ETF SER SOLUTIONS

$JULB
13F holders
7
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 7 of 7 · Source: 13F-HR
01
Montz Harcus Wealth Management LLC
02
Alteri Wealth LLC
03
Proficio Capital Partners LLC
04
Corebridge Financial, Inc.
05
Brightline Capital Management, LLC
06
Verdence Capital Advisors LLC
07
4D Advisors, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $JULB. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $JULB in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $JULB in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $JULB lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $JULB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:53 UTC.