ETF Series Solutions - JANB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 670,689 | 16,832 | 2.18% | 1.48% | 1 | +237,851 | 54.95% | Q1 2026 | Apr 20, 2026 |
| Long Island Wealth Management, Inc. | History | New | 505,604 | 12,689 | 5.89% | — | 2 | +505,604 | New | Q1 2026 | Apr 21, 2026 |
| Uniting Wealth Partners, LLC | History | New | 367,003 | 9,210 | 1.96% | — | 3 | +367,003 | New | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 240,225 | 6,028 | 0.05% | — | 4 | +240,225 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 136,276 | 3,420 | 0.03% | 0.02% | 5 | +53,023 | 63.69% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 120,537 | 3,025 | 0.19% | 0.13% | 6 | +39,441 | 48.63% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 40,848 | 1,025 | 0.02% | — | 7 | +40,848 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 30,481 | 801 | 0.05% | — | 8 | +30,481 | New | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,136 | 530 | 0.03% | 0.01% | 9 | +11,039 | 109.33% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | New | 20,634 | 517 | 0.04% | — | 10 | +20,634 | New | Q1 2026 | Apr 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 19,060 | 478 | 0.07% | 0.07% | 11 | -124 | -0.65% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,148 | 455 | 0.0% | — | 12 | +18,148 | New | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | New | 16,594 | 416 | 0.12% | — | 13 | +16,594 | New | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | New | 10,057 | 252 | 0.0% | — | 14 | +10,057 | New | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | New | 9,768 | 245 | 0.01% | — | 15 | +9,768 | New | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,711 | 218 | 0.0% | — | 16 | +8,711 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,038 | 26 | 0.0% | 0.0% | 17 | +769 | 285.87% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 40 | 1 | 0.0% | — | 18 | +40 | New | Q1 2026 | Apr 09, 2026 |