DUBS Institutional Ownership & Shareholders
APTUS LG CAP ENH YIELD ETF (DUBS) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $452.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of DUBS tracked by InsiderSet, reporting ownership valued at approximately $172.65M in its June 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 $179.30M, representing an estimated gain of +3.85% 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, Envestnet Asset Management Inc, 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
42
Total Reported Value
$452.59M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$172.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.26% | 4,145,689 | $172,647,229 | $179,301,049 | +$6,653,820 | +3.85% | |
| Integrated Wealth Concepts Llc | 0.70% | 2,562,402 | $106,711,188 | $110,823,887 | +$4,112,699 | +3.85% | |
| Envestnet Asset Management Inc | 0.01% | 549,958 | $22,903,001 | $23,785,684 | +$882,683 | +3.85% | |
| Second Line Capital, Llc | 4.00% | 516,098 | $21,494,543 | $22,321,239 | +$826,696 | +3.85% | |
| Guardian Wealth Advisors, Llc / Nc | 1.15% | 488,028 | $20,323,924 | $21,107,211 | +$783,287 | +3.85% | |
| Park Place Capital Corp | 3.17% | 478,400 | $19,923,013 | $20,690,800 | +$767,787 | +3.85% | |
| Signal Advisors Wealth, Llc | 0.60% | 316,887 | $13,581,767 | $13,705,363 | +$123,596 | +0.91% | |
| 6Th Street Advisors, Llc | 7.67% | 309,825 | $13,279,096 | $13,399,931 | +$120,835 | +0.91% | |
| Waterloo Capital, L.P. | 0.72% | 307,808 | $12,818,651 | $13,312,696 | +$494,045 | +3.85% | |
| Silver Oak Securities, Incorporated | 0.37% | 146,411 | $6,097,295 | $6,332,276 | +$234,981 | +3.85% | |
| Mbe Wealth Management, Llc | 2.09% | 138,201 | $5,923,294 | $5,977,193 | +$53,899 | +0.91% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 89,136 | $3,820,354 | $3,855,132 | +$34,778 | +0.91% | |
| One Plus One Wealth Management, Llc | 1.61% | 89,053 | $3,816,812 | $3,851,542 | +$34,730 | +0.91% | |
| Capital Investment Advisory Services, Llc | 0.21% | 81,477 | $3,393,110 | $3,523,880 | +$130,770 | +3.85% | |
| Renasant Bank | 2.12% | 79,064 | $3,292,620 | $3,419,518 | +$126,898 | +3.85% | |
| Atria Investments, Inc | 0.03% | 75,213 | $3,223,617 | $3,252,962 | +$29,345 | +0.91% | |
| Maripau Wealth Management Llc | 0.99% | 66,814 | $2,789,808 | $2,889,706 | +$99,898 | +3.58% | |
| Tailwinds Wealth, Llc | 1.57% | 63,907 | $2,661,407 | $2,763,978 | +$102,571 | +3.85% | |
| Regal Investment Advisors Llc | 0.11% | 49,419 | $2,058,056 | $2,137,372 | +$79,316 | +3.85% | |
| Second Half Financial Partners, Llc | 0.84% | 49,195 | $2,048,726 | $2,127,684 | +$78,958 | +3.85% | |
| Cushing Capital Partners, Llc | 1.14% | 43,468 | $1,863,038 | $1,879,991 | +$16,953 | +0.91% | |
| Lord & Richards Wealth Management, Llc | 1.28% | 39,113 | $1,676,375 | $1,691,637 | +$15,262 | +0.91% | |
| Independent Advisor Alliance | 0.03% | 34,945 | $1,455,289 | $1,511,371 | +$56,082 | +3.85% | |
| Lpl Financial Llc | 0.00% | 22,688 | $944,832 | $981,256 | +$36,424 | +3.86% | |
| Rfg Advisory, Llc | 0.01% | 19,488 | $811,597 | $842,856 | +$31,259 | +3.85% | |
| First Trust Advisors Lp | 0.00% | 8,655 | $360,423 | $374,329 | +$13,906 | +3.86% | |
| Valeo Financial Advisors, Llc | 0.01% | 8,219 | $352,266 | $355,472 | +$3,206 | +0.91% | |
| Strong Retirement Solutions Llc | 0.19% | 7,966 | $341,423 | $344,530 | +$3,107 | +0.91% | |
| Advisory Services Network, Llc | 0.00% | 7,870 | $327,746 | $340,378 | +$12,632 | +3.85% | |
| Osaic Holdings, Inc. | 0.00% | 7,053 | $293,713 | $305,042 | +$11,329 | +3.86% | |
| Gibbs Wealth Management | 0.03% | 5,751 | $246,490 | $248,731 | +$2,241 | +0.91% | |
| Apella Capital, Llc | 0.00% | 4,914 | $214,447 | $212,531 | -$1,917 | -0.89% | |
| Morris Financial Concepts, Inc. | 0.06% | 4,914 | $204,644 | $212,531 | +$7,887 | +3.85% | |
| Harbour Investments, Inc. | 0.00% | 2,503 | $104,237 | $108,255 | +$4,018 | +3.85% | |
| Farther Finance Advisors, Llc | 0.00% | 1,387 | $59,447 | $59,988 | +$541 | +0.91% | |
| Whittier Trust Co | 0.00% | 1,026 | $42,967 | $44,375 | +$1,408 | +3.28% | |
| Assetmark, Inc | 0.00% | 595 | $25,502 | $25,734 | +$232 | +0.91% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 417 | $17,366 | $18,035 | +$669 | +3.85% | |
| Jpmorgan Chase & Co | 0.00% | 353 | $14,561 | $15,267 | +$706 | +4.85% | |
| Newedge Advisors, Llc | 0.00% | 73 | $3,040 | $3,157 | +$117 | +3.86% | |
| Wells Fargo & Company/Mn | 0.00% | 16 | $666 | $692 | +$26 | +3.90% | |
| Signaturefd, Llc | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about DUBS
Who are the largest institutional holders of DUBS?
The largest institutional holders of DUBS reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Envestnet Asset Management Inc, Second Line Capital, Llc, and Guardian Wealth Advisors, Llc / Nc. InsiderSet ranks institutional holders by their latest reported DUBS position.
What is DUBS institutional ownership?
This page tracks DUBS positions reported by institutional investment managers through SEC Form 13F. APTUS LG CAP ENH YIELD ETF (DUBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUBS?
InsiderSet currently tracks 42 institutional managers reporting DUBS 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 DUBS shareholders.
How much DUBS stock do institutions own?
Institutional investment managers disclosed approximately $452.59M in DUBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUBS institutional ownership last updated?
The latest DUBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 DUBS 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 DUBS position after the reporting date.
Are institutions buying or selling DUBS?
Institutional buying and selling can be analyzed by comparing DUBS positions across consecutive 13F reporting periods. InsiderSet's DUBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUBS ownership changes.
How has DUBS institutional ownership changed over time?
InsiderSet tracks DUBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.