APRB Institutional Ownership & Shareholders
APTUS APRIL BUFFER ETF (APRB) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.57M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kfg Wealth Management, Llc is currently the largest disclosed institutional shareholder of APRB tracked by InsiderSet, reporting ownership valued at approximately $16.72M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.75M, representing an estimated gain of +0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed APRB value among the investors covered in this analysis. Major shareholders include Kfg Wealth Management, Llc, Cornerstone Wealth Group, Llc, Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in APTUS APRIL BUFFER ETF (APRB).
This page ranks the largest institutional APRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$22.57M
Largest Holder
Kfg Wealth Management, Llc
Largest Position
$16.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kfg Wealth Management, Llc | 1.81% | 607,542 | $16,721,684 | $16,751,999 | +$30,315 | +0.18% | |
| Cornerstone Wealth Group, Llc | 0.13% | 82,219 | $2,262,955 | $2,267,057 | +$4,102 | +0.18% | |
| Aptus Capital Advisors, Llc | 0.02% | 80,644 | $2,167,654 | $2,223,629 | +$55,975 | +2.58% | |
| Guardian Wealth Advisors, Llc / Nc | 0.07% | 43,801 | $1,177,340 | $1,207,742 | +$30,402 | +2.58% | |
| Kovack Advisors, Inc. | 0.01% | 8,716 | $234,244 | $240,330 | +$6,086 | +2.60% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 200 | $5,505 | $5,515 | +$10 | +0.18% | |
| Ubs Group Ag | 0.00% | 195 | $5,241 | $5,377 | +$136 | +2.59% |
Frequently asked questions about APRB
Who are the largest institutional holders of APRB?
The largest institutional holders of APRB reported in the latest SEC Form 13F filings include Kfg Wealth Management, Llc, Cornerstone Wealth Group, Llc, Aptus Capital Advisors, Llc, Guardian Wealth Advisors, Llc / Nc, and Kovack Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported APRB position.
What is APRB institutional ownership?
This page tracks APRB positions reported by institutional investment managers through SEC Form 13F. APTUS APRIL BUFFER ETF (APRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own APRB?
InsiderSet currently tracks 7 institutional managers reporting APRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of APRB shareholders.
How much APRB stock do institutions own?
Institutional investment managers disclosed approximately $22.57M in APRB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was APRB institutional ownership last updated?
The latest APRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional APRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its APRB position after the reporting date.
Are institutions buying or selling APRB?
Institutional buying and selling can be analyzed by comparing APRB positions across consecutive 13F reporting periods. InsiderSet's APRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APRB ownership changes.
How has APRB institutional ownership changed over time?
InsiderSet tracks APRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.