TS STR OUTCOME JUL ETF (JULZ) Institutional Shareholders
TS STR OUTCOME JUL ETF (JULZ) 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 $26.97M in JULZ holdings during the latest filing period.
Truemark Investments, Llc is currently the largest disclosed institutional shareholder of JULZ tracked by InsiderSet, reporting ownership valued at approximately $20.96M in its June 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 $21.26M, representing an estimated gain of +1.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JULZ value among the investors covered in this analysis. Major shareholders include Truemark Investments, Llc, Valtinson Bruner Financial Planning Llc, Mid-American Wealth Advisory Group, Inc., and several other long-term asset managers with concentrated positions in TS STR OUTCOME JUL ETF (JULZ).
This page ranks the largest institutional JULZ 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
15
Total Reported Value
$26.97M
Largest Holder
Truemark Investments, Llc
Largest Position
$20.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Truemark Investments, Llc | 2.63% | 462,156 | $20,960,669 | $21,258,205 | +$297,536 | +1.42% | |
| Valtinson Bruner Financial Planning Llc | 0.65% | 56,760 | $2,574,299 | $2,610,841 | +$36,542 | +1.42% | |
| Mid-American Wealth Advisory Group, Inc. | 0.38% | 23,191 | $1,051,810 | $1,066,737 | +$14,927 | +1.42% | |
| Action Point Financial Planning, Llc | 0.09% | 18,168 | $823,995 | $835,690 | +$11,695 | +1.42% | |
| Weaver Consulting Group | 0.13% | 14,441 | $654,965 | $664,256 | +$9,291 | +1.42% | |
| Old Mission Capital Llc | 0.01% | 8,111 | $367,867 | $373,089 | +$5,222 | +1.42% | |
| Capital Investment Advisory Services, Llc | 0.02% | 6,648 | $301,529 | $305,794 | +$4,265 | +1.41% | |
| Osaic Holdings, Inc. | 0.00% | 2,400 | $108,840 | $110,395 | +$1,555 | +1.43% | |
| Arax Advisory Partners | 0.00% | 1,600 | $72,567 | $73,597 | +$1,030 | +1.42% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 501 | $22,722 | $23,045 | +$323 | +1.42% | |
| Harbour Investments, Inc. | 0.00% | 391 | $17,733 | $17,985 | +$252 | +1.42% | |
| Elevated Capital Advisors, Llc | 0.00% | 232 | $10,522 | $10,672 | +$150 | +1.42% | |
| Ifg Advisory, Llc | 0.00% | 26 | $1,179 | $1,196 | +$17 | +1.44% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $227 | $230 | +$3 | +1.32% | |
| Lloyd Advisory Services, Llc. | 0.00% | 3 | $125 | $138 | +$13 | +10.39% |
Frequently asked questions about JULZ
Who owns the most JULZ stock?
The largest holders of JULZ 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 TS STR OUTCOME JUL ETF (JULZ).
Is JULZ widely held by superinvestors?
Many widely followed stocks like JULZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JULZ 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.