ETF Holders

Who owns APRB?

Buffer or defined outcome

Aptus April Buffer ETF · Aptus

7 institutions reported holding APRB, worth $22.2M, in Form 13F filings for June 30, 2026.

13F holders
7
Institutional value
$22.2M
Change from prior quarter
+9.1%
+$1.9M, with price moves
New and sold-out firms
0 / 0
2 added, 2 trimmed

Top 7 institutional holders of APRB

FirmLocationValueSharesChange
KFG Wealth Management, LLCGranger, IN$16.4M610,360+6,647 shares
Cornerstone Wealth Group, LLCHuntersville, NC$2.2M82,219No change
Aptus Capital Advisors, LLCFairhope, AL$2.2M80,644+25,431 shares
Guardian Wealth Advisors, LLCRaleigh, NC$1.2M43,801No change
Kovack Advisors, Inc.Ft. Lauderdale, FL$234K8,716−9,240 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$5K200No change
UBS Group AGZurich, Switzerland$5K195−205 shares

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: APRB vs CPRY, APRB vs MAYP, APRB vs IAUG, APRB vs SEPP.

Frequently asked questions

Who owns APRB?

7 institutional managers reported holding APRB in Form 13F filings for June 30, 2026, worth $22.2M in total. The largest reported position was held by KFG Wealth Management, LLC, at $16.4M.

Did institutions buy or sell APRB last quarter?

Reported 13F value rose 9.1% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is APRB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.