Latest Period
Q1 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 Q1 2026
Institutions Reporting
48
Shares (Excl. Options)
12,985,794
Price
$22.15
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- Type / Class
- Equity / Aptus Enhanced Yield ETF
- Symbol
- JUCY
- Shares outstanding
- 13,309,985
- Price per share
- $22.13
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,985,794
- Total reported value
- $287,705,477
- % of total 13F portfolios
- 0%
- Share change
- +1,643,487
- Value change
- +$36,427,653
- Number of holders
- 48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF is tracked under CUSIP 26922B642.
- 48 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 50 to 48 between Q4 2025 and Q1 2026.
- Reported value moved from $245,917,995 to $287,705,477.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 48 institutions filings for Q1 2026.
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 Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 26922B642:
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 Mar 2026, 48 institutional investors reported holding 12,985,794 shares of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY). This represents 98% 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 93% 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 | 34% | 4,570,331 | +5.2% | 0.85% | $101,232,842 |
| Second Line Capital, LLC | 6.8% | 899,234 | +9% | 3.8% | $19,918,043 |
| ENVESTNET ASSET MANAGEMENT INC | 5.8% | 766,189 | 0% | $16,971,079 | |
| Signal Advisors Wealth, LLC | 5.7% | 753,504 | +3.2% | 1.1% | $16,690,124 |
| Integrated Wealth Concepts LLC | 5.6% | 745,196 | +67% | 0.13% | $16,506,096 |
| Brookstone Capital Management | 5% | 666,014 | +1.8% | 0.17% | $14,752,212 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.7% | 623,475 | -3.9% | 0.88% | $13,809,968 |
| Sunburst Financial Group, LLC | 4.1% | 546,108 | +8.4% | 2.3% | $12,096,298 |
| SevenBridge Financial Group, LLC | 2.8% | 379,279 | +6.6% | 1.3% | $8,442,748 |
| 6th Street Advisors, LLC | 2% | 266,314 | 0% | 3.7% | $5,898,859 |
| Park Place Capital Corp | 1.7% | 224,037 | +19% | 1% | $4,962,420 |
| Waterloo Capital, L.P. | 1.4% | 189,835 | +24% | 0.3% | $4,204,852 |
| Uniting Wealth Partners, LLC | 1.4% | 189,543 | 0.9% | $4,226,532 | |
| Financial Guidance Group, Inc. | 1.3% | 170,726 | +9% | 1.5% | $3,781,576 |
| Independent Advisor Alliance | 1.2% | 163,806 | +132% | 0.04% | $3,628,311 |
| SILVER OAK SECURITIES, INCORPORATED | 1.2% | 158,501 | -0.75% | 0.26% | $3,510,803 |
| United Advisor Group, LLC | 1.1% | 150,963 | +13% | 0.41% | $3,343,830 |
| Lord & Richards Wealth Management, LLC | 0.91% | 120,556 | +1.2% | 2.3% | $2,670,338 |
| Cushing Capital Partners, LLC | 0.9% | 120,019 | +15% | 2% | $2,658,421 |
| MBE Wealth Management, LLC | 0.87% | 116,304 | -4.5% | 1.1% | $2,576,130 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 0.87% | 116,194 | +4% | 1.1% | $2,573,697 |
| Advisory Services Network, LLC | 0.78% | 104,168 | +38% | 0.03% | $2,307,311 |
| Prime Capital Investment Advisors, LLC | 0.77% | 102,869 | +18% | 0.03% | $2,278,541 |
| LPL Financial LLC | 0.75% | 100,158 | -12% | 0% | $2,218,507 |
| MARIPAU WEALTH MANAGEMENT LLC | 0.69% | 91,716 | +2.8% | 0.89% | $2,031,509 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 12,985,794 | $287,705,477 | +$36,427,653 | $22.15 | 48 |
| 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 |