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Disclosery

DUBS ETF SER SOLUTIONS

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APTUS LARGE CAP (fund)

38 managers (38 13F filers) reported a position in DUBS shares at 2026-03-31, 10,032,604 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
22
Reduced
4
Sold out
8
Shares held by filers
10,032,604

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC3,806,692$137M1.15%+759,23713F-HRTimeline
Integrated Wealth Concepts LLC2,555,969$92.2M0.74%+484,01013F-HRTimeline
Second Line Capital, LLC497,908$19.9M3.77%+182,43413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC479,540$17.3M1.1%+25,07313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC475,804$17.2M<0.01%new13F-HRTimelineGroup
Park Place Capital Corp458,785$16.5M3.32%+256,35513F-HRTimeline
6th Street Advisors, LLC315,533$11.4M7.16%13F-HRTimeline
Waterloo Capital, L.P.216,432$7.8M0.55%+1,73813F-HRTimeline
Signal Advisors Wealth, LLC208,041$7.5M0.51%+47,81713F-HRTimeline
MBE Wealth Management, LLC141,970$5.12M2.13%+21113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED140,803$5.08M0.37%+4,28113F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC77,618$2.8M1.18%+5,41213F-HRTimeline
Independent Advisor Alliance77,199$2.78M0.03%+50,84813F-HRTimeline
RENASANT BANK76,199$2.75M1.94%+36,07213F-HRTimeline
Atria Investments, Inc71,337$2.57M0.03%+8,00313F-HRTimeline
Prime Capital Investment Advisors, LLC68,978$2.49M0.03%+11,54013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC60,657$2.19M0.96%+4,60113F-HR/ATimeline
Second Half Financial Partners, LLC52,084$1.88M0.85%+3,51613F-HRTimeline
Regal Investment Advisors LLC49,282$1.78M0.1%+19,10113F-HRTimeline
Lord & Richards Wealth Management, LLC45,083$1.63M1.43%+1,88413F-HRTimeline
Cushing Capital Partners, LLC41,193$1.49M1.14%+26313F-HRTimeline
RFG Advisory, LLC37,149$1.34M0.02%new13F-HRTimeline
LPL Financial LLC21,453$774K<0.01%-19,04213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,299$480K<0.01%-7,09913F-HRTimelineGroup
Town Capital LLC8,716$314K0.25%-4,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,458$269K<0.01%-34513F-HRTimelineGroup
Advisory Services Network, LLC6,674$241K<0.01%new13F-HRTimeline
Gibbs Wealth Management5,788$209K0.03%+113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,914$177K0.06%013F-HRTimeline
Farther Finance Advisors, LLC2,752$100K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,680$96.6K<0.01%+1,97313F-HRTimeline
Capital Investment Advisory Services, L…2,212$79.8K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,026$37.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC415$15K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353$12.4K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP269$9.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC266$9.6K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC73$2.63K<0.01%new13F-HR/ATimeline