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☆JUCY

65 in-universe funds with a nonzero position in JUCY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17535
Score / z0.000 / -0.02
Consensus15.54 over 35 funds
Momentumnot computed

Price & positioning

191 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 101.2 0.9% 4 +0.0 pp +0.0 pp -0.5 pp +0.9 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 19.9 3.8% 4 +0.0 pp +0.0 pp -0.2 pp +3.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 16.7 1.1% 4 -0.1 pp -0.0 pp +0.4 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.8 0.9% 4 -0.0 pp -0.2 pp -2.9 pp +0.9 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 12.1 2.3% 4 +0.1 pp -0.2 pp -0.4 pp +2.3 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 8.4 1.3% 4 +0.0 pp -0.0 pp +0.3 pp +1.3 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 5.0 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 4.2 0.9% 1 +0.9 pp +0.1 pp -0.1 pp +0.9 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 4.2 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 3.8 1.5% 4 +0.1 pp +0.6 pp +0.8 pp +1.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.3 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 2.7 2.3% 4 +0.1 pp +0.1 pp -0.1 pp +2.3 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.7 2.0% 4 +0.3 pp -0.1 pp -0.1 pp +2.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.6 1.1% 4 -0.1 pp -0.1 pp -0.4 pp +1.1 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.6 1.1% 4 -0.1 pp +0.5 pp -0.1 pp +1.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.0 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.7 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.7 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -3.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JUCY). Qtrs Held counts distinct quarters this fund has actually held JUCY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JUCY position size. Δ columns are the percentage-point change in JUCY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status