JULZ Institutional Ownership & Shareholders
TS STR OUTCOME JUL ETF (JULZ) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $21.09M, representing an estimated gain of +0.63% 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
$27.22M
Largest Holder
Truemark Investments, Llc
Largest Position
$20.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
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 | $21,093,493 | +$132,824 | +0.63% | |
| Valtinson Bruner Financial Planning Llc | 0.64% | 55,709 | $2,567,934 | $2,542,642 | -$25,292 | -0.98% | |
| Mid-American Wealth Advisory Group, Inc. | 0.45% | 28,044 | $1,292,705 | $1,279,970 | -$12,735 | -0.99% | |
| Action Point Financial Planning, Llc | 0.09% | 18,168 | $823,995 | $829,215 | +$5,220 | +0.63% | |
| Weaver Consulting Group | 0.13% | 14,441 | $665,672 | $659,109 | -$6,563 | -0.99% | |
| Old Mission Capital Llc | 0.01% | 8,111 | $367,867 | $370,198 | +$2,331 | +0.63% | |
| Capital Investment Advisory Services, Llc | 0.02% | 6,628 | $305,536 | $302,512 | -$3,024 | -0.99% | |
| Osaic Holdings, Inc. | 0.00% | 2,400 | $108,840 | $109,540 | +$700 | +0.64% | |
| Arax Advisory Partners | 0.00% | 1,600 | $72,567 | $73,026 | +$459 | +0.63% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 501 | $23,094 | $22,866 | -$228 | -0.99% | |
| Harbour Investments, Inc. | 0.00% | 391 | $17,733 | $17,846 | +$113 | +0.64% | |
| Elevated Capital Advisors, Llc | 0.00% | 232 | $10,522 | $10,589 | +$67 | +0.64% | |
| Ifg Advisory, Llc | 0.00% | 26 | $1,179 | $1,187 | +$8 | +0.65% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $231 | $228 | -$3 | -1.21% | |
| Lloyd Advisory Services, Llc. | 0.00% | 3 | $127 | $137 | +$10 | +7.81% |
Frequently asked questions about JULZ
Who are the largest institutional holders of JULZ?
The largest institutional holders of JULZ reported in the latest SEC Form 13F filings include Truemark Investments, Llc, Valtinson Bruner Financial Planning Llc, Mid-American Wealth Advisory Group, Inc., Action Point Financial Planning, Llc, and Weaver Consulting Group. InsiderSet ranks institutional holders by their latest reported JULZ position.
What is JULZ institutional ownership?
This page tracks JULZ positions reported by institutional investment managers through SEC Form 13F. TS STR OUTCOME JUL ETF (JULZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JULZ?
InsiderSet currently tracks 15 institutional managers reporting JULZ 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 JULZ shareholders.
How much JULZ stock do institutions own?
Institutional investment managers disclosed approximately $27.22M in JULZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JULZ institutional ownership last updated?
The latest JULZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 JULZ 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 JULZ position after the reporting date.
Are institutions buying or selling JULZ?
Institutional buying and selling can be analyzed by comparing JULZ positions across consecutive 13F reporting periods. InsiderSet's JULZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JULZ ownership changes.
How has JULZ institutional ownership changed over time?
InsiderSet tracks JULZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.