INNOV PREM INC 20 BARR-JULY (JULH) Institutional Shareholders
INNOV PREM INC 20 BARR-JULY (JULH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.91M in JULH holdings during the latest filing period.
World Investment Advisors is currently the largest disclosed institutional shareholder of JULH tracked by InsiderSet, reporting ownership valued at approximately $2.00M in its March 31, 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 $2.03M, representing an estimated gain of +1.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed JULH value among the investors covered in this analysis. Major shareholders include World Investment Advisors, Rpg Family Wealth Advisory, Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INNOV PREM INC 20 BARR-JULY (JULH).
This page ranks the largest institutional JULH 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
22
Total Reported Value
$10.91M
Largest Holder
World Investment Advisors
Largest Position
$2.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| World Investment Advisors | 0.03% | 81,178 | $2,004,478 | $2,032,697 | +$28,219 | +1.41% | |
| Rpg Family Wealth Advisory, Llc | 0.42% | 76,879 | $1,898,328 | $1,925,050 | +$26,722 | +1.41% | |
| Brookstone Capital Management | 0.01% | 51,436 | $1,280,758 | $1,287,957 | +$7,199 | +0.56% | |
| Old Mission Capital Llc | 0.02% | 40,020 | $988,185 | $1,002,101 | +$13,916 | +1.41% | |
| Stephens Inc | 0.01% | 36,914 | $919,159 | $924,327 | +$5,168 | +0.56% | |
| Whipplewood Advisors, Llc | 0.53% | 31,382 | $781,412 | $785,805 | +$4,393 | +0.56% | |
| Farther Finance Advisors, Llc | 0.01% | 27,265 | $678,905 | $682,716 | +$3,811 | +0.56% | |
| Raymond James Financial Inc | 0.00% | 26,002 | $642,049 | $651,090 | +$9,041 | +1.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,660 | $564,240 | $567,406 | +$3,166 | +0.56% | |
| Accurate Wealth Management, Llc | 0.03% | 11,931 | $297,380 | $298,752 | +$1,372 | +0.46% | |
| Soltis Investment Advisors Llc | 0.01% | 10,059 | $250,457 | $251,877 | +$1,420 | +0.57% | |
| Sunbelt Securities, Inc. | 0.01% | 9,398 | $232,061 | $235,326 | +$3,265 | +1.41% | |
| Lpl Financial Llc | 0.00% | 9,016 | $222,626 | $225,761 | +$3,135 | +1.41% | |
| Harbor Investment Advisory, Llc | 0.00% | 2,020 | $50,298 | $50,581 | +$283 | +0.56% | |
| Luminist Capital Llc | 0.05% | 1,569 | $38,757 | $39,288 | +$531 | +1.37% | |
| Morgan Stanley | 0.00% | 1,063 | $26,248 | $26,618 | +$370 | +1.41% | |
| Ubs Group Ag | 0.00% | 570 | $14,074 | $14,273 | +$199 | +1.41% | |
| Corecap Advisors, Llc | 0.00% | 385 | $9,587 | $9,640 | +$53 | +0.56% | |
| Osaic Holdings, Inc. | 0.00% | 189 | $4,666 | $4,733 | +$67 | +1.43% | |
| Ifp Advisors, Inc | 0.00% | 100 | $2,490 | $2,504 | +$14 | +0.56% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 40 | $988 | $1,002 | +$14 | +1.38% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 33 | $815 | $826 | +$11 | +1.39% |
Frequently asked questions about JULH
Who owns the most JULH stock?
The largest holders of JULH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOV PREM INC 20 BARR-JULY (JULH).
Is JULH widely held by superinvestors?
Many widely followed stocks like JULH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JULH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.