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Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

$22.03 0.00 (0.00%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$570.04K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$6.51M
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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
8/12/2026 Compass Financial Management LLC1,728$38K0.0%N/A0.014%
2/18/2026 Virtue Capital Management LLC10,298$229K0.0%+613.7%0.085%
2/17/2026 Advisory Services Network LLC75,413$1.67M0.0%-19.1%0.622%
2/13/2026 Integrated Wealth Concepts LLC446,097$9.90M0.1%-35.9%3.678%
2/12/2026 Virtue Capital Management LLC15,009$333K0.0%+28.9%0.124%
2/10/2026 Waterloo Capital L.P.152,937$3.40M0.2%-9.5%1.261%
1/20/2026 Princeton Global Asset Management LLC2,630$58K0.0%N/A0.022%
1/9/2026Park Place Capital Corp189,046$4.20M0.9%+0.6%1.558%
11/17/2025 Integrated Wealth Concepts LLC695,943$15.51M0.1%-0.7%5.737%
11/5/2025 Waterloo Capital L.P.168,937$3.77M0.3%-2.3%1.393%
10/22/2025Park Place Capital Corp187,855$4.19M0.9%+4.4%1.549%
8/12/2025 Waterloo Capital L.P.172,940$3.84M0.3%-30.4%1.426%
7/25/2025Pandora Wealth Inc.130,541$2.90M1.8%-9.2%1.076%
7/17/2025Park 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%
5/12/2025Pandora Wealth Inc.143,762$3.28M2.2%N/A1.061%
4/24/2025Park 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%
2/5/2025Private Trust Co. NA1,700$39K0.0%-46.9%0.012%
2/5/2025Magnolia Private Wealth LLC24,351$554K0.3%N/A0.169%
1/17/2025Park 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%
1/10/2025ORG 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%
11/13/2024Private 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%
10/11/2024ORG 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%
10/8/2024Park 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%
7/16/2024ORG Partners LLC496,446$11.50M1.4%N/A3.440%
7/8/2024Sugarloaf Wealth Management LLC1,535,654$35.52M7.2%-2.5%10.642%
7/2/2024Park 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%
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4/18/2024Park 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%
1/29/2024ORG 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%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,289$107K0.0%N/A0.036%
5/5/2023Silver 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%
2/2/2023Silver Oak Securities Incorporated175,980$4.41M0.8%N/A0.000%


JUCY Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Aptus Enhanced Yield ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($30.29M), ORG Partners LLC ($12.06M), Integrated Wealth Concepts LLC ($9.90M), Intrepid Capital Management Inc. ($6.43M), Park Place Capital Corp ($4.20M), United Advisor Group LLC ($3.43M), and Waterloo Capital L.P. ($3.40M).Learn more on Aptus Enhanced Yield ETF's institutional investors.

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: Pandora Wealth Inc. ($143.76K), Park Place Capital Corp ($118.13K), Maripau Wealth Management LLC ($40.50K), ORG Partners LLC ($33.27K), Magnolia Private Wealth LLC ($24.35K), Virtue Capital Management LLC ($12.22K), and OLD Mission Capital LLC ($10.25K).

Institutional investors have bought a total of 25,650 shares in the last 24 months. This purchase volume represents approximately $570.04K in transactions.

The following institutional investors have sold Aptus Enhanced Yield ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($254.87K), Waterloo Capital L.P. ($20.00K), and Advisory Services Network LLC ($17.82K).

Institutional investors have sold a total of 292,689 shares in the last 24 months. This volume of shares sold represents approximately $6.51M in transactions.


Related Companies

Institutional ownership data for BATS:JUCY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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