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Get Institutions for : 
Aptus Enhanced Yield Etf (JUCY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    11
Total shares held : 
8,731,162  
% of shares held : 
84.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
377,060  
% of shares held change : 
  3.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 1,297,274
 14.86%
 
Increased Positions :
11
 1,299,757
 14.89%
 
Unchanged Positions :
4
 257,681
 2.95%
 
Decreased Positions :
12
-1,319,953
-15.12%
 
Closed Positions :
3
-900,018
-10.31%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Integrated Wealth Concepts LLC 41 - 2024-03-31 1,173,391 $27,434,000 -23,404
   FIRST HEARTLAND CONSULTANTS INC 14 - 2024-03-31 559,980 $13,092,000 -33,151
   INTREPID CAPITAL MANAGEMENT INC 1 - 2024-03-31 457,729 $10,702,000 -47,405
   JT Stratford LLC 17 - 2024-03-31 291,175 $6,808,000 -187,191
   Waterloo Capital L.P. 37 - 2024-03-31 239,809 $5,607,000 -134,317
   ADVISORY SERVICES NETWORK, LLC 261 - 2024-03-31 171,243 $4,004,000 -131,494
   TrueWealth Advisors LLC 14 - 2024-03-31 154,668 $3,616,000 -134,151
   SILVER OAK SECURITIES Inc 45 - 2024-03-31 139,325 $3,257,000 -9,422
   Stratos Wealth Advisors LLC 182 - 2024-03-31 94,659 $2,213,000 -11,275
   ATRIA INVESTMENTS LLC 622 - 2024-03-31 92,457 $2,162,000 -18,902
   Golden State Equity Partners 76 - 2023-12-31 56,253 $1,331,000 -18,135
   Advisor Resource Council 83 - 2024-03-31 30,844 $730,000 -3,986
   JANE STREET GROUP LLC 3509 - 2024-03-31 29,217 $683,000 -17,245
   Atomi Financial Group Inc. 481 - 2024-03-31 14,665 $343,000 -4,706
   Virtue Capital Management LLC 368 - 2024-03-31 8,694 $203,000 -1,438
   Farther Finance Advisors LLC 1182 - 2024-03-31 2,146 $50,000 -560
   Global Retirement Partners LLC 2206 - 2024-03-31 347 $8,000 -3,709

  17 Records found
  1    
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