Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (JUCY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — JUCY

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JUCY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
46 funds currently hold this stock — 94% of the 3.0-year high of 49 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

33 buying17 selling
Last quarter: 33 funds were net buyers (9 opened a brand new position + 24 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 7 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 33% medium 26% new
19 out of 46 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.
📊

Peak discovery — momentum slowing

5 → 13 → 7 → 5 → 9 new funds/Q
New funds entering each quarter: 13 → 7 → 5 → 9. JUCY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 28% veterans, 30% new entrants

28% veterans 41% 1-2yr 30% new
Of 46 current holders: 13 (28%) held 2+ years, 19 held 1–2 years, 14 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JUCY
2026 Q1 Stats Unlock in 21 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 43 6.98%
13F Shares 11M 11M -2.15%
Total Value $242M $246M -1.7%
New Positions 9 5 +4
Increased Positions 24 22 +2
Closed Positions 6 10 -4
Reduced Positions 11 14 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JUCY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

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

Top 21 institutional holders of JUCY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lord & Richards Wealth Management, LLC 2.34% 120,556 $2.7M
2 Sunburst Financial Group, LLC 2.23% 546,108 $12.1M
3 Cushing Capital Partners, LLC 2.04% 120,019 $2.7M
4 Financial Guidance Group, Inc. 1.52% 170,726 $3.8M
5 SevenBridge Financial Group, LLC 1.32% 379,279 $8.4M
6 Signal Advisors Wealth, LLC 1.15% 753,504 $16.7M
7 John W. Brooker & Co., CPAs 1.09% 31,240 $692K
8 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.09% 116,194 $2.6M
9 MBE Wealth Management, LLC 1.07% 116,304 $2.6M
10 Strong Retirement Solutions LLC 1.06% 68,431 $1.5M
11 Park Place Capital Corp 1.00% 224,037 $5.0M
12 Uniting Wealth Partners, LLC 0.90% 189,543 $4.2M
13 United Advisor Group, LLC 0.41% 150,963 $3.3M
14 SILVER OAK SECURITIES, INCORPORATED 0.26% 158,501 $3.5M
15 Brookstone Capital Management 0.17% 666,014 $14.8M
16 First Heartland Consultants, Inc. 0.12% 72,920 $1.6M
17 TrueWealth Advisors, LLC 0.12% 21,258 $471K
18 Cyndeo Wealth Partners, LLC 0.02% 14,049 $311K
19 Princeton Global Asset Management LLC 0.01% 2,630 $58K
20 TOTH FINANCIAL ADVISORY CORP 0.00% 669 $15K
21 Farther Finance Advisors, LLC 0.00% 1,566 $35K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JUCY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JUCY?

More buyers than sellers — 66% buying: Last quarter: 33 funds were net buyers (9 opened a brand new position + 24 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JUCY holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JUCY?

41% of holders stayed for 2+ years: 19 out of 46 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.