Home › JUCY

Who holds JUCY

ETF SER SOLUTIONS · 56 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Aptus Capital Advisors, LLC4.8M$105.7M0.7%
Signal Advisors Wealth, LLC959.8K$21.1M1.1%
Second Line Capital, LLC923.5K$20.3M3.8%
Talon Private Wealth, LLC825.3K$18.1M2.1%
ENVESTNET ASSET MANAGEMENT INC790.8K$17.4M0.0%
Integrated Wealth Concepts LLC741.0K$16.3M0.1%
Brookstone Capital Management694.6K$15.3M0.2%
GUARDIAN WEALTH ADVISORS, LLC / NC623.1K$13.7M0.8%
Sunburst Financial Group, LLC554.4K$12.2M2.0%
SevenBridge Financial Group, LLC400.2K$8.8M1.3%
6th Street Advisors, LLC267.9K$5.9M3.4%
Park Place Capital Corp236.9K$5.2M0.8%
Uniting Wealth Partners, LLC198.2K$4.4M0.9%
Waterloo Capital, L.P.183.2K$4.0M0.2%
SILVER OAK SECURITIES, INCORPORATED169.1K$3.7M0.2%
Financial Guidance Group, Inc.163.9K$3.6M1.3%
United Advisor Group, LLC152.9K$3.4M0.4%
Prime Capital Investment Advisors, LLC136.8K$3.0M0.0%
Lord & Richards Wealth Management, LLC127.8K$2.8M2.2%
Cushing Capital Partners, LLC125.6K$2.8M1.9%
Advisory Services Network, LLC123.8K$2.7M0.0%
ONE PLUS ONE WEALTH MANAGEMENT, LLC115.6K$2.5M1.1%
LPL Financial LLC113.2K$2.5M0.0%
Tailwinds Wealth, LLC107.7K$2.4M1.4%
MBE Wealth Management, LLC105.4K$2.3M0.8%
MARIPAU WEALTH MANAGEMENT LLC96.0K$2.1M0.8%
Capital Investment Advisory Services, LLC84.6K$1.9M0.1%
First Heartland Consultants, Inc.80.0K$1.8M0.1%
Independent Advisor Alliance77.5K$1.7M0.0%
Second Half Financial Partners, LLC72.2K$1.6M0.7%
Strong Retirement Solutions LLC71.2K$1.6M0.9%
Savvy Advisors, Inc.65.3K$1.4M0.0%
John W. Brooker & Co., CPAs56.5K$1.2M1.5%
OSAIC HOLDINGS, INC.47.1K$1.0M0.0%
Atria Investments, Inc46.7K$1.0M0.0%
Regal Investment Advisors LLC44.6K$979,7810.1%
Orion Porfolio Solutions, LLC44.2K$971,3170.0%
Bienville Capital Management, LLC43.9K$963,9600.1%
Renasant Bank40.7K$894,8280.6%
MML INVESTORS SERVICES, LLC29.3K$644,7570.0%
TrueWealth Advisors, LLC22.2K$488,1650.1%
BEAM WEALTH ADVISORS, INC.15.8K$347,7900.1%
Brookwood Investment Group LLC11.7K$256,0670.0%
Arax Advisory Partners4.0K$89,0190.0%
WELLS FARGO & COMPANY/MN3.0K$66,7750.0%
Princeton Global Asset Management LLC2.5K$55,6090.0%
COMPASS FINANCIAL MANAGEMENT LLC1.7K$37,9810.0%
HARBOUR INVESTMENTS, INC.1.6K$34,5310.0%
Farther Finance Advisors, LLC1.5K$33,6600.0%
JPMORGAN CHASE & CO1.4K$30,3680.0%
IFP Advisors, Inc1.1K$24,5300.0%
Regatta Research & Money Management851$18,7050.0%
Parallel Advisors, LLC729$16,0440.0%
MORGAN STANLEY615$13,5290.0%
AE Wealth Management LLC559$12,2870.0%
Silver Grove Financial Group, Inc.102$2,2420.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}