ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

CUSIP: 26922B642

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / Aptus Enhanced Yield ETF
Symbol
JUCY
Shares outstanding
13,309,985
Price per share
$22.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,075,993
Total reported value
$245,917,995
% of total 13F portfolios
0%
Share change
-364,649
Value change
-$8,172,607
Number of holders
50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 26922B642?
CUSIP 26922B642 identifies JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 6.8% $20,569,411 907,741 Brookstone Capital Management, LLC 31 Dec 2024

As of 31 Dec 2025, 50 institutional investors reported holding 11,075,993 shares of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY). This represents 83% of the company’s total 13,309,985 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) together control 79% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Aptus Capital Advisors, LLC 33% 4,343,634 +7.6% 0.82% $96,428,684
Second Line Capital, LLC 6.2% 825,140 +1.8% 3.8% $18,318,102
Signal Advisors Wealth, LLC 5.5% 730,348 +24% 1.3% $16,213,719
Brookstone Capital Management 4.9% 654,504 +1.4% 0.17% $14,529,981
GUARDIAN WEALTH ADVISORS, LLC / NC 4.9% 649,110 -9.2% 0.9% $14,410,244
Sunburst Financial Group, LLC 3.8% 503,965 -6.4% 2.3% $11,188,026
Integrated Wealth Concepts LLC 3.4% 446,097 -36% 0.12% $9,903,353
SevenBridge Financial Group, LLC 2.7% 355,761 -1.3% 1.3% $7,926,351
Park Place Capital Corp 1.4% 189,046 +0.63% 0.87% $4,196,819
SILVER OAK SECURITIES, INCORPORATED 1.2% 159,691 +3.2% 0.24% $3,545,100
Financial Guidance Group, Inc. 1.2% 156,700 +79% 1.4% $3,478,749
Waterloo Capital, L.P. 1.1% 152,937 -9.5% 0.25% $3,395,195
United Advisor Group, LLC 1% 133,971 +2.2% 0.38% $2,974,165
MBE Wealth Management, LLC 0.91% 121,723 +1.7% 1.1% $2,702,252
Savvy Advisors, Inc. 0.91% 120,597 0.09% $2,677,254
Lord & Richards Wealth Management, LLC 0.89% 119,113 +7.5% 2.3% $2,644,321
Strong Retirement Solutions LLC 0.86% 115,070 0% 1.7% $2,554,554
LPL Financial LLC 0.86% 114,409 -14% 0% $2,539,889
ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.84% 111,725 +101% 1.1% $2,480,295
Cushing Capital Partners, LLC 0.78% 104,269 -15% 1.7% $2,314,772
MARIPAU WEALTH MANAGEMENT LLC 0.67% 89,225 +23% 0.91% $1,983,468
Prime Capital Investment Advisors, LLC 0.66% 87,271 +74% 0.02% $1,937,421
Advisory Services Network, LLC 0.57% 75,413 -19% 0.02% $1,674,158
First Heartland Consultants, Inc. 0.54% 71,753 +7.2% 0.12% $1,592,916
Independent Advisor Alliance 0.53% 70,636 +309% 0.04% $1,568,116

Institutional Holders of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,075,993 $245,917,995 -$8,172,607 $22.20 50
2025 Q3 11,287,292 $251,542,844 -$85,836,654 $22.28 45
2025 Q2 16,019,118 $356,126,667 -$32,863,634 $22.23 52
2025 Q1 17,551,103 $400,481,462 +$4,771,717 $22.83 56
2024 Q4 18,480,945 $420,810,289 -$32,827,464 $22.77 49
2024 Q3 19,633,322 $455,693,717 +$38,428,451 $23.21 46
2024 Q2 16,670,068 $385,599,543 +$35,737,870 $23.13 45
2024 Q1 15,087,627 $352,765,977 +$149,687,584 $23.38 42
2023 Q4 8,731,162 $206,690,355 -$1,880,844 $23.66 40
2023 Q3 8,642,889 $209,336,306 -$21,049,105 $24.22 28
2023 Q2 9,512,041 $231,774,783 +$76,228,862 $24.36 26
2023 Q1 6,380,456 $158,996,277 +$31,747,144 $24.92 27
2022 Q4 4,732,273 $118,639,474 +$115,496,876 $25.07 13
2022 Q3 115,057 $2,786,679 +$2,786,679 $24.22 1