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
49
Shares (Excl. Options)
13,794,387
Price
$22.15
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- Security type / class
- Equity / Aptus Enhanced Yield ETF
- Symbol
- JUCY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 13,794,387
- Total 13F value
- $305,615,820
- Portfolio coverage rank
- 0%
- Share change
- +1,626,587
- Value change
- +$36,052,473
- Number of holders
- 49
- Shares outstanding
- 13,309,985
- SEC-reported price per share
- $22.07
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
Key facts
- JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF is tracked under CUSIP 26922B642.
- 49 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 51 to 49 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $246,293,175 to $305,615,820.
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 49 institutions filings for Q1 2026.
Security key
26922B642
Latest holder period
Q1 2026
13F holders
49
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 31 Mar 2026, 49 institutional investors reported holding 13,794,387 shares of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY). This represents 104% 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
98%
| 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 |
| Talon Private Wealth, LLC | 6.1% | 808,593 | 0% | 2.4% | $17,910,343 |
| 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 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q1 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 13,794,387 | $305,615,820 | +$36,052,473 | $22.15 | 49 |
| 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 |