APTUS INTERNATIONAL ENHANCED (IDUB) Top Institutional Shareholders
APTUS INTERNATIONAL ENHANCED (IDUB) 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 $512.04M in IDUB holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of IDUB tracked by InsiderSet, reporting ownership valued at approximately $181.27M 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 $205.29M, representing an estimated gain of +13.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed IDUB 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 INTERNATIONAL ENHANCED (IDUB).
This page ranks the largest institutional IDUB 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
44
Total Reported Value
$512.04M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$181.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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 | 1.52% | 7,347,676 | $181,267,177 | $205,294,067 | +$24,026,890 | +13.25% | |
| Integrated Wealth Concepts Llc | 0.89% | 4,521,406 | $111,543,077 | $126,328,084 | +$14,785,007 | +13.25% | |
| Envestnet Asset Management Inc | 0.01% | 1,672,878 | $41,269,900 | $46,740,211 | +$5,470,311 | +13.25% | |
| Second Line Capital, Llc | 7.04% | 1,389,518 | $37,155,709 | $38,823,133 | +$1,667,424 | +4.49% | |
| Park Place Capital Corp | 5.41% | 1,094,649 | $27,004,981 | $30,584,493 | +$3,579,512 | +13.26% | |
| Waterloo Capital, L.P. | 1.69% | 973,021 | $24,004,439 | $27,186,207 | +$3,181,768 | +13.25% | |
| 6Th Street Advisors, Llc | 8.79% | 566,369 | $13,972,316 | $15,824,350 | +$1,852,034 | +13.26% | |
| Sws Partners | 3.32% | 546,125 | $13,472,899 | $15,258,733 | +$1,785,834 | +13.26% | |
| Signal Advisors Wealth, Llc | 0.59% | 347,866 | $8,581,859 | $9,719,376 | +$1,137,517 | +13.25% | |
| Mbe Wealth Management, Llc | 3.30% | 322,521 | $7,956,600 | $9,011,237 | +$1,054,637 | +13.25% | |
| Independent Advisor Alliance | 0.08% | 294,489 | $7,265,029 | $8,228,023 | +$962,994 | +13.26% | |
| Silver Oak Securities, Incorporated | 0.48% | 265,477 | $6,549,322 | $7,417,427 | +$868,105 | +13.25% | |
| Prime Capital Investment Advisors, Llc | 0.05% | 184,920 | $4,561,972 | $5,166,665 | +$604,693 | +13.26% | |
| Renasant Bank | 3.14% | 179,639 | $4,431,694 | $5,019,114 | +$587,420 | +13.25% | |
| Regal Investment Advisors Llc | 0.18% | 128,969 | $3,181,656 | $3,603,394 | +$421,738 | +13.26% | |
| One Plus One Wealth Management, Llc | 1.31% | 125,607 | $3,098,725 | $3,509,460 | +$410,735 | +13.25% | |
| Cushing Capital Partners, Llc | 2.12% | 111,715 | $2,756,009 | $3,121,317 | +$365,308 | +13.25% | |
| Maripau Wealth Management Llc | 1.01% | 92,785 | $2,288,997 | $2,592,413 | +$303,416 | +13.26% | |
| Atria Investments, Inc | 0.02% | 89,922 | $2,218,386 | $2,512,421 | +$294,035 | +13.25% | |
| Second Half Financial Partners, Llc | 0.80% | 72,395 | $1,785,985 | $2,022,716 | +$236,731 | +13.25% | |
| Lord & Richards Wealth Management, Llc | 1.48% | 68,491 | $1,689,655 | $1,913,639 | +$223,984 | +13.26% | |
| Rfg Advisory, Llc | 0.02% | 47,681 | $1,176,290 | $1,332,207 | +$155,917 | +13.25% | |
| Lpl Financial Llc | 0.00% | 33,436 | $824,868 | $934,202 | +$109,334 | +13.25% | |
| Talon Private Wealth, Llc | 0.10% | 31,361 | $773,682 | $876,226 | +$102,544 | +13.25% | |
| Osaic Holdings, Inc. | 0.00% | 22,420 | $553,116 | $626,415 | +$73,299 | +13.25% | |
| Advisory Services Network, Llc | 0.01% | 20,498 | $505,686 | $572,714 | +$67,028 | +13.25% | |
| Financial Guidance Group, Inc. | 0.16% | 15,906 | $392,401 | $444,414 | +$52,013 | +13.25% | |
| John W. Brooker & Co., Cpas | 0.56% | 14,338 | $353,718 | $400,604 | +$46,886 | +13.26% | |
| Xy Planning Network, Inc. | 0.04% | 9,727 | $245,403 | $271,772 | +$26,369 | +10.75% | |
| Retirement Planning Group, Llc | 0.01% | 9,907 | $244,416 | $276,802 | +$32,386 | +13.25% | |
| Jane Street Group, Llc | 0.00% | 9,333 | $230,245 | $260,764 | +$30,519 | +13.26% | |
| Bokf, Na | 0.00% | 5,721 | $141,137 | $159,845 | +$18,708 | +13.26% | |
| Capital Investment Advisory Services, Llc | 0.01% | 5,306 | $130,899 | $148,250 | +$17,351 | +13.25% | |
| Whittier Trust Co | 0.00% | 4,794 | $120,329 | $133,944 | +$13,615 | +11.32% | |
| Farther Finance Advisors, Llc | 0.00% | 3,829 | $96,606 | $106,982 | +$10,376 | +10.74% | |
| Harbour Investments, Inc. | 0.00% | 3,402 | $83,927 | $95,052 | +$11,125 | +13.26% | |
| Guardian Wealth Advisors, Llc / Nc | 0.00% | 1,514 | $37,355 | $42,301 | +$4,946 | +13.24% | |
| Morris Financial Concepts, Inc. | 0.01% | 1,380 | $34,045 | $38,557 | +$4,512 | +13.25% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 605 | $14,925 | $16,904 | +$1,979 | +13.26% | |
| Signaturefd, Llc | 0.00% | 432 | $10,651 | $12,070 | +$1,419 | +13.32% | |
| Allworth Financial Lp | 0.00% | 330 | $8,142 | $9,220 | +$1,078 | +13.24% | |
| Ubs Group Ag | 0.00% | 171 | $4,219 | $4,778 | +$559 | +13.24% | |
| Corecap Advisors, Llc | 0.00% | 102 | $2,520 | $2,850 | +$330 | +13.09% | |
| Morgan Stanley | 0.00% | 1 | $42 | $28 | -$14 | -33.48% |
Frequently asked questions about IDUB
Who owns the most IDUB stock?
The largest holders of IDUB 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 INTERNATIONAL ENHANCED (IDUB).
Is IDUB widely held by superinvestors?
Many widely followed stocks like IDUB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDUB 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.