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Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Aptus Enhanced Yield ETF (BATS:JUCY)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$21.34M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$8.13M
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JUCY Institutional Buying and Selling by Quarter

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Aptus Enhanced Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2025Virtue Capital Management LLC9,793$223K0.0%-17.5%0.072%
2/13/2025Waterloo Capital L.P.200,591$4.57M0.5%-11.3%1.390%
2/12/2025Intrepid Capital Management Inc.282,381$6.43M3.3%-8.9%1.957%
2/12/2025OLD Mission Capital LLC8,906$203K0.0%N/A0.062%
2/5/2025Maripau Wealth Management LLC124,729$2.84M1.7%+26.3%0.864%
2/5/2025Private Trust Co. NA1,700$39K0.0%-46.9%0.012%
2/5/2025 Magnolia Private Wealth LLC24,351$554K0.3%N/A0.169%
1/17/2025Park Place Capital Corp208,210$4.74M1.3%+39.0%1.443%
1/10/2025Sugarloaf Wealth Management LLC1,330,056$30.29M5.2%-2.4%9.217%
1/10/2025ORG Partners LLC529,717$12.06M1.6%+5.7%3.671%
11/15/2024Intrepid Capital Management Inc.310,047$7.20M4.0%-8.0%2.149%
11/13/2024Private Trust Co. NA3,200$74K0.0%N/A0.022%
10/30/2024United Advisor Group LLC147,793$3.43M0.8%-1.0%1.024%
10/22/2024Maripau Wealth Management LLC98,748$2.29M2.0%+17.2%0.684%
10/11/2024ORG Partners LLC501,354$11.64M1.9%+1.0%3.474%
10/8/2024Sugarloaf Wealth Management LLC1,363,060$31.64M6.0%-11.2%9.446%
10/8/2024Park Place Capital Corp149,795$3.48M1.0%+12.4%1.038%
8/12/2024Waterloo Capital L.P.216,961$5.02M0.6%-9.5%1.504%
7/16/2024ORG Partners LLC496,446$11.50M1.4%N/A3.440%
7/8/2024Sugarloaf Wealth Management LLC1,535,654$35.52M7.2%-2.5%10.642%
7/2/2024Park Place Capital Corp133,251$3.08M1.0%+64.0%0.923%
4/23/2024Sugarloaf Wealth Management LLC1,574,394$36.81M6.9%+7.3%10.971%
4/18/2024Park Place Capital Corp81,236$1.90M0.7%N/A0.566%
2/16/2024United Advisor Group LLC59,601$1.41M1.7%N/A0.319%
2/14/2024Intrepid Capital Management Inc.505,134$11.95M8.2%+18.8%2.701%
2/14/2024Waterloo Capital L.P.374,126$8.85M1.4%-3.7%2.001%
1/29/2024ORG Partners LLC436,875$10.34M1.7%N/A2.336%
1/10/2024Sugarloaf Wealth Management LLC1,466,896$34.71M7.6%-6.8%7.844%
11/13/2023Sugarloaf Wealth Management LLC1,574,284$38.13M8.7%-10.7%8.419%
9/26/2023Intrepid Capital Management Inc.308,066$7.51M5.2%N/A1.647%
8/9/2023Spotlight Asset Group Inc.100,472$2.45M2.2%N/A0.537%
7/18/2023Virtue Capital Management LLC25,161$615K0.1%+16.3%0.177%
7/13/2023Sugarloaf Wealth Management LLC1,762,605$42.95M10.1%+9.9%12.413%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,289$107K0.0%N/A0.036%
5/5/2023Silver Oak Securities Incorporated186,924$4.66M0.8%+6.2%1.567%
4/26/2023Sugarloaf Wealth Management LLC1,603,925$39.97M9.8%+30.9%13.444%
2/3/2023Sugarloaf Wealth Management LLC1,225,312$30.72M7.7%N/A0.000%
2/2/2023Silver Oak Securities Incorporated175,980$4.41M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

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JUCY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUCY shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Aptus Enhanced Yield ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($30.29M), ORG Partners LLC ($12.06M), Intrepid Capital Management Inc. ($6.43M), Park Place Capital Corp ($4.74M), Silver Oak Securities Incorporated ($4.66M), Waterloo Capital L.P. ($4.57M), and United Advisor Group LLC ($3.43M).Learn more on JUCY's institutional investors.

Which institutional investors have been buying Aptus Enhanced Yield ETF stock?

Of the 13 institutional investors that purchased Aptus Enhanced Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($966.59K), Sugarloaf Wealth Management LLC ($644.79K), Intrepid Capital Management Inc. ($387.84K), Park Place Capital Corp ($208.21K), Spotlight Asset Group Inc. ($100.47K), United Advisor Group LLC ($59.60K), and Maripau Wealth Management LLC ($40.50K).

How much institutional buying is happening at Aptus Enhanced Yield ETF?

Institutional investors have bought a total of 2,463,220 shares in the last 24 months. This purchase volume represents approximately $58.69M in transactions.

Which Aptus Enhanced Yield ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Enhanced Yield ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($540.05K), Waterloo Capital L.P. ($62.63K), Intrepid Capital Management Inc. ($54.46K), Virtue Capital Management LLC ($2.07K), United Advisor Group LLC ($1.51K), and Private Trust Co. NA ($1.50K).

How much institutional selling is happening at Aptus Enhanced Yield ETF?

Institutional investors have sold a total of 662,219 shares in the last 24 months. This volume of shares sold represents approximately $15.57M in transactions.



This page (BATS:JUCY) was last updated on 4/16/2025 by MarketBeat.com Staff
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