JULB Institutional Ownership & Shareholders
APTUS JULY BUFFER ETF (JULB) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.82M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kfg Wealth Management, Llc is currently the largest disclosed institutional shareholder of JULB tracked by InsiderSet, reporting ownership valued at approximately $22.23M 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 $22.13M, representing an estimated loss of -0.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JULB value among the investors covered in this analysis. Major shareholders include Kfg Wealth Management, Llc, Uniting Wealth Partners, Llc, Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in APTUS JULY BUFFER ETF (JULB).
This page ranks the largest institutional JULB 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
12
Total Reported Value
$45.82M
Largest Holder
Kfg Wealth Management, Llc
Largest Position
$22.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kfg Wealth Management, Llc | 2.41% | 789,838 | $22,233,931 | $22,129,365 | -$104,566 | -0.47% | |
| Uniting Wealth Partners, Llc | 2.35% | 419,949 | $11,582,193 | $11,765,963 | +$183,770 | +1.59% | |
| Aptus Capital Advisors, Llc | 0.04% | 174,545 | $4,813,952 | $4,890,332 | +$76,380 | +1.59% | |
| Guardian Wealth Advisors, Llc / Nc | 0.18% | 115,498 | $3,185,435 | $3,235,977 | +$50,542 | +1.59% | |
| Bright Futures Wealth Management, Llc. | 1.12% | 57,384 | $1,615,360 | $1,607,762 | -$7,598 | -0.47% | |
| 6Th Street Advisors, Llc | 0.49% | 30,166 | $849,173 | $845,179 | -$3,994 | -0.47% | |
| Atria Investments, Inc | 0.00% | 14,156 | $398,491 | $396,617 | -$1,874 | -0.47% | |
| First Heartland Consultants, Inc. | 0.03% | 14,156 | $398,491 | $396,617 | -$1,874 | -0.47% | |
| Cyndeo Wealth Partners, Llc | 0.01% | 10,000 | $281,500 | $280,176 | -$1,324 | -0.47% | |
| Cornerstone Wealth Group, Llc | 0.02% | 9,851 | $277,306 | $276,001 | -$1,305 | -0.47% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 5,601 | $157,668 | $156,927 | -$741 | -0.47% | |
| Ubs Group Ag | 0.00% | 1,093 | $30,145 | $30,623 | +$478 | +1.59% |
Frequently asked questions about JULB
Who are the largest institutional holders of JULB?
The largest institutional holders of JULB reported in the latest SEC Form 13F filings include Kfg Wealth Management, Llc, Uniting Wealth Partners, Llc, Aptus Capital Advisors, Llc, Guardian Wealth Advisors, Llc / Nc, and Bright Futures Wealth Management, Llc.. InsiderSet ranks institutional holders by their latest reported JULB position.
What is JULB institutional ownership?
This page tracks JULB positions reported by institutional investment managers through SEC Form 13F. APTUS JULY BUFFER ETF (JULB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JULB?
InsiderSet currently tracks 12 institutional managers reporting JULB 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 JULB shareholders.
How much JULB stock do institutions own?
Institutional investment managers disclosed approximately $45.82M in JULB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JULB institutional ownership last updated?
The latest JULB 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 JULB 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 JULB position after the reporting date.
Are institutions buying or selling JULB?
Institutional buying and selling can be analyzed by comparing JULB positions across consecutive 13F reporting periods. InsiderSet's JULB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JULB ownership changes.
How has JULB institutional ownership changed over time?
InsiderSet tracks JULB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.