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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 237,433 | $7,194 | 12/31/2023 |
UJUL | 237,433 | $7,194 | 12/31/2023 |
Raymond James & Associates | 220,853 | $7,039 | 03/31/2024 |
UJUL | 220,853 | $7,039 | 03/31/2024 |
Delta Investment Management LLC | 191,691 | $5,808 | 12/31/2023 |
UJUL | 191,691 | $5,808 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 164,808 | $5,252 | 03/31/2024 |
UJUL | 164,808 | $5,252 | 03/31/2024 |
We Are One Seven LLC | 142,757 | $4,326 | 12/31/2023 |
UJUL | 142,757 | $4,326 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 121,549 | $3,874 | 03/31/2024 |
UJUL | 121,549 | $3,874 | 03/31/2024 |
Kestra Advisory Services LLC | 82,287 | $2,493 | 12/31/2023 |
UJUL | 82,287 | $2,493 | 12/31/2023 |
OLD Mission Capital LLC | 82,103 | $2,488 | 12/31/2023 |
UJUL | 82,103 | $2,488 | 12/31/2023 |
Commonwealth Equity Services LLC | 61,174 | $1,950 | 03/31/2024 |
UJUL | 61,174 | $1,950 | 03/31/2024 |
Centaurus Financial Inc. | 62,916 | $1,906 | 12/31/2023 |
UJUL | 62,916 | $1,906 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 59,351 | $1,891 | 03/31/2024 |
UJUL | 59,351 | $1,891 | 03/31/2024 |
Advisor Group Holdings Inc. | 60,474 | $1,832 | 12/31/2023 |
UJUL | 60,474 | $1,832 | 12/31/2023 |
Brookstone Capital Management | 53,604 | $1,708 | 03/31/2024 |
UJUL | 53,604 | $1,708 | 03/31/2024 |
Susquehanna International Group LLP | 54,801 | $1,660 | 12/31/2023 |
UJUL | 54,801 | $1,660 | 12/31/2023 |
Chicago Partners Investment Group LLC | 32,647 | $1,034 | 03/31/2024 |
UJUL | 32,647 | $1,034 | 03/31/2024 |
Townsquare Capital LLC | 29,491 | $894 | 12/31/2023 |
UJUL | 29,491 | $894 | 12/31/2023 |
Arete Wealth Advisors LLC | 25,526 | $773 | 12/31/2023 |
UJUL | 25,526 | $773 | 12/31/2023 |
LPL Financial LLC | 23,628 | $716 | 12/31/2023 |
UJUL | 23,628 | $716 | 12/31/2023 |
Ameritas Advisory Services LLC | 21,834 | $662 | 12/31/2023 |
UJUL | 21,834 | $662 | 12/31/2023 |
Cetera Advisor Networks LLC | 17,674 | $536 | 12/31/2023 |
UJUL | 17,674 | $536 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 17,500 | $530 | 03/31/2024 |
UJUL | 17,500 | $530 | 03/31/2024 |
Spire Wealth Management | 15,700 | $500 | 03/31/2024 |
UJUL | 15,700 | $500 | 03/31/2024 |
KFG Wealth Management LLC | 15,609 | $497 | 03/31/2024 |
UJUL | 15,609 | $497 | 03/31/2024 |
Allworth Financial LP | 14,101 | $449 | 03/31/2024 |
UJUL | 14,101 | $449 | 03/31/2024 |
Bedel Financial Consulting Inc. | 13,783 | $418 | 12/31/2023 |
UJUL | 13,783 | $418 | 12/31/2023 |
Retirement Guys Formula LLC | 13,092 | $417 | 03/31/2024 |
UJUL | 13,092 | $417 | 03/31/2024 |
Altfest L J & Co. Inc. | 11,874 | $378 | 03/31/2024 |
UJUL | 11,874 | $378 | 03/31/2024 |
Money Concepts Capital Corp | 11,494 | $366 | 03/31/2024 |
UJUL | 11,494 | $366 | 03/31/2024 |
RFG Advisory LLC | 11,038 | $352 | 03/31/2024 |
UJUL | 11,038 | $352 | 03/31/2024 |
GTS Securities LLC | 11,482 | $348 | 12/31/2023 |
UJUL | 11,482 | $348 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 11,464 | $347 | 12/31/2023 |
UJUL | 11,464 | $347 | 12/31/2023 |
WealthShield Partners LLC | 10,326 | $329 | 03/31/2024 |
UJUL | 10,326 | $329 | 03/31/2024 |
Berger Financial Group Inc | 9,809 | $313 | 03/31/2024 |
UJUL | 9,809 | $313 | 03/31/2024 |
Janney Montgomery Scott LLC | 9,629 | $307 | 03/31/2024 |
UJUL | 9,629 | $307 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 9,215 | $294 | 03/31/2024 |
UJUL | 9,215 | $294 | 03/31/2024 |
MML Investors Services LLC | 8,910 | $270 | 12/31/2023 |
UJUL | 8,910 | $270 | 12/31/2023 |
Foundations Investment Advisors LLC | 8,582 | $265 | 12/31/2023 |
UJUL | 8,582 | $265 | 12/31/2023 |
Archer Investment Corp | 8,501 | $258 | 12/31/2023 |
UJUL | 8,501 | $258 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 7,890 | $251 | 03/31/2024 |
UJUL | 7,890 | $251 | 03/31/2024 |
Smith Shellnut Wilson LLC ADV | 7,531 | $240 | 03/31/2024 |
UJUL | 7,531 | $240 | 03/31/2024 |
Citadel Advisors LLC | 7,649 | $232 | 12/31/2023 |
UJUL | 7,649 | $232 | 12/31/2023 |
Accurate Wealth Management LLC | 7,289 | $228 | 03/31/2024 |
UJUL | 7,289 | $228 | 03/31/2024 |
Castleview Partners LLC | 4,784 | $145 | 12/31/2023 |
UJUL | 4,784 | $145 | 12/31/2023 |
Advisory Services Network LLC | 4,660 | $141 | 12/31/2023 |
UJUL | 4,660 | $141 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 3,358 | $107 | 03/31/2024 |
UJUL | 3,358 | $107 | 03/31/2024 |
Morgan Stanley | 3,500 | $106 | 12/31/2023 |
UJUL | 3,500 | $106 | 12/31/2023 |
UBS Group AG | 3,253 | $99 | 12/31/2023 |
UJUL | 3,253 | $99 | 12/31/2023 |
Capital Investment Advisory Services LLC | 3,000 | $96 | 03/31/2024 |
UJUL | 3,000 | $96 | 03/31/2024 |
Royal Bank of Canada | 3,181 | $96 | 12/31/2023 |
UJUL | 3,181 | $96 | 12/31/2023 |
Principal Securities Inc. | 2,568 | $78 | 12/31/2023 |
UJUL | 2,568 | $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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