13F Insight
DOSSIER · 13F Holders · Q2 2026
JULB

ETF SER SOLUTIONS

8 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 268961869·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$43M
visible holders
Holders
8
filers reporting
Concentration
48.44%
KFG WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

JULB, a defined-outcome buffer ETF, has an 8-holder, ~$35.2M 13F book concentrated in two RIAs — KFG Wealth Management ($19.0M) and Uniting Wealth Partners ($12.6M) together hold about 90%. The structure reflects model-portfolio adoption of a buffered-equity product by a small number of advisory firms.

Two RIAs dominate: KFG Wealth Management ($19.0M) and Uniting Wealth Partners ($12.6M) together account for roughly 90% of the disclosed book, with Aptus Capital Advisors ($1.1M) a distant third. That concentration is typical of buffer ETFs, which are adopted wholesale by advisors implementing risk-managed equity strategies.

For readers, JULB's 13F profile is an advisory-adoption story: two wealth managers using the buffered product at scale in client portfolios. The signal is model-portfolio allocation rather than conviction in an underlying issuer.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$21M761K2.37%Q2 202602
Uniting Wealth Partners, LLC
CIK 0002056414
$12M420K2.35%Q2 202603
Aptus Capital Advisors, LLC
CIK 0001664193
$5M175K0.03%Q2 202604
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$3M115K0.18%Q2 202605
Bright Futures Wealth Management, LLC.
CIK 0001803980
$2M59K1.05%Q2 202606
6th Street Advisors, LLC
CIK 0002102803
$832K30K0.48%Q2 202607
Cyndeo Wealth Partners, LLC
CIK 0001950947
$276K10K0.01%Q2 202608
UBS Group AG
CIK 0001610520
$30K1K0.00%Q2 2026