13F reference period
Q2 2026
Security Snapshot
ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) Institutional Ownership
CUSIP: 26922B642
13F Institutional Holders and Ownership History from Q3 2022 to Q3 2026
Institutions Reporting
56
Shares (Excl. Options)
14.62M
Full value: 14,618,292 · shares · 30 Jun 2026Price
$21.98
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Aptus Enhanced Yield ETF
- Symbol
- JUCY
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 14,618,292
- Total 13F value
- $321,348,631
- Portfolio coverage rank
- 0%
- Share change
- +723,829
- Value change
- +$15,890,217
- Number of holders
- 56
- Shares outstanding
- 13,309,985
- SEC-reported price per share
- $21.58
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF is tracked under CUSIP 26922B642.
- 56 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 50 to 56 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$307.78M
Full value: $307,775,379 · USD · 31 Mar 2026.$321.35M
Full value: $321,348,631 · USD · 30 Jun 2026
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
Open SEC evidence
Latest holder context comes from 56 institutions filings for Q2 2026.
Security key
26922B642
13F reference period
Q2 2026
13F holders
56
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 26922B642:
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,
56
institutional investors reported holding
shares of
ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY).
This represents
110%
of the company’s total
outstanding shares.
14.62M
Full value: 14,618,292 · shares · 30 Jun 202613.31M
Full value: 13,309,985 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
103%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 36% | 4,808,509 | +5.2% | 0.77% | $105,691,039 |
| 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 |
| Talon Private Wealth, LLC | 6.2% | 825,265 | +2.1% | 2.1% | $18,139,339 |
| ENVESTNET ASSET MANAGEMENT INC | 5.9% | 790,773 | +3.2% | 0% | $17,381,189 |
| Integrated Wealth Concepts LLC | 5.6% | 741,029 | -0.56% | 0.11% | $16,287,816 |
| 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 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
17
Headline period
Q2 2026
Rows shown
1-17 of 17
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 4,741,772 | $102,430,648 | +$16,450,584 | $21.58 | 20 |
| 2026 Q2 | 14,618,292 | $321,348,631 | +$15,890,217 | $21.98 | 56 |
| 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 |