Aptus Enhanced Yield ETFJUCYETF
13F holders, Q4 2025 (December 31)51holders +5
7new positions
4sold out
$22.20avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding Aptus Enhanced Yield ETF (JUCY) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were Aptus Capital Advisors, LLC ($96.4M), Second Line Capital, LLC ($18.3M) and Signal Advisors Wealth, LLC ($16.2M).
- Company
- Aptus Enhanced Yield ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2025)
- CUSIP
- 26922B642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.3M |
| Exits | 4 | $20.1M |
All 13F filers, Q3 2025 → Q4 2025: 994,321 shares bought and 1,348,772 shares sold, net −354,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Aptus Capital Advisors, LLC | 0.82% | Add +7.6% | 4,343,634 | $96.4M |
| Second Line Capital, LLC | 3.76% | Add +1.8% | 825,140 | $18.3M |
| Signal Advisors Wealth, LLC | 1.29% | Add +24.4% | 730,348 | $16.2M |
| Brookstone Capital Management | 0.17% | Add +1.4% | 654,504 | $14.5M |
| Guardian Wealth Advisors, LLC / NC | 0.90% | Reduce -9.2% | 649,110 | $14.4M |
| Sunburst Financial Group, LLC | 2.26% | Reduce -6.4% | 503,965 | $11.2M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -35.9% | 446,097 | $9.9M |
| SevenBridge Financial Group, LLC | 1.27% | Reduce -1.3% | 355,761 | $7.9M |
| Park Place Capital Corp | 0.87% | Add +0.6% | 189,046 | $4.2M |
| Silver Oak Securities, Incorporated | 0.24% | Add +3.2% | 159,691 | $3.5M |
| Financial Guidance Group, Inc. | 1.42% | Add +78.7% | 156,700 | $3.5M |
| Waterloo Capital, L.P. | 0.25% | Reduce -9.5% | 152,937 | $3.4M |
| United Advisor Group, LLC | 0.38% | Add +2.2% | 133,971 | $3.0M |
| MBE Wealth Management, LLC | 1.13% | Add +1.7% | 121,723 | $2.7M |
| Savvy Advisors, Inc. | 0.09% | New | 120,597 | $2.7M |
| Lord & Richards Wealth Management, LLC | 2.27% | Add +7.5% | 119,113 | $2.6M |
| Strong Retirement Solutions LLC | 1.72% | — | 115,070 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 114,409 | $2.5M |
| One Plus One Wealth Management, LLC | 1.14% | Add +101.0% | 111,725 | $2.5M |
| Cushing Capital Partners, LLC | 1.71% | Reduce -14.6% | 104,269 | $2.3M |
| Maripau Wealth Management LLC | 0.91% | Add +23.1% | 89,225 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +74.0% | 87,271 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Reduce -19.1% | 75,413 | $1.7M |
| First Heartland Consultants, Inc. | 0.12% | Add +7.2% | 71,753 | $1.6M |
| Independent Advisor Alliance | 0.04% | Add +309.0% | 70,636 | $1.6M |
| Second Half Financial Partners, LLC | 0.70% | Add +2.5% | 70,609 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 61,107 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.8% | 59,595 | $1.3M |
| HRT Financial LP | 0.00% | New | 50,935 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +46.3% | 45,720 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Add +150.1% | 42,592 | $946K |
| Old Mission Capital LLC | 0.04% | Add +67.2% | 42,383 | $941K |
| Renasant Bank | 0.60% | Add +0.7% | 39,901 | $886K |
| True Vision MN LLC | 0.38% | Add +0.8% | 33,538 | $745K |
| Tailwinds Wealth, LLC | 0.64% | — | 26,931 | $598K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -26.8% | 21,154 | $470K |
| Town Capital LLC | 0.31% | — | 16,900 | $375K |
| Brookwood Investment Group LLC | 0.04% | Reduce -3.0% | 15,900 | $353K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -41.4% | 13,953 | $310K |
| John W. Brooker & Co., CPAs | 0.55% | New | 13,849 | $307K |
| Virtue Capital Management, LLC | 0.04% | Add +613.6% | 10,298 | $229K |
| Retirement Planning Group, LLC | 0.01% | Reduce -12.2% | 10,097 | $224K |
| Arax Advisory Partners | 0.00% | No change | 4,050 | $90K |
| Toth Financial Advisory Corp. | 0.01% | New | 3,579 | $79K |
| Princeton Global Asset Management LLC | 0.01% | New | 2,630 | $58K |
| Morgan Stanley | 0.00% | Add +29.3% | 2,548 | $57K |
| UBS Group AG | 0.00% | New | 1,004 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 701 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 441 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | New | 246 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.8% | 124 | $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.