Who owns Aptus Large Cap Enhanced Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of DUBS from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 34 institutions disclosed 11.3M shares of Aptus Large Cap Enhanced Yield ETF worth $469.7M — about 124.1% of shares outstanding; the largest disclosed holder is Integrated Wealth Concepts LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$469.7M
value, 2026 filers
124.1%
of shares outstanding (11.3M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DUBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 4.2M | $176.1M | 0.9% | 46.5% | +65.5% |
| 2 | Aptus Capital Advisors, LLC | 4.1M | $172.6M | 1.2% | 45.6% | +8.9% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 549,958 | $22.9M | 0.0% | 6.1% | +15.6% |
| 4 | Second Line Capital, LLC | 516,098 | $21.5M | 4.0% | 5.7% | +3.7% |
| 5 | Park Place Capital Corp | 478,400 | $19.9M | 3.2% | 5.3% | +4.3% |
| 6 | Waterloo Capital, L.P. | 307,808 | $12.8M | 0.7% | 3.4% | +42.2% |
| 7 | Signal Advisors Wealth, LLC | 280,461 | $11.7M | 0.6% | 3.1% | +34.8% |
| 8 | SILVER OAK SECURITIES, INCORPORATED | 146,411 | $6.1M | 0.4% | 1.6% | +4.0% |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 89,103 | $3.7M | 1.6% | 1% | +14.8% |
| 10 | Capital Investment Advisory Services, LLC | 81,477 | $3.4M | 0.2% | 0.9% | +3583.4% |
| 11 | Prime Capital Investment Advisors, LLC | 81,143 | $3.4M | 0.0% | 0.9% | +17.6% |
| 12 | RENASANT BANK | 79,064 | $3.3M | 2.1% | 0.9% | +3.8% |
| 13 | Atria Investments, Inc | 71,901 | $3.0M | 0.0% | 0.8% | +0.8% |
| 14 | Regal Investment Advisors LLC | 49,419 | $2.1M | 0.1% | 0.5% | +0.3% |
| 15 | Lord & Richards Wealth Management, LLC | 46,969 | $2.0M | 1.5% | 0.5% | +4.2% |
| 16 | Independent Advisor Alliance | 34,945 | $1.5M | 0.0% | 0.4% | -54.7% |
| 17 | LPL Financial LLC | 22,688 | $944,832 | 0.0% | 0.2% | +5.8% |
| 18 | RFG Advisory, LLC | 19,488 | $811,597 | 0.0% | 0.2% | -47.5% |
| 19 | FIRST TRUST ADVISORS LPNEW | 8,655 | $360,423 | 0.0% | 0.1% | new |
| 20 | Valeo Financial Advisors, LLCNEW | 8,288 | $345,154 | 0.0% | 0.1% | new |
| 21 | Advisory Services Network, LLC | 7,870 | $327,746 | 0.0% | 0.1% | +17.9% |
| 22 | OSAIC HOLDINGS, INC. | 7,053 | $293,713 | 0.0% | 0.1% | -5.4% |
| 23 | Strong Retirement Solutions LLCNEW | 5,430 | $226,134 | 0.1% | 0.1% | new |
| 24 | MERCER GLOBAL ADVISORS INC /ADVNEW | 3,610 | $150,330 | 0.0% | 0% | new |
| 25 | HARBOUR INVESTMENTS, INC. | 2,503 | $104,237 | 0.0% | 0% | -6.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.