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Disclosery

DUBS ETF SER SOLUTIONS

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APTUS LARGE CAP (fund)

42 managers (42 13F filers) reported a position in DUBS shares at 2026-06-30, 12,446,562 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
22
Reduced
8
Sold out
3
Shares held by filers
12,446,562

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Integrated Wealth Concepts LLC4,229,650$176M0.86%+1,673,68113F-HRTimeline
Aptus Capital Advisors, LLC4,145,689$173M1.26%+338,99713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC549,958$22.9M0.01%+74,15413F-HRTimelineGroup
Second Line Capital, LLC516,098$21.5M4%+18,19013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC488,028$20.3M1.15%+8,48813F-HRTimeline
Park Place Capital Corp478,400$19.9M3.17%+19,61513F-HRTimeline
6th Street Advisors, LLC311,082$13M7.44%-4,45113F-HRTimeline
Waterloo Capital, L.P.307,808$12.8M0.72%+91,37613F-HRTimeline
Signal Advisors Wealth, LLC280,461$11.7M0.61%+72,42013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED146,411$6.1M0.37%+5,60813F-HRTimeline
MBE Wealth Management, LLC142,922$5.95M2.09%+95213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC89,103$3.71M1.62%+11,48513F-HRTimeline
Capital Investment Advisory Services, L…81,477$3.39M0.21%+79,26513F-HRTimeline
Prime Capital Investment Advisors, LLC81,143$3.38M0.03%+12,16513F-HRTimeline
RENASANT BANK79,064$3.29M2.12%+2,86513F-HRTimeline
Atria Investments, Inc71,901$2.99M0.03%+56413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC66,814$2.79M0.99%+6,15713F-HRTimeline
Tailwinds Wealth, LLC63,907$2.66M1.57%new13F-HRTimeline
Regal Investment Advisors LLC49,419$2.06M0.11%+13713F-HRTimeline
Second Half Financial Partners, LLC49,195$2.05M0.84%-2,88913F-HRTimeline
Lord & Richards Wealth Management, LLC46,969$1.96M1.53%+1,88613F-HRTimeline
Cushing Capital Partners, LLC43,978$1.83M1.26%+2,78513F-HRTimeline
Independent Advisor Alliance34,945$1.46M0.03%-42,25413F-HRTimeline
LPL Financial LLC22,688$945K<0.01%+1,23513F-HRTimeline
RFG Advisory, LLC19,488$812K0.01%-17,66113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,655$360K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC8,288$345K0.01%new13F-HRTimeline
Advisory Services Network, LLC7,870$328K<0.01%+1,19613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,053$294K<0.01%-40513F-HRTimelineGroup
Strong Retirement Solutions LLC5,430$226K0.14%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,914$205K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,503$104K<0.01%-17713F-HRTimeline
Farther Finance Advisors, LLC1,378$57.4K<0.01%-1,37413F-HRTimeline
Global Retirement Partners, LLC1,135$47.3K<0.01%13F-HRTimeline
WHITTIER TRUST CO1,026$43K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC595$24.8K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$17.4K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353$14.6K<0.01%013F-HRTimelineGroup
Regatta Research & Money Management258$10.7K0.01%13F-HRTimeline
NewEdge Advisors, LLC73$3.04K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16$666<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC0$14<0.01%-26613F-HRTimelineAmount filed as zero, left out of ratios.