | 12/31/2023 |
IJUL | 28,860 | $783 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 27,398 | $773 | 03/31/2024 |
IJUL | 27,398 | $773 | 03/31/2024 |
Castle Wealth Management LLC | 27,589 | $748 | 12/31/2023 |
IJUL | 27,589 | $748 | 12/31/2023 |
BCS Wealth Management | 26,182 | $739 | 03/31/2024 |
IJUL | 26,182 | $739 | 03/31/2024 |
Cerity Partners LLC | 26,832 | $728 | 12/31/2023 |
IJUL | 26,832 | $728 | 12/31/2023 |
Janney Montgomery Scott LLC | 26,524 | $719 | 12/31/2023 |
IJUL | 26,524 | $719 | 12/31/2023 |
Ifrah Financial Services Inc. | 25,628 | $695 | 12/31/2023 |
IJUL | 25,628 | $695 | 12/31/2023 |
ODonnell Financial Services LLC | 23,900 | $648 | 12/31/2023 |
IJUL | 23,900 | $648 | 12/31/2023 |
Captrust Financial Advisors | 23,580 | $640 | 12/31/2023 |
IJUL | 23,580 | $640 | 12/31/2023 |
Raymond James & Associates | 21,646 | $587 | 12/31/2023 |
IJUL | 21,646 | $587 | 12/31/2023 |
Alera Investment Advisors LLC | 20,860 | $566 | 12/31/2023 |
IJUL | 20,860 | $566 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 19,745 | $536 | 12/31/2023 |
IJUL | 19,745 | $536 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 18,407 | $499 | 12/31/2023 |
IJUL | 18,407 | $499 | 12/31/2023 |
Pillar Wealth Advisors LLC | 18,085 | $490 | 12/31/2023 |
IJUL | 18,085 | $490 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 16,375 | $462 | 03/31/2024 |
IJUL | 16,375 | $462 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 15,565 | $422 | 12/31/2023 |
IJUL | 15,565 | $422 | 12/31/2023 |
Tradition Wealth Management LLC | 15,493 | $420 | 12/31/2023 |
IJUL | 15,493 | $420 | 12/31/2023 |
Kestra Advisory Services LLC | 14,866 | $403 | 12/31/2023 |
IJUL | 14,866 | $403 | 12/31/2023 |
Secured Retirement Advisors LLC | 14,483 | $393 | 12/31/2023 |
IJUL | 14,483 | $393 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 12,984 | $366 | 03/31/2024 |
IJUL | 12,984 | $366 | 03/31/2024 |
Personal CFO Solutions LLC | 12,932 | $351 | 12/31/2023 |
IJUL | 12,932 | $351 | 12/31/2023 |
Signaturefd LLC | 12,533 | $340 | 12/31/2023 |
IJUL | 12,533 | $340 | 12/31/2023 |
Gill Capital Partners LLC | 10,735 | $291 | 12/31/2023 |
IJUL | 10,735 | $291 | 12/31/2023 |
Cetera Investment Advisers | 9,619 | $261 | 12/31/2023 |
IJUL | 9,619 | $261 | 12/31/2023 |
Bank of Montreal Can | 9,200 | $251 | 12/31/2023 |
IJUL | 9,200 | $251 | 12/31/2023 |
Citadel Advisors LLC | 8,842 | $240 | 12/31/2023 |
IJUL | 8,842 | $240 | 12/31/2023 |
Chicago Partners Investment Group LLC | 8,671 | $233 | 12/31/2023 |
IJUL | 8,671 | $233 | 12/31/2023 |
Bailard Inc. | 8,525 | $231 | 12/31/2023 |
IJUL | 8,525 | $231 | 12/31/2023 |
PCA Investment Advisory Services Inc. | 8,470 | $230 | 12/31/2023 |
IJUL | 8,470 | $230 | 12/31/2023 |
Fragasso Group Inc. | 8,067 | $228 | 03/31/2024 |
IJUL | 8,067 | $228 | 03/31/2024 |
GWM Advisors LLC | 8,401 | $224 | 12/31/2023 |
IJUL | 8,401 | $224 | 12/31/2023 |
Brookstone Capital Management | 7,679 | $217 | 03/31/2024 |
IJUL | 7,679 | $217 | 03/31/2024 |
First Commonwealth Financial Corp PA | 7,908 | $214 | 12/31/2023 |
IJUL | 7,908 | $214 | 12/31/2023 |
Arlington Capital Management Inc. | 7,894 | $214 | 12/31/2023 |
IJUL | 7,894 | $214 | 12/31/2023 |
Kingsview Wealth Management LLC | 7,853 | $213 | 12/31/2023 |
IJUL | 7,853 | $213 | 12/31/2023 |
BCJ Capital Management LLC | 7,509 | $204 | 12/31/2023 |
IJUL | 7,509 | $204 | 12/31/2023 |
Benchmark Investment Advisors LLC | 7,509 | $204 | 12/31/2023 |
IJUL | 7,509 | $204 | 12/31/2023 |
Harbour Investments Inc. | 5,772 | $157 | 12/31/2023 |
IJUL | 5,772 | $157 | 12/31/2023 |
Global Trust Asset Management LLC | 5,000 | $141 | 03/31/2024 |
IJUL | 5,000 | $141 | 03/31/2024 |
CWM LLC | 3,965 | $112 | 03/31/2024 |
IJUL | 3,965 | $112 | 03/31/2024 |
Proequities Inc. | 4,000 | $108 | 12/31/2023 |
IJUL | 4,000 | $108 | 12/31/2023 |
Advisory Services Network LLC | 4,000 | $108 | 12/31/2023 |
IJUL | 4,000 | $108 | 12/31/2023 |
AlphaCore Capital LLC | 3,600 | $98 | 12/31/2023 |
IJUL | 3,600 | $98 | 12/31/2023 |
Sunbelt Securities Inc. | 3,141 | $89 | 03/31/2024 |
IJUL | 3,141 | $89 | 03/31/2024 |
Principal Securities Inc. | 2,850 | $77 | 12/31/2023 |
IJUL | 2,850 | $77 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,275 | $62 | 12/31/2023 |
IJUL | 2,275 | $62 | 12/31/2023 |
AdvisorNet Financial Inc | 1,556 | $44 | 03/31/2024 |
IJUL | 1,556 | $44 | 03/31/2024 |
Harbor Investment Advisory LLC | 1,110 | $31 | 03/31/2024 |
IJUL | 1,110 | $31 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 770 | $21 | 12/31/2023 |
IJUL | 770 | $21 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 388 | $11 | 12/31/2023 |
IJUL | 388 | $11 | 12/31/2023 |
Archer Investment Corp | 9 | $0 | 12/31/2023 |
IJUL | 9 | $0 | 12/31/2023 |
Caitlin John LLC | 17 | $0 | 12/31/2023 |
IJUL | 17 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IJUL
See Details: Top 10 Hedge Funds Holding IJUL
Also See: IJUL Holdings Changes
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