Who Owns IDUB?
Aptus International Enhanced Yield ETF — Institutional Ownership & 13F Holdings
$26.59
+0.01 (+0.05%)
Market Cap
$461.7M
Shares Outstanding
16,090,881
Institutional Holders
31
Total Inst. Value
$122.7M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
11
Closed Positions
8
Increased
15
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $45.7M | 2,189,580 |
| 2 | Second Line Capital, LLC | $25.6M | 1,227,594 |
| 3 | Park Place Capital CorpNew | $18.7M | 898,319 |
| 4 | MBE Wealth Management, LLCNew | $8.0M | 381,555 |
| 5 | Renasant Bank | $4.6M | 222,858 |
| 6 | Signal Advisors Wealth, LLC | $3.3M | 156,045 |
| 7 | ONE PLUS ONE WEALTH MANAGEMENT, LLCNew | $2.6M | 125,448 |
| 8 | Advisor Resource CouncilNew | $2.3M | 130,877 |
| 9 | Cushing Capital Partners, LLC | $2.2M | 103,760 |
| 10 | MARIPAU WEALTH MANAGEMENT LLC | $1.8M | 84,423 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | +305K | $45.7M |
| Second Line Capital, LLC | +68K | $25.6M |
| Park Place Capital CorpNew | +898K | $18.7M |
| MBE Wealth Management, LLCNew | +382K | $8.0M |
| Renasant Bank | +55K | $4.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Compound Planning, Inc. | -11K | $214K |
| Second Half Financial Partners, LLC | -641 | $1.4M |
| SWS Partners | -1 | $6K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold IDUB?
As of Q1 2025, 31 institutional investors report holding IDUB (Aptus International Enhanced Yield ETF) in their 13F filings.
Which hedge fund owns the most IDUB?
The largest institutional holder of IDUB is Integrated Wealth Concepts LLC with $45.7M in shares.
Are institutions buying or selling IDUB?
This quarter, 11 institutions opened new positions in IDUB and 8 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.