your badges 52W Range $36–$37 23% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

IJUL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $36.06
52W Range $36–$37

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmountCurrencyYield
Nov 19, 2019$0.24USD—

Institutional owners (13F) 114 filers · $138.2M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 114
Value held $138.2M
New positions 10
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-4 vs prior Q) 8 (-4 vs prior Q) 26 (+11 vs prior Q) 37 (-7 vs prior Q) +16K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BLAIR WILLIAM & CO/IL $11,297,278 314,075 8.18% Shares
OSAIC HOLDINGS, INC. $7,704,817 214,203 5.58% Shares
Berger Financial Group, Inc $7,173,066 199,418 5.19% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $6,901,384 191,865 4.99% Shares
GTS FINANCIAL, LLC $6,138,533 192,190 4.44% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,618,760 156,207 4.07% Shares
Cornerstone Wealth, LLC/TN $4,448,797 122,861 3.22% Shares
Cetera Investment Advisers $4,232,662 117,672 3.06% Shares
ENVESTNET ASSET MANAGEMENT INC $3,203,800 89,069 2.32% Shares
Global Strategic Investment Solutions, LLC $3,201,906 89,016 2.32% Shares
RAYMOND JAMES FINANCIAL INC $3,195,359 88,834 2.31% Shares
Bedel Financial Consulting, Inc. $3,074,320 85,469 2.22% Shares
LPL Financial LLC $2,824,859 78,534 2.04% Shares
BFI Wealth Solutions, LLC $2,564,519 71,296 1.86% Shares
INDEPENDENT FINANCIAL GROUP, LLC $2,413,731 67,104 1.75% Shares
Long Island Wealth Management, Inc. $2,368,301 65,841 1.71% Shares
BIP Wealth, LLC $2,355,020 65,472 1.70% Shares
Stratos Wealth Advisors, LLC $2,328,016 64,721 1.68% Shares
HighTower Advisors, LLC $2,127,697 59,152 1.54% Shares
Talon Private Wealth, LLC $1,972,487 54,837 1.43% Shares
Signal Advisors Wealth, LLC $1,972,487 54,837 1.43% Shares
CORRADO ADVISORS, LLC $1,923,748 53,482 1.39% Shares
SIGNATUREFD, LLC $1,801,137 50,073 1.30% Shares
Triad Wealth Partners, LLC $1,733,166 47,445 1.25% Shares
ACCESS FINANCIAL SERVICES, INC. $1,705,158 47,405 1.23% Shares
Cresset Asset Management, LLC $1,702,532 47,332 1.23% Shares
Diligent Investors, LLC $1,627,858 45,256 1.18% Shares
OneDigital Investment Advisors LLC $1,616,528 44,941 1.17% Shares
PRINCIPAL SECURITIES, INC. $1,565,486 43,522 1.13% Shares
MML INVESTORS SERVICES, LLC $1,546,854 43,004 1.12% Shares
Americana Partners, LLC $1,543,904 42,922 1.12% Shares
WorthPointe, LLC $1,530,380 42,546 1.11% Shares
Rothschild Wealth LLC $1,400,024 38,922 1.01% Shares
Kestra Advisory Services, LLC $1,354,774 37,664 0.98% Shares
Straight Path Wealth Management $1,261,396 35,068 0.91% Shares
CAPTRUST FINANCIAL ADVISORS $1,225,858 34,080 0.89% Shares
FOUNDERS FINANCIAL SECURITIES LLC $1,212,333 33,704 0.88% Shares
TRUIST FINANCIAL CORP $1,111,257 30,894 0.80% Shares
PRIVATE CLIENT SERVICES, LLC $1,039,151 28,762 0.75% Shares
RED CRANE WEALTH MANAGEMENT, LLC $997,160 27,722 0.72% Shares
H D Vest Advisory Services $970,561 30,387 0.70% Shares
CWM, LLC $930,288 27,564 0.67% Shares
World Investment Advisors $911,653 25,355 0.66% Shares
BCS Wealth Management $898,351 24,975 0.65% Shares
Ifrah Financial Services, Inc. $861,246 23,943 0.62% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $860,524 33,704 0.62% Shares
IFP Advisors, Inc $800,009 22,241 0.58% Shares
Compass Advisory Group LLC $767,528 21,338 0.56% Shares
HB Wealth Management, LLC $739,939 20,571 0.54% Shares
DHJJ Financial Advisors, Ltd. $719,652 20,007 0.52% Shares

Show all 114 institutional owners →

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