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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | History | Added to | 753,504 | 16,690 | 1.15% | 1.29% | 1 | +23,156 | 3.17% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 666,014 | 14,752 | 0.17% | 0.17% | 2 | +11,510 | 1.76% | Q1 2026 | Apr 16, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 546,108 | 12,096 | 2.23% | 2.26% | 3 | +42,143 | 8.36% | Q1 2026 | Apr 13, 2026 |
| Park Place Capital Corp | History | Added to | 224,037 | 4,962 | 0.99% | 0.87% | 4 | +34,991 | 18.51% | Q1 2026 | Apr 09, 2026 |
| Uniting Wealth Partners, LLC | History | New | 189,543 | 4,226 | 0.9% | — | 5 | +189,543 | New | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 158,501 | 3,510 | 0.26% | 0.24% | 6 | -1,190 | -0.75% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 150,963 | 3,343 | 0.41% | 0.37% | 7 | +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% | 8 | +1,443 | 1.21% | Q1 2026 | Apr 20, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 120,019 | 2,658 | 2.04% | 1.71% | 9 | +15,750 | 15.11% | Q1 2026 | Apr 20, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 116,304 | 2,576 | 1.07% | 1.13% | 10 | -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% | 11 | +4,469 | 4.0% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 72,920 | 1,615 | 0.12% | 0.12% | 12 | +1,167 | 1.63% | Q1 2026 | Apr 08, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 68,431 | 1,515 | 1.06% | 1.72% | 13 | -46,639 | -40.53% | Q1 2026 | Apr 20, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 31,240 | 691 | 1.09% | 0.55% | 14 | +17,391 | 125.58% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 21,258 | 470 | 0.12% | 0.12% | 15 | +104 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 14,049 | 311 | 0.02% | 0.02% | 16 | +96 | 0.69% | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,630 | 58 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,566 | 34 | 0.0% | 0.0% | 18 | +1,442 | 1162.9% | Q1 2026 | Apr 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 669 | 14 | 0.0% | 0.01% | 19 | -2,910 | -81.31% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -4,343,634 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Second Line Capital, LLC | History | Closed out | 0 | 0 | — | 3.76% | — | -825,140 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.9% | — | -649,110 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -446,097 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SevenBridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -355,761 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Financial Guidance Group, Inc. | History | Closed out | 0 | 0 | — | 1.42% | — | -156,700 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.24% | — | -152,937 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -120,597 | -100.0% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114,409 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -89,225 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -87,271 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -75,413 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -70,636 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Second Half Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -70,609 | -100.0% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -61,107 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,595 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,935 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -45,720 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,592 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,383 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Renasant Bank | History | Closed out | 0 | 0 | — | 0.6% | — | -39,901 | -100.0% | Q4 2025 | Jan 30, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -33,538 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Wilian Securities, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -26,931 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,900 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,298 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,097 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -4,050 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -2,548 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,004 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -701 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q4 2025 | Mar 16, 2026 |