APTUS INTL ENHAN YLD ETF IDUB
$27.33
-0.4% 52w: $20.45 – $27.87
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data20.4524.1627.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
47
+5 QoQ
13F value
$512.5M
+27.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IDUB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 7.3M | $181.3M | 1.5% | +3.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 4.5M | $111.5M | 0.9% | +42.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.7M | $41.3M | 0.0% | New |
| Second Line Capital, LLC | Wealth advisor | 1.4M | $37.2M | 7.0% | +2.4% |
| Park Place Capital Corp | Wealth advisor | 1.1M | $27.0M | 5.4% | +5.4% |
| Waterloo Capital, L.P. | Wealth advisor | 973.0K | $24.0M | 1.7% | -0.4% |
| 6th Street Advisors, LLC | Wealth advisor | 566.4K | $14.0M | 8.8% | — |
| SWS Partners | Other | 546.1K | $13.5M | 3.3% | +1.3% |
| Signal Advisors Wealth, LLC | Wealth advisor | 347.9K | $8.6M | 0.6% | +22.8% |
| MBE Wealth Management, LLC | Wealth advisor | 322.5K | $8.0M | 3.3% | -3.2% |
| Independent Advisor Alliance | Wealth advisor | 294.5K | $7.3M | 0.1% | +206.9% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 265.5K | $6.5M | 0.5% | -15.7% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 184.9K | $4.6M | 0.1% | +31.1% |
| RENASANT BANK | Wealth advisor | 179.6K | $4.4M | 3.1% | -1.6% |
| Regal Investment Advisors LLC | Wealth advisor | 129.0K | $3.2M | 0.2% | +2.3% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 125.6K | $3.1M | 1.3% | +3.3% |
| Cushing Capital Partners, LLC | Wealth advisor | 111.7K | $2.8M | 2.1% | -7.4% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 92.8K | $2.3M | 1.0% | +6.7% |
| Atria Investments, Inc | Wealth advisor | 89.9K | $2.2M | 0.0% | -5.3% |
| Second Half Financial Partners, LLC | Wealth advisor | 72.4K | $1.8M | 0.8% | +7.8% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 68.5K | $1.7M | 1.5% | +3.4% |
| RFG Advisory, LLC | Wealth advisor | 47.7K | $1.2M | 0.0% | New |
| LPL Financial LLC | Bank broker | 33.4K | $825K | 0.0% | -43.5% |
| Talon Private Wealth, LLC | Wealth advisor | 31.4K | $774K | 0.1% | — |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.4K | $553K | 0.0% | -6.9% |
| Advisory Services Network, LLC | Diversified mechanical | 20.5K | $506K | 0.0% | +8.3% |
| Town Capital LLC | Wealth advisor | 18.4K | $453K | 0.4% | -43.9% |
| Financial Guidance Group, Inc. | Wealth advisor | 15.9K | $392K | 0.2% | +60.6% |
| John W. Brooker & Co., CPAs | Wealth advisor | 14.3K | $354K | 0.6% | +61.7% |
| XY Planning Network, Inc. | Wealth advisor | 9.7K | $245K | 0.0% | New |
| Retirement Planning Group, LLC | Wealth advisor | 9.9K | $244K | 0.0% | -57.4% |
| JANE STREET GROUP, LLC | Market maker | 9.3K | $230K | 0.0% | -57.8% |
| BOKF, NA | Diversified mechanical | 5.7K | $141K | 0.0% | Held |
| Capital Investment Advisory Services, LLC | Wealth advisor | 5.3K | $131K | 0.0% | New |
| WHITTIER TRUST CO | Diversified mechanical | 4.8K | $120K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 3.8K | $97K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.4K | $84K | 0.0% | New |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 1.5K | $37K | 0.0% | New |
| MORRIS FINANCIAL CONCEPTS, INC. | Wealth advisor | 1.4K | $34K | 0.0% | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 605 | $15K | 0.0% | -37.9% |
| SIGNATUREFD, LLC | Wealth advisor | 432 | $11K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 330 | $8K | 0.0% | Held |
| UBS Group AG | Bank broker | 171 | $4K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 121 | $3K | 0.0% | New |
| CoreCap Advisors, LLC | Wealth advisor | 102 | $3K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 8 | $191 | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1 | $42 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.