Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / Aptus Enhanced Yield ETF
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Shares outstanding
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13.3M
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Number of holders
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27
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Total 13F shares, excl. options
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6.38M
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Shares change
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+1.27M
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Total reported value, excl. options
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$159M
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Value change
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+$31.7M
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Number of buys
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21
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Number of sells
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-3
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Price
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$24.92
Significant Holders of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) as of Q1 2023
27 filings reported holding JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF as of Q1 2023.
ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.38M shares
of 13.3M outstanding shares and own 47.94% of the company stock.
Largest 10 shareholders include Sugarloaf Wealth Management, LLC (1.6M shares), Bienville Capital Management, LLC (1.05M shares), Fiduciary Planning LLC (1.02M shares), First Heartland Consultants, Inc. (645K shares), TrueWealth Advisors, LLC (559K shares), Waterloo Capital, L.P. (311K shares), JT Stratford LLC (271K shares), SILVER OAK SECURITIES, INCORPORATED (187K shares), Advisory Services Network, LLC (152K shares), and ADVISOR GROUP HOLDINGS, INC. (120K shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.