Who owns IDUB?
Aptus International Enhanced Yield ETF · Aptus
49 institutions reported holding IDUB, worth $668.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IDUB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | $210.0M | 7,640,540 | +3,119,134 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $208.9M | 7,599,472 | +251,796 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $48.5M | 1,764,960 | +92,082 shares |
| Second Line Capital, LLC | Metairie, LA | $39.0M | 1,417,892 | +28,374 shares |
| Park Place Capital Corp | Homewood, AL | $30.9M | 1,124,772 | +30,123 shares |
| Waterloo Capital, L.P. | Austin, TX | $26.2M | 952,040 | −20,981 shares |
| 6th Street Advisors, LLC | Daphne, AL | $15.6M | 567,413 | +1,044 shares |
| SWS Partners | Columbus, OH | $14.7M | 535,902 | −10,223 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $12.2M | 443,080 | +95,214 shares |
| MBE Wealth Management, LLC | Tomah, WI | $8.9M | 322,545 | +24 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 IDUB?
49 institutional managers reported holding IDUB in Form 13F filings for June 30, 2026, worth $668.8M in total. The largest reported position was held by Integrated Wealth Concepts LLC, at $210.0M.
Did institutions buy or sell IDUB last quarter?
Reported 13F value rose 30.8% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 4 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 IDUB 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.