Who Owns Aptus Large Cap Enhanced Yield ETF (DUBS)?Hedge Fund & Institutional Holders

$36.62-0.16 (-0.42%)Financial ServicesBATS

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$9.400078000190002e+129T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$27.42$30.16$32.90$35.63$38.37Aug 24Jun 25Mar 26

DUBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Waterloo Capital, L.P.New Position+215K+$8.0M
Park Place Capital CorpNew Position+202K+$7.6M
MBE Wealth Management, LLCNew Position+142K+$5.3M
SILVER OAK SECURITIES, INCORPORATEDNew Position+137K+$5.2M
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+72K+$2.7M
Prime Capital Investment Advisors, LLCNew Position+57K+$2.2M
Lord & Richards Wealth Management, LLCNew Position+43K+$1.6M
Renasant BankNew Position+40K+$1.5M
True Vision MN LLCNew Position+34K+$1.3M
Regal Investment Advisors LLCNew Position+30K+$1.1M
Independent Advisor AllianceNew Position+26K+$992K
Wilian Securities, LLCNew Position+26K+$978K
Retirement Planning Group, LLCNew Position+15K+$550K
Virtue Capital Management, LLCNew Position+1K+$446K
Gibbs Wealth ManagementNew Position+6K+$221K

DUBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-220K-$83.7B
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-3K-$16.7B
LPL Financial LLCDecreased-23K-$2.3B
Second Half Financial Partners, LLCDecreased-77-$1.8B
OLD MISSION CAPITAL LLCDecreased-20K-$1.6B
OSAIC HOLDINGS, INC.Decreased-3K-$413.0M
CITADEL ADVISORS LLCClosed Position-11K-$402.4M
BOKF, NAClosed Position-3K-$122.7M
BANK OF AMERICA CORP /DE/Closed Position-2K-$68.0M
FSA Wealth Management LLCClosed Position-269-$9.8M
TCFG WEALTH MANAGEMENT, LLCClosed Position-14K-$368K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC2,518,472$94.0M0.67%Share
2Integrated Wealth Concepts LLC2,071,959$78.0M0.93%Share
3Aptus Capital Advisors, LLC528,983$19.0M0.14%Share
4GUARDIAN WEALTH ADVISORS, LLC / NC454,467$17.1M1.06%Share
5Second Line Capital, LLC315,474$11.9M2.44%Share
6Waterloo Capital, L.P.214,694$8.0M0.58%Share
7Park Place Capital Corp202,430$7.6M1.59%Share
8Signal Advisors Wealth, LLC160,224$6.0M0.48%Share
9MBE Wealth Management, LLC141,759$5.3M2.24%Share
10SILVER OAK SECURITIES, INCORPORATED136,522$5.2M0.35%Share
11ONE PLUS ONE WEALTH MANAGEMENT, LLC72,206$2.7M1.25%Share
12Prime Capital Investment Advisors, LLC57,438$2.2M0.03%Share
13MARIPAU WEALTH MANAGEMENT LLC56,056$2.1M0.97%Share
14Atria Investments, Inc63,334$2.0M0.02%Share
15Second Half Financial Partners, LLC48,568$1.8M0.81%Share
16Cushing Capital Partners, LLC40,930$1.5M1.14%Share
17True Vision MN LLC34,352$1.3M0.66%Share
18Regal Investment Advisors LLC30,181$1.1M0.07%Share
19Lord & Richards Wealth Management, LLC29,771$1.1M0.96%Share
20LPL Financial LLC40,495$1.0M0.00%Share
21Independent Advisor Alliance26,351$992K0.02%Share
22Wilian Securities, LLC25,979$978K1.05%Share
23Renasant Bank25,285$952K0.65%Share
24OLD MISSION CAPITAL LLC22,225$837K0.02%Share
25Renasant Bank14,842$559K0.38%Share
26Retirement Planning Group, LLC14,606$550K0.02%Share
27Virtue Capital Management, LLC1,365$446K0.07%Share
28Lord & Richards Wealth Management, LLC7,177$270K0.23%Share
29Gibbs Wealth Management5,787$221K0.05%Share
30MORRIS FINANCIAL CONCEPTS, INC.4,914$185K0.06%Share
31OPTIMA CAPITAL LLC2,989$112K0.05%Share
32Lord & Richards Wealth Management, LLC2,648$99K0.09%Share
33Lord & Richards Wealth Management, LLC1,489$56K0.05%Share
34Lord & Richards Wealth Management, LLC1,379$51K0.04%Share
35WHITTIER TRUST CO1,026$39K0.00%Share
36Lord & Richards Wealth Management, LLC735$27K0.02%Share
37HARBOUR INVESTMENTS, INC.707$26K0.00%Share
38Allworth Financial LP269$10K0.00%Share
39JANE STREET GROUP, LLC20,398$00.00%Share
40Global Retirement Partners, LLC724$00.00%Share
41JPMORGAN CHASE & CO353$00.00%Share
42Gladstone Institutional Advisory LLC7,794$00.00%Share
43OSAIC HOLDINGS, INC.7,803$00.00%Share
44Rockefeller Capital Management L.P.145$00.00%Share
45O'SHAUGHNESSY ASSET MANAGEMENT, LLC413$00.00%Share

DUBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$275.5M+19
Q3 202519$222.3B-13
Q2 202532$246.4B+3
Q1 202529$218.6B+6
Q4 202423$5.1T+6
Q3 202417$11.8T+0
Q2 202417$9.6T+6
Q1 202411$4.3T—

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As of Q4 2025, 45 institutional investors hold DUBS (Aptus Large Cap Enhanced Yield ETF). The largest holder is Aptus Capital Advisors, LLC with $94.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DUBS?

As of Q4 2025, 45 institutional investors report holding DUBS (Aptus Large Cap Enhanced Yield ETF) in their 13F filings.

Who is the largest institutional holder of DUBS?

The largest institutional holder of DUBS is Aptus Capital Advisors, LLC with $94.0M in shares.

Is institutional ownership of DUBS increasing or decreasing?

This quarter, 15 institutions opened new positions in DUBS and 5 closed their positions.