ETF Holders

Who owns JULM?

Buffer or defined outcome

FT Vest U.S. Equity Max Buffer ETF - July · First Trust

36 institutions reported holding JULM, worth $10.8M, in Form 13F filings for June 30, 2026.

13F holders
36
Institutional value
$10.8M
Change from prior quarter
+2.6%
+$268K, with price moves
New and sold-out firms
4 / 3
8 added, 7 trimmed

Top 10 institutional holders of JULM

FirmLocationValueSharesChange
Glen Eagle Advisors, LLCKingston, NJ$844K24,390No change
Susquehanna International Group, LLPBala Cynwyd, PA$801K23,137+6,412 shares
Strategic Blueprint, LLCAtlanta, GA$716K20,702+1,164 shares
Commonwealth Equity Services, LLCWaltham, MA$663K19,166+960 shares
Mutual Advisors, LLCOmaha, NE$554K16,004−1,700 shares
IFP Advisors, IncTampa, FL$454K13,120+6,560 shares
Old Mission Capital LLCChicago, IL$453K13,093−11,445 shares
Arete Wealth Advisors, LLCChicago, IL$452K13,050No change
Kestra Advisory Services, LLCAustin, TX$420K12,148No change
Norden Group LLCProvo, UT$415K12,000No change
26 more firms

The full list comes with the Advisors and Institutions package.

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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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Frequently asked questions

Who owns JULM?

36 institutional managers reported holding JULM in Form 13F filings for June 30, 2026, worth $10.8M in total. The largest reported position was held by Glen Eagle Advisors, LLC, at $844K.

Did institutions buy or sell JULM last quarter?

Reported 13F value rose 2.6% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 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 JULM 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.