Ft Vest Us Eq Max Buf Jul (JULM) Institutional Ownership $32.91 +0.11 (+0.34%) As of 08/22/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Jul (NYSEARCA:JULM)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$5.91MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$835.55K Get JULM Insider Trade Alerts Want to know when executives and insiders are buying or selling Ft Vest Us Eq Max Buf Jul stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data JULM Institutional Buying and Selling by Quarter Ft Vest Us Eq Max Buf Jul Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/23/2025 Clear Creek Financial Management LLC11,334$369K0.0%-27.9%2.061% 5/13/2025 Financial Network Wealth Advisors LLC2,929$92K0.1%N/A0.533% 5/6/2025 Cetera Investment Advisers9,607$301K0.0%-56.4%1.747% 5/5/2025 Creekmur Asset Management LLC825$26K0.0%-51.5%0.150% 4/28/2025 Mutual Advisors LLC19,079$595K0.0%-2.2%3.469% 4/11/2025 Signal Advisors Wealth LLC9,484$297K0.0%-3.5%1.724% 2/17/2025 Cetera Investment Advisers22,044$693K0.0%+3.8%0.000% 2/13/2025 Envestnet Asset Management Inc.10,908$343K0.0%N/A0.000% 2/12/2025 Arete Wealth Advisors LLC13,050$410K0.0%-10.3%0.000% 2/12/2025 Creekmur Asset Management LLC1,700$53K0.0%-61.5%0.000% Get the Latest News and Ratings for JULM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Ft Vest Us Eq Max Buf Jul and its competitors with MarketBeat's FREE daily newsletter. 2/12/2025 OLD Mission Capital LLC25,061$788K0.0%+31.6%0.000% 2/10/2025 Commonwealth Equity Services LLC69,635$2.19M0.0%+42.6%0.000% 2/4/2025 Prasad Wealth Partners LLC7,750$244K0.1%N/A0.000% 1/27/2025 Foguth Wealth Management LLC.12,457$395K0.1%+26.2%0.000% 1/17/2025 Mutual Advisors LLC19,514$616K0.0%-4.9%0.000% 1/14/2025 Signal Advisors Wealth LLC9,825$309K0.0%-22.2%0.000% 11/18/2024 Arete Wealth Advisors LLC14,550$452K0.0%N/A0.000% 11/15/2024 MML Investors Services LLC8,103$252K0.0%N/A0.000% 11/15/2024 Glen Eagle Advisors LLC24,725$770K0.1%N/A0.000% 11/15/2024 Jane Street Group LLC15,312$477K0.0%N/A0.000% 11/15/2024 HighTower Advisors LLC6,500$202K0.0%N/A0.000% 11/13/2024 Townsquare Capital LLC17,282$538K0.0%N/A0.000% 11/12/2024 Larson Financial Group LLC1,644$51K0.0%N/A0.000% 11/5/2024 Nations Financial Group Inc. IA ADV11,222$349K0.0%N/A0.000% 10/29/2024 Clear Creek Financial Management LLC15,839$493K0.1%N/A0.000% 10/25/2024 Creekmur Asset Management LLC4,414$137K0.0%N/A0.000% 10/24/2024 Arkadios Wealth Advisors11,288$352K0.0%N/A0.000% 10/17/2024 Madrona Financial Services LLC6,580$205K0.1%N/A0.000% (Data available from 1/1/2016 forward) JULM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of JULM shares? During the previous two years, 21 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Jul. The most heavily invested institutionals were Commonwealth Equity Services LLC ($2.19M), OLD Mission Capital LLC ($788K), Glen Eagle Advisors LLC ($770K), Mutual Advisors LLC ($595K), Townsquare Capital LLC ($538K), Jane Street Group LLC ($477K), and Arete Wealth Advisors LLC ($410K).Learn more on Ft Vest Us Eq Max Buf Jul's institutional investors. Which institutional investors have been buying Ft Vest Us Eq Max Buf Jul's stock? Of the 19 institutional investors that purchased Ft Vest Us Eq Max Buf Jul's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Glen Eagle Advisors LLC ($24.73K), Commonwealth Equity Services LLC ($20.81K), Townsquare Capital LLC ($17.28K), Clear Creek Financial Management LLC ($15.84K), Jane Street Group LLC ($15.31K), Arete Wealth Advisors LLC ($14.55K), and Arkadios Wealth Advisors ($11.29K). How much institutional buying is happening at Ft Vest Us Eq Max Buf Jul? Institutional investors have bought a total of 189,261 shares in the last 24 months. This purchase volume represents approximately $5.91M in transactions. Which of Ft Vest Us Eq Max Buf Jul's major shareholders have been selling company stock? The following institutional investors have sold Ft Vest Us Eq Max Buf Jul stock in the last 24 months: Cetera Investment Advisers ($12.44K), Clear Creek Financial Management LLC ($4.39K), Creekmur Asset Management LLC ($3.59K), Signal Advisors Wealth LLC ($3.14K), Arete Wealth Advisors LLC ($1.50K), and Mutual Advisors LLC ($1.44K). How much institutional selling is happening at Ft Vest Us Eq Max Buf Jul? Institutional investors have sold a total of 26,492 shares in the last 24 months. This volume of shares sold represents approximately $835.55K in transactions. 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