ETF Series Solutions - JULB
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 | 755,158 | 18,956 | 2.45% | 2.19% | 1 | +115,566 | 18.07% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | New | 501,497 | 12,588 | 2.68% | — | 2 | +501,497 | New | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45,458 | 1,141 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 43,302 | 1,086 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,694 | 745 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 16,788 | 421 | 0.02% | 0.01% | 6 | +6,922 | 70.16% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 10,000 | 251 | 0.01% | — | 7 | +10,000 | New | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 1,549 | 38 | 0.0% | 0.0% | 8 | +763 | 97.07% | Q1 2026 | May 05, 2026 |