ETF SER SOLUTIONS (JULB)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
8
Reporting holders
$43.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | $21.0M | 760,896 | 2.37% | 3q | +0.8%+$158.3K |
| Uniting Wealth Partners, LLC | $11.6M | 419,949 | 2.35% | 2q | -16.3%-$2.2M |
| Aptus Capital Advisors, LLC | $4.8M | 174,545 | 0.03% | 3q | +284.0%+$3.6M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.2M | 115,498 | 0.18% | 3q | +166.7%+$2.0M |
| Bright Futures Wealth Management, LLC. | $1.6M | 58,752 | 1.05% | new | NEW |
| 6th Street Advisors, LLC | $832.0K | 30,166 | 0.48% | new | NEW |
| Cyndeo Wealth Partners, LLC | $275.8K | 10,000 | 0.01% | 2q | HELD |
| UBS Group AG | $30.1K | 1,093 | 0.00% | 3q | -29.4%-$12.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $43.3M | 1,570,899 | 2 | 3 | 2 | 0.0% |
| Q1 2026 | 8 | $35.2M | 1,403,446 | 2 | 3 | 0 | 0.0% |
| Q4 2025 | 6 | $19.7M | 768,698 | 6 | 0 | 0 | 0.0% |