Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (JUCY)

49 + Investors. Track Smart Money conviction in JUCY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
63%

Smart Money Signals — JUCY

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JUCY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
49 funds currently hold this stock — 89% of the 3.0-year high of 55 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold JUCY compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

34 buying20 selling
Last quarter: 34 funds were net buyers (6 opened a brand new position + 28 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new
24 out of 49 hedge funds have held JUCY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

15 → 7 → 5 → 9 → 6 new funds/Q
New funds entering each quarter: 7 → 5 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 33% newcomers

■ 41% veterans ■ 27% 1-2yr ■ 33% new
Entry-cohort mix of 49 holders: 20 (41%) are 2+ year veterans, 13 entered 1–2 years ago, and 16 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
4 of 49 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JUCY

In 2026 Q1, 34 hedge funds were net buyers of JUCY (6 opened a new position, 28 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 49.

Hedge Fund Ownership: JUCY

How many hedge funds hold JUCY — quarterly history vs. share price
Quarterly hedge fund ownership of JUCY vs. share price

Market Analysis: JUCY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JUCY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: JUCY
2026 Q2 Stats Unlock in 1 days 49 + Investors

Track Smart Money conviction in JUCY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 50 -2.0%
13F Shares 14M 11M 24.49%
Total Value $306M $247M 23.56%
New Positions 6 9 -3
Increased Positions 28 25 +3
Closed Positions 7 6 +1
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JUCY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JUCY. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JUCY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Second Line Capital, LLC 3.78% 923,539 $20.3M
2 6th Street Advisors, LLC 3.38% 267,850 $5.9M
3 Lord & Richards Wealth Management, LLC 2.20% 127,839 $2.8M
4 Sunburst Financial Group, LLC 1.97% 554,362 $12.2M
5 Cushing Capital Partners, LLC 1.90% 125,612 $2.8M
6 John W. Brooker & Co., CPAs 1.50% 56,451 $1.2M
7 Tailwinds Wealth, LLC 1.40% 107,674 $2.4M
8 Financial Guidance Group, Inc. 1.35% 163,910 $3.6M
9 SevenBridge Financial Group, LLC 1.30% 400,195 $8.8M
10 One Plus One Wealth Management, LLC 1.10% 115,559 $2.5M
11 Signal Advisors Wealth, LLC 1.07% 959,804 $21.1M
12 Strong Retirement Solutions LLC 0.94% 71,231 $1.6M
13 Uniting Wealth Partners, LLC 0.88% 198,153 $4.4M
14 Park Place Capital Corp 0.83% 236,893 $5.2M
15 MBE Wealth Management, LLC 0.81% 105,388 $2.3M
16 Guardian Wealth Advisors, LLC / Nc 0.77% 623,093 $13.7M
17 Maripau Wealth Management LLC 0.76% 95,996 $2.1M
18 Aptus Capital Advisors, LLC 0.72% 4,808,509 $105.7M
19 Second Half Financial Partners, LLC 0.65% 72,168 $1.6M
20 Renasant Bank 0.57% 40,711 $895K
21 United Advisor Group, LLC 0.35% 152,873 $3.4M
22 Waterloo Capital, L.P. 0.23% 183,245 $4.0M
23 Silver Oak Securities, Incorporated 0.23% 169,136 $3.7M
24 Brookstone Capital Management 0.15% 694,581 $15.3M
25 Bienville Capital Management, LLC 0.13% 43,856 $964K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ETF Ser Solutions (JUCY)

What does the Smart Money Trend signal show for JUCY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JUCY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JUCY?

More buyers than sellers — 63% buying: Last quarter: 34 funds were net buyers (6 opened a brand new position + 28 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JUCY holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 49 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JUCY?

49% of holders stayed for 2+ years: 24 out of 49 hedge funds have held JUCY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →