APTUS INTERNATIONAL ENHANCED (IDUB) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $586.00M 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 $208.87M 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 $207.62M, representing an estimated loss of -0.60% 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
48
Total Reported Value
$586.00M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$208.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | 1.53% | 7,599,472 | $208,871,500 | $207,617,575 | -$1,253,925 | -0.60% | |
| Integrated Wealth Concepts Llc | 0.83% | 4,602,877 | $126,510,068 | $125,750,600 | -$759,468 | -0.60% | |
| Envestnet Asset Management Inc | 0.01% | 1,764,960 | $48,509,916 | $48,218,707 | -$291,209 | -0.60% | |
| Second Line Capital, Llc | 7.26% | 1,417,892 | $38,975,274 | $38,736,809 | -$238,465 | -0.61% | |
| Park Place Capital Corp | 4.92% | 1,124,772 | $30,914,414 | $30,728,771 | -$185,643 | -0.60% | |
| Waterloo Capital, L.P. | 1.47% | 952,040 | $26,166,819 | $26,009,733 | -$157,086 | -0.60% | |
| 6Th Street Advisors, Llc | 8.96% | 567,413 | $15,595,353 | $15,501,723 | -$93,630 | -0.60% | |
| Sws Partners | 3.18% | 535,902 | $14,729,259 | $14,640,843 | -$88,416 | -0.60% | |
| Signal Advisors Wealth, Llc | 0.64% | 443,080 | $12,178,067 | $12,104,946 | -$73,121 | -0.60% | |
| Mbe Wealth Management, Llc | 3.12% | 322,545 | $8,865,156 | $8,811,929 | -$53,227 | -0.60% | |
| Silver Oak Securities, Incorporated | 0.46% | 276,649 | $7,603,685 | $7,558,051 | -$45,634 | -0.60% | |
| Prime Capital Investment Advisors, Llc | 0.06% | 213,240 | $5,860,908 | $5,825,717 | -$35,191 | -0.60% | |
| Renasant Bank | 3.26% | 184,541 | $5,072,109 | $5,041,660 | -$30,449 | -0.60% | |
| Capital Investment Advisory Services, Llc | 0.29% | 168,701 | $4,636,747 | $4,608,911 | -$27,836 | -0.60% | |
| Regal Investment Advisors Llc | 0.18% | 129,318 | $3,554,297 | $3,532,968 | -$21,329 | -0.60% | |
| One Plus One Wealth Management, Llc | 1.44% | 119,586 | $3,286,821 | $3,267,090 | -$19,731 | -0.60% | |
| Cushing Capital Partners, Llc | 2.24% | 118,389 | $3,253,922 | $3,234,387 | -$19,535 | -0.60% | |
| Maripau Wealth Management Llc | 0.99% | 101,148 | $2,787,609 | $2,763,363 | -$24,246 | -0.87% | |
| Independent Advisor Alliance | 0.06% | 98,614 | $2,710,419 | $2,694,134 | -$16,285 | -0.60% | |
| Tailwinds Wealth, Llc | 1.55% | 95,619 | $2,628,079 | $2,612,311 | -$15,768 | -0.60% | |
| Atria Investments, Inc | 0.03% | 91,311 | $2,509,684 | $2,494,617 | -$15,067 | -0.60% | |
| Lord & Richards Wealth Management, Llc | 1.54% | 71,657 | $1,969,512 | $1,957,669 | -$11,843 | -0.60% | |
| Second Half Financial Partners, Llc | 0.78% | 69,594 | $1,912,792 | $1,901,308 | -$11,484 | -0.60% | |
| Lpl Financial Llc | 0.00% | 35,405 | $973,101 | $967,265 | -$5,836 | -0.60% | |
| Talon Private Wealth, Llc | 0.10% | 30,075 | $826,609 | $821,649 | -$4,960 | -0.60% | |
| Rfg Advisory, Llc | 0.01% | 25,607 | $703,795 | $699,583 | -$4,212 | -0.60% | |
| John W. Brooker & Co., Cpas | 0.78% | 23,395 | $643,012 | $639,151 | -$3,861 | -0.60% | |
| Advisory Services Network, Llc | 0.01% | 22,978 | $631,550 | $627,759 | -$3,791 | -0.60% | |
| Osaic Holdings, Inc. | 0.00% | 21,827 | $599,935 | $596,314 | -$3,621 | -0.60% | |
| Financial Guidance Group, Inc. | 0.16% | 15,906 | $437,176 | $434,552 | -$2,624 | -0.60% | |
| Venture Visionary Partners Llc | 0.01% | 13,953 | $383,521 | $381,196 | -$2,325 | -0.61% | |
| Valeo Financial Advisors, Llc | 0.01% | 12,293 | $337,873 | $335,845 | -$2,028 | -0.60% | |
| Xy Planning Network, Inc. | 0.03% | 9,849 | $270,698 | $269,075 | -$1,623 | -0.60% | |
| Retirement Planning Group, Llc | 0.01% | 9,312 | $255,945 | $254,404 | -$1,541 | -0.60% | |
| Strong Retirement Solutions Llc | 0.13% | 8,137 | $223,645 | $222,303 | -$1,342 | -0.60% | |
| Jpmorgan Chase & Co | 0.00% | 6,006 | $164,084 | $164,084 | -$0 | -0.00% | |
| Bokf, Na | 0.00% | 5,721 | $157,242 | $156,298 | -$944 | -0.60% | |
| Harbour Investments, Inc. | 0.00% | 3,402 | $93,504 | $92,943 | -$561 | -0.60% | |
| Whittier Trust Co | 0.00% | 1,859 | $51,459 | $50,788 | -$671 | -1.30% | |
| Farther Finance Advisors, Llc | 0.00% | 1,841 | $50,600 | $50,296 | -$304 | -0.60% | |
| Morris Financial Concepts, Inc. | 0.01% | 1,380 | $37,929 | $37,702 | -$227 | -0.60% | |
| Assetmark, Inc | 0.00% | 1,054 | $28,969 | $28,795 | -$174 | -0.60% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 613 | $16,848 | $16,747 | -$101 | -0.60% | |
| Newedge Advisors, Llc | 0.00% | 121 | $3,326 | $3,306 | -$20 | -0.61% | |
| Corecap Advisors, Llc | 0.00% | 102 | $2,803 | $2,787 | -$16 | -0.58% | |
| Wells Fargo & Company/Mn | 0.00% | 23 | $632 | $628 | -$4 | -0.58% | |
| Morgan Stanley | 0.00% | 1 | $37 | $27 | -$10 | -26.16% | |
| Signaturefd, Llc | 0.00% | 1 | $20 | $27 | +$7 | +36.60% |
Frequently asked questions about IDUB
Who are the largest institutional holders of IDUB?
The largest institutional holders of IDUB 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 Park Place Capital Corp. InsiderSet ranks institutional holders by their latest reported IDUB position.
What is IDUB institutional ownership?
This page tracks IDUB positions reported by institutional investment managers through SEC Form 13F. APTUS INTERNATIONAL ENHANCED (IDUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDUB?
InsiderSet currently tracks 48 institutional managers reporting IDUB 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 IDUB shareholders.
How much IDUB stock do institutions own?
Institutional investment managers disclosed approximately $586.00M in IDUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDUB institutional ownership last updated?
The latest IDUB 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 IDUB 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 IDUB position after the reporting date.
Are institutions buying or selling IDUB?
Institutional buying and selling can be analyzed by comparing IDUB positions across consecutive 13F reporting periods. InsiderSet's IDUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDUB ownership changes.
How has IDUB institutional ownership changed over time?
InsiderSet tracks IDUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.