On this page, we present all of the funds holding JULW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JULW, with a link to that fund's top holdings. The next columns indicate the amount of JULW stock held by each of the funds holding JULW, followed by the JULW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 53 funds holding JULW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding JULW), click the fund name in the "Holder" column of the funds-holding-JULW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
AE Wealth Management LLC | 1,866,054 | $59,247 | 12/31/2023 |
JULW | 1,866,054 | $59,247 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,489,088 | $46,460 | 12/31/2023 |
JULW | 1,489,088 | $46,460 | 12/31/2023 |
Advisor Group Holdings Inc. | 549,561 | $17,146 | 12/31/2023 |
JULW | 549,561 | $17,146 | 12/31/2023 |
Strategic Blueprint LLC | 265,277 | $8,651 | 03/31/2024 |
JULW | 265,277 | $8,651 | 03/31/2024 |
Centaurus Financial Inc. | 216,018 | $6,740 | 12/31/2023 |
JULW | 216,018 | $6,740 | 12/31/2023 |
Cetera Advisor Networks LLC | 188,597 | $5,884 | 12/31/2023 |
JULW | 188,597 | $5,884 | 12/31/2023 |
Kestra Advisory Services LLC | 160,555 | $5,009 | 12/31/2023 |
JULW | 160,555 | $5,009 | 12/31/2023 |
Wealthquest Corp | 125,229 | $3,907 | 12/31/2023 |
JULW | 125,229 | $3,907 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 120,791 | $3,769 | 12/31/2023 |
JULW | 120,791 | $3,769 | 12/31/2023 |
Cetera Investment Advisers | 91,032 | $2,840 | 12/31/2023 |
JULW | 91,032 | $2,840 | 12/31/2023 |
Cetera Advisors LLC | 68,197 | $2,128 | 12/31/2023 |
JULW | 68,197 | $2,128 | 12/31/2023 |
Envestnet Asset Management Inc. | 64,347 | $2,008 | 12/31/2023 |
JULW | 64,347 | $2,008 | 12/31/2023 |
Atria Wealth Solutions Inc. | 58,638 | $1,830 | 12/31/2023 |
JULW | 58,638 | $1,830 | 12/31/2023 |
Compass Advisory Group LLC | 56,276 | $1,756 | 12/31/2023 |
JULW | 56,276 | $1,756 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 50,427 | $1,645 | 03/31/2024 |
JULW | 50,427 | $1,645 | 03/31/2024 |
Long Island Wealth Management Inc. | 52,598 | $1,641 | 12/31/2023 |
JULW | 52,598 | $1,641 | 12/31/2023 |
Wealthsource Partners LLC | 42,437 | $1,324 | 12/31/2023 |
JULW | 42,437 | $1,324 | 12/31/2023 |
Authentikos Wealth Advisory LLC | 41,264 | $1,287 | 12/31/2023 |
JULW | 41,264 | $1,287 | 12/31/2023 |
Susquehanna International Group LLP | 34,735 | $1,084 | 12/31/2023 |
JULW | 34,735 | $1,084 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 28,565 | $932 | 03/31/2024 |
JULW | 28,565 | $932 | 03/31/2024 |
Great Lakes Retirement Inc. | 25,005 | $780 | 12/31/2023 |
JULW | 25,005 | $780 | 12/31/2023 |
LPL Financial LLC | 24,487 | $764 | 12/31/2023 |
JULW | 24,487 | $764 | 12/31/2023 |
Lincoln National Corp | 22,413 | $699 | 12/31/2023 |
JULW | 22,413 | $699 | 12/31/2023 |
Focus Financial Network Inc. | 20,371 | $658 | 03/31/2024 |
JULW | 20,371 | $658 | 03/31/2024 |
Focus Financial Network Inc. ADV | 20,371 | $636 | 12/31/2023 |
JULW | 20,371 | $636 | 12/31/2023 |
Jane Street Group LLC | 18,542 | $579 | 12/31/2023 |
JULW | 18,542 | $579 | 12/31/2023 |
MML Investors Services LLC | 18,471 | $576 | 12/31/2023 |
JULW | 18,471 | $576 | 12/31/2023 |
WealthPLAN Partners LLC | 18,349 | $572 | 12/31/2023 |
JULW | 18,349 | $572 | 12/31/2023 |
RFG Advisory LLC | 15,278 | $498 | 03/31/2024 |
JULW | 15,278 | $498 | 03/31/2024 |
Csenge Advisory Group | 13,957 | $435 | 12/31/2023 |
JULW | 13,957 | $435 | 12/31/2023 |
Koshinski Asset Management Inc. | 11,330 | $353 | 12/31/2023 |
JULW | 11,330 | $353 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 11,269 | $352 | 12/31/2023 |
JULW | 11,269 | $352 | 12/31/2023 |
Harbour Investments Inc. | 10,885 | $340 | 12/31/2023 |
JULW | 10,885 | $340 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 8,940 | $292 | 03/31/2024 |
JULW | 8,940 | $292 | 03/31/2024 |
HB Wealth Management LLC | 9,357 | $292 | 12/31/2023 |
JULW | 9,357 | $292 | 12/31/2023 |
Avantax Advisory Services Inc. | 7,324 | $229 | 12/31/2023 |
JULW | 7,324 | $229 | 12/31/2023 |
OLD Mission Capital LLC | 7,336 | $229 | 12/31/2023 |
JULW | 7,336 | $229 | 12/31/2023 |
Accurate Wealth Management LLC | 7,040 | $226 | 03/31/2024 |
JULW | 7,040 | $226 | 03/31/2024 |
Two Sigma Securities LLC | 7,005 | $219 | 12/31/2023 |
JULW | 7,005 | $219 | 12/31/2023 |
First Heartland Consultants Inc. | 6,625 | $207 | 12/31/2023 |
JULW | 6,625 | $207 | 12/31/2023 |
Live Oak Investment Partners | 6,557 | $205 | 12/31/2023 |
JULW | 6,557 | $205 | 12/31/2023 |
Farther Finance Advisors LLC | 5,500 | $172 | 12/31/2023 |
JULW | 5,500 | $172 | 12/31/2023 |
Allianz Investment Management U.S. LLC | 5,000 | $156 | 12/31/2023 |
JULW | 5,000 | $156 | 12/31/2023 |
AdvisorNet Financial Inc | 3,453 | $113 | 03/31/2024 |
JULW | 3,453 | $113 | 03/31/2024 |
Morgan Stanley | 1,900 | $59 | 12/31/2023 |
JULW | 1,900 | $59 | 12/31/2023 |
Pineridge Advisors LLC | 1,665 | $52 | 12/31/2023 |
JULW | 1,665 | $52 | 12/31/2023 |
UBS Group AG | 946 | $30 | 12/31/2023 |
JULW | 946 | $30 | 12/31/2023 |
NBC Securities Inc. | 700 | $22 | 03/31/2024 |
JULW | 700 | $22 | 03/31/2024 |
IFP Advisors Inc | 376 | $12 | 12/31/2023 |
JULW | 376 | $12 | 12/31/2023 |
Tucker Asset Management LLC | 399 | $12 | 12/31/2023 |
JULW | 399 | $12 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 310 | $10 | 12/31/2023 |
JULW | 310 | $10 | 12/31/2023 |
Sound Income Strategies LLC | 163 | $5 | 03/31/2024 |
JULW | 163 | $5 | 03/31/2024 |
Richard W. Paul & Associates LLC | 119 | $4 | 12/31/2023 |
JULW | 119 | $4 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
JULW | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JULW
See Details: Top 10 Hedge Funds Holding JULW
Also See: JULW Holdings Changes
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