AJUL Institutional Ownership & Shareholders
INVTR EQ DP ETF-2Y-JULY28-UI (AJUL) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.48M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Legacy Cg, Llc is currently the largest disclosed institutional shareholder of AJUL tracked by InsiderSet, reporting ownership valued at approximately $16.75M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.79M, representing an estimated gain of +0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed AJUL value among the investors covered in this analysis. Major shareholders include Legacy Cg, Llc, Raymond James Financial Inc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INVTR EQ DP ETF-2Y-JULY28-UI (AJUL).
This page ranks the largest institutional AJUL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$42.48M
Largest Holder
Legacy Cg, Llc
Largest Position
$16.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Cg, Llc | 4.22% | 554,435 | $16,750,867 | $16,793,836 | +$42,969 | +0.26% | |
| Raymond James Financial Inc | 0.00% | 109,664 | $3,298,693 | $3,321,723 | +$23,030 | +0.70% | |
| Brookstone Capital Management | 0.03% | 91,581 | $2,766,891 | $2,773,988 | +$7,097 | +0.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 91,215 | $2,743,750 | $2,762,902 | +$19,152 | +0.70% | |
| Susquehanna International Group, Llp | 0.00% | 57,995 | $1,744,490 | $1,756,669 | +$12,179 | +0.70% | |
| Lifestyle Asset Management, Inc. | 0.37% | 50,200 | $1,516,678 | $1,520,558 | +$3,880 | +0.26% | |
| Kestra Advisory Services, Llc | 0.00% | 44,125 | $1,327,280 | $1,336,546 | +$9,266 | +0.70% | |
| Chicago Partners Investment Group Llc | 0.02% | 32,025 | $971,216 | $970,037 | -$1,179 | -0.12% | |
| Cypress Wealth Services, Llc | 0.11% | 30,730 | $934,647 | $930,812 | -$3,835 | -0.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 30,574 | $928,997 | $926,086 | -$2,911 | -0.31% | |
| Fort Washington Investment Advisors Inc | 0.00% | 29,500 | $891,269 | $893,555 | +$2,286 | +0.26% | |
| Strategic Blueprint, Llc | 0.04% | 25,818 | $780,026 | $782,027 | +$2,001 | +0.26% | |
| Selby Wealth Management, Llc | 0.25% | 23,800 | $719,058 | $720,902 | +$1,844 | +0.26% | |
| Syntegra Private Wealth Group, Llc | 0.05% | 20,353 | $614,915 | $616,492 | +$1,577 | +0.26% | |
| Waverly Advisors, Llc | 0.00% | 20,349 | $612,098 | $616,371 | +$4,273 | +0.70% | |
| Maia Wealth Llc | 0.08% | 18,140 | $548,055 | $549,461 | +$1,406 | +0.26% | |
| Old Mission Capital Llc | 0.01% | 16,712 | $502,696 | $506,206 | +$3,510 | +0.70% | |
| Foundations Investment Advisors, Llc | 0.00% | 14,158 | $425,873 | $428,846 | +$2,973 | +0.70% | |
| Jpmorgan Chase & Co | 0.00% | 13,520 | $406,208 | $409,521 | +$3,313 | +0.82% | |
| Three Seasons Wealth, Llc | 0.03% | 10,520 | $316,442 | $318,651 | +$2,209 | +0.70% | |
| Kfg Wealth Management, Llc | 0.03% | 10,471 | $316,355 | $317,167 | +$812 | +0.26% | |
| World Investment Advisors | 0.00% | 10,299 | $298,632 | $311,957 | +$13,325 | +4.46% | |
| Cornerstone Wealth Group, Llc | 0.02% | 8,960 | $269,517 | $271,398 | +$1,881 | +0.70% | |
| Tradition Wealth Management, Llc | 0.02% | 8,307 | $249,875 | $251,619 | +$1,744 | +0.70% | |
| Able Wealth Management Llc | 0.05% | 7,776 | $236,080 | $235,535 | -$545 | -0.23% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 7,776 | $233,902 | $235,535 | +$1,633 | +0.70% | |
| Kelly Financial Group Llc | 0.05% | 7,400 | $223,573 | $224,146 | +$573 | +0.26% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | 6,997 | $211,397 | $211,939 | +$542 | +0.26% | |
| Integrity Alliance, Llc. | 0.01% | 6,770 | $204,539 | $205,063 | +$524 | +0.26% | |
| Belpointe Asset Management Llc | 0.01% | 6,731 | $202,468 | $203,882 | +$1,414 | +0.70% | |
| Apollon Wealth Management, Llc | 0.00% | 6,648 | $200,853 | $201,368 | +$515 | +0.26% | |
| Barclays Plc | 0.00% | 5,905 | $177,622 | $178,862 | +$1,240 | +0.70% | |
| Continuum Advisory, Llc | 0.01% | 5,156 | $155,092 | $156,175 | +$1,083 | +0.70% | |
| Corecap Advisors, Llc | 0.00% | 4,927 | $148,857 | $149,239 | +$382 | +0.26% | |
| Centaurus Financial, Inc. | 0.00% | 3,713 | $112,000 | $112,467 | +$467 | +0.42% | |
| Osaic Holdings, Inc. | 0.00% | 3,390 | $101,971 | $102,683 | +$712 | +0.70% | |
| Cwm, Llc | 0.00% | 3,143 | $91,135 | $95,201 | +$4,066 | +4.46% | |
| Harbor Investment Advisory, Llc | 0.00% | 2,128 | $64,292 | $64,457 | +$165 | +0.26% | |
| Harbour Investments, Inc. | 0.00% | 1,238 | $37,239 | $37,499 | +$260 | +0.70% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,150 | $34,592 | $34,834 | +$242 | +0.70% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 1,000 | $30,080 | $30,290 | +$210 | +0.70% | |
| Spire Wealth Management | 0.00% | 962 | $29,077 | $29,139 | +$62 | +0.21% | |
| Ifp Advisors, Inc | 0.00% | 670 | $20,242 | $20,294 | +$52 | +0.26% | |
| Noble Wealth Management Pbc | 0.01% | 480 | $14,502 | $14,539 | +$37 | +0.26% | |
| Sunbelt Securities, Inc. | 0.00% | 180 | $5,219 | $5,452 | +$233 | +4.47% | |
| Morgan Stanley | 0.00% | 163 | $4,903 | $4,937 | +$34 | +0.70% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 15 | $454 | $454 | +$0 | +0.08% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,811 | $385 | $388,045 | +$387,660 | +100690.96% |
Frequently asked questions about AJUL
Who are the largest institutional holders of AJUL?
The largest institutional holders of AJUL reported in the latest SEC Form 13F filings include Legacy Cg, Llc, Raymond James Financial Inc, Brookstone Capital Management, Commonwealth Equity Services, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported AJUL position.
What is AJUL institutional ownership?
This page tracks AJUL positions reported by institutional investment managers through SEC Form 13F. INVTR EQ DP ETF-2Y-JULY28-UI (AJUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AJUL?
InsiderSet currently tracks 48 institutional managers reporting AJUL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AJUL shareholders.
How much AJUL stock do institutions own?
Institutional investment managers disclosed approximately $42.48M in AJUL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AJUL institutional ownership last updated?
The latest AJUL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AJUL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AJUL position after the reporting date.
Are institutions buying or selling AJUL?
Institutional buying and selling can be analyzed by comparing AJUL positions across consecutive 13F reporting periods. InsiderSet's AJUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AJUL ownership changes.
How has AJUL institutional ownership changed over time?
InsiderSet tracks AJUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.