Ft Vest US Equity Moderate B
$44.430%
-$26.9M
Net Activity
-15.71% total shares
Institutions Holding
127
Popularity Rank
#4061
Avg Weight
0.07%
Total Value
$187.9M
127 institutions currently hold GJUL, with 28 net buyers and 66 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
66
Net Buying Institutions
28
Top 5 by Value
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Across its top 20 institutional holders, GJUL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
GJUL ranks #4061 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
127 institutions disclose a position in GJUL, but none treat it as a major bet — even Schulz Wealth, LTD., its most concentrated holder, allocates just 2.3% of its own portfolio to it.
Harbour Investments, Inc. has added to its GJUL position for two straight quarters, increasing it by $343.2K to reach $494.2K today.
Osaic Holdings, Inc. has trimmed its GJUL position for two straight quarters, cutting it by $13.8M while still holding $14.4M.
GJUL is up 0% today, but institutions show net selling of $26.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$10.0M
Total Buy Value
$44.0M
Total Sell Value
28
Net Buyers
66
Net Sellers
GJUL
Q2 2026
Top 5 Institutional Movers
-$8.3M
-$7.1M
-$5.1M
+$4.4M
-$3.5M
GJUL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740U661
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access GJUL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/GJULCLI
npx alphasmo stocks get GJUL