HoldingsChannel.com
Funds Holding JULW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,866,054$59,247 12/31/2023
     JULW1,866,054$59,247 12/31/2023
Commonwealth Equity Services LLC1,489,088$46,460 12/31/2023
     JULW1,489,088$46,460 12/31/2023
Advisor Group Holdings Inc.549,561$17,146 12/31/2023
     JULW549,561$17,146 12/31/2023
Strategic Blueprint LLC265,277$8,651 03/31/2024
     JULW265,277$8,651 03/31/2024
Centaurus Financial Inc.216,018$6,740 12/31/2023
     JULW216,018$6,740 12/31/2023
Cetera Advisor Networks LLC188,597$5,884 12/31/2023
     JULW188,597$5,884 12/31/2023
Kestra Advisory Services LLC160,555$5,009 12/31/2023
     JULW160,555$5,009 12/31/2023
Wealthquest Corp125,229$3,907 12/31/2023
     JULW125,229$3,907 12/31/2023
B.O.S.S. Retirement Advisors LLC120,791$3,769 12/31/2023
     JULW120,791$3,769 12/31/2023
Cetera Investment Advisers91,032$2,840 12/31/2023
     JULW91,032$2,840 12/31/2023
Cetera Advisors LLC68,197$2,128 12/31/2023
     JULW68,197$2,128 12/31/2023
Envestnet Asset Management Inc.64,347$2,008 12/31/2023
     JULW64,347$2,008 12/31/2023
Atria Wealth Solutions Inc.58,638$1,830 12/31/2023
     JULW58,638$1,830 12/31/2023
Compass Advisory Group LLC56,276$1,756 12/31/2023
     JULW56,276$1,756 12/31/2023
Cambridge Investment Research Advisors Inc.50,427$1,645 03/31/2024
     JULW50,427$1,645 03/31/2024
Long Island Wealth Management Inc.52,598$1,641 12/31/2023
     JULW52,598$1,641 12/31/2023
Wealthsource Partners LLC42,437$1,324 12/31/2023
     JULW42,437$1,324 12/31/2023
Authentikos Wealth Advisory LLC41,264$1,287 12/31/2023
     JULW41,264$1,287 12/31/2023
Susquehanna International Group LLP34,735$1,084 12/31/2023
     JULW34,735$1,084 12/31/2023
Nations Financial Group Inc. IA ADV28,565$932 03/31/2024
     JULW28,565$932 03/31/2024
Great Lakes Retirement Inc.25,005$780 12/31/2023
     JULW25,005$780 12/31/2023
LPL Financial LLC24,487$764 12/31/2023
     JULW24,487$764 12/31/2023
Lincoln National Corp22,413$699 12/31/2023
     JULW22,413$699 12/31/2023
Focus Financial Network Inc.20,371$658 03/31/2024
     JULW20,371$658 03/31/2024
Focus Financial Network Inc. ADV20,371$636 12/31/2023
     JULW20,371$636 12/31/2023
Jane Street Group LLC18,542$579 12/31/2023
     JULW18,542$579 12/31/2023
MML Investors Services LLC18,471$576 12/31/2023
     JULW18,471$576 12/31/2023
WealthPLAN Partners LLC18,349$572 12/31/2023
     JULW18,349$572 12/31/2023
RFG Advisory LLC15,278$498 03/31/2024
     JULW15,278$498 03/31/2024
Csenge Advisory Group13,957$435 12/31/2023
     JULW13,957$435 12/31/2023
Koshinski Asset Management Inc.11,330$353 12/31/2023
     JULW11,330$353 12/31/2023
Envestnet Portfolio Solutions Inc.11,269$352 12/31/2023
     JULW11,269$352 12/31/2023
Harbour Investments Inc.10,885$340 12/31/2023
     JULW10,885$340 12/31/2023
DHJJ Financial Advisors Ltd.8,940$292 03/31/2024
     JULW8,940$292 03/31/2024
HB Wealth Management LLC9,357$292 12/31/2023
     JULW9,357$292 12/31/2023
Avantax Advisory Services Inc.7,324$229 12/31/2023
     JULW7,324$229 12/31/2023
OLD Mission Capital LLC7,336$229 12/31/2023
     JULW7,336$229 12/31/2023
Accurate Wealth Management LLC7,040$226 03/31/2024
     JULW7,040$226 03/31/2024
Two Sigma Securities LLC7,005$219 12/31/2023
     JULW7,005$219 12/31/2023
First Heartland Consultants Inc.6,625$207 12/31/2023
     JULW6,625$207 12/31/2023
Live Oak Investment Partners6,557$205 12/31/2023
     JULW6,557$205 12/31/2023
Farther Finance Advisors LLC5,500$172 12/31/2023
     JULW5,500$172 12/31/2023
Allianz Investment Management U.S. LLC5,000$156 12/31/2023
     JULW5,000$156 12/31/2023
AdvisorNet Financial Inc3,453$113 03/31/2024
     JULW3,453$113 03/31/2024
Morgan Stanley1,900$59 12/31/2023
     JULW1,900$59 12/31/2023
Pineridge Advisors LLC1,665$52 12/31/2023
     JULW1,665$52 12/31/2023
UBS Group AG946$30 12/31/2023
     JULW946$30 12/31/2023
NBC Securities Inc.700$22 03/31/2024
     JULW700$22 03/31/2024
IFP Advisors Inc376$12 12/31/2023
     JULW376$12 12/31/2023
Tucker Asset Management LLC399$12 12/31/2023
     JULW399$12 12/31/2023
Oliver Lagore Vanvalin Investment Group310$10 12/31/2023
     JULW310$10 12/31/2023
Sound Income Strategies LLC163$5 03/31/2024
     JULW163$5 03/31/2024
Richard W. Paul & Associates LLC119$4 12/31/2023
     JULW119$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     JULW0$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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