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Disclosery

IDUB ETF SER SOLUTIONS

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APTUS INT ENH YL (fund)

47 managers (47 13F filers) reported a position in IDUB shares at 2026-03-31, 20,657,119 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
16
Reduced
12
Sold out
6
Shares held by filers
20,657,119

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, LLC7,347,676$181M1.52%+226,78713F-HRTimeline
Integrated Wealth Concepts LLC4,521,406$112M0.89%+1,356,12113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,672,878$41.3M0.01%new13F-HRTimelineGroup
Second Line Capital, LLC1,389,518$37.2M7.04%+32,39613F-HRTimeline
Park Place Capital Corp1,094,649$27M5.41%+56,23113F-HRTimeline
Waterloo Capital, L.P.973,021$24M1.69%-3,93513F-HRTimeline
6th Street Advisors, LLC566,369$14M8.79%13F-HRTimeline
SWS Partners546,125$13.5M3.32%+7,18013F-HRTimeline
Signal Advisors Wealth, LLC347,866$8.58M0.59%+64,59113F-HRTimeline
MBE Wealth Management, LLC322,521$7.96M3.3%-10,53513F-HRTimeline
Independent Advisor Alliance294,489$7.27M0.08%+198,52113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED265,477$6.55M0.48%-49,60513F-HRTimeline
Prime Capital Investment Advisors, LLC184,920$4.56M0.05%+43,81813F-HRTimeline
RENASANT BANK179,639$4.43M3.14%-2,88913F-HRTimeline
Regal Investment Advisors LLC128,969$3.18M0.18%+2,88213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC125,607$3.1M1.31%+4,06213F-HRTimeline
Cushing Capital Partners, LLC111,715$2.76M2.12%-8,87913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC92,785$2.29M1.01%+5,78713F-HR/ATimeline
Atria Investments, Inc89,922$2.22M0.02%-4,99713F-HRTimeline
Second Half Financial Partners, LLC72,395$1.79M0.8%+5,24113F-HRTimeline
Lord & Richards Wealth Management, LLC68,491$1.69M1.48%+2,28413F-HRTimeline
RFG Advisory, LLC47,681$1.18M0.02%new13F-HRTimeline
LPL Financial LLC33,436$825K<0.01%-25,69513F-HRTimeline
Talon Private Wealth, LLC31,361$774K0.1%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,420$553K<0.01%-1,66613F-HRTimelineGroup
Advisory Services Network, LLC20,498$506K0.01%+1,56513F-HRTimeline
Town Capital LLC18,358$453K0.37%-14,37313F-HRTimeline
Financial Guidance Group, Inc.15,906$392K0.16%+6,00013F-HRTimeline
John W. Brooker & Co., CPAs14,338$354K0.56%+5,47113F-HRTimeline
XY Planning Network, Inc.9,727$245K0.04%new13F-HRTimeline
Retirement Planning Group, LLC9,907$244K0.01%-13,36613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,333$230K<0.01%-12,77413F-HRTimelineGroup
BOKF, NAin group BOKF, NA5,721$141K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,306$131K0.01%new13F-HRTimeline
WHITTIER TRUST CO4,794$120K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,829$96.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,402$83.9K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,514$37.4K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,380$34K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC605$14.9K<0.01%-37013F-HRTimeline
SIGNATUREFD, LLC432$10.7K<0.01%new13F-HRTimeline
Allworth Financial LP330$8.14K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG171$4.22K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC121$2.98K<0.01%new13F-HR/ATimeline
CoreCap Advisors, LLC102$2.52K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8$191<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$42<0.01%013F-HRTimelineGroup