ETF Holders

Who owns JUCY?

Other

Aptus Enhanced Yield ETF · Aptus

55 institutions reported holding JUCY, worth $309.5M, in Form 13F filings for June 30, 2026.

13F holders
55
Institutional value
$309.5M
Change from prior quarter
+7.6%
+$21.8M, with price moves
New and sold-out firms
11 / 4
29 added, 13 trimmed

Top 10 institutional holders of JUCY

FirmLocationValueSharesChange
Aptus Capital Advisors, LLCFairhope, AL$105.7M4,808,509+238,178 shares
Integrated Wealth Concepts LLCWaltham, MA$22.6M1,027,093+281,897 shares
Signal Advisors Wealth, LLCDetroit, MI$21.1M959,804+206,300 shares
Second Line Capital, LLCMetairie, LA$20.3M923,539+24,305 shares
Envestnet Asset Management Inc.Berwyn, PA$17.4M790,773+24,584 shares
Brookstone Capital ManagementWheaton, IL$15.3M694,581+28,567 shares
Guardian Wealth Advisors, LLCRaleigh, NC$13.7M623,093−382 shares
Sunburst Financial Group, LLCVestavia Hills, AL$12.2M554,362+8,254 shares
SevenBridge Financial Group, LLCHarrisburg, PA$8.8M400,195+20,916 shares
6th Street Advisors, LLCDaphne, AL$5.9M267,850+1,536 shares
45 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JUCY?

55 institutional managers reported holding JUCY in Form 13F filings for June 30, 2026, worth $309.5M in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $105.7M.

Did institutions buy or sell JUCY last quarter?

Reported 13F value rose 7.6% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 4 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JUCY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.