APTUS ENHANCED YIELD ETF (JUCY) Institutional Shareholders
APTUS ENHANCED YIELD ETF (JUCY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $321.28M in JUCY holdings during the latest filing period.
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 $105.26M, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
53
Total Reported Value
$321.28M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$105.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $105,258,262 | -$432,777 | -0.41% | |
| Signal Advisors Wealth, Llc | 1.11% | 959,804 | $21,096,483 | $21,010,110 | -$86,373 | -0.41% | |
| Second Line Capital, Llc | 3.78% | 923,539 | $20,299,382 | $20,216,269 | -$83,113 | -0.41% | |
| Talon Private Wealth, Llc | 2.12% | 825,265 | $18,139,339 | $18,065,051 | -$74,288 | -0.41% | |
| Envestnet Asset Management Inc | 0.00% | 790,773 | $17,381,189 | $17,310,021 | -$71,168 | -0.41% | |
| Integrated Wealth Concepts Llc | 0.11% | 741,029 | $16,287,816 | $16,221,125 | -$66,691 | -0.41% | |
| Brookstone Capital Management | 0.15% | 694,581 | $15,266,883 | $15,204,378 | -$62,505 | -0.41% | |
| Guardian Wealth Advisors, Llc / Nc | 0.78% | 623,093 | $13,695,582 | $13,639,506 | -$56,076 | -0.41% | |
| Sunburst Financial Group, Llc | 2.04% | 554,362 | $12,184,868 | $12,134,984 | -$49,884 | -0.41% | |
| Sevenbridge Financial Group, Llc | 1.30% | 400,195 | $8,818,297 | $8,760,269 | -$58,028 | -0.66% | |
| 6Th Street Advisors, Llc | 3.38% | 267,850 | $5,887,340 | $5,863,237 | -$24,104 | -0.41% | |
| Park Place Capital Corp | 0.83% | 236,893 | $5,206,894 | $5,185,588 | -$21,306 | -0.41% | |
| Uniting Wealth Partners, Llc | 0.88% | 198,153 | $4,355,403 | $4,337,569 | -$17,834 | -0.41% | |
| Waterloo Capital, L.P. | 0.23% | 183,245 | $4,027,735 | $4,011,233 | -$16,502 | -0.41% | |
| Silver Oak Securities, Incorporated | 0.23% | 169,136 | $3,717,610 | $3,702,387 | -$15,223 | -0.41% | |
| Financial Guidance Group, Inc. | 1.35% | 163,910 | $3,602,744 | $3,587,990 | -$14,754 | -0.41% | |
| United Advisor Group, Llc | 0.36% | 152,873 | $3,360,140 | $3,346,390 | -$13,750 | -0.41% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 136,785 | $3,006,540 | $2,994,224 | -$12,316 | -0.41% | |
| Lord & Richards Wealth Management, Llc | 2.20% | 127,839 | $2,809,921 | $2,798,396 | -$11,525 | -0.41% | |
| Cushing Capital Partners, Llc | 1.90% | 125,612 | $2,760,952 | $2,749,647 | -$11,305 | -0.41% | |
| Advisory Services Network, Llc | 0.03% | 123,803 | $2,721,190 | $2,710,048 | -$11,142 | -0.41% | |
| One Plus One Wealth Management, Llc | 1.11% | 115,559 | $2,539,987 | $2,529,587 | -$10,400 | -0.41% | |
| Lpl Financial Llc | 0.00% | 113,151 | $2,487,069 | $2,476,875 | -$10,194 | -0.41% | |
| Tailwinds Wealth, Llc | 1.40% | 107,674 | $2,366,663 | $2,356,984 | -$9,679 | -0.41% | |
| Mbe Wealth Management, Llc | 0.81% | 105,388 | $2,316,425 | $2,306,943 | -$9,482 | -0.41% | |
| Maripau Wealth Management Llc | 0.76% | 95,996 | $2,126,374 | $2,101,352 | -$25,022 | -1.18% | |
| Capital Investment Advisory Services, Llc | 0.11% | 84,638 | $1,860,343 | $1,852,726 | -$7,617 | -0.41% | |
| First Heartland Consultants, Inc. | 0.11% | 79,978 | $1,757,916 | $1,750,718 | -$7,198 | -0.41% | |
| Independent Advisor Alliance | 0.04% | 77,538 | $1,704,282 | $1,697,307 | -$6,975 | -0.41% | |
| Second Half Financial Partners, Llc | 0.65% | 72,168 | $1,586,253 | $1,579,758 | -$6,495 | -0.41% | |
| Strong Retirement Solutions Llc | 0.94% | 71,231 | $1,565,660 | $1,559,247 | -$6,413 | -0.41% | |
| Savvy Advisors, Inc. | 0.03% | 65,335 | $1,436,054 | $1,430,183 | -$5,871 | -0.41% | |
| John W. Brooker & Co., Cpas | 1.50% | 56,451 | $1,240,803 | $1,235,712 | -$5,091 | -0.41% | |
| Osaic Holdings, Inc. | 0.00% | 47,103 | $1,035,454 | $1,031,085 | -$4,369 | -0.42% | |
| Atria Investments, Inc | 0.01% | 46,681 | $1,026,056 | $1,021,847 | -$4,209 | -0.41% | |
| Regal Investment Advisors Llc | 0.05% | 44,576 | $979,781 | $975,769 | -$4,012 | -0.41% | |
| Orion Porfolio Solutions, Llc | 0.01% | 44,191 | $971,317 | $967,341 | -$3,976 | -0.41% | |
| Bienville Capital Management, Llc | 0.14% | 43,856 | $963,960 | $960,008 | -$3,952 | -0.41% | |
| Renasant Bank | 0.57% | 40,711 | $894,828 | $891,164 | -$3,664 | -0.41% | |
| Mml Investors Services, Llc | 0.00% | 29,334 | $644,757 | $642,121 | -$2,636 | -0.41% | |
| Truewealth Advisors, Llc | 0.11% | 22,210 | $488,165 | $486,177 | -$1,988 | -0.41% | |
| Beam Wealth Advisors, Inc. | 0.08% | 15,823 | $347,790 | $346,365 | -$1,425 | -0.41% | |
| Brookwood Investment Group Llc | 0.03% | 11,650 | $256,067 | $255,019 | -$1,049 | -0.41% | |
| Arax Advisory Partners | 0.00% | 4,050 | $89,019 | $88,655 | -$365 | -0.41% | |
| Wells Fargo & Company/Mn | 0.00% | 3,038 | $66,775 | $66,502 | -$273 | -0.41% | |
| Princeton Global Asset Management Llc | 0.01% | 2,530 | $55,609 | $55,382 | -$227 | -0.41% | |
| Harbour Investments, Inc. | 0.00% | 1,571 | $34,531 | $34,389 | -$142 | -0.41% | |
| Farther Finance Advisors, Llc | 0.00% | 1,531 | $33,660 | $33,514 | -$146 | -0.43% | |
| Jpmorgan Chase & Co | 0.00% | 1,381 | $30,368 | $30,230 | -$138 | -0.45% | |
| Ifp Advisors, Inc | 0.00% | 1,116 | $24,530 | $24,429 | -$101 | -0.41% |
Frequently asked questions about JUCY
Who owns the most JUCY stock?
The largest holders of JUCY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APTUS ENHANCED YIELD ETF (JUCY).
Is JUCY widely held by superinvestors?
Many widely followed stocks like JUCY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JUCY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.