APTUS ENHANCED YIELD (JUCY)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
55
Reporting holders
$309.5M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $105.7M | 4,808,509 | 0.72% | 10q | +5.2%+$5.2M |
| Integrated Wealth Concepts LLC | $22.6M | 1,027,093 | 0.11% | 13q | +37.8%+$6.2M |
| Signal Advisors Wealth, LLC | $21.1M | 959,804 | 1.07% | 11q | +27.4%+$4.5M |
| Second Line Capital, LLC | $20.3M | 923,539 | 3.78% | 10q | +2.7%+$534.2K |
| ENVESTNET ASSET MANAGEMENT INC | $17.4M | 790,773 | 0.00% | 2q | +3.2%+$540.4K |
| Brookstone Capital Management | $15.3M | 694,581 | 0.15% | 8q | +4.3%+$627.9K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $13.7M | 623,093 | 0.77% | 10q | HELD |
| Sunburst Financial Group, LLC | $12.2M | 554,362 | 1.97% | 10q | +1.5%+$181.4K |
| SevenBridge Financial Group, LLC | $8.8M | 400,195 | 1.30% | 7q | +5.5%+$460.9K |
| 6th Street Advisors, LLC | $5.9M | 267,850 | 3.38% | 2q | +0.6%+$33.8K |
| Park Place Capital Corp | $5.2M | 236,893 | 0.83% | 10q | +5.7%+$282.6K |
| Uniting Wealth Partners, LLC | $4.4M | 198,153 | 0.88% | 2q | +4.5%+$189.2K |
| Waterloo Capital, L.P. | $4.0M | 183,245 | 0.23% | 14q | -3.5%-$144.8K |
| SILVER OAK SECURITIES, INCORPORATED | $3.7M | 169,136 | 0.23% | 16q | +6.7%+$233.8K |
| Financial Guidance Group, Inc. | $3.6M | 163,910 | 1.35% | 9q | -4.0%-$149.8K |
| United Advisor Group, LLC | $3.4M | 152,873 | 0.35% | 11q | +1.3%+$42.0K |
| Prime Capital Investment Advisors, LLC | $3.0M | 136,785 | 0.03% | 5q | +33.0%+$745.5K |
| Lord & Richards Wealth Management, LLC | $2.8M | 127,839 | 2.20% | 7q | +6.0%+$160.1K |
| Cushing Capital Partners, LLC | $2.8M | 125,612 | 1.90% | 7q | +4.7%+$122.9K |
| Advisory Services Network, LLC | $2.7M | 123,803 | 0.03% | 15q | +18.8%+$431.6K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.5M | 115,559 | 1.10% | 15q | -0.5%-$14.0K |
| LPL Financial LLC | $2.5M | 113,151 | 0.00% | 13q | +13.0%+$285.6K |
| Tailwinds Wealth, LLC | $2.4M | 107,674 | 1.40% | new | NEW |
| MBE Wealth Management, LLC | $2.3M | 105,388 | 0.81% | 14q | -9.4%-$239.9K |
| MARIPAU WEALTH MANAGEMENT LLC | $2.1M | 95,996 | 0.76% | 11q | +4.7%+$94.8K |
| Capital Investment Advisory Services, LLC | $1.9M | 84,638 | 0.11% | new | NEW |
| First Heartland Consultants, Inc. | $1.8M | 79,978 | 0.11% | 15q | +9.7%+$155.1K |
| Independent Advisor Alliance | $1.7M | 77,538 | 0.04% | 4q | -52.7%-$1.9M |
| Second Half Financial Partners, LLC | $1.6M | 72,168 | 0.65% | 8q | -3.6%-$59.9K |
| Strong Retirement Solutions LLC | $1.6M | 71,231 | 0.94% | 3q | +4.1%+$61.5K |
| Savvy Advisors, Inc. | $1.4M | 65,335 | 0.03% | 3q | -13.4%-$222.1K |
| John W. Brooker & Co., CPAs | $1.2M | 56,451 | 1.50% | 3q | +80.7%+$554.1K |
| OSAIC HOLDINGS, INC. | $1.0M | 47,103 | 0.00% | 15q | -1.1%-$12.0K |
| Atria Investments, Inc | $1.0M | 46,681 | 0.01% | 11q | +3.5%+$34.4K |
| Regal Investment Advisors LLC | $979.8K | 44,576 | 0.05% | 4q | +1.2%+$11.5K |
| Orion Porfolio Solutions, LLC | $971.3K | 44,191 | 0.01% | 10q | -5.4%-$54.9K |
| Bienville Capital Management, LLC | $964.0K | 43,856 | 0.13% | new | NEW |
| RENASANT BANK | $894.8K | 40,711 | 0.57% | 9q | +0.6%+$4.9K |
| MML INVESTORS SERVICES, LLC | $644.8K | 29,334 | 0.00% | 2q | HELD |
| TrueWealth Advisors, LLC | $488.2K | 22,210 | 0.11% | 14q | +4.5%+$20.9K |
| BEAM WEALTH ADVISORS, INC. | $347.8K | 15,823 | 0.04% | new | NEW |
| Brookwood Investment Group LLC | $256.1K | 11,650 | 0.03% | 6q | -16.2%-$49.5K |
| Arax Advisory Partners | $89.0K | 4,050 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $66.8K | 3,038 | 0.00% | new | NEW |
| Princeton Global Asset Management LLC | $55.6K | 2,530 | 0.01% | 3q | -3.8%-$2.2K |
| COMPASS FINANCIAL MANAGEMENT LLC | $38.0K | 1,728 | 0.00% | new | FIRST |
| HARBOUR INVESTMENTS, INC. | $34.5K | 1,571 | 0.00% | 6q | HELD |
| Farther Finance Advisors, LLC | $33.7K | 1,531 | 0.00% | 4q | -2.2% |
| JPMORGAN CHASE & CO | $30.4K | 1,381 | 0.00% | new | NEW |
| IFP Advisors, Inc | $24.5K | 1,116 | 0.00% | new | NEW |
| Regatta Research & Money Management | $18.7K | 851 | 0.02% | new | FIRST |
| Parallel Advisors, LLC | $16.0K | 729 | 0.00% | 8q | +2.0% |
| MORGAN STANLEY | $13.5K | 615 | 0.00% | 11q | +141.2%+$7.9K |
| AE Wealth Management LLC | $12.3K | 559 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $2.2K | 102 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | $309.5M | 14,079,091 | 9 | 28 | 12 | 0.0% |
| Q1 2026 | 50 | $307.8M | 13,891,884 | 5 | 27 | 14 | 0.0% |
| Q4 2025 | 49 | $244.8M | 11,025,058 | 6 | 25 | 14 | 0.0% |
| Q3 2025 | 46 | $251.8M | 11,288,736 | 4 | 21 | 17 | 0.0% |
| Q2 2025 | 52 | $356.6M | 16,019,118 | 5 | 16 | 25 | 0.1% |
| Q1 2025 | 57 | $401.9M | 17,592,002 | 12 | 26 | 15 | 0.1% |
| Q4 2024 | 49 | $420.8M | 18,480,945 | 6 | 21 | 19 | 0.0% |
| Q3 2024 | 45 | $445.4M | 19,188,569 | 7 | 24 | 11 | 0.0% |
| Q2 2024 | 44 | $372.3M | 16,095,951 | 7 | 16 | 20 | 0.0% |
| Q1 2024 | 41 | $339.8M | 14,531,589 | 11 | 14 | 16 | 0.0% |
| Q4 2023 | 36 | $191.6M | 8,095,396 | 11 | 10 | 12 | 0.0% |
| Q3 2023 | 26 | $194.9M | 8,047,852 | 2 | 7 | 13 | 0.0% |
| Q2 2023 | 24 | $233.2M | 9,569,608 | 6 | 14 | 2 | 0.0% |
| Q1 2023 | 26 | $154.6M | 6,237,147 | 14 | 8 | 3 | 0.0% |
| Q4 2022 | 10 | $82.8M | 3,304,429 | 10 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $2.8M | 115,057 | 1 | 0 | 0 | 0.0% |