Aptus Enhanced Yield ETF (JUCY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders48of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

62th percentile

35 buying21 selling

+7

New

-8

Closed

+2.8M

Net shares

Ownership Concentration

Top 5: 57.0%Top 10: 78.6%

Aptus Capital Advisors,33.4%

Second Line Capital,6.6%

Talon Private Wealth,5.9%

ENVESTNET ASSET MANAGEMENT5.6%

Signal Advisors Wealth,5.5%

Others (43)43.0%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 1.01%Avg weight: 1.28%Max: 3.77%High conviction (>1%): 5

Aptus Capital Advisors,

Second Line Capital,

Talon Private Wealth,

ENVESTNET ASSET MANAGEMENT

Signal Advisors Wealth,

Integrated Wealth Concepts

Brookstone Capital Management

GUARDIAN WEALTH ADVISORS, LLC / NC

Sunburst Financial Group,

SevenBridge Financial Group,

Crowding AnalysisCrowded

Holders48of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

62th percentile

35 buying21 selling

+7

New

-8

Closed

+2.8M

Net shares

Ownership Concentration

Top 5: 57.0%Top 10: 78.6%

Aptus Capital Advisors,33.4%

Second Line Capital,6.6%

Talon Private Wealth,5.9%

ENVESTNET ASSET MANAGEMENT5.6%

Signal Advisors Wealth,5.5%

Others (43)43.0%

Crowding AnalysisCrowded

Holders48of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

62th percentile

35 buying21 selling

+7

New

-8

Closed

+2.8M

Net shares

Ownership Concentration

Top 5: 57.0%Top 10: 78.6%

Aptus Capital Advisors,33.4%

Second Line Capital,6.6%

Talon Private Wealth,5.9%

ENVESTNET ASSET MANAGEMENT5.6%

Signal Advisors Wealth,5.5%

Others (43)43.0%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2022-12

$11,667

JUCY · +17%

$20,422

S&P 500 · +104%

−$8,755

behind the index

Total return (5Y)

+17%

S&P 500

+104%

vs. market

-88%

underperformed

Annualized

4.5%

mkt 22.6%

Volatility

2%

annualized

Beta

-0.06

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

JUCYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

JUCY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = JUCY's return.

Beat the market

0 / 4 yrs

0% win rate

Best year

+6%

2025

Worst year

+3%

2026

Worst drawdown

-0%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -0%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.