Aptus Enhanced Yield ETFJUCYETF
13F holders, Q1 2026 (March 31)50holders −1
5new positions
8sold out
$22.16avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding Aptus Enhanced Yield ETF (JUCY) in their 13F filings, down 1 from Q4 2025. 5 opened new positions and 8 sold out. The largest holders were Aptus Capital Advisors, LLC ($101.2M), Second Line Capital, LLC ($19.9M) and Talon Private Wealth, LLC ($17.9M).
- Company
- Aptus Enhanced Yield ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 26922B642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $24.0M |
| Exits | 8 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,075,292 shares bought and 351,208 shares sold, net +1,724,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Aptus Capital Advisors, LLC | 0.85% | Add +5.2% | 4,570,331 | $101.2M |
| Second Line Capital, LLC | 3.77% | Add +9.0% | 899,234 | $19.9M |
| Talon Private Wealth, LLC | 2.38% | — | 808,593 | $17.9M |
| Envestnet Asset Management Inc. | 0.00% | New | 766,189 | $17.0M |
| Signal Advisors Wealth, LLC | 1.15% | Add +3.2% | 753,504 | $16.7M |
| Integrated Wealth Concepts LLC | 0.13% | Add +67.0% | 745,196 | $16.5M |
| Brookstone Capital Management | 0.17% | Add +1.8% | 666,014 | $14.8M |
| Guardian Wealth Advisors, LLC / NC | 0.88% | Reduce -4.0% | 623,475 | $13.8M |
| Sunburst Financial Group, LLC | 2.33% | Add +8.4% | 546,108 | $12.1M |
| SevenBridge Financial Group, LLC | 1.32% | Add +6.6% | 379,279 | $8.4M |
| 6th Street Advisors, LLC | 3.71% | — | 266,314 | $5.9M |
| Park Place Capital Corp | 0.99% | Add +18.5% | 224,037 | $5.0M |
| Uniting Wealth Partners, LLC | 0.90% | New | 189,543 | $4.2M |
| Waterloo Capital, L.P. | 0.30% | Add +24.1% | 189,835 | $4.2M |
| Financial Guidance Group, Inc. | 1.52% | Add +8.9% | 170,726 | $3.8M |
| Independent Advisor Alliance | 0.04% | Add +131.9% | 163,806 | $3.6M |
| Silver Oak Securities, Incorporated | 0.26% | Reduce -0.8% | 158,501 | $3.5M |
| United Advisor Group, LLC | 0.41% | Add +12.7% | 150,963 | $3.3M |
| Lord & Richards Wealth Management, LLC | 2.34% | Add +1.2% | 120,556 | $2.7M |
| Cushing Capital Partners, LLC | 2.04% | Add +15.1% | 120,019 | $2.7M |
| MBE Wealth Management, LLC | 1.07% | Reduce -4.5% | 116,304 | $2.6M |
| One Plus One Wealth Management, LLC | 1.09% | Add +4.0% | 116,194 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +38.1% | 104,168 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +17.9% | 102,869 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -12.5% | 100,158 | $2.2M |
| Fig Financial Advisory Services Inc. | 1.35% | New | 97,497 | $2.2M |
| Maripau Wealth Management LLC | 0.89% | Add +2.8% | 91,716 | $2.0M |
| Savvy Advisors, Inc. | 0.04% | Reduce -37.4% | 75,440 | $1.7M |
| Second Half Financial Partners, LLC | 0.75% | Add +6.1% | 74,893 | $1.7M |
| First Heartland Consultants, Inc. | 0.12% | Add +1.6% | 72,920 | $1.6M |
| Strong Retirement Solutions LLC | 1.06% | Reduce -40.5% | 68,431 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.0% | 47,647 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.6% | 46,691 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -1.3% | 45,114 | $999K |
| Regal Investment Advisors LLC | 0.06% | Add +3.4% | 44,054 | $976K |
| Renasant Bank | 0.63% | Add +1.5% | 40,488 | $897K |
| John W. Brooker & Co., CPAs | 1.09% | Add +125.6% | 31,240 | $692K |
| MML Investors Services, LLC | 0.00% | New | 29,236 | $648K |
| TrueWealth Advisors, LLC | 0.12% | Add +0.5% | 21,258 | $471K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.7% | 14,049 | $311K |
| Brookwood Investment Group LLC | 0.04% | Reduce -12.6% | 13,900 | $308K |
| Old Mission Capital LLC | 0.01% | Reduce -67.9% | 13,588 | $301K |
| Arax Advisory Partners | 0.00% | No change | 4,050 | $90K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,630 | $58K |
| Harbour Investments, Inc. | 0.00% | Add +256.2% | 1,571 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +1162.9% | 1,566 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 715 | $16K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -81.3% | 669 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 350 | $8K |
| Morgan Stanley | 0.00% | Reduce -90.0% | 255 | $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.