
Aptus Enhanced Yield is an exchange-traded fund on BATS. As of Q3 2025, 46 institutional investors hold shares in this ETF, with total holdings valued at $251.8M. Aptus Capital Advisors, LLC is the largest holder with a position valued at $90.0M.
Overview of institutional ownership in JUCY as of Q3 2025
Institutions with the largest positions in JUCY as of Q3 2025
| Institution | Position Value |
|---|---|
Aptus Capital Advisors, LLC ETF Provider | $90.0M 0.83% of portfolio |
S Second Line Capital, LLC RIA/Wealth | $18.1M 3.76% of portfolio |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $15.9M 1.06% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $15.9M 0.00% of portfolio |
Integrated Wealth Concepts LLC RIA/Wealth | $15.5M 0.14% of portfolio |
Brookstone Capital Management RIA/Wealth | $14.4M 0.17% of portfolio |
Signal Advisors Wealth, LLC RIA/Wealth | $13.1M 1.21% of portfolio |
Sunburst Financial Group, LLC RIA/Wealth | $12.0M 2.53% of portfolio |
SevenBridge Financial Group, LLC RIA/Wealth | $8.0M 1.33% of portfolio |
Park Place Capital Corp RIA/Wealth | $4.2M 0.92% of portfolio |
Institutional buying and selling activity for JUCY in Q3 2025
| Institution | Net Bought |
|---|---|
Signal Advisors Wealth, LLC RIA/Wealth | +$3.1M +141.3K shares |
SevenBridge Financial Group, LLC RIA/Wealth | +$2.3M +104.3K shares |
S Second Line Capital, LLC RIA/Wealth | +$898.5K +40.3K shares |
Uniting Wealth Partners, LLC RIA/Wealth | +$736.1K +33.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$705.2K +31.6K shares |
Brookstone Capital Management RIA/Wealth | +$634.6K +28.5K shares |
L LPL Financial LLC Institution | +$530.5K +23.8K shares |
Financial Guidance Group, Inc. RIA/Wealth | +$449.5K +20.2K shares |
Independent Advisor Alliance RIA/Wealth | +$384.9K +17.3K shares |
Prime Capital Investment Advisors, LLC RIA/Wealth | +$384.2K +17.2K shares |
| Institution | Net Sold |
|---|---|
Aptus Capital Advisors, LLC ETF Provider | −$44.6M −2.0M shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | −$37.9M −1.7M shares |
INTREPID CAPITAL MANAGEMENT INC Hedge Fund•Value | −$4.3M −194.8K shares |
JT Stratford LLC RIA/Wealth | −$4.3M −192.4K shares |
Pandora Wealth, Inc. RIA/Wealth | −$2.9M −130.5K shares |
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | −$892.7K −40.1K shares |
MBE Wealth Management, LLC RIA/Wealth | −$789.2K −35.4K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$304.0K −13.7K shares |
B BOKF, NA Institution | −$294.1K −13.2K shares |
A Advisor Group Holdings, Inc. Institution | −$279.9K −12.6K shares |
Institutions that initiated new positions or completely exited JUCY in Q3 2025
| Institution | Position Value |
|---|---|
Independent Advisor Alliance RIA/Wealth | $384.9K 17.3K shares |
Regal Investment Advisors, LLC RIA/Wealth | $379.6K 17.0K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $90.3K 4.1K shares |
| Institution | Previous Position |
|---|---|
INTREPID CAPITAL MANAGEMENT INC Hedge Fund•Value | $4.3M 194.8K shares |
JT Stratford LLC RIA/Wealth | $4.3M 192.4K shares |
Pandora Wealth, Inc. RIA/Wealth | $2.9M 130.5K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $304.0K 13.7K shares |
B BOKF, NA Institution | $294.1K 13.2K shares |
UBS Group AG Institution | $74.2K 3.3K shares |
G GROUP ONE TRADING, L.P. Institution | $51.1K 2.3K shares |
B Belvedere Trading LLC Institution | $11.1K 498.0 shares |
WELLS FARGO & COMPANY/MN Institution | $6.5K 292.0 shares |
Institutions with the largest Call and Put options positions in JUCY as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Institutions with JUCY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Second Line Capital, LLC RIA/Wealth | 3.76% $18.1M |
Sunburst Financial Group, LLC RIA/Wealth | 2.53% $12.0M |
L Lord & Richards Wealth Management, LLC Institution | 2.35% $2.5M |
Cushing Capital Partners, LLC RIA/Wealth | 2.17% $2.7M |
SevenBridge Financial Group, LLC RIA/Wealth | 1.33% $8.0M |
Signal Advisors Wealth, LLC RIA/Wealth | 1.21% $13.1M |
MBE Wealth Management, LLC RIA/Wealth | 1.17% $2.7M |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | 1.06% $15.9M |
Park Place Capital Corp RIA/Wealth | 0.92% $4.2M |
Financial Guidance Group, Inc. RIA/Wealth | 0.89% $2.0M |
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