APTUS LG CAP ENH YIELD ETF (DUBS) Institutional Ownership Changes & 13F Activity

APTUS LG CAP ENH YIELD ETF (DUBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aptus Capital Advisors, Llc, Waterloo Capital, L.P., Capital Investment Advisory Services, Llc, Envestnet Asset Management Inc, and Signal Advisors Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+6,433+0.3%2,562,402$106.71MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+18,190+3.7%516,098$21.49MQ2 2026Sep 02, 2026
Park Place Capital CorpBuy+19,615+4.3%478,400$19.92MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+8,488+1.8%488,028$20.32MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-405-5.4%7,053$293.71KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+137+0.3%49,419$2.06MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1616$666.00Q2 2026Aug 14, 2026
O'Shaughnessy Asset Management, LlcBuy+2+0.5%417$17.37KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+338,997+8.9%4,145,689$172.65MQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-42,254-54.7%34,945$1.46MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,196+17.9%7,870$327.75KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+353353$14.56KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-177-6.6%2,503$104.24KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+7373$3.04KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+8,6558,655$360.42KQ2 2026Aug 11, 2026
Maripau Wealth Management LlcBuy+6,157+10.2%66,814$2.79MQ2 2026Aug 11, 2026
Renasant BankBuy+2,865+3.8%79,064$3.29MQ2 2026Aug 11, 2026
Silver Oak Securities, IncorporatedBuy+5,608+4.0%146,411$6.10MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,235+5.8%22,688$944.83KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+12,165+17.6%81,143$3.38MQ2 2026Aug 05, 2026
Signal Advisors Wealth, LlcBuy+72,420+34.8%280,461$11.68MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+74,154+15.6%549,958$22.90MQ2 2026Aug 03, 2026
Assetmark, IncBuy+595595$24.78KQ2 2026Jul 30, 2026
Waterloo Capital, L.P.Buy+91,376+42.2%307,808$12.82MQ2 2026Jul 29, 2026
Cushing Capital Partners, LlcBuy+2,785+6.8%43,978$1.83MQ2 2026Jul 29, 2026
Atria Investments, IncBuy+564+0.8%71,901$2.99MQ2 2026Jul 28, 2026
Mbe Wealth Management, LlcBuy+952+0.7%142,922$5.95MQ2 2026Jul 24, 2026
Signaturefd, LlcSell-266-100.0%0$14.00Q2 2026Jul 24, 2026
Capital Investment Advisory Services, LlcBuy+79,265+3583.4%81,477$3.39MQ2 2026Jul 23, 2026
6Th Street Advisors, LlcSell-4,451-1.4%311,082$12.96MQ2 2026Jul 23, 2026
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Frequently asked questions about DUBS activity

  • Which institutional owners are buying DUBS?

    Institutional owners buying DUBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DUBS activity?

    "Buy" means an investor increased their reported position in DUBS compared to the prior reporting period. This reflects growing exposure to APTUS LG CAP ENH YIELD ETF (DUBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DUBS increasing?

    Institutional interest in DUBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.