| 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 Sep 2025, 46 institutional investors reported holding 11,298,934 shares of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY). This represents 85% of the company’s total 13,309,985 outstanding shares.
The largest institutional shareholders of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) together control 82% 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 | 30% | 4,037,920 | -33% | 0.82% | $89,985,042 |
| Second Line Capital, LLC | 6.1% | 810,496 | +5.2% | 3.7% | $18,061,899 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5.4% | 714,878 | -70% | 1% | $15,931,062 |
| ENVESTNET ASSET MANAGEMENT INC | 5.4% | 714,030 | +4.6% | 0% | $15,912,155 |
| Integrated Wealth Concepts LLC | 5.2% | 695,943 | -0.72% | 0.14% | $15,509,093 |
| Brookstone Capital Management | 4.8% | 645,380 | +4.6% | 0.17% | $14,382,302 |
| Signal Advisors Wealth, LLC | 4.4% | 587,270 | +32% | 1.2% | $13,087,326 |
| Sunburst Financial Group, LLC | 4% | 538,643 | -2.1% | 2.5% | $12,003,662 |
| SevenBridge Financial Group, LLC | 2.7% | 360,506 | +41% | 1.3% | $8,039,285 |
| Park Place Capital Corp | 1.4% | 187,855 | +4.4% | 0.88% | $4,186,349 |
| Waterloo Capital, L.P. | 1.3% | 168,937 | -2.3% | 0.28% | $3,764,772 |
| SILVER OAK SECURITIES, INCORPORATED | 1.2% | 154,758 | +2.6% | 0.26% | $3,448,792 |
| Uniting Wealth Partners, LLC | 1.1% | 151,344 | +28% | 0.8% | $3,372,701 |
| LPL Financial LLC | 1% | 133,538 | +22% | 0% | $2,975,890 |
| United Advisor Group, LLC | 0.99% | 131,124 | +1.3% | 0.39% | $2,922,100 |
| Cushing Capital Partners, LLC | 0.92% | 122,159 | +9.4% | 2.1% | $2,722,314 |
| MBE Wealth Management, LLC | 0.9% | 119,734 | -23% | 1.2% | $2,668,270 |
| Lord & Richards Wealth Management, LLC | 0.83% | 110,848 | +6% | 2.3% | $2,470,253 |
| Advisory Services Network, LLC | 0.7% | 93,230 | +6.3% | 0.03% | $2,077,616 |
| Financial Guidance Group, Inc. | 0.66% | 87,712 | +30% | 0.88% | $1,954,663 |
| MARIPAU WEALTH MANAGEMENT LLC | 0.54% | 72,451 | -1.4% | 0.81% | $1,614,564 |
| Second Half Financial Partners, LLC | 0.52% | 68,918 | -5.2% | 0.68% | $1,535,838 |
| First Heartland Consultants, Inc. | 0.5% | 66,915 | -5.8% | 0.12% | $1,491,201 |
| Orion Porfolio Solutions, LLC | 0.45% | 60,066 | -7.5% | 0.01% | $1,338,578 |
| OSAIC HOLDINGS, INC. | 0.43% | 57,327 | -18% | 0% | $1,277,614 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,222,943 | $49,349,292 | +$4,577,039 | $22.20 | 12 |
| 2025 Q3 | 11,298,934 | $251,802,286 | -$85,832,242 | $22.28 | 46 |
| 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 |