Institutional Holders (2026 Q1)
5 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JULB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Uniting Wealth Partners, LLC | 2.68% | 501,497 | $12.6M |
| 2 | KFG WEALTH MANAGEMENT, LLC | 2.45% | 755,158 | $19.0M |
| 3 | Cyndeo Wealth Partners, LLC | 0.01% | 10,000 | $251K |
| 4 | UBS Group AG | 0.00% | 1,549 | $39K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|