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 | 789,838 | 22,233 | 2.41% | 2.37% | 1 | +28,942 | 3.8% | Q3 2026 | Oct 16, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 419,949 | 11,582 | 2.35% | 2.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 174,545 | 4,813 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 115,498 | 3,185 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 57,384 | 1,615 | 1.12% | 1.05% | 5 | -1,368 | -2.33% | Q3 2026 | Oct 23, 2026 |
| 6th Street Advisors, LLC | History | No change | 30,166 | 849 | 0.49% | 0.48% | 6 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 14,156 | 398 | 0.03% | — | 7 | +14,156 | New | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | New | 14,156 | 398 | 0.0% | — | 8 | +14,156 | New | Q3 2026 | Oct 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,000 | 281 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 9,851 | 277 | 0.02% | — | 10 | +9,851 | New | Q3 2026 | Nov 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 5,601 | 157 | 0.02% | — | 11 | +5,601 | New | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 1,093 | 30 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |