Free Trial

Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

$22.19 -0.57 (-2.50%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$22.21 +0.02 (+0.09%)
As of 08/1/2025 05:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Aptus Enhanced Yield ETF (BATS:JUCY)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$8.33M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.28M
Get JUCY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Aptus Enhanced Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JUCY Institutional Buying and Selling by Quarter

Aptus Enhanced Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Pandora Wealth Inc.130,541$2.90M1.8%-9.2%1.076%
7/17/2025 Park Place Capital Corp179,976$4.00M0.9%-25.7%1.484%
5/16/2025Integrated Wealth Concepts LLC1,151,592$26.29M0.3%-8.2%8.499%
5/15/2025OLD Mission Capital LLC10,245$234K0.0%+15.0%0.076%
5/12/2025 Pandora Wealth Inc.143,762$3.28M2.2%N/A1.061%
4/24/2025 Park Place Capital Corp242,306$5.53M1.5%+16.4%1.808%
2/26/2025Virtue Capital Management LLC9,793$223K0.0%-17.5%0.072%
2/13/2025Waterloo Capital L.P.200,591$4.57M0.5%-11.3%1.390%
2/12/2025Intrepid Capital Management Inc.282,381$6.43M3.3%-8.9%1.957%
2/12/2025OLD Mission Capital LLC8,906$203K0.0%N/A0.062%
2/5/2025Maripau Wealth Management LLC124,729$2.84M1.7%+26.3%0.864%
2/5/2025 Private Trust Co. NA1,700$39K0.0%-46.9%0.012%
2/5/2025 Magnolia Private Wealth LLC24,351$554K0.3%N/A0.169%
1/17/2025 Park Place Capital Corp208,210$4.74M1.3%+39.0%1.443%
1/10/2025Sugarloaf Wealth Management LLC1,330,056$30.29M5.2%-2.4%9.217%
1/10/2025 ORG Partners LLC529,717$12.06M1.6%+5.7%3.671%
11/15/2024Intrepid Capital Management Inc.310,047$7.20M4.0%-8.0%2.149%
11/13/2024 Private Trust Co. NA3,200$74K0.0%N/A0.022%
10/30/2024United Advisor Group LLC147,793$3.43M0.8%-1.0%1.024%
10/22/2024Maripau Wealth Management LLC98,748$2.29M2.0%+17.2%0.684%
10/11/2024 ORG Partners LLC501,354$11.64M1.9%+1.0%3.474%
10/8/2024Sugarloaf Wealth Management LLC1,363,060$31.64M6.0%-11.2%9.446%
10/8/2024 Park Place Capital Corp149,795$3.48M1.0%+12.4%1.038%
8/12/2024Waterloo Capital L.P.216,961$5.02M0.6%-9.5%1.504%
7/16/2024 ORG Partners LLC496,446$11.50M1.4%N/A3.440%
7/8/2024Sugarloaf Wealth Management LLC1,535,654$35.52M7.2%-2.5%10.642%
7/2/2024 Park Place Capital Corp133,251$3.08M1.0%+64.0%0.923%
4/23/2024Sugarloaf Wealth Management LLC1,574,394$36.81M6.9%+7.3%10.971%
4/18/2024 Park Place Capital Corp81,236$1.90M0.7%N/A0.566%
2/16/2024United Advisor Group LLC59,601$1.41M1.7%N/A0.319%
2/14/2024Intrepid Capital Management Inc.505,134$11.95M8.2%+18.8%2.701%
2/14/2024Waterloo Capital L.P.374,126$8.85M1.4%-3.7%2.001%
1/29/2024 ORG Partners LLC436,875$10.34M1.7%N/A2.336%
1/10/2024Sugarloaf Wealth Management LLC1,466,896$34.71M7.6%-6.8%7.844%
11/13/2023Sugarloaf Wealth Management LLC1,574,284$38.13M8.7%-10.7%8.419%
9/26/2023Intrepid Capital Management Inc.308,066$7.51M5.2%N/A1.647%
8/9/2023Spotlight Asset Group Inc.100,472$2.45M2.2%N/A0.537%
7/18/2023Virtue Capital Management LLC25,161$615K0.1%+16.3%0.177%
7/13/2023Sugarloaf Wealth Management LLC1,762,605$42.95M10.1%+9.9%12.413%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,289$107K0.0%N/A0.036%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
5/5/2023 Silver Oak Securities Incorporated186,924$4.66M0.8%+6.2%1.567%
4/26/2023Sugarloaf Wealth Management LLC1,603,925$39.97M9.8%+30.9%13.444%
2/3/2023Sugarloaf Wealth Management LLC1,225,312$30.72M7.7%N/A0.000%
2/2/2023 Silver Oak Securities Incorporated175,980$4.41M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

JUCY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUCY shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Aptus Enhanced Yield ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($30.29M), Integrated Wealth Concepts LLC ($26.29M), ORG Partners LLC ($12.06M), Intrepid Capital Management Inc. ($6.43M), Waterloo Capital L.P. ($4.57M), Park Place Capital Corp ($4.00M), and United Advisor Group LLC ($3.43M).Learn more on Aptus Enhanced Yield ETF's institutional investors.

Which institutional investors have been buying Aptus Enhanced Yield ETF's stock?

Of the 11 institutional investors that purchased Aptus Enhanced Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($966.59K), Intrepid Capital Management Inc. ($387.84K), Park Place Capital Corp ($242.31K), Pandora Wealth Inc. ($143.76K), Sugarloaf Wealth Management LLC ($107.50K), Spotlight Asset Group Inc. ($100.47K), and United Advisor Group LLC ($59.60K).

How much institutional buying is happening at Aptus Enhanced Yield ETF?

Institutional investors have bought a total of 364,386 shares in the last 24 months. This purchase volume represents approximately $8.33M in transactions.

Which of Aptus Enhanced Yield ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Aptus Enhanced Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sugarloaf Wealth Management LLC ($205.60K), Integrated Wealth Concepts LLC ($103.29K), Park Place Capital Corp ($62.33K), Intrepid Capital Management Inc. ($54.46K), Waterloo Capital L.P. ($48.28K), Pandora Wealth Inc. ($13.22K), and Virtue Capital Management LLC ($2.07K).

How much institutional selling is happening at Aptus Enhanced Yield ETF?

Institutional investors have sold a total of 492,257 shares in the last 24 months. This volume of shares sold represents approximately $11.28M in transactions.



This page (BATS:JUCY) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners