APTUS INTERNATIONAL ENHANCED (IDUB) Institutional Ownership Changes & 13F Activity

APTUS INTERNATIONAL ENHANCED (IDUB). 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, Independent Advisor Alliance, Signal Advisors Wealth, Llc, Envestnet Asset Management Inc, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+92,082+5.5%1,764,960$48.51MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcSell-1,286-4.1%30,075$826.61KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+81,471+1.8%4,602,877$126.51MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+28,374+2.0%1,417,892$38.98MQ2 2026Sep 02, 2026
Park Place Capital CorpBuy+30,123+2.8%1,124,772$30.91MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-593-2.6%21,827$599.93KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+349+0.3%129,318$3.55MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+23—23$632.00Q2 2026Aug 14, 2026
O'Shaughnessy Asset Management, LlcBuy+8+1.3%613$16.85KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+251,796+3.4%7,599,472$208.87MQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-195,875-66.5%98,614$2.71MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,006—6,006$164.08KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+2,480+12.1%22,978$631.55KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+121—121$3.33KQ2 2026Aug 12, 2026
Maripau Wealth Management LlcBuy+8,363+9.0%101,148$2.79MQ2 2026Aug 11, 2026
Renasant BankBuy+4,902+2.7%184,541$5.07MQ2 2026Aug 11, 2026
Silver Oak Securities, IncorporatedBuy+11,172+4.2%276,649$7.60MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,969+5.9%35,405$973.10KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+28,320+15.3%213,240$5.86MQ2 2026Aug 05, 2026
Retirement Planning Group, LlcSell-595-6.0%9,312$255.94KQ2 2026Aug 05, 2026
Signal Advisors Wealth, LlcBuy+95,214+27.4%443,080$12.18MQ2 2026Aug 04, 2026
Sws PartnersSell-10,223-1.9%535,902$14.73MQ2 2026Aug 03, 2026
Assetmark, IncBuy+1,054—1,054$28.97KQ2 2026Jul 30, 2026
Waterloo Capital, L.P.Sell-20,981-2.2%952,040$26.17MQ2 2026Jul 29, 2026
Cushing Capital Partners, LlcBuy+6,674+6.0%118,389$3.25MQ2 2026Jul 29, 2026
Whittier Trust CoSell-2,935-61.2%1,859$51.46KQ2 2026Jul 28, 2026
Atria Investments, IncBuy+1,389+1.5%91,311$2.51MQ2 2026Jul 28, 2026
Venture Visionary Partners LlcBuy+13,953—13,953$383.52KQ2 2026Jul 27, 2026
Signaturefd, LlcSell-431-99.8%1$20.00Q2 2026Jul 24, 2026
Mbe Wealth Management, LlcBuy+24+0.0%322,545$8.87MQ2 2026Jul 24, 2026
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Frequently asked questions about IDUB activity

  • Which institutional owners are buying IDUB?

    Institutional owners buying IDUB 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 IDUB activity?

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

  • Is institutional interest in IDUB increasing?

    Institutional interest in IDUB 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.