Who owns JUCY (JUCY)
Which tracked institutional funds hold JUCY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JUCY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
20 tracked funds added or opened JUCY while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JUCY’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JUCY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 49 tracked filers holding JUCY, 34 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JUCY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Talon Private Wealth, LLC$18M
- ENVESTNET ASSET MANAGEMENT INC$17M
- 6th Street Advisors, LLC$6M
- Uniting Wealth Partners, LLC$4M
- MML INVESTORS SERVICES, LLC$648K
Full exits 4
- Virtue Capital Management, LLC$2M
- HRT FINANCIAL LP$1M
- True Vision MN LLC$745K
- Wilian Securities, LLC$598K
Largest adds
- Integrated Wealth Concepts LLC$7M
- Aptus Capital Advisors, LLC$5M
- Independent Advisor Alliance$2M
- Second Line Capital, LLC$2M
- Sunburst Financial Group, LLC$908K
- Waterloo Capital, L.P.$810K
Largest trims
- Strong Retirement Solutions LLC$1M
- Savvy Advisors, Inc.$1M
- OLD MISSION CAPITAL LLC$640K
- GUARDIAN WEALTH ADVISORS, LLC / NC$600K
- LPL Financial LLC$321K
- OSAIC HOLDINGS, INC.$301K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 4,570,331 | $101M | 30.9% | 2026-Q1 |
| Second Line Capital, LLC added | 899,234 | $20M | 6.1% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 808,593 | $18M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 766,189 | $17M | 5.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 753,504 | $17M | 5.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 745,196 | $17M | 5.0% | 2026-Q1 |
| Brookstone Capital Management added | 666,014 | $15M | 4.5% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 623,475 | $14M | 4.2% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 546,108 | $12M | 3.7% | 2026-Q1 |
| SevenBridge Financial Group, LLC added | 379,279 | $8M | 2.6% | 2026-Q1 |
| 6th Street Advisors, LLC new | 266,314 | $6M | 1.8% | 2026-Q1 |
| Park Place Capital Corp added | 224,037 | $5M | 1.5% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 189,543 | $4M | 1.3% | 2026-Q1 |
| Waterloo Capital, L.P. added | 189,835 | $4M | 1.3% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 170,726 | $4M | 1.2% | 2026-Q1 |
| Independent Advisor Alliance added | 163,806 | $4M | 1.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 158,501 | $4M | 1.1% | 2026-Q1 |
| United Advisor Group, LLC added | 150,963 | $3M | 1.0% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 120,556 | $3M | 0.8% | 2026-Q1 |
| Cushing Capital Partners, LLC added | 120,019 | $3M | 0.8% | 2026-Q1 |
| MBE Wealth Management, LLC trimmed | 116,304 | $3M | 0.8% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 116,194 | $3M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 104,168 | $2M | 0.7% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 102,869 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 100,158 | $2M | 0.7% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 91,716 | $2M | 0.6% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 75,440 | $2M | 0.5% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 74,893 | $2M | 0.5% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 72,920 | $2M | 0.5% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 68,431 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 47,647 | $1M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 46,691 | $1M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 45,114 | $999K | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 44,054 | $976K | 0.3% | 2026-Q1 |
| RENASANT BANK added | 40,488 | $897K | 0.3% | 2026-Q1 |
| John W. Brooker & Co., CPAs added | 31,240 | $692K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 29,236 | $648K | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 21,258 | $471K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 14,049 | $311K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 13,900 | $308K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,588 | $301K | 0.1% | 2026-Q1 |
| Arax Advisory Partners | 4,050 | $90K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 2,630 | $58K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,571 | $35K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,566 | $35K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 715 | $16K | 0.0% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP trimmed | 669 | $15K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 350 | $8K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 255 | $6K | 0.0% | 2026-Q1 |
| INTREPID CAPITAL MANAGEMENT INC trimmed | 194,831 | $4M | 1.3% | 2025-Q2 stale |
| JT Stratford LLC added | 192,355 | $4M | 1.3% | 2025-Q2 stale |
| Pandora Wealth, Inc. trimmed | 130,541 | $3M | 0.9% | 2025-Q2 stale |
| Advisor Resource Council added | 84,099 | $2M | 0.5% | 2025-Q1 stale |
| Virtue Capital Management, LLC added | 15,009 | $2M | 0.5% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 50,363 | $1M | 0.4% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 50,935 | $1M | 0.3% | 2025-Q4 stale |
| True Vision MN LLC added | 33,538 | $745K | 0.2% | 2025-Q4 stale |
| Wilian Securities, LLC new | 26,931 | $598K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 25,000 | $557K | 0.2% | 2025-Q3 stale |
| MAI Capital Management trimmed | 19,167 | $438K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 18,509 | $423K | 0.1% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 13,675 | $304K | 0.1% | 2025-Q2 stale |
| BOKF, NA | 13,231 | $294K | 0.1% | 2025-Q2 stale |
| Gladstone Institutional Advisory LLC added | 12,549 | $280K | 0.1% | 2025-Q3 stale |
| Cetera Investment Advisers new | 10,440 | $238K | 0.1% | 2025-Q1 stale |
| Fortis Capital Advisors, LLC new | 10,102 | $231K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC added | 10,102 | $231K | 0.1% | 2025-Q1 stale |
| Retirement Planning Group, LLC trimmed | 10,097 | $224K | 0.1% | 2025-Q4 stale |
| GROUP ONE TRADING LLC new | 2,300 | $51K | 0.0% | 2025-Q2 stale |
| PRIVATE TRUST CO NA | 1,700 | $39K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 1,004 | $22K | 0.0% | 2025-Q4 stale |
| Belvedere Trading LLC new | 498 | $11K | 0.0% | 2025-Q2 stale |
| FSA Wealth Management LLC | 293 | $7K | 0.0% | 2025-Q3 stale |
| WELLS FARGO & COMPANY/MN trimmed | 292 | $6K | 0.0% | 2025-Q2 stale |
| Rockefeller Capital Management L.P. new | 246 | $5K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC new | 219 | $5K | 0.0% | 2025-Q1 stale |
| TCFG WEALTH MANAGEMENT, LLC new | 30,886 | $1K | 0.0% | 2025-Q3 stale |
| Concord Wealth Partners new | 19 | $434 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.