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

$9.600000018318001e+249T

% of Float Held

—

QoQ Change in Holders

+10 / -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+$11.2B
Aptus Capital Advisors, LLCIncreased+306K+$6.0B
Park Place Capital CorpNew Position+189K+$4.2B
SILVER OAK SECURITIES, INCORPORATEDNew Position+160K+$3.5B
Financial Guidance Group, Inc.New Position+157K+$3.5B
Signal Advisors Wealth, LLCIncreased+143K+$3.1B
MBE Wealth Management, LLCNew Position+122K+$2.7B
Savvy Advisors, Inc.New Position+121K+$2.7B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+112K+$2.5B
Renasant BankNew Position+40K+$885.0M
True Vision MN LLCNew Position+34K+$744.0M
Regal Investment Advisors LLCIncreased+26K+$565.4M
OLD MISSION CAPITAL LLCIncreased+17K+$375.1M
MARIPAU WEALTH MANAGEMENT LLCIncreased+17K+$368.4M
Brookwood Investment Group LLCNew Position+16K+$352.0M

JUCY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-250K-$15.5B
Uniting Wealth Partners, LLCClosed Position-151K-$3.4B
LPL Financial LLCDecreased-19K-$3.0B
Advisory Services Network, LLCDecreased-18K-$2.1B
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-66K-$1.5B
GOLDMAN SACHS GROUP INCClosed Position-25K-$557.1M
Cushing Capital Partners, LLCDecreased-18K-$408.3M
Orion Porfolio Solutions, LLCDecreased-471-$338.6M
Cyndeo Wealth Partners, LLCDecreased-10K-$221.7M
TrueWealth Advisors, LLCDecreased-8K-$174.8M
FSA Wealth Management LLCClosed Position-293-$6.5M
TCFG WEALTH MANAGEMENT, LLCClosed Position-31K-$1.4M
Farther Finance Advisors, LLCDecreased-1-$793K
SevenBridge Financial Group, LLCDecreased-5K-$113K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC4,340,184$96.0B0.69%Share
2Second Line Capital, LLC825,140$18.3B3.76%Share
3Signal Advisors Wealth, LLC730,348$16.2B1.29%Share
4GUARDIAN WEALTH ADVISORS, LLC / NC649,110$14.4B0.90%Share
5Sunburst Financial Group, LLC503,965$11.2B2.26%Share
6Park Place Capital Corp189,046$4.2B0.87%Share
7SILVER OAK SECURITIES, INCORPORATED159,691$3.5B0.24%Share
8Financial Guidance Group, Inc.156,700$3.5B1.42%Share
9United Advisor Group, LLC133,971$3.0B0.37%Share
10MBE Wealth Management, LLC121,723$2.7B1.13%Share
11Savvy Advisors, Inc.120,597$2.7B0.09%Share
12ONE PLUS ONE WEALTH MANAGEMENT, LLC111,725$2.5B1.14%Share
13Cushing Capital Partners, LLC104,269$2.3B1.71%Share
14MARIPAU WEALTH MANAGEMENT LLC89,225$2.0B0.91%Share
15First Heartland Consultants, Inc.71,753$1.6B0.12%Share
16Second Half Financial Partners, LLC70,609$1.6B0.70%Share
17OSAIC HOLDINGS, INC.61,107$1.0B0.00%Share
18Atria Investments, Inc45,720$1.0B0.01%Share
19Orion Porfolio Solutions, LLC59,595$1.0B0.01%Share
20Regal Investment Advisors LLC42,592$945.0M0.06%Share
21OLD MISSION CAPITAL LLC42,383$940.0M0.02%Share
22True Vision MN LLC33,538$744.0M0.38%Share
23Renasant Bank25,604$568.0M0.39%Share
24TrueWealth Advisors, LLC21,154$469.0M0.12%Share
25Brookwood Investment Group LLC15,900$352.0M0.04%Share
26Renasant Bank14,297$317.0M0.21%Share
27Cyndeo Wealth Partners, LLC13,953$309.0M0.02%Share
28UBS Group AG1,004$22.0M0.00%Share
29Brookstone Capital Management654,504$14.5M0.17%Share
30SevenBridge Financial Group, LLC355,761$7.9M1.27%Share
31Strong Retirement Solutions LLC115,070$2.6M1.72%Share
32Lord & Richards Wealth Management, LLC91,282$2.0M1.74%Share
33Farther Finance Advisors, LLC124$2.0M0.00%Share
34LPL Financial LLC114,409$2.0M0.00%Share
35Prime Capital Investment Advisors, LLC87,271$1.9M0.02%Share
36Virtue Capital Management, LLC15,009$1.7M0.25%Share
37Independent Advisor Alliance70,636$1.6M0.00%Share
38HRT FINANCIAL LP50,935$1.0M0.00%Share
39Wilian Securities, LLC26,931$597K0.64%Share
40Lord & Richards Wealth Management, LLC14,968$332K0.29%Share
41John W. Brooker & Co., CPAs13,849$307K0.55%Share
42Retirement Planning Group, LLC10,097$224K0.01%Share
43Lord & Richards Wealth Management, LLC5,494$121K0.10%Share
44Lord & Richards Wealth Management, LLC4,120$91K0.08%Share
45TOTH FINANCIAL ADVISORY CORP3,579$79K0.01%Share
46Princeton Global Asset Management LLC2,630$58K0.01%Share
47Lord & Richards Wealth Management, LLC2,121$47K0.04%Share
48Lord & Richards Wealth Management, LLC1,128$25K0.02%Share
49HARBOUR INVESTMENTS, INC.441$9K0.00%Share
50Integrated Wealth Concepts LLC446,097$9K0.00%Share

JUCY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$193.3B+20
Q3 202530$191.8B-16
Q2 202546$344.0B-8
Q1 202554$414.7B+16
Q4 202438$296.8B+6
Q3 202432$18.4T-1
Q2 202433$15.1T+3
Q1 202430$13.9T—

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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 $96.0B in shares. This quarter, 10 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 $96.0B in shares.

Is institutional ownership of JUCY increasing or decreasing?

This quarter, 10 institutions opened new positions in JUCY and 4 closed their positions.