INNOV PREM INC 30 BARR-JULY (JULJ) Top Institutional Shareholders
INNOV PREM INC 30 BARR-JULY (JULJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $7.84M in JULJ holdings during the latest filing period.
Rpg Family Wealth Advisory, Llc is currently the largest disclosed institutional shareholder of JULJ tracked by InsiderSet, reporting ownership valued at approximately $1.91M 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 $1.93M, representing an estimated gain of +1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed JULJ value among the investors covered in this analysis. Major shareholders include Rpg Family Wealth Advisory, Llc, World Investment Advisors, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in INNOV PREM INC 30 BARR-JULY (JULJ).
This page ranks the largest institutional JULJ 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
17
Total Reported Value
$7.84M
Largest Holder
Rpg Family Wealth Advisory, Llc
Largest Position
$1.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rpg Family Wealth Advisory, Llc | 0.42% | 77,066 | $1,909,264 | $1,931,659 | +$22,395 | +1.17% | |
| World Investment Advisors | 0.02% | 56,791 | $1,406,963 | $1,423,466 | +$16,503 | +1.17% | |
| Susquehanna International Group, Llp | 0.00% | 38,445 | $952,448 | $963,624 | +$11,176 | +1.17% | |
| Brookstone Capital Management | 0.01% | 37,289 | $923,805 | $934,649 | +$10,844 | +1.17% | |
| Old Mission Capital Llc | 0.01% | 25,156 | $623,222 | $630,535 | +$7,313 | +1.17% | |
| Raymond James Financial Inc | 0.00% | 25,132 | $622,628 | $629,934 | +$7,306 | +1.17% | |
| Corecap Advisors, Llc | 0.01% | 17,461 | $432,603 | $437,660 | +$5,057 | +1.17% | |
| Wealthplan Investment Management, Llc | 0.02% | 12,571 | $311,438 | $315,092 | +$3,654 | +1.17% | |
| Integrity Advisory Solutions, Llc | 0.03% | 9,197 | $227,849 | $230,523 | +$2,674 | +1.17% | |
| Sunbelt Securities, Inc. | 0.01% | 8,404 | $208,191 | $210,646 | +$2,455 | +1.18% | |
| Farther Finance Advisors, Llc | 0.00% | 6,278 | $155,646 | $157,358 | +$1,712 | +1.10% | |
| Morgan Stanley | 0.00% | 1,170 | $28,986 | $29,326 | +$340 | +1.17% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 736 | $18,234 | $18,448 | +$214 | +1.17% | |
| Ubs Group Ag | 0.00% | 381 | $9,439 | $9,550 | +$111 | +1.17% | |
| Ifp Advisors, Inc | 0.00% | 215 | $5,326 | $5,389 | +$63 | +1.18% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 144 | $3,567 | $3,609 | +$42 | +1.19% | |
| Osaic Holdings, Inc. | 0.00% | 75 | $1,858 | $1,880 | +$22 | +1.18% |
Frequently asked questions about JULJ
Who owns the most JULJ stock?
The largest holders of JULJ 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 30 BARR-JULY (JULJ).
Is JULJ widely held by superinvestors?
Many widely followed stocks like JULJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JULJ 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.