Who owns Aptus Enhanced Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of JUCY from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 11.8M shares of Aptus Enhanced Yield ETF worth $260.1M — about 103.3% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$260.1M
value, 2026 filers
103.3%
of shares outstanding (11.8M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JUCY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 4.8M | $105.7M | 0.7% | 42% | +5.2% |
| 2 | Integrated Wealth Concepts LLC | 1.0M | $22.6M | 0.1% | 9% | +37.8% |
| 3 | Signal Advisors Wealth, LLC | 959,804 | $21.1M | 1.1% | 8.4% | +27.4% |
| 4 | Second Line Capital, LLC | 923,539 | $20.3M | 3.8% | 8.1% | +2.7% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 790,773 | $17.4M | 0.0% | 6.9% | +3.2% |
| 6 | Brookstone Capital Management | 694,581 | $15.3M | 0.2% | 6.1% | +4.3% |
| 7 | Sunburst Financial Group, LLC | 554,362 | $12.2M | 2.0% | 4.8% | -49.2% |
| 8 | Park Place Capital Corp | 236,893 | $5.2M | 0.8% | 2.1% | +5.7% |
| 9 | Waterloo Capital, L.P. | 183,245 | $4.0M | 0.2% | 1.6% | -3.5% |
| 10 | SILVER OAK SECURITIES, INCORPORATED | 169,136 | $3.7M | 0.2% | 1.5% | +6.7% |
| 11 | United Advisor Group, LLC | 152,873 | $3.4M | 0.4% | 1.3% | +1.3% |
| 12 | Prime Capital Investment Advisors, LLC | 136,785 | $3.0M | 0.0% | 1.2% | +33.0% |
| 13 | Lord & Richards Wealth Management, LLC | 127,839 | $2.8M | 2.2% | 1.1% | +6.0% |
| 14 | Advisory Services Network, LLC | 123,803 | $2.7M | 0.0% | 1.1% | +18.8% |
| 15 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 115,559 | $2.5M | 1.1% | 1% | -0.5% |
| 16 | LPL Financial LLC | 113,151 | $2.5M | 0.0% | 1% | +13.0% |
| 17 | Capital Investment Advisory Services, LLCNEW | 84,638 | $1.9M | 0.1% | 0.7% | new |
| 18 | First Heartland Consultants, Inc. | 79,978 | $1.8M | 0.1% | 0.7% | +9.7% |
| 19 | Independent Advisor Alliance | 77,538 | $1.7M | 0.0% | 0.7% | -52.7% |
| 20 | Strong Retirement Solutions LLC | 71,231 | $1.6M | 0.9% | 0.6% | +4.1% |
| 21 | Savvy Advisors, Inc. | 65,335 | $1.4M | 0.0% | 0.6% | -13.4% |
| 22 | John W. Brooker & Co., CPAs | 56,451 | $1.2M | 1.5% | 0.5% | +80.7% |
| 23 | OSAIC HOLDINGS, INC. | 47,103 | $1.0M | 0.0% | 0.4% | -1.1% |
| 24 | Atria Investments, Inc | 46,681 | $1.0M | 0.0% | 0.4% | +3.5% |
| 25 | Regal Investment Advisors LLC | 44,576 | $979,781 | 0.1% | 0.4% | +1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.