Who owns Aptus Enhanced Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JUCY from SEC Form 13F filings across 56 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, 56 institutions disclosed 14.6M shares of Aptus Enhanced Yield ETF worth $321.3M — about 127.6% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
56
13F holders
$321.3M
value, 2026 filers
127.6%
of shares outstanding (14.6M sh)
11
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 | Signal Advisors Wealth, LLC | 959,804 | $21.1M | 1.1% | 8.4% | +27.4% |
| 3 | Second Line Capital, LLC | 923,539 | $20.3M | 3.8% | 8.1% | +2.7% |
| 4 | Talon Private Wealth, LLC | 825,265 | $18.1M | 2.1% | 7.2% | +2.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 790,773 | $17.4M | 0.0% | 6.9% | +3.2% |
| 6 | Integrated Wealth Concepts LLC | 741,029 | $16.3M | 0.1% | 6.5% | -0.6% |
| 7 | Brookstone Capital Management | 694,581 | $15.3M | 0.2% | 6.1% | +4.3% |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | 623,093 | $13.7M | 0.8% | 5.4% | -0.1% |
| 9 | Sunburst Financial Group, LLC | 554,362 | $12.2M | 2.0% | 4.8% | +1.5% |
| 10 | SevenBridge Financial Group, LLC | 400,195 | $8.8M | 1.3% | 3.5% | +5.5% |
| 11 | 6th Street Advisors, LLC | 267,850 | $5.9M | 3.4% | 2.3% | +0.6% |
| 12 | Park Place Capital Corp | 236,893 | $5.2M | 0.8% | 2.1% | +5.7% |
| 13 | Uniting Wealth Partners, LLC | 198,153 | $4.4M | 0.9% | 1.7% | +4.5% |
| 14 | Waterloo Capital, L.P. | 183,245 | $4.0M | 0.2% | 1.6% | -3.5% |
| 15 | SILVER OAK SECURITIES, INCORPORATED | 169,136 | $3.7M | 0.2% | 1.5% | +6.7% |
| 16 | Financial Guidance Group, Inc. | 163,910 | $3.6M | 1.3% | 1.4% | -4.0% |
| 17 | United Advisor Group, LLC | 152,873 | $3.4M | 0.4% | 1.3% | +1.3% |
| 18 | Prime Capital Investment Advisors, LLC | 136,785 | $3.0M | 0.0% | 1.2% | +33.0% |
| 19 | Lord & Richards Wealth Management, LLC | 127,839 | $2.8M | 2.2% | 1.1% | +6.0% |
| 20 | Cushing Capital Partners, LLC | 125,612 | $2.8M | 1.9% | 1.1% | +4.7% |
| 21 | Advisory Services Network, LLC | 123,803 | $2.7M | 0.0% | 1.1% | +18.8% |
| 22 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 115,559 | $2.5M | 1.1% | 1% | -0.5% |
| 23 | LPL Financial LLC | 113,151 | $2.5M | 0.0% | 1% | +13.0% |
| 24 | Tailwinds Wealth, LLCNEW | 107,674 | $2.4M | 1.4% | 0.9% | new |
| 25 | MBE Wealth Management, LLC | 105,388 | $2.3M | 0.8% | 0.9% | -9.4% |
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. Research, not investment advice.