your badges 52W Range $30–$30 69% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $30.35
52W Range $30–$30

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

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Valuation & Ratios 07–12

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

Institutional owners (13F) 99 filers · $78.0M 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 99
Value held $78.0M
New positions 10
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (+2 vs prior Q) 11 (0 vs prior Q) 17 (+9 vs prior Q) 29 (-9 vs prior Q) -28K

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
COMMONWEALTH EQUITY SERVICES, LLC $6,807,060 227,129 8.72% Shares
OSAIC HOLDINGS, INC. $4,198,442 140,089 5.38% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $3,910,801 129,266 5.01% Shares
CANANDAIGUA NATIONAL CORP $3,355,847 115,441 4.30% Shares
HighTower Advisors, LLC $3,331,615 111,165 4.27% Shares
Cetera Investment Advisers $3,262,115 108,846 4.18% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2,421,764 80,048 3.10% Shares
RAYMOND JAMES FINANCIAL INC $2,193,475 73,189 2.81% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,103,205 70,177 2.70% Shares
CAPTRUST FINANCIAL ADVISORS $1,962,496 65,482 2.52% Shares
Signal Advisors Wealth, LLC $1,570,147 51,899 2.01% Shares
Stratos Wealth Advisors, LLC $1,551,757 51,777 1.99% Shares
Concurrent Investment Advisors, LLC $1,516,884 50,138 1.94% Shares
LPL Financial LLC $1,318,230 43,985 1.69% Shares
Trek Financial, LLC $1,304,025 43,511 1.67% Shares
Brookstone Capital Management $1,301,614 43,023 1.67% Shares
Kestra Advisory Services, LLC $1,252,446 41,790 1.61% Shares
Diligent Investors, LLC $1,244,555 41,137 1.59% Shares
Lord & Richards Wealth Management, LLC $1,234,451 40,803 1.58% Shares
Triad Wealth Partners, LLC $1,233,504 40,953 1.58% Shares
Cypress Wealth Services, LLC $1,212,754 39,867 1.55% Shares
Archer Investment Corp $1,194,870 39,869 1.53% Shares
KFG WEALTH MANAGEMENT, LLC $1,183,593 39,122 1.52% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,035,703 34,079 1.33% Shares
GILL CAPITAL PARTNERS, LLC $1,029,117 34,016 1.32% Shares
AdvisorNet Financial, Inc $975,576 32,123 1.25% Shares
IMG Wealth Management, Inc. $870,419 29,043 1.12% Shares
Carmel Capital Partners, LLC $770,229 25,700 0.99% Shares
CENTRAL VALLEY ADVISORS, LLC $739,569 24,677 0.95% Shares
TRUIST FINANCIAL CORP $721,887 24,087 0.93% Shares
Lineweaver Wealth Advisors, LLC $692,572 22,892 0.89% Shares
KELLY FINANCIAL GROUP LLC $639,991 21,154 0.82% Shares
Continuum Advisory, LLC $625,174 20,860 0.80% Shares
Waverly Advisors, LLC $615,494 20,537 0.79% Shares
NewEdge Advisors, LLC $610,669 20,376 0.78% Shares
BROWN WEALTH MANAGEMENT, LLC $605,441 20,012 0.78% Shares
BRASS TAX WEALTH MANAGEMENT, INC $603,531 21,007 0.77% Shares
Farther Finance Advisors, LLC $603,111 19,935 0.77% Shares
Main Street Financial Solutions, LLC $584,115 19,490 0.75% Shares
Encompass More Asset Management $562,117 18,580 0.72% Shares
Geneos Wealth Management Inc. $558,941 18,650 0.72% Shares
FC Advisory LLC $540,704 17,872 0.69% Shares
Kingsview Wealth Management, LLC $519,320 17,328 0.67% Shares
Mutual Advisors, LLC $467,052 15,584 0.60% Shares
ENVESTNET ASSET MANAGEMENT INC $456,143 15,220 0.58% Shares
Allworth Financial LP $449,101 14,985 0.58% Shares
Collaborative Wealth Managment Inc. $441,248 14,723 0.57% Shares
JIM SAULNIER & ASSOCIATES, LLC $434,415 14,495 0.56% Shares
Reliant Wealth Planning $430,549 14,366 0.55% Shares
Tradition Wealth Management, LLC $428,062 14,283 0.55% Shares

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