DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
JULB
ETF SER SOLUTIONS
8 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 268961869·8 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 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.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.