Aptus Enhanced Yield ETF (JUCY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Signal Advisors Wealth, LLC

INCREASED

Shares1,010,059 from 959,804

Change+50,255 (+5%)

Value$21.8M (+$700.6K)

Filed 2026-10-13

Brookstone Capital Management

DECREASED

Shares694,066 from 694,581

Change-515 (0%)

Value$15.0M (-$288.9K)

Filed 2026-10-22

Clarus Group, Inc.

NEW

Shares669,206

Change+669,206

Value$14.4M

Filed 2026-10-21

Sunburst Financial Group, LLC

INCREASED

Shares595,879 from 554,362

Change+41,517 (+7%)

Value$12.9M (+$674.2K)

Filed 2026-10-09

SevenBridge Financial Group, LLC

INCREASED

Shares448,863 from 400,195

Change+48,668 (+12%)

Value$9.8M (+$971.4K)

Filed 2026-10-26

6th Street Advisors, LLC

INCREASED

Shares273,431 from 267,850

Change+5,581 (+2%)

Value$5.9M (+$13.3K)

Filed 2026-10-14

United Advisor Group, LLC

INCREASED

Shares173,629 from 152,873

Change+20,756 (+14%)

Value$3.7M (+$386.8K)

Filed 2026-11-03

Financial Guidance Group, Inc.

INCREASED

Shares165,188 from 163,910

Change+1,278 (+1%)

Value$3.6M (-$38.0K)

Filed 2026-10-21

Prime Capital Investment Advisors, LLC

INCREASED

Shares157,415 from 136,785

Change+20,630 (+15%)

Value$3.4M (+$390.5K)

Filed 2026-10-20

Cushing Capital Partners, LLC

INCREASED

Shares131,847 from 125,612

Change+6,235 (+5%)

Value$2.8M (+$84.3K)

Filed 2026-10-20

Lord & Richards Wealth Management, LLC

DECREASED

Shares108,326 from 127,839

Change-19,513 (-15%)

Value$2.3M (-$472.3K)

Filed 2026-10-14

MBE Wealth Management, LLC

DECREASED

Shares102,140 from 105,388

Change-3,248 (-3%)

Value$2.2M (-$112.3K)

Filed 2026-10-26

Beam Wealth Advisors, Inc.

INCREASED

Shares94,527 from 15,823

Change+78,704 (+497%)

Value$2.1M (+$1.7M)

Filed 2026-11-03

One Plus One Wealth Management, LLC

DECREASED

Shares94,043 from 115,559

Change-21,516 (-19%)

Value$2.0M (-$510.5K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

INCREASED

Shares93,352 from 84,638

Change+8,714 (+10%)

Value$2.0M (+$167.1K)

Filed 2026-10-30

First Heartland Consultants, Inc.

DECREASED

Shares78,277 from 79,978

Change-1,701 (-2%)

Value$1.7M (-$68.7K)

Filed 2026-10-08

Strong Retirement Solutions LLC

INCREASED

Shares73,196 from 71,231

Change+1,965 (+3%)

Value$1.6M (+$13.9K)

Filed 2026-10-07

John W. Brooker & Co., CPAs

INCREASED

Shares70,482 from 56,451

Change+14,031 (+25%)

Value$1.5M (+$280.2K)

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares50,700 from 46,681

Change+4,019 (+9%)

Value$1.1M (+$68.1K)

Filed 2026-10-15

Renasant Bank

DECREASED

Shares39,300 from 40,711

Change-1,411 (-3%)

Value$848.1K (-$46.7K)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

NEW

Shares14,295

Change+14,295

Value$308.5K

Filed 2026-10-16

Princeton Global Asset Management LLC

UNCHANGED

Shares2,530 from 2,530

Change0 (0%)

Value$54.6K (-$1.0K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares1,567 from 1,531

Change+36 (+2%)

Value$33.8K (+$164)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

INCREASED

Shares885 from 102

Change+783 (+768%)

Value$19.1K (+$16.9K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares745 from 729

Change+16 (+2%)

Value$16.1K (+$29)

Filed 2026-11-03

Compass Financial Management LLC

DECREASED

Shares342 from 1,728

Change-1,386 (-80%)

Value$7.4K (-$30.6K)

Filed 2026-10-30

Assetmark, Inc

NEW

Shares262

Change+262

Value$5.7K

Filed 2026-10-21

TrueWealth Advisors, LLC

CLOSED

Shares0 from 22,210

Change-22,210 (-100%)

Value$0 (-$488.2K)

Filed 2026-10-09

IFP Advisors, Inc

CLOSED

Shares0 from 1,116

Change-1,116 (-100%)

Value$0 (-$24.5K)

Filed 2026-10-16

Aptus Capital Advisors, LLC

N/A

Shares— from 4,808,509

Change-4,808,509 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 923,539

Change-923,539 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 825,265

Change-825,265 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 790,773

Change-790,773 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 741,029

Change-741,029 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 623,093

Change-623,093 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 236,893

Change-236,893 (-100%)

Value—

Uniting Wealth Partners, LLC

N/A

Shares— from 198,153

Change-198,153 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 183,245

Change-183,245 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 169,136

Change-169,136 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 123,803

Change-123,803 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 113,151

Change-113,151 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 107,674

Change-107,674 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 95,996

Change-95,996 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 77,538

Change-77,538 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 72,168

Change-72,168 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 65,335

Change-65,335 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 47,103

Change-47,103 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 44,576

Change-44,576 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 44,191

Change-44,191 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 43,856

Change-43,856 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 29,334

Change-29,334 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 11,650

Change-11,650 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,050

Change-4,050 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,038

Change-3,038 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,571

Change-1,571 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,381

Change-1,381 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 851

Change-851 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 615

Change-615 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 559

Change-559 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 486

Change-486 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 486

Change-486 (-100%)

Value—

	Status
Signal Advisors Wealth, LLC	INCREASED	1,010,059	959,804	+50,255	+5%	$21.1M	$21.8M	+$700.6K	2026-10-13
Brookstone Capital Management	DECREASED	694,066	694,581	-515	0%	$15.3M	$15.0M	-$288.9K	2026-10-22
Clarus Group, Inc.	NEW	669,206	—	+669,206	—	—	$14.4M	—	2026-10-21
Sunburst Financial Group, LLC	INCREASED	595,879	554,362	+41,517	+7%	$12.2M	$12.9M	+$674.2K	2026-10-09
SevenBridge Financial Group, LLC	INCREASED	448,863	400,195	+48,668	+12%	$8.8M	$9.8M	+$971.4K	2026-10-26
6th Street Advisors, LLC	INCREASED	273,431	267,850	+5,581	+2%	$5.9M	$5.9M	+$13.3K	2026-10-14
United Advisor Group, LLC	INCREASED	173,629	152,873	+20,756	+14%	$3.4M	$3.7M	+$386.8K	2026-11-03
Financial Guidance Group, Inc.	INCREASED	165,188	163,910	+1,278	+1%	$3.6M	$3.6M	-$38.0K	2026-10-21
Prime Capital Investment Advisors, LLC	INCREASED	157,415	136,785	+20,630	+15%	$3.0M	$3.4M	+$390.5K	2026-10-20
Cushing Capital Partners, LLC	INCREASED	131,847	125,612	+6,235	+5%	$2.8M	$2.8M	+$84.3K	2026-10-20
Lord & Richards Wealth Management, LLC	DECREASED	108,326	127,839	-19,513	-15%	$2.8M	$2.3M	-$472.3K	2026-10-14
MBE Wealth Management, LLC	DECREASED	102,140	105,388	-3,248	-3%	$2.3M	$2.2M	-$112.3K	2026-10-26
Beam Wealth Advisors, Inc.	INCREASED	94,527	15,823	+78,704	+497%	$347.8K	$2.1M	+$1.7M	2026-11-03
One Plus One Wealth Management, LLC	DECREASED	94,043	115,559	-21,516	-19%	$2.5M	$2.0M	-$510.5K	2026-10-16
Capital Investment Advisory Services, LLC	INCREASED	93,352	84,638	+8,714	+10%	$1.9M	$2.0M	+$167.1K	2026-10-30
First Heartland Consultants, Inc.	DECREASED	78,277	79,978	-1,701	-2%	$1.8M	$1.7M	-$68.7K	2026-10-08
Strong Retirement Solutions LLC	INCREASED	73,196	71,231	+1,965	+3%	$1.6M	$1.6M	+$13.9K	2026-10-07
John W. Brooker & Co., CPAs	INCREASED	70,482	56,451	+14,031	+25%	$1.2M	$1.5M	+$280.2K	2026-10-21
Atria Investments, Inc	INCREASED	50,700	46,681	+4,019	+9%	$1.0M	$1.1M	+$68.1K	2026-10-15
Renasant Bank	DECREASED	39,300	40,711	-1,411	-3%	$894.8K	$848.1K	-$46.7K	2026-11-05
Concurrent Investment Advisors, LLC	NEW	14,295	—	+14,295	—	—	$308.5K	—	2026-10-16
Princeton Global Asset Management LLC	UNCHANGED	2,530	2,530	0	0%	$55.6K	$54.6K	-$1.0K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	1,567	1,531	+36	+2%	$33.7K	$33.8K	+$164	2026-10-08
Silver Grove Financial Group, Inc.	INCREASED	885	102	+783	+768%	$2.2K	$19.1K	+$16.9K	2026-11-05
Parallel Advisors, LLC	INCREASED	745	729	+16	+2%	$16.0K	$16.1K	+$29	2026-11-03
Compass Financial Management LLC	DECREASED	342	1,728	-1,386	-80%	$38.0K	$7.4K	-$30.6K	2026-10-30
Assetmark, Inc	NEW	262	—	+262	—	—	$5.7K	—	2026-10-21
TrueWealth Advisors, LLC	CLOSED	0	22,210	-22,210	-100%	$488.2K	$0	-$488.2K	2026-10-09
IFP Advisors, Inc	CLOSED	0	1,116	-1,116	-100%	$24.5K	$0	-$24.5K	2026-10-16
Aptus Capital Advisors, LLC	N/A	—	4,808,509	-4,808,509	-100%	$105.7M	—	—	—
Second Line Capital, LLC	N/A	—	923,539	-923,539	-100%	$20.3M	—	—	—
Talon Private Wealth, LLC	N/A	—	825,265	-825,265	-100%	$18.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	790,773	-790,773	-100%	$17.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	741,029	-741,029	-100%	$16.3M	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	623,093	-623,093	-100%	$13.7M	—	—	—
Park Place Capital Corp	N/A	—	236,893	-236,893	-100%	$5.2M	—	—	—
Uniting Wealth Partners, LLC	N/A	—	198,153	-198,153	-100%	$4.4M	—	—	—
Waterloo Capital, L.P.	N/A	—	183,245	-183,245	-100%	$4.0M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	169,136	-169,136	-100%	$3.7M	—	—	—
Advisory Services Network, LLC	N/A	—	123,803	-123,803	-100%	$2.7M	—	—	—
LPL Financial LLC	N/A	—	113,151	-113,151	-100%	$2.5M	—	—	—
Tailwinds Wealth, LLC	N/A	—	107,674	-107,674	-100%	$2.4M	—	—	—
Maripau Wealth Management LLC	N/A	—	95,996	-95,996	-100%	$2.1M	—	—	—
Independent Advisor Alliance	N/A	—	77,538	-77,538	-100%	$1.7M	—	—	—
Second Half Financial Partners, LLC	N/A	—	72,168	-72,168	-100%	$1.6M	—	—	—
Savvy Advisors, Inc.	N/A	—	65,335	-65,335	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	47,103	-47,103	-100%	$1.0M	—	—	—
Regal Investment Advisors LLC	N/A	—	44,576	-44,576	-100%	$979.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	44,191	-44,191	-100%	$971.3K	—	—	—
Bienville Capital Management, LLC	N/A	—	43,856	-43,856	-100%	$964.0K	—	—	—
MML Investors Services, LLC	N/A	—	29,334	-29,334	-100%	$644.8K	—	—	—
Brookwood Investment Group LLC	N/A	—	11,650	-11,650	-100%	$256.1K	—	—	—
Arax Advisory Partners	N/A	—	4,050	-4,050	-100%	$89.0K	—	—	—
Wells Fargo & Company	N/A	—	3,038	-3,038	-100%	$66.8K	—	—	—
Harbour Investments, Inc.	N/A	—	1,571	-1,571	-100%	$34.5K	—	—	—
JPMorgan Chase & Co	N/A	—	1,381	-1,381	-100%	$30.4K	—	—	—
Regatta Research & Money Management	N/A	—	851	-851	-100%	$18.7K	—	—	—
Morgan Stanley	N/A	—	615	-615	-100%	$13.5K	—	—	—
AE Wealth Management LLC	N/A	—	559	-559	-100%	$12.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	486	-486	-100%	$10.7K	—	—	—
BFC Planning, Inc.	N/A	—	486	-486	-100%	$10.7K	—	—	—

Showing 61 of 61 institutions