13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
JUCY

ETF SER SOLUTIONS

54 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B642·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$305M
74.0% inst. owned
of float
Holders
54
-78 QoQ
filers reporting
Activity
+77 / −76
+886 added · −921 reduced
this quarter
Concentration
33.21%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported JUCY in Q1 2026. Aptus Capital Advisors, LLC leads at 33.2% of the visible book. -78 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$101M4.6M0.80%Q1 202602
Sugarloaf Wealth Management, LLC
CIK 0001664864
$30M1.3M5.73%Q4 202403
Second Line Capital, LLC
CIK 0001992879
$20M899K3.77%Q1 202604
Talon Private Wealth, LLC
CIK 0001990467
$18M809K2.38%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M766K0.00%Q1 202606
Signal Advisors Wealth, LLC
CIK 0002010926
$17M754K1.15%Q1 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$17M745K0.13%Q1 202608
Brookstone Capital Management
CIK 0001599584
$15M666K0.17%Q1 202609
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$14M623K0.87%Q1 202610
Sunburst Financial Group, LLC
CIK 0001800158
$12M546K2.23%Q1 202611
SevenBridge Financial Group, LLC
CIK 0001673954
$8M379K1.32%Q1 202612
6th Street Advisors, LLC
CIK 0002102803
$6M266K3.71%Q1 202613
Park Place Capital Corp
CIK 0001965810
$5M224K0.99%Q1 202614
Uniting Wealth Partners, LLC
CIK 0002056414
$4M190K0.90%Q1 202615
Waterloo Capital, L.P.
CIK 0001730942
$4M190K0.30%Q1 202616
Financial Guidance Group, Inc.
CIK 0001929349
$4M171K1.52%Q1 202617
Independent Advisor Alliance
CIK 0001696899
$4M164K0.04%Q1 202618
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$4M159K0.26%Q1 202619
United Advisor Group, LLC
CIK 0002004873
$3M151K0.41%Q1 202620
Lord & Richards Wealth Management, LLC
CIK 0002045252
$3M121K2.34%Q1 2026
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