JUCY Institutional Ownership & Shareholders
APTUS ENHANCED YIELD ETF (JUCY) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $337.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of JUCY tracked by InsiderSet, reporting ownership valued at approximately $105.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $104.34M, representing an estimated loss of -1.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed JUCY value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Signal Advisors Wealth, Llc, Second Line Capital, Llc, and several other long-term asset managers with concentrated positions in APTUS ENHANCED YIELD ETF (JUCY).
This page ranks the largest institutional JUCY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$337.39M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$105.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 0.77% | 4,808,509 | $105,691,039 | $104,344,645 | -$1,346,394 | -1.27% | |
| Signal Advisors Wealth, Llc | 0.96% | 1,010,059 | $21,797,066 | $21,918,280 | +$121,214 | +0.56% | |
| Second Line Capital, Llc | 3.78% | 923,539 | $20,299,382 | $20,040,796 | -$258,586 | -1.27% | |
| Talon Private Wealth, Llc | 2.12% | 825,265 | $18,139,339 | $17,908,251 | -$231,089 | -1.27% | |
| Envestnet Asset Management Inc | 0.00% | 790,773 | $17,381,189 | $17,159,774 | -$221,415 | -1.27% | |
| Integrated Wealth Concepts Llc | 0.11% | 741,029 | $16,287,816 | $16,080,329 | -$207,487 | -1.27% | |
| Brookstone Capital Management | 0.15% | 694,066 | $14,977,941 | $15,061,232 | +$83,291 | +0.56% | |
| Clarus Group, Inc. | 4.76% | 669,206 | $14,441,464 | $14,521,770 | +$80,306 | +0.56% | |
| Guardian Wealth Advisors, Llc / Nc | 0.78% | 623,093 | $13,695,582 | $13,521,118 | -$174,464 | -1.27% | |
| Sunburst Financial Group, Llc | 2.10% | 595,879 | $12,859,059 | $12,930,574 | +$71,515 | +0.56% | |
| Sevenbridge Financial Group, Llc | 1.45% | 448,863 | $9,789,699 | $9,740,327 | -$49,372 | -0.50% | |
| 6Th Street Advisors, Llc | 3.41% | 273,431 | $5,900,636 | $5,933,453 | +$32,817 | +0.56% | |
| Park Place Capital Corp | 0.83% | 236,893 | $5,206,894 | $5,140,578 | -$66,316 | -1.27% | |
| Uniting Wealth Partners, Llc | 0.88% | 198,153 | $4,355,403 | $4,299,920 | -$55,483 | -1.27% | |
| Waterloo Capital, L.P. | 0.23% | 183,245 | $4,027,735 | $3,976,417 | -$51,319 | -1.27% | |
| Silver Oak Securities, Incorporated | 0.23% | 169,136 | $3,717,610 | $3,670,251 | -$47,359 | -1.27% | |
| Financial Guidance Group, Inc. | 1.28% | 165,188 | $3,564,763 | $3,584,580 | +$19,817 | +0.56% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 157,415 | $3,397,008 | $3,415,906 | +$18,898 | +0.56% | |
| United Advisor Group, Llc | 0.36% | 152,873 | $3,360,140 | $3,317,344 | -$42,796 | -1.27% | |
| Cushing Capital Partners, Llc | 1.75% | 131,847 | $2,845,258 | $2,861,080 | +$15,822 | +0.56% | |
| Advisory Services Network, Llc | 0.03% | 123,803 | $2,721,190 | $2,686,525 | -$34,665 | -1.27% | |
| Lpl Financial Llc | 0.00% | 113,151 | $2,487,069 | $2,455,377 | -$31,692 | -1.27% | |
| Tailwinds Wealth, Llc | 1.40% | 107,674 | $2,366,663 | $2,336,526 | -$30,137 | -1.27% | |
| Lord & Richards Wealth Management, Llc | 1.79% | 108,326 | $2,337,671 | $2,350,674 | +$13,003 | +0.56% | |
| Mbe Wealth Management, Llc | 0.78% | 102,140 | $2,204,174 | $2,216,438 | +$12,264 | +0.56% | |
| Maripau Wealth Management Llc | 0.76% | 95,996 | $2,126,374 | $2,083,113 | -$43,261 | -2.03% | |
| One Plus One Wealth Management, Llc | 0.86% | 94,043 | $2,029,448 | $2,040,733 | +$11,285 | +0.56% | |
| Capital Investment Advisory Services, Llc | 0.13% | 93,352 | $2,027,481 | $2,025,738 | -$1,743 | -0.09% | |
| Independent Advisor Alliance | 0.04% | 77,538 | $1,704,282 | $1,682,575 | -$21,707 | -1.27% | |
| First Heartland Consultants, Inc. | 0.11% | 78,277 | $1,689,217 | $1,698,611 | +$9,394 | +0.56% | |
| Second Half Financial Partners, Llc | 0.65% | 72,168 | $1,586,253 | $1,566,046 | -$20,207 | -1.27% | |
| Strong Retirement Solutions Llc | 0.89% | 73,196 | $1,579,572 | $1,588,353 | +$8,781 | +0.56% | |
| John W. Brooker & Co., Cpas | 1.73% | 70,482 | $1,521,003 | $1,529,459 | +$8,456 | +0.56% | |
| Savvy Advisors, Inc. | 0.03% | 65,335 | $1,436,054 | $1,417,770 | -$18,285 | -1.27% | |
| Atria Investments, Inc | 0.01% | 50,700 | $1,094,108 | $1,100,190 | +$6,082 | +0.56% | |
| Osaic Holdings, Inc. | 0.00% | 47,103 | $1,035,454 | $1,022,135 | -$13,319 | -1.29% | |
| Regal Investment Advisors Llc | 0.05% | 44,576 | $979,781 | $967,299 | -$12,482 | -1.27% | |
| Orion Porfolio Solutions, Llc | 0.01% | 44,191 | $971,317 | $958,945 | -$12,372 | -1.27% | |
| Bienville Capital Management, Llc | 0.14% | 43,856 | $963,960 | $951,675 | -$12,285 | -1.27% | |
| Renasant Bank | 0.57% | 40,711 | $894,828 | $883,429 | -$11,399 | -1.27% | |
| Mml Investors Services, Llc | 0.00% | 29,334 | $644,757 | $636,548 | -$8,209 | -1.27% | |
| Beam Wealth Advisors, Inc. | 0.08% | 15,823 | $347,790 | $343,359 | -$4,431 | -1.27% | |
| Concurrent Investment Advisors, Llc | 0.00% | 14,295 | $308,486 | $310,202 | +$1,716 | +0.56% | |
| Brookwood Investment Group Llc | 0.03% | 11,650 | $256,067 | $252,805 | -$3,262 | -1.27% | |
| Arax Advisory Partners | 0.00% | 4,050 | $89,019 | $87,885 | -$1,134 | -1.27% | |
| Wells Fargo & Company/Mn | 0.00% | 3,038 | $66,775 | $65,925 | -$850 | -1.27% | |
| Princeton Global Asset Management Llc | 0.01% | 2,530 | $54,597 | $54,901 | +$304 | +0.56% | |
| Harbour Investments, Inc. | 0.00% | 1,571 | $34,531 | $34,091 | -$440 | -1.28% | |
| Farther Finance Advisors, Llc | 0.00% | 1,567 | $33,824 | $34,004 | +$180 | +0.53% | |
| Jpmorgan Chase & Co | 0.00% | 1,381 | $30,368 | $29,968 | -$400 | -1.32% |
Frequently asked questions about JUCY
Who are the largest institutional holders of JUCY?
The largest institutional holders of JUCY reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Signal Advisors Wealth, Llc, Second Line Capital, Llc, Talon Private Wealth, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported JUCY position.
What is JUCY institutional ownership?
This page tracks JUCY positions reported by institutional investment managers through SEC Form 13F. APTUS ENHANCED YIELD ETF (JUCY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JUCY?
InsiderSet currently tracks 54 institutional managers reporting JUCY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JUCY shareholders.
How much JUCY stock do institutions own?
Institutional investment managers disclosed approximately $337.39M in JUCY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JUCY institutional ownership last updated?
The latest JUCY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JUCY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JUCY position after the reporting date.
Are institutions buying or selling JUCY?
Institutional buying and selling can be analyzed by comparing JUCY positions across consecutive 13F reporting periods. InsiderSet's JUCY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JUCY ownership changes.
How has JUCY institutional ownership changed over time?
InsiderSet tracks JUCY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.