Ft Vest US Equity Moderate B
$44.990%
-$26.9M
Net Activity
-15.70% total shares
Institutions Holding
128
Popularity Rank
#4049
Avg Weight
0.07%
Total Value
$188.0M
128 institutions currently hold GJUL, with 29 net buyers and 67 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
67
Net Buying Institutions
29
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 26/100).
GJUL ranks #4049 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
128 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.
Concurrent Investment Advisors, LLC has added to its GJUL position for two straight quarters, increasing it by $770.6K to reach $1.8M today.
Ferguson Shapiro LLC has trimmed its GJUL position for two straight quarters, cutting it by $300.7K while still holding $230.8K.
GJUL is down 0% today, and institutions have been net sellers of $26.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$10.1M
Total Buy Value
$49.9M
Total Sell Value
29
Net Buyers
67
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 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