Who Owns DUBS?
Aptus Large Cap Enhanced Yield ETF — Institutional Ownership & 13F Holdings
$39.56
-0.18 (-0.45%)
Market Cap
$312.6M
Shares Outstanding
7,765,097
Institutional Holders
29
Total Inst. Value
$102.2M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
13
Closed Positions
7
Increased
11
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $49.6M | 1,607,683 |
| 2 | GUARDIAN WEALTH ADVISORS, LLC / NC | $13.8M | 445,774 |
| 3 | Second Line Capital, LLC | $10.0M | 322,590 |
| 4 | Park Place Capital CorpNew | $6.0M | 193,172 |
| 5 | MBE Wealth Management, LLCNew | $5.5M | 178,482 |
| 6 | Signal Advisors Wealth, LLC | $2.9M | 93,841 |
| 7 | ONE PLUS ONE WEALTH MANAGEMENT, LLCNew | $2.4M | 79,028 |
| 8 | MARIPAU WEALTH MANAGEMENT LLC | $1.7M | 54,485 |
| 9 | Second Half Financial Partners, LLC | $1.6M | 52,812 |
| 10 | Renasant Bank | $1.4M | 46,719 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | +52K | $49.6M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +4K | $13.8M |
| Second Line Capital, LLC | +12K | $10.0M |
| Park Place Capital CorpNew | +193K | $6.0M |
| MBE Wealth Management, LLCNew | +178K | $5.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Waterloo Capital, L.P. | -92K | $7K |
| Cushing Capital Partners, LLC | -21K | $1.1M |
| Atria Investments, Inc | -8K | $1K |
| JANE STREET GROUP, LLC | -5K | $200K |
| Second Half Financial Partners, LLC | -450 | $1.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold DUBS?
As of Q1 2025, 29 institutional investors report holding DUBS (Aptus Large Cap Enhanced Yield ETF) in their 13F filings.
Which hedge fund owns the most DUBS?
The largest institutional holder of DUBS is Integrated Wealth Concepts LLC with $49.6M in shares.
Are institutions buying or selling DUBS?
This quarter, 13 institutions opened new positions in DUBS and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.