Who owns DUBS?
Aptus Large Cap Enhanced Yield ETF · Aptus
42 institutions reported holding DUBS, worth $518.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DUBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | $176.1M | 4,229,650 | +1,673,681 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $172.6M | 4,145,689 | +338,997 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $22.9M | 549,958 | +74,154 shares |
| Second Line Capital, LLC | Metairie, LA | $21.5M | 516,098 | +18,190 shares |
| Guardian Wealth Advisors, LLC | Raleigh, NC | $20.3M | 488,028 | +8,488 shares |
| Park Place Capital Corp | Homewood, AL | $19.9M | 478,400 | +19,615 shares |
| 6th Street Advisors, LLC | Daphne, AL | $13.0M | 311,082 | −4,451 shares |
| Waterloo Capital, L.P. | Austin, TX | $12.8M | 307,808 | +91,376 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $11.7M | 280,461 | +72,420 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $6.1M | 146,411 | +5,608 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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Frequently asked questions
Who owns DUBS?
42 institutional managers reported holding DUBS in Form 13F filings for June 30, 2026, worth $518.3M in total. The largest reported position was held by Integrated Wealth Concepts LLC, at $176.1M.
Did institutions buy or sell DUBS last quarter?
Reported 13F value rose 42.7% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 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 DUBS 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.