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Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

$22.36 -0.41 (-1.78%)
Closing price 08/22/2025 03:53 PM Eastern
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$22.36 0.00 (0.00%)
As of 08/22/2025 04:10 PM Eastern
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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)
$12.43M
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JUCY Institutional Buying and Selling by Quarter

Aptus Enhanced Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 Waterloo Capital L.P.172,940$3.84M0.3%-30.4%1.426%
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%
5/16/2025 Integrated Wealth Concepts LLC1,151,592$26.29M0.3%-8.2%8.499%
5/15/2025 OLD 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%
2/26/2025 Virtue Capital Management LLC9,793$223K0.0%-17.5%0.072%
2/13/2025 Waterloo Capital L.P.200,591$4.57M0.5%-11.3%1.390%
2/12/2025 Intrepid Capital Management Inc.282,381$6.43M3.3%-8.9%1.957%
2/12/2025 OLD Mission Capital LLC8,906$203K0.0%N/A0.062%
2/5/2025 Maripau 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%
11/15/2024 Intrepid 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%
10/30/2024 United Advisor Group LLC147,793$3.43M0.8%-1.0%1.024%
10/22/2024 Maripau 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%
8/12/2024 Waterloo 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%
2/16/2024 United Advisor Group LLC59,601$1.41M1.7%N/A0.319%
2/14/2024 Intrepid Capital Management Inc.505,134$11.95M8.2%+18.8%2.701%
2/14/2024 Waterloo 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%
9/26/2023 Intrepid 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%
7/18/2023 Virtue 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%
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5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,289$107K0.0%N/A0.036%
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, 13 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), Park Place Capital Corp ($4.00M), Waterloo Capital L.P. ($3.84M), 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 10 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), United Advisor Group LLC ($59.60K), and Maripau Wealth Management LLC ($40.50K).

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), Waterloo Capital L.P. ($100.94K), Park Place Capital Corp ($62.33K), Intrepid Capital Management Inc. ($54.46K), 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 544,922 shares in the last 24 months. This volume of shares sold represents approximately $12.43M in transactions.


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This page (BATS:JUCY) was last updated on 8/23/2025 by MarketBeat.com Staff
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