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JUCY Institutional Ownership

Aptus Enhanced Yield ETF
1W: -0.1% 1M: -1.1% 3M: -1.6% YTD: -1.3% 1Y: -1.6% 3Y: +6.1%
$21.65
-0.07 (-0.32%)
 
Weekly Expected Move ±0.7%
$21 $21 $22 $22 $22
ETF CBOE · AUM $248.1M

Institutional Ownership — JUCY

61
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
321M
Total Invested
11
New Positions
29
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (68 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Aptus Capital Advisors, LLC 4,808,509 104M +238,178 +5.2% 10Q SEC ↗
2 Signal Advisors Wealth, LLC 959,804 21M +206,300 +27.4% 11Q SEC ↗
3 Second Line Capital, LLC 923,539 20M +24,305 +2.7% 10Q SEC ↗
4 Talon Private Wealth, LLC 825,265 18M +16,672 +2.1% 2Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 790,773 17M +24,584 +3.2% 2Q SEC ↗
6 Integrated Wealth Concepts LLC 741,029 16M -4,167 -0.6% 13Q SEC ↗
7 Brookstone Capital Management 694,581 15M +28,567 +4.3% 8Q SEC ↗
8 GUARDIAN WEALTH ADVISORS, LLC / NC 623,093 13M -382 -0.1% 10Q SEC ↗
9 Sunburst Financial Group, LLC 554,362 12M +8,254 +1.5% 10Q SEC ↗
10 SevenBridge Financial Group, LLC 400,195 9M +20,916 +5.5% 7Q SEC ↗
11 6th Street Advisors, LLC 267,850 6M +1,536 +0.6% 2Q SEC ↗
12 Park Place Capital Corp 236,893 5M +12,856 +5.7% 10Q SEC ↗
13 Uniting Wealth Partners, LLC 198,153 4M +8,610 +4.5% 2Q SEC ↗
14 Waterloo Capital, L.P. 183,245 4M -6,590 -3.5% 14Q SEC ↗
15 SILVER OAK SECURITIES, INCORPORATED 169,136 4M +10,635 +6.7% 16Q SEC ↗
16 Financial Guidance Group, Inc. 163,910 4M -6,816 -4.0% 9Q SEC ↗
17 United Advisor Group, LLC 152,873 3M +1,910 +1.3% 11Q SEC ↗
18 Prime Capital Investment Advisors, LLC 136,785 3M +33,916 +33.0% 5Q SEC ↗
19 Lord & Richards Wealth Management, LLC 127,839 3M +7,283 +6.0% 7Q SEC ↗
20 Cushing Capital Partners, LLC 125,612 3M +5,593 +4.7% 7Q SEC ↗
21 Advisory Services Network, LLC 123,803 3M +19,635 +18.8% 15Q SEC ↗
22 ONE PLUS ONE WEALTH MANAGEMENT, LLC 115,559 3M -635 -0.5% 15Q SEC ↗
23 LPL Financial LLC 113,151 2M +12,993 +13.0% 13Q SEC ↗
24 Tailwinds Wealth, LLC NEW 107,674 2M — +0.0% 1Q SEC ↗
25 MBE Wealth Management, LLC 105,388 2M -10,916 -9.4% 14Q SEC ↗
26 MARIPAU WEALTH MANAGEMENT LLC 95,996 2M +4,280 +4.7% 11Q SEC ↗
27 Capital Investment Advisory Services, NEW 84,638 2M — +0.0% 1Q SEC ↗
28 First Heartland Consultants, Inc. 79,978 2M +7,058 +9.7% 15Q SEC ↗
29 Independent Advisor Alliance 77,538 2M -86,268 -52.7% 4Q SEC ↗
30 Second Half Financial Partners, LLC 72,168 2M -2,725 -3.6% 8Q SEC ↗
31 Strong Retirement Solutions LLC 71,231 2M +2,800 +4.1% 3Q SEC ↗
32 Savvy Advisors, Inc. 65,335 1M -10,105 -13.4% 3Q SEC ↗
33 John W. Brooker & Co., CPAs 56,451 1M +25,211 +80.7% 3Q SEC ↗
34 OSAIC HOLDINGS, INC. 47,103 1M -544 -1.1% 15Q SEC ↗
35 Atria Investments, Inc 46,681 1M +1,567 +3.5% 11Q SEC ↗
36 Regal Investment Advisors LLC 44,576 965K +522 +1.2% 4Q SEC ↗
37 Orion Porfolio Solutions, LLC 44,191 957K -2,500 -5.4% 10Q SEC ↗
38 Bienville Capital Management, LLC NEW 43,856 949K — +0.0% 1Q SEC ↗
39 RENASANT BANK 40,711 881K +223 +0.6% 9Q SEC ↗
40 MML INVESTORS SERVICES, LLC 29,334 635K +98 +0.3% 2Q SEC ↗
41 TrueWealth Advisors, LLC 22,210 481K +952 +4.5% 14Q SEC ↗
42 BEAM WEALTH ADVISORS, INC. NEW 15,823 343K — +0.0% 1Q SEC ↗
43 Brookwood Investment Group LLC 11,650 252K -2,250 -16.2% 6Q SEC ↗
44 Arax Advisory Partners 4,050 88K — +0.0% 4Q SEC ↗
45 WELLS FARGO & COMPANY/MN NEW 3,038 66K — +0.0% 1Q SEC ↗
46 Princeton Global Asset Management LLC 2,530 55K -100 -3.8% 3Q SEC ↗
47 COMPASS FINANCIAL MANAGEMENT LLC NEW 1,728 37K — +0.0% 1Q SEC ↗
48 HARBOUR INVESTMENTS, INC. 1,571 34K — +0.0% 6Q SEC ↗
49 Farther Finance Advisors, LLC 1,531 33K -35 -2.2% 4Q SEC ↗
50 JPMORGAN CHASE & CO NEW 1,381 30K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Aptus Capital Advisors, LLC +238,178 +5.2% 4,808,509
Signal Advisors Wealth, LLC +206,300 +27.4% 959,804
Prime Capital Investment Advisors, +33,916 +33.0% 136,785
Brookstone Capital Management +28,567 +4.3% 694,581
John W. Brooker & Co., CPAs +25,211 +80.7% 56,451
ENVESTNET ASSET MANAGEMENT INC +24,584 +3.2% 790,773
Second Line Capital, LLC +24,305 +2.7% 923,539
SevenBridge Financial Group, LLC +20,916 +5.5% 400,195
Advisory Services Network, LLC +19,635 +18.8% 123,803
Talon Private Wealth, LLC +16,672 +2.1% 825,265
LPL Financial LLC +12,993 +13.0% 113,151
Park Place Capital Corp +12,856 +5.7% 236,893
SILVER OAK SECURITIES, INCORPORATED +10,635 +6.7% 169,136
Uniting Wealth Partners, LLC +8,610 +4.5% 198,153
Sunburst Financial Group, LLC +8,254 +1.5% 554,362
Lord & Richards Wealth Management, +7,283 +6.0% 127,839
First Heartland Consultants, Inc. +7,058 +9.7% 79,978
Cushing Capital Partners, LLC +5,593 +4.7% 125,612
MARIPAU WEALTH MANAGEMENT LLC +4,280 +4.7% 95,996
Strong Retirement Solutions LLC +2,800 +4.1% 71,231
Biggest Decreases (14)
HolderReducedChange %Total Shares
Independent Advisor Alliance -86,268 -52.7% 77,538
MBE Wealth Management, LLC -10,916 -9.4% 105,388
Savvy Advisors, Inc. -10,105 -13.4% 65,335
Financial Guidance Group, Inc. -6,816 -4.0% 163,910
Waterloo Capital, L.P. -6,590 -3.5% 183,245
Integrated Wealth Concepts LLC -4,167 -0.6% 741,029
Second Half Financial Partners, LLC -2,725 -3.6% 72,168
Orion Porfolio Solutions, LLC -2,500 -5.4% 44,191
Brookwood Investment Group LLC -2,250 -16.2% 11,650
ONE PLUS ONE WEALTH MANAGEMENT, LLC -635 -0.5% 115,559
OSAIC HOLDINGS, INC. -544 -1.1% 47,103
GUARDIAN WEALTH ADVISORS, LLC / NC -382 -0.1% 623,093
Princeton Global Asset Management L -100 -3.8% 2,530
Farther Finance Advisors, LLC -35 -2.2% 1,531

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms