ETF Series Solutions - JUCY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | Added to | 4,570,331 | 101,232 | 0.79% | 0.69% | 1 | +226,697 | 5.22% | Q1 2026 | May 11, 2026 |
| Second Line Capital, LLC | History | Added to | 899,234 | 19,918 | 3.77% | 3.76% | 2 | +74,094 | 8.98% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 808,593 | 17,910 | 2.38% | — | 3 | +808,593 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 766,189 | 16,971 | 0.0% | — | 4 | +766,189 | New | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 753,504 | 16,690 | 1.15% | 1.29% | 5 | +23,156 | 3.17% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 745,196 | 16,506 | 0.13% | 0.12% | 6 | +299,099 | 67.05% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 666,014 | 14,752 | 0.17% | 0.17% | 7 | +11,510 | 1.76% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 623,475 | 13,809 | 0.87% | 0.9% | 8 | -25,635 | -3.95% | Q1 2026 | May 15, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 546,108 | 12,096 | 2.23% | 2.26% | 9 | +42,143 | 8.36% | Q1 2026 | Apr 13, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 379,279 | 8,442 | 1.32% | 1.27% | 10 | +23,518 | 6.61% | Q1 2026 | Apr 23, 2026 |
| 6th Street Advisors, LLC | History | New | 266,314 | 5,898 | 3.71% | — | 11 | +266,314 | New | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Added to | 224,037 | 4,962 | 0.99% | 0.87% | 12 | +34,991 | 18.51% | Q1 2026 | Apr 09, 2026 |
| Uniting Wealth Partners, LLC | History | New | 189,543 | 4,226 | 0.9% | — | 13 | +189,543 | New | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Added to | 189,835 | 4,204 | 0.3% | 0.24% | 14 | +36,898 | 24.13% | Q1 2026 | May 12, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 170,726 | 3,781 | 1.52% | 1.42% | 15 | +14,026 | 8.95% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Added to | 163,806 | 3,628 | 0.04% | 0.04% | 16 | +93,170 | 131.9% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 158,501 | 3,510 | 0.26% | 0.24% | 17 | -1,190 | -0.75% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 150,963 | 3,343 | 0.41% | 0.37% | 18 | +16,992 | 12.68% | Q1 2026 | Apr 17, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 120,556 | 2,670 | 2.34% | 2.27% | 19 | +1,443 | 1.21% | Q1 2026 | Apr 20, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 120,019 | 2,658 | 2.04% | 1.71% | 20 | +15,750 | 15.11% | Q1 2026 | Apr 20, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 116,304 | 2,576 | 1.07% | 1.13% | 21 | -5,419 | -4.45% | Q1 2026 | Apr 21, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 116,194 | 2,573 | 1.08% | 1.14% | 22 | +4,469 | 4.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 104,168 | 2,307 | 0.03% | 0.02% | 23 | +28,755 | 38.13% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 102,869 | 2,278 | 0.03% | 0.02% | 24 | +15,598 | 17.87% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 100,158 | 2,218 | 0.0% | 0.0% | 25 | -14,251 | -12.46% | Q1 2026 | May 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 91,716 | 2,031 | 0.89% | 0.91% | 26 | +2,491 | 2.79% | Q1 2026 | May 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 75,440 | 1,670 | 0.04% | 0.09% | 27 | -45,157 | -37.44% | Q1 2026 | May 11, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 74,893 | 1,658 | 0.75% | 0.7% | 28 | +4,284 | 6.07% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 72,920 | 1,615 | 0.12% | 0.12% | 29 | +1,167 | 1.63% | Q1 2026 | Apr 08, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 68,431 | 1,515 | 1.06% | 1.72% | 30 | -46,639 | -40.53% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 47,647 | 1,055 | 0.0% | 0.0% | 31 | -13,460 | -22.03% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 46,691 | 1,034 | 0.01% | 0.01% | 32 | -12,904 | -21.65% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 45,114 | 999 | 0.01% | 0.01% | 33 | -606 | -1.33% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 44,054 | 975 | 0.06% | 0.06% | 34 | +1,462 | 3.43% | Q1 2026 | May 14, 2026 |
| Renasant Bank | History | Added to | 40,488 | 896 | 0.63% | 0.6% | 35 | +587 | 1.47% | Q1 2026 | Apr 29, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 31,240 | 691 | 1.09% | 0.55% | 36 | +17,391 | 125.58% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 29,236 | 647 | 0.0% | — | 37 | +29,236 | New | Q1 2026 | May 04, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 21,258 | 470 | 0.12% | 0.12% | 38 | +104 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 14,049 | 311 | 0.02% | 0.02% | 39 | +96 | 0.69% | Q1 2026 | Apr 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 13,900 | 307 | 0.04% | 0.04% | 40 | -2,000 | -12.58% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,588 | 300 | 0.0% | 0.02% | 41 | -28,795 | -67.94% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 4,050 | 89 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,630 | 58 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,566 | 34 | 0.0% | 0.0% | 45 | +1,442 | 1162.9% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,571 | 34 | 0.0% | 0.0% | 44 | +1,130 | 256.24% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 715 | 15 | 0.0% | 0.0% | 46 | +14 | 2.0% | Q1 2026 | Jun 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 669 | 14 | 0.0% | 0.01% | 47 | -2,910 | -81.31% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 350 | 7 | 0.0% | — | 48 | +350 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 255 | 5 | 0.0% | 0.0% | 49 | -2,293 | -89.99% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,935 | -100.0% | Q1 2026 | May 14, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -33,538 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -26,931 | -100.0% | Q1 2026 | May 01, 2026 |
| Town Capital LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -16,900 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,298 | -100.0% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,097 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,004 | -100.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q1 2026 | May 14, 2026 |