Among active 13F managers last quarter, 5 opened and 18 added, while 7 reduced; the largest holder to move was Aptus Capital Advisors, LLC (+5.2%).
49 tracked 13F filers disclose a position in JUCY as of the latest SEC 13F filings, a combined $295.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 4.8M | $105.7M | ▲+5.2% Added · +238K sh | Q2 2026 | |
| 2 | Signal Advisors Wealth, LLC | 960K | $21.1M | ▲+27% Added · +206K sh | Q2 2026 | |
| 3 | Second Line Capital, LLC | 924K | $20.3M | ▲+2.7% Added · +24K sh | Q2 2026 | |
| 4 | Talon Private Wealth, LLC | 825K | $18.1M | ▲+2.1% Added · +17K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 766K | $17.0M | ▲New +766K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | 741K | $16.3M | ▼−0.6% Reduced · −4K sh | Q2 2026 | |
| 7 | Guardian Wealth Advisors, LLC / NC | 623K | $13.7M | ▼−0.1% Reduced · −382 sh | Q2 2026 | |
| 8 | Sunburst Financial Group, LLC | 554K | $12.2M | ▲+1.5% Added · +8K sh | Q2 2026 | |
| 9 | SevenBridge Financial Group, LLC | 400K | $8.8M | ▲+5.5% Added · +21K sh | Q2 2026 | |
| 10 | 6th Street Advisors, LLC | 268K | $5.9M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 11 | Uniting Wealth Partners, LLC | 198K | $4.4M | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 12 | Waterloo Capital, L.P. | 183K | $4.0M | ▼−3.5% Reduced · −7K sh | Q2 2026 | |
| 13 | Silver Oak Securities, Incorporated | 169K | $3.7M | ▲+6.7% Added · +11K sh | Q2 2026 | |
| 14 | Financial Guidance Group, Inc. | 164K | $3.6M | ▼−4.0% Reduced · −7K sh | Q2 2026 | |
| 15 | United Advisor Group, LLC | 153K | $3.4M | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 16 | Prime Capital Investment Advisors, LLC | 137K | $3.0M | ▲+33% Added · +34K sh | Q2 2026 | |
| 17 | Lord & Richards Wealth Management, LLC | 128K | $2.8M | ▲+6.0% Added · +7K sh | Q2 2026 | |
| 18 | Cushing Capital Partners, LLC | 126K | $2.8M | ▲+4.7% Added · +6K sh | Q2 2026 | |
| 19 | One Plus One Wealth Management, LLC | 116K | $2.5M | ▼−0.5% Reduced · −635 sh | Q2 2026 | |
| 20 | Tailwinds Wealth, LLC | 108K | $2.4M | ▲New +108K sh | Q2 2026 | |
| 21 | MBE Wealth Management, LLC | 105K | $2.3M | ▼−9.4% Reduced · −11K sh | Q2 2026 | |
| 22 | Advisory Services Network, LLC | 104K | $2.3M | ▲+38% Added · +29K sh | Q1 2026 | |
| 23 | LPL Financial LLC | 100K | $2.2M | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 24 | Maripau Wealth Management LLC | 96K | $2.1M | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 25 | Capital Investment Advisory Services, LLC | 85K | $1.9M | ▲New +85K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in JUCY and 18 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 31 funds | $2.6B |
| Apple IncAAPL | 30 funds | $2.8B |
| Microsoft CorpMSFT | 30 funds | $1.5B |
| Amazon.com IncAMZN | 30 funds | $1.3B |
| Vanguard Ftse Developed ETFVEA | 30 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 30 funds | $1.0B |
| Broadcom IncAVGO | 30 funds | $880.9M |
| Invesco S&P 500 Equal WeightRSP | 30 funds | $382.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 29 funds | $1.7B |
| Aptus Collared Invest OppACIO | 29 funds | $1.3B |
| Walmart IncWMT | 29 funds | $662.6M |
| JPMorgan Chase & CoJPM | 29 funds | $661.7M |
Ranked by how many of JUCY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JUCY.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 96 funds | $485.9M |
| SMIGFUND | 63 funds | $809.5M |
| JUCYthis pagemc | 49 funds | $295.7M |
| IDUBcommon | 48 funds | $542.6M |
| TRFMETP | 40 funds | $116.5M |
| DUBScommon | 38 funds | $419.6M |
| JEDImc | 36 funds | $26.8M |
| DSMCETF | 29 funds | $86.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JUCY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JUCY/capital-change-brief"
Use Arkolith's capital_change_brief for JUCY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JUCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.