APTUS LG CAP ENH YIELD ETF (DUBS) Top Institutional Shareholders
APTUS LG CAP ENH YIELD ETF (DUBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $363.42M in DUBS holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of DUBS tracked by InsiderSet, reporting ownership valued at approximately $137.27M in its March 31, 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 $157.48M, representing an estimated gain of +14.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed DUBS value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Second Line Capital, Llc, and several other long-term asset managers with concentrated positions in APTUS LG CAP ENH YIELD ETF (DUBS).
This page ranks the largest institutional DUBS 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
35
Total Reported Value
$363.42M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$137.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.15% | 3,806,692 | $137,269,306 | $157,482,848 | +$20,213,542 | +14.73% | |
| Integrated Wealth Concepts Llc | 0.74% | 2,555,969 | $92,168,209 | $105,740,438 | +$13,572,229 | +14.73% | |
| Second Line Capital, Llc | 3.77% | 497,908 | $19,929,246 | $20,598,454 | +$669,208 | +3.36% | |
| Guardian Wealth Advisors, Llc / Nc | 1.10% | 479,540 | $17,292,223 | $19,838,570 | +$2,546,347 | +14.73% | |
| Envestnet Asset Management Inc | 0.00% | 475,804 | $17,157,506 | $19,684,011 | +$2,526,505 | +14.73% | |
| Park Place Capital Corp | 3.32% | 458,785 | $16,543,774 | $18,979,935 | +$2,436,161 | +14.73% | |
| 6Th Street Advisors, Llc | 7.16% | 315,533 | $11,378,126 | $13,053,600 | +$1,675,474 | +14.73% | |
| Waterloo Capital, L.P. | 0.55% | 216,432 | $7,804,555 | $8,953,792 | +$1,149,237 | +14.73% | |
| Signal Advisors Wealth, Llc | 0.51% | 208,041 | $7,501,953 | $8,606,656 | +$1,104,703 | +14.73% | |
| Mbe Wealth Management, Llc | 2.13% | 141,970 | $5,119,429 | $5,873,299 | +$753,870 | +14.73% | |
| Silver Oak Securities, Incorporated | 0.37% | 140,803 | $5,077,373 | $5,825,020 | +$747,647 | +14.73% | |
| One Plus One Wealth Management, Llc | 1.18% | 77,618 | $2,798,905 | $3,211,057 | +$412,152 | +14.73% | |
| Independent Advisor Alliance | 0.03% | 77,199 | $2,783,784 | $3,193,723 | +$409,939 | +14.73% | |
| Renasant Bank | 1.94% | 76,199 | $2,747,736 | $3,152,353 | +$404,617 | +14.73% | |
| Atria Investments, Inc | 0.03% | 71,337 | $2,572,413 | $2,951,212 | +$378,799 | +14.73% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 68,978 | $2,487,339 | $2,853,620 | +$366,281 | +14.73% | |
| Maripau Wealth Management Llc | 0.96% | 60,657 | $2,187,306 | $2,509,380 | +$322,074 | +14.72% | |
| Second Half Financial Partners, Llc | 0.85% | 52,084 | $1,878,149 | $2,154,715 | +$276,566 | +14.73% | |
| Regal Investment Advisors Llc | 0.10% | 49,282 | $1,777,109 | $2,038,796 | +$261,687 | +14.73% | |
| Lord & Richards Wealth Management, Llc | 1.43% | 45,083 | $1,625,702 | $1,865,084 | +$239,382 | +14.72% | |
| Cushing Capital Partners, Llc | 1.14% | 41,193 | $1,485,420 | $1,704,154 | +$218,734 | +14.73% | |
| Rfg Advisory, Llc | 0.02% | 37,149 | $1,339,610 | $1,536,854 | +$197,244 | +14.72% | |
| Lpl Financial Llc | 0.00% | 21,453 | $773,589 | $887,511 | +$113,922 | +14.73% | |
| Jane Street Group, Llc | 0.00% | 13,299 | $479,562 | $550,180 | +$70,618 | +14.73% | |
| Osaic Holdings, Inc. | 0.00% | 7,458 | $268,927 | $308,537 | +$39,610 | +14.73% | |
| Advisory Services Network, Llc | 0.00% | 6,674 | $240,664 | $276,103 | +$35,439 | +14.73% | |
| Gibbs Wealth Management | 0.03% | 5,788 | $208,714 | $239,450 | +$30,736 | +14.73% | |
| Morris Financial Concepts, Inc. | 0.06% | 4,914 | $177,199 | $203,292 | +$26,093 | +14.73% | |
| Farther Finance Advisors, Llc | 0.00% | 2,752 | $100,145 | $113,850 | +$13,705 | +13.69% | |
| Harbour Investments, Inc. | 0.00% | 2,680 | $96,641 | $110,872 | +$14,231 | +14.73% | |
| Capital Investment Advisory Services, Llc | 0.01% | 2,212 | $79,765 | $91,510 | +$11,745 | +14.73% | |
| Whittier Trust Co | 0.00% | 1,026 | $37,572 | $42,446 | +$4,874 | +12.97% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 415 | $14,965 | $17,169 | +$2,204 | +14.72% | |
| Allworth Financial Lp | 0.00% | 269 | $9,701 | $11,129 | +$1,428 | +14.72% | |
| Signaturefd, Llc | 0.00% | 266 | $9,604 | $11,004 | +$1,400 | +14.58% |
Frequently asked questions about DUBS
Who owns the most DUBS stock?
The largest holders of DUBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APTUS LG CAP ENH YIELD ETF (DUBS).
Is DUBS widely held by superinvestors?
Many widely followed stocks like DUBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DUBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.