Security Snapshot

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

CUSIP: 26922B642

13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

55

Shares (Excl. Options)

14,079,091

Price

$21.98

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+993,221
Value change
+$21,811,444
Number of holders
55
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
13,309,985
SEC-reported price per share
$22.03
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF is tracked under CUSIP 26922B642.
  • 55 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 50 to 55 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $307,775,379 to $309,496,946.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 55 institutions filings for Q2 2026.

Open SEC evidence

Security key

26922B642

Latest holder period

Q2 2026

13F holders

55

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
JUCY
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 30 Jun 2026, 55 institutional investors reported holding 14,079,091 shares of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY). This represents 106% of the company’s total 13,309,985 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
99%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Aptus Capital Advisors, LLC 36% 4,808,509 +5.2% 0.77% $105,691,039
Integrated Wealth Concepts LLC 7.7% 1,027,093 +38% 0.11% $22,575,470
Signal Advisors Wealth, LLC 7.2% 959,804 +27% 1.1% $21,096,483
Second Line Capital, LLC 6.9% 923,539 +2.7% 3.8% $20,299,382
ENVESTNET ASSET MANAGEMENT INC 5.9% 790,773 +3.2% 0% $17,381,189
Brookstone Capital Management 5.2% 694,581 +4.3% 0.15% $15,266,883
GUARDIAN WEALTH ADVISORS, LLC / NC 4.7% 623,093 -0.06% 0.78% $13,695,582
Sunburst Financial Group, LLC 4.2% 554,362 +1.5% 2% $12,184,868
SevenBridge Financial Group, LLC 3% 400,195 +5.5% 1.3% $8,818,297
6th Street Advisors, LLC 2% 267,850 +0.58% 3.4% $5,887,340
Park Place Capital Corp 1.8% 236,893 +5.7% 0.83% $5,206,894
Uniting Wealth Partners, LLC 1.5% 198,153 +4.5% 0.88% $4,355,403
Waterloo Capital, L.P. 1.4% 183,245 -3.5% 0.23% $4,027,735
SILVER OAK SECURITIES, INCORPORATED 1.3% 169,136 +6.7% 0.23% $3,717,610
Financial Guidance Group, Inc. 1.2% 163,910 -4% 1.3% $3,602,744
United Advisor Group, LLC 1.1% 152,873 +1.3% 0.36% $3,360,140
Prime Capital Investment Advisors, LLC 1% 136,785 +33% 0.03% $3,006,540
Lord & Richards Wealth Management, LLC 0.96% 127,839 +6% 2.2% $2,809,921
Cushing Capital Partners, LLC 0.94% 125,612 +4.7% 1.9% $2,760,952
Advisory Services Network, LLC 0.93% 123,803 +19% 0.03% $2,721,190
ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.87% 115,559 -0.55% 1.1% $2,539,987
LPL Financial LLC 0.85% 113,151 +13% 0% $2,487,069
Tailwinds Wealth, LLC 0.81% 107,674 1.4% $2,366,663
MBE Wealth Management, LLC 0.79% 105,388 -9.4% 0.81% $2,316,425
MARIPAU WEALTH MANAGEMENT LLC 0.72% 95,996 +4.7% 0.76% $2,126,374

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 14,079,091 $309,496,946 +$21,811,444 $21.98 55
2026 Q1 13,891,884 $307,775,379 +$38,212,032 $22.15 50
2025 Q4 11,092,893 $246,293,175 -$8,172,607 $22.20 51
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .