ETF Holders

Who owns JULB?

Buffer or defined outcome

Aptus July Buffer ETF · Aptus

8 institutions reported holding JULB, worth $43.3M, in Form 13F filings for June 30, 2026.

13F holders
8
Institutional value
$43.3M
Change from prior quarter
+23.0%
+$8.1M, with price moves
New and sold-out firms
2 / 2
3 added, 2 trimmed

Top 8 institutional holders of JULB

FirmLocationValueSharesChange
KFG Wealth Management, LLCGranger, IN$21.0M760,896+5,738 shares
Uniting Wealth Partners, LLCDenver, CO$11.6M419,949−81,548 shares
Aptus Capital Advisors, LLCFairhope, AL$4.8M174,545+129,087 shares
Guardian Wealth Advisors, LLCRaleigh, NC$3.2M115,498+72,196 shares
Bright Futures Wealth Management, LLC.Webster, Ny 14580, NY$1.6M58,752New position
6th Street Advisors, LLCDaphne, AL$832K30,166New position
Cyndeo Wealth Partners, LLCSt. Petersburg, FL$276K10,000No change
UBS Group AGZurich, Switzerland$30K1,093−456 shares

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: JULB vs XDSQ, JULB vs IFEB, JULB vs PBJN, JULB vs FEBU.

Frequently asked questions

Who owns JULB?

8 institutional managers reported holding JULB in Form 13F filings for June 30, 2026, worth $43.3M in total. The largest reported position was held by KFG Wealth Management, LLC, at $21.0M.

Did institutions buy or sell JULB last quarter?

Reported 13F value rose 23.0% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JULB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.