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
Overview
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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 ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Tailwinds Wealth, LLC | 107,674 | 2M |
| Capital Investment Advisory Service | 84,638 | 2M |
| Bienville Capital Management, LLC | 43,856 | 949K |
| BEAM WEALTH ADVISORS, INC. | 15,823 | 343K |
| WELLS FARGO & COMPANY/MN | 3,038 | 66K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,728 | 37K |
| JPMORGAN CHASE & CO | 1,381 | 30K |
| IFP Advisors, Inc | 1,116 | 24K |
| Regatta Research & Money Management | 851 | 18K |
| AE Wealth Management LLC | 559 | 12K |
| Silver Grove Financial Group, Inc. | 102 | 2K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 97,497 | 2M |
| HRT FINANCIAL LP | 50,935 | 1M |
| True Vision MN LLC | 33,538 | 726K |
| Town Capital LLC | 16,900 | 366K |
| Cyndeo Wealth Partners, LLC | 14,049 | 304K |
| OLD MISSION CAPITAL LLC | 13,588 | 294K |
| Virtue Capital Management, LLC | 10,298 | 223K |
| Retirement Planning Group, LLC | 10,097 | 219K |
| UBS Group AG | 1,004 | 22K |
| TOTH FINANCIAL ADVISORY CORP | 669 | 14K |
| JONES FINANCIAL COMPANIES LLLP | 350 | 8K |
| Rockefeller Capital Management L.P. | 246 | 5K |
Biggest Increases (20)
Biggest Decreases (14)
| Holder | Reduced | Change % | 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 |