Who owns JULZ?
TrueShares Structured Outcome (July) ETF · TrueShares
18 institutions reported holding JULZ, worth $27.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JULZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TrueMark Investments, LLC | Chicago, IL | $21.0M | 462,156 | +260,239 shares |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $2.6M | 56,760 | −456 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $1.1M | 23,191 | +6,266 shares |
| Fiduciary Financial Advisors | Grand Rapids, MI | $824K | 18,168 | New position |
| Weaver Consulting Group | Huntington Beach, CA | $655K | 14,441 | No change |
| Old Mission Capital LLC | Chicago, IL | $368K | 8,111 | −25,699 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $302K | 6,648 | −190 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $109K | 2,400 | −216 shares |
| Arax Advisory Partners | New York, NY | $73K | 1,600 | No change |
| AE Wealth Management LLC | Topeka, KS | $33K | 729 | −127 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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Frequently asked questions
Who owns JULZ?
18 institutional managers reported holding JULZ in Form 13F filings for June 30, 2026, worth $27.0M in total. The largest reported position was held by TrueMark Investments, LLC, at $21.0M.
Did institutions buy or sell JULZ last quarter?
Reported 13F value rose 89.6% from March 31, 2026, which includes price moves as well as buying and selling. 5 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 JULZ 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.