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 | No change | 4,808,509 | 105,691 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,010,059 | 21,797 | 0.96% | 1.07% | 2 | +50,255 | 5.24% | Q3 2026 | Oct 13, 2026 |
| Second Line Capital, LLC | History | No change | 923,539 | 20,299 | 3.78% | 3.78% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Talon Private Wealth, LLC | History | No change | 825,265 | 18,139 | 2.12% | 2.12% | 4 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 790,773 | 17,381 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 741,029 | 16,287 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | Reduced | 694,066 | 14,977 | 0.15% | 0.15% | 7 | -515 | -0.07% | Q3 2026 | Oct 22, 2026 |
| Clarus Group, Inc. | History | New | 669,206 | 14,441 | 4.76% | — | 8 | +669,206 | New | Q3 2026 | Oct 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 623,093 | 13,695 | 0.77% | 0.77% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 595,879 | 12,859 | 2.04% | 1.97% | 10 | +41,517 | 7.49% | Q3 2026 | Oct 08, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 448,863 | 9,789 | 1.45% | 1.3% | 11 | +48,668 | 12.16% | Q3 2026 | Oct 26, 2026 |
| 6th Street Advisors, LLC | History | Added to | 273,431 | 5,900 | 3.41% | 3.38% | 12 | +5,581 | 2.08% | Q3 2026 | Oct 14, 2026 |
| Park Place Capital Corp | History | No change | 236,893 | 5,206 | 0.83% | 0.83% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 198,153 | 4,355 | 0.88% | 0.88% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterloo Capital, L.P. | History | No change | 183,245 | 4,027 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | Added to | 173,629 | 3,746 | 0.36% | 0.35% | 16 | +20,756 | 13.58% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 169,136 | 3,717 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 165,188 | 3,564 | 1.28% | 1.35% | 18 | +1,278 | 0.78% | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 157,415 | 3,397 | 0.03% | 0.03% | 19 | +20,630 | 15.08% | Q3 2026 | Oct 20, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 131,847 | 2,845 | 1.74% | 1.9% | 20 | +6,235 | 4.96% | Q3 2026 | Oct 20, 2026 |
| Advisory Services Network, LLC | History | No change | 123,803 | 2,721 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 113,151 | 2,487 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tailwinds Wealth, LLC | History | No change | 107,674 | 2,366 | 1.4% | 1.4% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 108,326 | 2,337 | 1.78% | 2.2% | 24 | -19,513 | -15.26% | Q3 2026 | Oct 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 102,140 | 2,204 | 0.78% | 0.81% | 25 | -3,248 | -3.08% | Q3 2026 | Oct 26, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 95,996 | 2,126 | 0.76% | 0.76% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 94,527 | 2,052 | 0.44% | 0.08% | 27 | +78,704 | 497.4% | Q3 2026 | Nov 03, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 94,043 | 2,029 | 0.85% | 1.1% | 28 | -21,516 | -18.62% | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 93,352 | 2,027 | 0.13% | 0.11% | 29 | +8,714 | 10.3% | Q3 2026 | Oct 30, 2026 |
| Independent Advisor Alliance | History | No change | 77,538 | 1,704 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 78,277 | 1,689 | 0.11% | 0.11% | 31 | -1,701 | -2.13% | Q3 2026 | Oct 08, 2026 |
| Second Half Financial Partners, LLC | History | No change | 72,168 | 1,586 | 0.65% | 0.65% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 73,196 | 1,579 | 0.89% | 0.94% | 33 | +1,965 | 2.76% | Q3 2026 | Oct 07, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 70,482 | 1,521 | 1.73% | 1.5% | 34 | +14,031 | 24.86% | Q3 2026 | Oct 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 65,335 | 1,436 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Added to | 50,700 | 1,094 | 0.01% | 0.01% | 36 | +4,019 | 8.61% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,103 | 1,035 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 44,576 | 979 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 44,191 | 971 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bienville Capital Management, LLC | History | No change | 43,856 | 963 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Renasant Bank | History | No change | 40,711 | 894 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 29,334 | 644 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 14,295 | 308 | 0.0% | — | 43 | +14,295 | New | Q3 2026 | Oct 16, 2026 |
| Brookwood Investment Group LLC | History | No change | 11,650 | 256 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 4,050 | 89 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,038 | 66 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,530 | 54 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,571 | 34 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,567 | 33 | 0.0% | 0.0% | 49 | +36 | 2.35% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,381 | 30 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | No change | 851 | 18 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 745 | 16 | 0.0% | 0.0% | 52 | +16 | 2.19% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 615 | 13 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 559 | 12 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 486 | 10 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 486 | 10 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 342 | 7 | 0.0% | 0.0% | 57 | -1,386 | -80.21% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | New | 262 | 5 | 0.0% | — | 58 | +262 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 102 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -22,210 | -100.0% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,116 | -100.0% | Q3 2026 | Oct 16, 2026 |