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