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Institutional Holders of UJUL

There is a long list of 57 institutional holders of UJUL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of UJUL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UJUL table below, the initial column indicates the name of each top institutional holder of UJUL, with a link to that fund's top holdings. The next columns indicate the amount of UJUL stock held by each of the institutional holders of UJUL, followed by the UJUL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.237,433$7,194 12/31/2023
     UJUL237,433$7,194 12/31/2023
Raymond James & Associates220,853$7,039 03/31/2024
     UJUL220,853$7,039 03/31/2024
Delta Investment Management LLC191,691$5,808 12/31/2023
     UJUL191,691$5,808 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors164,808$5,252 03/31/2024
     UJUL164,808$5,252 03/31/2024
We Are One Seven LLC142,757$4,326 12/31/2023
     UJUL142,757$4,326 12/31/2023
Wealth Enhancement Advisory Services LLC121,549$3,874 03/31/2024
     UJUL121,549$3,874 03/31/2024
Kestra Advisory Services LLC82,287$2,493 12/31/2023
     UJUL82,287$2,493 12/31/2023
OLD Mission Capital LLC82,103$2,488 12/31/2023
     UJUL82,103$2,488 12/31/2023
Commonwealth Equity Services LLC61,174$1,950 03/31/2024
     UJUL61,174$1,950 03/31/2024
Centaurus Financial Inc.62,916$1,906 12/31/2023
     UJUL62,916$1,906 12/31/2023
Cambridge Investment Research Advisors Inc.59,351$1,891 03/31/2024
     UJUL59,351$1,891 03/31/2024
Advisor Group Holdings Inc.60,474$1,832 12/31/2023
     UJUL60,474$1,832 12/31/2023
Brookstone Capital Management53,604$1,708 03/31/2024
     UJUL53,604$1,708 03/31/2024
Susquehanna International Group LLP54,801$1,660 12/31/2023
     UJUL54,801$1,660 12/31/2023
Chicago Partners Investment Group LLC32,647$1,034 03/31/2024
     UJUL32,647$1,034 03/31/2024
Townsquare Capital LLC29,491$894 12/31/2023
     UJUL29,491$894 12/31/2023
Arete Wealth Advisors LLC25,526$773 12/31/2023
     UJUL25,526$773 12/31/2023
LPL Financial LLC23,628$716 12/31/2023
     UJUL23,628$716 12/31/2023
Ameritas Advisory Services LLC21,834$662 12/31/2023
     UJUL21,834$662 12/31/2023
Cetera Advisor Networks LLC17,674$536 12/31/2023
     UJUL17,674$536 12/31/2023
Fort Washington Investment Advisors Inc. OH17,500$530 03/31/2024
     UJUL17,500$530 03/31/2024
Spire Wealth Management15,700$500 03/31/2024
     UJUL15,700$500 03/31/2024
KFG Wealth Management LLC15,609$497 03/31/2024
     UJUL15,609$497 03/31/2024
Allworth Financial LP14,101$449 03/31/2024
     UJUL14,101$449 03/31/2024
Bedel Financial Consulting Inc.13,783$418 12/31/2023
     UJUL13,783$418 12/31/2023
Retirement Guys Formula LLC13,092$417 03/31/2024
     UJUL13,092$417 03/31/2024
Altfest L J & Co. Inc.11,874$378 03/31/2024
     UJUL11,874$378 03/31/2024
Money Concepts Capital Corp11,494$366 03/31/2024
     UJUL11,494$366 03/31/2024
RFG Advisory LLC11,038$352 03/31/2024
     UJUL11,038$352 03/31/2024
GTS Securities LLC11,482$348 12/31/2023
     UJUL11,482$348 12/31/2023
Steward Partners Investment Advisory LLC11,464$347 12/31/2023
     UJUL11,464$347 12/31/2023
WealthShield Partners LLC10,326$329 03/31/2024
     UJUL10,326$329 03/31/2024
Berger Financial Group Inc9,809$313 03/31/2024
     UJUL9,809$313 03/31/2024
Janney Montgomery Scott LLC9,629$307 03/31/2024
     UJUL9,629$307 03/31/2024
Raymond James Financial Services Advisors Inc.9,215$294 03/31/2024
     UJUL9,215$294 03/31/2024
MML Investors Services LLC8,910$270 12/31/2023
     UJUL8,910$270 12/31/2023
Foundations Investment Advisors LLC8,582$265 12/31/2023
     UJUL8,582$265 12/31/2023
Archer Investment Corp8,501$258 12/31/2023
     UJUL8,501$258 12/31/2023
Comprehensive Financial Consultants Institutional Inc.7,890$251 03/31/2024
     UJUL7,890$251 03/31/2024
Smith Shellnut Wilson LLC ADV7,531$240 03/31/2024
     UJUL7,531$240 03/31/2024
Citadel Advisors LLC7,649$232 12/31/2023
     UJUL7,649$232 12/31/2023
Accurate Wealth Management LLC7,289$228 03/31/2024
     UJUL7,289$228 03/31/2024
Castleview Partners LLC4,784$145 12/31/2023
     UJUL4,784$145 12/31/2023
Advisory Services Network LLC4,660$141 12/31/2023
     UJUL4,660$141 12/31/2023
Sugarloaf Wealth Management LLC3,358$107 03/31/2024
     UJUL3,358$107 03/31/2024
Morgan Stanley3,500$106 12/31/2023
     UJUL3,500$106 12/31/2023
UBS Group AG3,253$99 12/31/2023
     UJUL3,253$99 12/31/2023
Capital Investment Advisory Services LLC3,000$96 03/31/2024
     UJUL3,000$96 03/31/2024
Royal Bank of Canada3,181$96 12/31/2023
     UJUL3,181$96 12/31/2023
Principal Securities Inc.2,568$78 12/31/2023
     UJUL2,568$78 12/31/2023

See All: Funds Holding UJUL
See Details: Top 10 Hedge Funds Holding UJUL
Also See: UJUL Holdings Changes

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