Q4 2023 13F Holders as of 12/31/2023
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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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40
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Total 13F shares, excl. options
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8.73M
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Shares change
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-48.3K
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Total reported value, excl. options
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$207M
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Value change
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-$1.88M
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Number of buys
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24
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Number of sells
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-16
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Price
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$23.66
Significant Holders of ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) as of Q4 2023
44 filings reported holding JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF as of Q4 2023.
ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.73M shares
of 13.3M outstanding shares and own 65.6% of the company stock.
Largest 10 shareholders include Sugarloaf Wealth Management, LLC (1.47M shares), Integrated Wealth Concepts LLC (1.2M shares), Bienville Capital Management, LLC (1.18M shares), First Heartland Consultants, Inc. (593K shares), INTREPID CAPITAL MANAGEMENT INC (505K shares), JT Stratford LLC (478K shares), ORG Partners LLC (437K shares), ENVESTNET ASSET MANAGEMENT INC (429K shares), Waterloo Capital, L.P. (374K shares), and Advisory Services Network, LLC (303K shares).
This table shows the top 40 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.