Across its top 8 institutional holders, JULB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$32.3M

Total Buy Value

$0.0

Total Sell Value

New buy2

Trim0

Add3

Sold out0

Net Buyers

Net Sellers

Smart Money Convergence

JULB 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 2026-03-31 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JULB

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

268961869

FAQ

Who are the top institutional investors holding APTUS JULY BUFFER ETF (JULB)?

Major stakeholders currently include Kfg Wealth Management, LLC ($19.0M), Uniting Wealth Partners, LLC ($12.6M), Aptus Capital Advisors, LLC ($1.1M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in JULB.

What is the overall institutional sentiment toward JULB recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $15.6M, driven by 5 managers accumulating shares while 0 reduced their exposure.

Which institutions have been selling or reducing their JULB positions?

In the latest period, no tracked funds trimmed or exited their positions in JULB.

Are there any notable investors adding JULB to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.3M.