INVTR EQ DP ETF-2Y-JULY28-UI (AJUL) Institutional Ownership Changes & 13F Activity
INVTR EQ DP ETF-2Y-JULY28-UI (AJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Legacy Cg, Llc, Raymond James Financial Inc, Brookstone Capital Management, Susquehanna International Group, Llp, and Lifestyle Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, Llc | Sell | -21,235 | -48.1% | 22,890 | $691.56K | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,673 | +13.1% | 14,484 | $438.00 | Q3 2026 | Nov 02, 2026 |
| Commonwealth Equity Services, Llc | Buy | +114 | +0.1% | 91,329 | $2.76M | Q3 2026 | Nov 02, 2026 |
| Legacy Cg, Llc | Buy | +554,435 | — | 554,435 | $16.75M | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group Llc | Buy | +9,300 | +40.9% | 32,025 | $971.22K | Q3 2026 | Oct 27, 2026 |
| Apollon Wealth Management, Llc | Buy | +6,648 | — | 6,648 | $200.85K | Q3 2026 | Oct 23, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +15 | — | 15 | $454.00 | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | Buy | +77,176 | +535.8% | 91,581 | $2.77M | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, Llc | Buy | +25,818 | — | 25,818 | $780.03K | Q3 2026 | Oct 22, 2026 |
| Cypress Wealth Services, Llc | Buy | +19,373 | +170.6% | 30,730 | $934.65K | Q3 2026 | Oct 21, 2026 |
| Lifestyle Asset Management, Inc. | Buy | +50,200 | — | 50,200 | $1.52M | Q3 2026 | Oct 20, 2026 |
| Maia Wealth Llc | Sell | -731 | -3.9% | 18,140 | $548.05K | Q3 2026 | Oct 19, 2026 |
| Selby Wealth Management, Llc | Buy | +23,800 | — | 23,800 | $719.06K | Q3 2026 | Oct 16, 2026 |
| Kelly Financial Group Llc | Buy | +7,400 | — | 7,400 | $223.57K | Q3 2026 | Oct 16, 2026 |
| Ifp Advisors, Inc | Sell | -30 | -4.3% | 670 | $20.24K | Q3 2026 | Oct 16, 2026 |
| Centaurus Financial, Inc. | Sell | -3,713 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -109,664 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -57,995 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -20,349 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -16,712 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -14,158 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -10,299 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -7,776 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -5,905 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,390 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Trek Financial, Llc | Sell | -13,052 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,150 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -163 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Sell | -13,520 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,238 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
Frequently asked questions about AJUL activity
Which institutional owners are buying AJUL?
Institutional owners buying AJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AJUL activity?
"Buy" means an investor increased their reported position in AJUL compared to the prior reporting period. This reflects growing exposure to INVTR EQ DP ETF-2Y-JULY28-UI (AJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AJUL increasing?
Institutional interest in AJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.