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DUBS ETF SER SOLUTIONS

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APTUS LARGE CAP (fund)

30 managers (30 13F filers) reported a position in DUBS shares at 2025-03-31, 7,212,293 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
30
13F filers
30
New
8
Added
15
Reduced
6
Sold out
6
Shares held by filers
7,212,293

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC3,198,739$98.8M1.12%+53,57013F-HRTimeline
Integrated Wealth Concepts LLC1,607,683$49.6M0.58%+51,54013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC445,774$13.8M1.1%+3,94113F-HRTimeline
Second Line Capital, LLC322,590$9.96M2.57%+11,55613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC241,250$7.45M<0.01%+102,18313F-HRTimelineGroup
Waterloo Capital, L.P.231,949$7.16M0.67%-91,50713F-HRTimeline
Park Place Capital Corp193,172$5.97M1.62%+71,98013F-HRTimeline
MBE Wealth Management, LLC178,482$5.51M2.64%+92,76113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED135,528$4.16M0.39%-40313F-HR/ATimeline
Signal Advisors Wealth, LLC93,841$2.9M0.28%+27,89313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC79,028$2.44M1.33%-1,21113F-HRTimeline
LPL Financial LLC55,445$1.71M<0.01%+1,80513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC54,485$1.68M0.97%+13,60913F-HRTimeline
Second Half Financial Partners, LLC52,812$1.63M0.81%-45013F-HRTimeline
RENASANT BANK46,719$1.44M0.96%+15,58913F-HRTimeline
Atria Investments, Inc44,869$1.39M0.02%-7,79713F-HRTimeline
True Vision MN LLC43,282$1.34M0.8%+14313F-HRTimeline
Advisory Services Network, LLC42,381$1.31M0.03%+5,02113F-HRTimeline
Cushing Capital Partners, LLC35,454$1.09M0.98%-21,07813F-HRTimeline
Retirement Planning Group, LLC27,463$848K0.04%+92413F-HRTimeline
Advisor Resource Council33,243$846K0.07%new13F-HRTimeline
Lord & Richards Wealth Management, LLC19,154$592K0.67%+11,40513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,392$444K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,786$240K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA4,160$128K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,195$36.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.707$21.8K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN643$19.9K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners67$2.07K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.