Who Owns Aptus Enhanced Yield ETF (JUCY)?Hedge Fund & Institutional Holders

$22.07+0.01 (+0.03%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.60001831816213e+171T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$22.04$22.39$22.74$23.09$23.44Sep 24Jun 25Mar 26

JUCY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sunburst Financial Group, LLCNew Position+504K+$11.2M
Park Place Capital CorpNew Position+189K+$4.2M
SILVER OAK SECURITIES, INCORPORATEDNew Position+160K+$3.5M
Financial Guidance Group, Inc.New Position+157K+$3.5M
Waterloo Capital, L.P.New Position+153K+$3.0M
MBE Wealth Management, LLCNew Position+122K+$2.7M
Savvy Advisors, Inc.New Position+121K+$2.7M
Lord & Richards Wealth Management, LLCNew Position+119K+$2.6M
Strong Retirement Solutions LLCNew Position+115K+$2.6M
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+112K+$2.5M
Prime Capital Investment Advisors, LLCNew Position+87K+$1.9M
Virtue Capital Management, LLCNew Position+15K+$1.7M
Independent Advisor AllianceNew Position+71K+$1.6M
HRT FINANCIAL LPNew Position+51K+$1.0M
Renasant BankNew Position+40K+$885K

JUCY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-66K-$15.9B
Integrated Wealth Concepts LLCDecreased-250K-$15.5B
SevenBridge Financial Group, LLCDecreased-5K-$8.0B
Uniting Wealth Partners, LLCClosed Position-151K-$3.4B
LPL Financial LLCDecreased-19K-$3.0B
Cushing Capital Partners, LLCDecreased-18K-$2.7B
Advisory Services Network, LLCDecreased-18K-$2.1B
Orion Porfolio Solutions, LLCDecreased-471-$1.3B
TrueWealth Advisors, LLCDecreased-8K-$643.3M
GOLDMAN SACHS GROUP INCClosed Position-25K-$557.1M
Cyndeo Wealth Partners, LLCDecreased-10K-$530.4M
FSA Wealth Management LLCClosed Position-293-$6.5M
Farther Finance Advisors, LLCDecreased-1-$2.8M
TCFG WEALTH MANAGEMENT, LLCClosed Position-31K-$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC4,340,184$96.0M0.69%Share
2Second Line Capital, LLC825,140$18.3M3.76%Share
3Signal Advisors Wealth, LLC730,348$16.2M1.29%Share
4Brookstone Capital Management654,504$14.5M0.17%Share
5GUARDIAN WEALTH ADVISORS, LLC / NC649,110$14.4M0.90%Share
6Sunburst Financial Group, LLC503,965$11.2M2.26%Share
7Integrated Wealth Concepts LLC446,097$9.0M0.11%Share
8SevenBridge Financial Group, LLC355,761$7.9M1.27%Share
9Park Place Capital Corp189,046$4.2M0.87%Share
10SILVER OAK SECURITIES, INCORPORATED159,691$3.5M0.24%Share
11Financial Guidance Group, Inc.156,700$3.5M1.42%Share
12Waterloo Capital, L.P.152,937$3.0M0.22%Share
13United Advisor Group, LLC133,971$3.0M0.37%Share
14MBE Wealth Management, LLC121,723$2.7M1.13%Share
15Savvy Advisors, Inc.120,597$2.7M0.09%Share
16Strong Retirement Solutions LLC115,070$2.6M1.72%Share
17ONE PLUS ONE WEALTH MANAGEMENT, LLC111,725$2.5M1.14%Share
18Cushing Capital Partners, LLC104,269$2.3M1.71%Share
19Lord & Richards Wealth Management, LLC91,282$2.0M1.74%Share
20LPL Financial LLC114,409$2.0M0.00%Share
21MARIPAU WEALTH MANAGEMENT LLC89,225$2.0M0.91%Share
22Prime Capital Investment Advisors, LLC87,271$1.9M0.02%Share
23Virtue Capital Management, LLC15,009$1.7M0.25%Share
24First Heartland Consultants, Inc.71,753$1.6M0.12%Share
25Independent Advisor Alliance70,636$1.6M0.04%Share
26Second Half Financial Partners, LLC70,609$1.6M0.70%Share
27Advisory Services Network, LLC74,769$1.0M0.01%Share
28Orion Porfolio Solutions, LLC59,595$1.0M0.01%Share
29Atria Investments, Inc45,720$1.0M0.01%Share
30OSAIC HOLDINGS, INC.61,107$1.0M0.00%Share
31HRT FINANCIAL LP50,935$1.0M0.00%Share
32Regal Investment Advisors LLC42,592$945K0.06%Share
33OLD MISSION CAPITAL LLC42,383$940K0.02%Share
34True Vision MN LLC33,538$744K0.38%Share
35Wilian Securities, LLC26,931$597K0.64%Share
36Renasant Bank25,604$568K0.39%Share
37TrueWealth Advisors, LLC21,154$469K0.12%Share
38Brookwood Investment Group LLC15,900$352K0.04%Share
39Lord & Richards Wealth Management, LLC14,968$332K0.29%Share
40Renasant Bank14,297$317K0.21%Share
41Cyndeo Wealth Partners, LLC13,953$309K0.02%Share
42John W. Brooker & Co., CPAs13,849$307K0.55%Share
43Retirement Planning Group, LLC10,097$224K0.01%Share
44Lord & Richards Wealth Management, LLC5,494$121K0.10%Share
45Lord & Richards Wealth Management, LLC4,120$91K0.08%Share
46TOTH FINANCIAL ADVISORY CORP3,579$79K0.01%Share
47Princeton Global Asset Management LLC2,630$58K0.01%Share
48Lord & Richards Wealth Management, LLC2,121$47K0.04%Share
49Lord & Richards Wealth Management, LLC1,128$25K0.02%Share
50UBS Group AG1,004$22K0.00%Share

JUCY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$243.4M+20
Q3 202530$199.9B-16
Q2 202546$353.6B-8
Q1 202554$428.5B+16
Q4 202438$28.2T+6
Q3 202432$57.5T-1
Q2 202433$29.7T+3
Q1 202430$26.8T—

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As of Q4 2025, 50 institutional investors hold JUCY (Aptus Enhanced Yield ETF). The largest holder is Aptus Capital Advisors, LLC with $96.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own JUCY?

As of Q4 2025, 50 institutional investors report holding JUCY (Aptus Enhanced Yield ETF) in their 13F filings.

Who is the largest institutional holder of JUCY?

The largest institutional holder of JUCY is Aptus Capital Advisors, LLC with $96.0M in shares.

Is institutional ownership of JUCY increasing or decreasing?

This quarter, 15 institutions opened new positions in JUCY and 4 closed their positions.