APTUS LRG CAP ENH YLD ETF DUBS
$41.48
-0.2% 52w: $31.71 – $42.18
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data31.7136.9442.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
38
-1 QoQ
13F value
$363.8M
+29.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DUBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 3.8M | $137.3M | 1.2% | +24.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 2.6M | $92.2M | 0.7% | +23.4% |
| Second Line Capital, LLC | Wealth advisor | 497.9K | $19.9M | 3.8% | +57.8% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 479.5K | $17.3M | 1.1% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 475.8K | $17.2M | 0.0% | New |
| Park Place Capital Corp | Wealth advisor | 458.8K | $16.5M | 3.3% | +126.6% |
| 6th Street Advisors, LLC | Wealth advisor | 315.5K | $11.4M | 7.2% | — |
| Waterloo Capital, L.P. | Wealth advisor | 216.4K | $7.8M | 0.5% | +0.8% |
| Signal Advisors Wealth, LLC | Wealth advisor | 208.0K | $7.5M | 0.5% | +29.8% |
| MBE Wealth Management, LLC | Wealth advisor | 142.0K | $5.1M | 2.1% | +0.1% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 140.8K | $5.1M | 0.4% | +3.1% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 77.6K | $2.8M | 1.2% | +7.5% |
| Independent Advisor Alliance | Wealth advisor | 77.2K | $2.8M | 0.0% | +193.0% |
| RENASANT BANK | Wealth advisor | 76.2K | $2.7M | 1.9% | +89.9% |
| Atria Investments, Inc | Wealth advisor | 71.3K | $2.6M | 0.0% | +12.6% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 69.0K | $2.5M | 0.0% | +20.1% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 60.7K | $2.2M | 1.0% | +8.2% |
| Second Half Financial Partners, LLC | Wealth advisor | 52.1K | $1.9M | 0.8% | +7.2% |
| Regal Investment Advisors LLC | Wealth advisor | 49.3K | $1.8M | 0.1% | +63.3% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 45.1K | $1.6M | 1.4% | +4.4% |
| Cushing Capital Partners, LLC | Wealth advisor | 41.2K | $1.5M | 1.1% | +0.6% |
| RFG Advisory, LLC | Wealth advisor | 37.1K | $1.3M | 0.0% | New |
| LPL Financial LLC | Bank broker | 21.5K | $774K | 0.0% | -47.0% |
| JANE STREET GROUP, LLC | Market maker | 13.3K | $480K | 0.0% | -34.8% |
| Town Capital LLC | Wealth advisor | 8.7K | $314K | 0.3% | -32.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.5K | $269K | 0.0% | -4.4% |
| Advisory Services Network, LLC | Diversified mechanical | 6.7K | $241K | 0.0% | New |
| Gibbs Wealth Management | Other | 5.8K | $209K | 0.0% | 0.0% |
| MORRIS FINANCIAL CONCEPTS, INC. | Wealth advisor | 4.9K | $177K | 0.1% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 2.8K | $100K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 2.7K | $97K | 0.0% | +279.1% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 2.2K | $80K | 0.0% | New |
| WHITTIER TRUST CO | Diversified mechanical | 1.0K | $38K | 0.0% | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 415 | $15K | 0.0% | +0.5% |
| JPMORGAN CHASE & CO | Bank broker | 353 | $12K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 269 | $10K | 0.0% | Held |
| SIGNATUREFD, LLC | Wealth advisor | 266 | $10K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 73 | $3K | 0.0% | New |
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