ETF SER Solutions (JUCY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of JUCY (all 13F filers)
- Aptus Capital Advisors4.8 MType not verified+238 K
- Signal Advisors Wealth960 KWealth adviser+206 K
- Second Line Capital924 KType not verified+24 K
- Talon Private Wealth825 KWealth adviser+17 K
- Envestnet Asset Management791 KWealth adviser+25 K
- Integrated Wealth Concepts741 KWealth adviser−4,167
- Brookstone Capital Management695 KType not verified+29 K
- Guardian Wealth Advisors623 KWealth adviser−382
- Sunburst Financial Group554 KType not verified+8,254
- SevenBridge Financial Group400 KType not verified+21 K
- Shares
- 4.8 M
- Change
- +238 K
See more
- Type
- Type not verified
- Value
- $106M
- Shares
- 960 K
- Change
- +206 K
See more
- Type
- Wealth adviser
- Value
- $21.1M
- Second Line Capital
- Shares
- 924 K
- Change
- +24 K
See more
- Type
- Type not verified
- Value
- $20.3M
- Talon Private Wealth
- Shares
- 825 K
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $18.1M
- Shares
- 791 K
- Change
- +25 K
See more
- Type
- Wealth adviser
- Value
- $17.4M
- Shares
- 741 K
- Change
- −4,167
See more
- Type
- Wealth adviser
- Value
- $16.3M
- Shares
- 695 K
- Change
- +29 K
See more
- Type
- Type not verified
- Value
- $15.3M
- Shares
- 623 K
- Change
- −382
See more
- Type
- Wealth adviser
- Value
- $13.7M
- Sunburst Financial Group
- Shares
- 554 K
- Change
- +8,254
See more
- Type
- Type not verified
- Value
- $12.2M
- SevenBridge Financial Group
- Shares
- 400 K
- Change
- +21 K
See more
- Type
- Type not verified
- Value
- $8.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Brookstone Capital Management6.82%13Gfiling ↗Event: Dec 31, 2024 · filed: Jan 8, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗