Aptus Enhanced Yield ETFJUCYETF
13F holders, Q2 2025 (June 30)52holders −4
6new positions
9sold out
$22.23avg. 13F price*
At the end of Q2 2025, 52 institutions reported holding Aptus Enhanced Yield ETF (JUCY) in their 13F filings, down 4 from Q1 2025. 6 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($134.2M), Guardian Wealth Advisors, LLC / NC ($53.7M) and Talon Private Wealth, LLC ($19.3M).
- Company
- Aptus Enhanced Yield ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2025)
- CUSIP
- 26922B642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.7M |
| Exits | 9 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 547,783 shares bought and 2,029,405 shares sold, net −1,481,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Aptus Capital Advisors, LLC | 1.33% | Reduce -8.1% | 6,038,041 | $134.2M |
| Guardian Wealth Advisors, LLC / NC | 3.78% | Reduce -3.9% | 2,417,496 | $53.7M |
| Talon Private Wealth, LLC | 2.66% | Reduce -14.3% | 867,184 | $19.3M |
| Second Line Capital, LLC | 3.98% | Reduce -0.0% | 770,179 | $17.1M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -39.1% | 700,966 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.9% | 682,387 | $15.2M |
| Brookstone Capital Management | 0.18% | Add +2.1% | 616,905 | $13.7M |
| Sunburst Financial Group, LLC | 2.74% | Add +3.7% | 550,378 | $12.2M |
| Signal Advisors Wealth, LLC | 0.77% | Add +30.4% | 446,014 | $9.9M |
| SevenBridge Financial Group, LLC | 1.01% | Add +51.7% | 256,250 | $5.7M |
| Intrepid Capital Management Inc. | 2.28% | Reduce -10.8% | 194,831 | $4.3M |
| JT Stratford LLC | 0.65% | Add +6.3% | 192,355 | $4.3M |
| Park Place Capital Corp | 0.91% | Reduce -25.7% | 179,976 | $4.0M |
| Waterloo Capital, L.P. | 0.31% | Reduce -30.4% | 172,940 | $3.8M |
| MBE Wealth Management, LLC | 1.50% | Add +2.7% | 155,149 | $3.4M |
| Silver Oak Securities, Incorporated | 0.28% | Reduce -22.3% | 150,804 | $3.4M |
| Pandora Wealth, Inc. | 1.78% | Reduce -9.2% | 130,541 | $2.9M |
| United Advisor Group, LLC | 0.50% | Add +0.1% | 129,468 | $2.9M |
| Uniting Wealth Partners, LLC | 1.02% | New | 118,315 | $2.6M |
| Cushing Capital Partners, LLC | 2.10% | Reduce -10.7% | 111,710 | $2.5M |
| LPL Financial LLC | 0.00% | Add +13.4% | 109,734 | $2.4M |
| Lord & Richards Wealth Management, LLC | 2.43% | Add +19.0% | 104,615 | $2.3M |
| One Plus One Wealth Management, LLC | 1.16% | Reduce -29.2% | 95,655 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -26.5% | 87,744 | $1.9M |
| Maripau Wealth Management LLC | 0.83% | Reduce -9.2% | 73,469 | $1.6M |
| Second Half Financial Partners, LLC | 0.76% | Reduce -15.3% | 72,719 | $1.6M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -51.7% | 71,038 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +7496.3% | 69,886 | $1.6M |
| Financial Guidance Group, Inc. | 0.73% | Add +29.9% | 67,540 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.9% | 64,920 | $1.4M |
| Renasant Bank | 0.55% | Reduce -30.4% | 37,206 | $827K |
| TrueWealth Advisors, LLC | 0.23% | Reduce -14.1% | 35,605 | $792K |
| True Vision MN LLC | 0.41% | Reduce -39.5% | 33,172 | $737K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 32,915 | $732K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.4% | 26,464 | $588K |
| Goldman Sachs Group Inc. | 0.00% | Add +67.0% | 22,869 | $508K |
| Atria Investments, Inc | 0.01% | Reduce -26.8% | 21,858 | $486K |
| Brookwood Investment Group LLC | 0.07% | Reduce -49.1% | 20,550 | $457K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.5% | 16,660 | $370K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -67.3% | 13,675 | $304K |
| Old Mission Capital LLC | 0.01% | Add +31.4% | 13,465 | $299K |
| Bokf, NA | 0.00% | No change | 13,231 | $294K |
| Virtue Capital Management, LLC | 0.05% | Add +3.7% | 11,444 | $254K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,985 | $244K |
| UBS Group AG | 0.00% | Add +87.6% | 3,336 | $74K |
| Group One Trading LLC | 0.00% | New | 2,300 | $51K |
| Morgan Stanley | 0.00% | No change | 1,972 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 678 | $15K |
| Belvedere Trading LLC | 0.00% | New | 498 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -45.2% | 441 | $10K |
| FSA Wealth Management LLC | 0.00% | New | 293 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -73.8% | 292 | $6K |
"% of holder's portfolio" is JUCY's weight in each manager's 13F, not the share of Aptus Enhanced Yield ETF the manager owns.