Who Owns JUCY?
Aptus Enhanced Yield ETF — Institutional Ownership & 13F Holdings
$22.30
+0.01 (+0.07%)
Market Cap
$227.9M
Shares Outstanding
10,370,302
Institutional Holders
54
Total Inst. Value
$215.0M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
22
Closed Positions
6
Increased
17
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GUARDIAN WEALTH ADVISORS, LLC / NC | $57.5M | 2,516,462 |
| 2 | Talon Private Wealth, LLCNew | $33.7M | 1,451,773 |
| 3 | Integrated Wealth Concepts LLC | $26.3M | 1,151,592 |
| 4 | Second Line Capital, LLC | $17.6M | 770,420 |
| 5 | Sunburst Financial Group, LLCNew | $12.1M | 530,514 |
| 6 | Signal Advisors Wealth, LLC | $7.8M | 342,000 |
| 7 | Park Place Capital CorpNew | $5.5M | 242,306 |
| 8 | INTREPID CAPITAL MANAGEMENT INC | $5.0M | 218,314 |
| 9 | JT Stratford LLC | $4.1M | 181,042 |
| 10 | SevenBridge Financial Group, LLC | $3.8M | 168,914 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC / NC | +140K | $57.5M |
| Talon Private Wealth, LLCNew | +1.5M | $33.7M |
| Second Line Capital, LLC | +30K | $17.6M |
| Sunburst Financial Group, LLCNew | +531K | $12.1M |
| Signal Advisors Wealth, LLC | +64K | $7.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -302K | $14K |
| JANE STREET GROUP, LLC | -135K | $580K |
| Integrated Wealth Concepts LLC | -103K | $26.3M |
| Cushing Capital Partners, LLC | -81K | $2.9M |
| INTREPID CAPITAL MANAGEMENT INC | -64K | $5.0M |
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Frequently Asked Questions
How many institutional investors hold JUCY?
As of Q1 2025, 54 institutional investors report holding JUCY (Aptus Enhanced Yield ETF) in their 13F filings.
Which hedge fund owns the most JUCY?
The largest institutional holder of JUCY is GUARDIAN WEALTH ADVISORS, LLC / NC with $57.5M in shares.
Are institutions buying or selling JUCY?
This quarter, 22 institutions opened new positions in JUCY and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.