Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
13 tracked funds added or opened JUCY while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2026-Q1 and 2026-Q2, across 54 tracked filers holding JUCY, 39 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 2026-Q1 and 2026-Q2 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 3
- Tailwinds Wealth, LLC$2M
- Capital Investment Advisory Services, LLC$2M
- Bienville Capital Management, LLC$964K
Full exits 3
- Talon Private Wealth, LLC$18M
- Integrated Wealth Concepts LLC$17M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
Largest adds
- Aptus Capital Advisors, LLC$4M
- Signal Advisors Wealth, LLC$4M
- Prime Capital Investment Advisors, LLC$728K
- John W. Brooker & Co., CPAs$549K
- Brookstone Capital Management$515K
- Advisory Services Network, LLC$414K
Largest trims
- Independent Advisor Alliance$2M
- MBE Wealth Management, LLC$260K
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 | 4,808,509 | $106M | 31.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 959,804 | $21M | 6.2% | 2026-Q2 |
| Second Line Capital, LLC added | 923,539 | $20M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 790,773 | $17M | 5.1% | 2026-Q2 |
| Brookstone Capital Management added | 694,581 | $15M | 4.5% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 623,093 | $14M | 4.0% | 2026-Q2 |
| Sunburst Financial Group, LLC added | 554,362 | $12M | 3.6% | 2026-Q2 |
| SevenBridge Financial Group, LLC added | 400,195 | $9M | 2.6% | 2026-Q2 |
| 6th Street Advisors, LLC added | 267,850 | $6M | 1.7% | 2026-Q2 |
| Park Place Capital Corp added | 236,893 | $5M | 1.5% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 198,153 | $4M | 1.3% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 183,245 | $4M | 1.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 169,136 | $4M | 1.1% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 163,910 | $4M | 1.1% | 2026-Q2 |
| United Advisor Group, LLC added | 152,873 | $3M | 1.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 136,785 | $3M | 0.9% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 127,839 | $3M | 0.8% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 125,612 | $3M | 0.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 123,803 | $3M | 0.8% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 115,559 | $3M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 113,151 | $2M | 0.7% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 107,674 | $2M | 0.7% | 2026-Q2 |
| MBE Wealth Management, LLC trimmed | 105,388 | $2M | 0.7% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 95,996 | $2M | 0.6% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 84,638 | $2M | 0.5% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 79,978 | $2M | 0.5% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 77,538 | $2M | 0.5% | 2026-Q2 |
| Second Half Financial Partners, LLC trimmed | 72,168 | $2M | 0.5% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 71,231 | $2M | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 65,335 | $1M | 0.4% | 2026-Q2 |
| John W. Brooker & Co., CPAs added | 56,451 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 47,103 | $1M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 46,681 | $1M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC added | 44,576 | $980K | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 44,191 | $971K | 0.3% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 43,856 | $964K | 0.3% | 2026-Q2 |
| RENASANT BANK added | 40,711 | $895K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 29,334 | $645K | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 22,210 | $488K | 0.1% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. new | 15,823 | $348K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 11,650 | $256K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 4,050 | $89K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,038 | $67K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 2,530 | $56K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,728 | $38K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,571 | $35K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,531 | $34K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,381 | $30K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 1,116 | $25K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 851 | $19K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 729 | $16K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 615 | $14K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 559 | $12K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 102 | $2K | 0.0% | 2026-Q2 |
| Talon Private Wealth, LLC trimmed | 808,593 | $18M | 5.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 745,196 | $17M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 97,497 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cyndeo Wealth Partners, LLC added | 14,049 | $311K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 13,588 | $301K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TOTH FINANCIAL ADVISORY CORP trimmed | 669 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 350 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Virtue Capital Management, LLC added | 15,009 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 50,935 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| True Vision MN LLC added | 33,538 | $745K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Town Capital LLC new | 16,900 | $375K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Retirement Planning Group, LLC trimmed | 10,097 | $224K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 1,004 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. new | 246 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 25,000 | $557K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Gladstone Institutional Advisory LLC added | 12,549 | $280K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FSA Wealth Management LLC | 293 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TCFG WEALTH MANAGEMENT, LLC new | 30,886 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INTREPID CAPITAL MANAGEMENT INC trimmed | 194,831 | $4M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| JT Stratford LLC added | 192,355 | $4M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| Pandora Wealth, Inc. trimmed | 130,541 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 13,675 | $304K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BOKF, NA | 13,231 | $294K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GROUP ONE TRADING LLC new | 2,300 | $51K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Belvedere Trading LLC new | 498 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.