Aptus Enhanced Yield ETFJUCYETF
13F holders, Q3 2025 (September 30)46holders −6
4new positions
9sold out
$22.30avg. 13F price*
At the end of Q3 2025, 46 institutions reported holding Aptus Enhanced Yield ETF (JUCY) in their 13F filings, down 6 from Q2 2025. 4 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($90.0M), Second Line Capital, LLC ($18.1M) and Guardian Wealth Advisors, LLC / NC ($15.9M).
- Company
- Aptus Enhanced Yield ETF
- Filed as
- ETF SER SOLUTIONS (Q3 2025)
- CUSIP
- 26922B642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $858K |
| Exits | 9 | $12.3M |
All 13F filers, Q2 2025 → Q3 2025: 541,864 shares bought and 4,405,062 shares sold, net −3,863,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Aptus Capital Advisors, LLC | 0.82% | Reduce -33.1% | 4,037,920 | $90.0M |
| Second Line Capital, LLC | 3.74% | Add +5.2% | 810,496 | $18.1M |
| Guardian Wealth Advisors, LLC / NC | 1.04% | Reduce -70.4% | 714,878 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 714,030 | $15.9M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -0.7% | 695,943 | $15.5M |
| Brookstone Capital Management | 0.17% | Add +4.6% | 645,380 | $14.4M |
| Signal Advisors Wealth, LLC | 1.19% | Add +31.7% | 587,270 | $13.1M |
| Sunburst Financial Group, LLC | 2.53% | Reduce -2.1% | 538,643 | $12.0M |
| SevenBridge Financial Group, LLC | 1.33% | Add +40.7% | 360,506 | $8.0M |
| Park Place Capital Corp | 0.88% | Add +4.4% | 187,855 | $4.2M |
| Waterloo Capital, L.P. | 0.28% | Reduce -2.3% | 168,937 | $3.8M |
| Silver Oak Securities, Incorporated | 0.26% | Add +2.6% | 154,758 | $3.4M |
| Uniting Wealth Partners, LLC | 0.80% | Add +27.9% | 151,344 | $3.4M |
| LPL Financial LLC | 0.00% | Add +21.7% | 133,538 | $3.0M |
| United Advisor Group, LLC | 0.39% | Add +1.3% | 131,124 | $2.9M |
| Cushing Capital Partners, LLC | 2.13% | Add +9.3% | 122,159 | $2.7M |
| MBE Wealth Management, LLC | 1.15% | Reduce -22.8% | 119,734 | $2.7M |
| Lord & Richards Wealth Management, LLC | 2.26% | Add +6.0% | 110,848 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +6.3% | 93,230 | $2.1M |
| Financial Guidance Group, Inc. | 0.88% | Add +29.9% | 87,712 | $2.0M |
| Maripau Wealth Management LLC | 0.81% | Reduce -1.4% | 72,451 | $1.6M |
| Second Half Financial Partners, LLC | 0.68% | Reduce -5.2% | 68,918 | $1.5M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -5.8% | 66,915 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.5% | 60,066 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.0% | 57,327 | $1.3M |
| One Plus One Wealth Management, LLC | 0.60% | Reduce -41.9% | 55,595 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +52.4% | 50,156 | $1.1M |
| Renasant Bank | 0.56% | Add +6.5% | 39,633 | $883K |
| True Vision MN LLC | 0.39% | Add +0.3% | 33,286 | $742K |
| Atria Investments, Inc | 0.01% | Add +43.0% | 31,262 | $697K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -18.9% | 28,888 | $644K |
| Old Mission Capital LLC | 0.02% | Add +88.3% | 25,351 | $565K |
| Goldman Sachs Group Inc. | 0.00% | Add +9.3% | 25,000 | $557K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -10.0% | 23,816 | $531K |
| Independent Advisor Alliance | 0.01% | New | 17,272 | $385K |
| Regal Investment Advisors LLC | 0.02% | New | 17,032 | $380K |
| Brookwood Investment Group LLC | 0.05% | Reduce -20.2% | 16,400 | $365K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +14.2% | 12,549 | $280K |
| Retirement Planning Group, LLC | 0.01% | Reduce -30.9% | 11,504 | $256K |
| Virtue Capital Management, LLC | 0.04% | Reduce -87.4% | 1,443 | $231K |
| Arax Advisory Partners | 0.00% | New | 4,050 | $90K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,971 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 687 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 441 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 293 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 125 | $3K |
"% of holder's portfolio" is JUCY's weight in each manager's 13F, not the share of Aptus Enhanced Yield ETF the manager owns.