% of shares outstanding is not shown for FJUL: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for FJUL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 704K | 706K | 1.8M | 588K | 575K | 508K | $28M |
| ENVESTNET ASSET MANAGEMENT INC | 488K | 497K | 134K | 720K | 713K | 433K | $24M |
| CWM, LLC | 381K | 371K | 350K | 351K | 332K | 321K | $18M |
| ASSETMARK, INC | 99K | 137K | 181K | 201K | 232K | 256K | $14M |
| MML INVESTORS SERVICES, LLC | 76K | 72K | 74K | 197K | 212K | 182K | $10M |
| Cetera Investment Advisers | 313K | 342K | 153K | 389K | 327K | 174K | $10M |
| COMMONWEALTH EQUITY SERVICES, LLC | 202K | 195K | 174K | 236K | 230K | 174K | $10M |
| REAP Financial Group, LLC | 123K | 123K | 119K | 147K | 142K | 140K | $8M |
| LPL Financial LLC | 99K | 99K | 152K | 141K | 135K | 126K | $7M |
| OSAIC HOLDINGS, INC. | 239K | 174K | 150K | 193K | 136K | 121K | $7M |
| Onyx Bridge Wealth Group LLC | — | — | — | 115K | 114K | 109K | $6M |
| Kestra Advisory Services, LLC | 84K | 78K | 80K | 81K | 82K | 109K | $6M |
| CAPTRUST FINANCIAL ADVISORS | 113K | 113K | 108K | 108K | 108K | 108K | $6M |
| SMART Wealth LLC | 130K | 129K | 133K | 115K | 104K | 99K | $5M |
| MBL Wealth, LLC | 109K | 105K | 103K | 96K | 94K | 91K | $5M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Keystone Wealth Services, LLC | +66,211 | $4M | OPEN |
| Rockefeller Capital Management L.P. | +48,406 | $3M | ADD |
| Concurrent Investment Advisors, LLC | +28,357 | $2M | ADD |
| Kestra Advisory Services, LLC | +26,972 | $1M | ADD |
| ASSETMARK, INC | +24,256 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | −280,014 | $15M | TRIM |
| Cetera Investment Advisers | −152,974 | $8M | TRIM |
| Atria Investments, Inc | −119,801 | $7M | CLOSE |
| Motiv8 Investments LLC | −115,835 | $6M | CLOSE |
| NOVEM GROUP | −96,343 | $5M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 146 | 4,712,015 | — | $257M |
| 2025-Q4 | 163 | 6,069,582 | — | $339M |
| 2025-Q3 | 152 | 6,576,701 | — | $360M |
| 2025-Q2 | 131 | 6,163,775 | — | $319M |
| 2025-Q1 | 141 | 5,746,605 | — | $274M |
| 2024-Q4 | 148 | 6,583,349 | — | $322M |
| 2024-Q3 | 144 | 6,828,993 | — | $329M |
| 2024-Q2 | 113 | 4,793,798 | — | $221M |
| 2024-Q1 | 129 | 8,134,313 | — | $361M |
| 2023-Q4 | 115 | 6,715,307 | — | $280M |
| 2023-Q3 | 111 | 6,548,278 | — | $251M |
| 2023-Q2 | 88 | 2,313,321 | — | $90M |
| 2023-Q1 | 88 | 3,076,806 | — | $111M |
| 2022-Q4 | 81 | 2,815,594 | — | $97M |
| 2022-Q3 | 80 | 2,881,449 | — | $94M |
| 2022-Q2 | 56 | 1,619,205 | — | $54M |
| 2022-Q1 | 58 | 1,901,866 | — | $69M |
| 2021-Q4 | 56 | 1,874,625 | — | $69M |
| 2021-Q3 | 50 | 1,939,023 | — | $67M |
| 2021-Q2 | 21 | 359,768 | — | $12M |
| 2021-Q1 | 25 | 448,145 | — | $15M |
| 2020-Q4 | 23 | 740,355 | — | $24M |
| 2020-Q3 | 19 | 662,571 | — | $21M |
