Who Owns APTUS LARGE (DUBS)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $448.9M of APTUS LARGE (DUBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($172.6M), Integrated Wealth Concepts LLC ($106.7M), ENVESTNET ASSET MANAGEMENT INC ($22.9M), Second Line Capital, LLC ($21.5M), GUARDIAN WEALTH ADVISORS, LLC / NC ($20.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$172.6M4.1MAdded
2Integrated Wealth Concepts LLC$106.7M2.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$22.9M549,958Added
4Second Line Capital, LLC$21.5M516,098Added
5GUARDIAN WEALTH ADVISORS, LLC / NC$20.3M488,028Added
6Park Place Capital Corp$19.9M478,400Added
76th Street Advisors, LLC$13.0M311,082Trimmed
8Waterloo Capital, L.P.$12.8M307,808Added
9Signal Advisors Wealth, LLC$11.7M280,461Added
10SILVER OAK SECURITIES, INCORPORATED$6.1M146,411Added
11MBE Wealth Management, LLC$6.0M142,922Added
12ONE PLUS ONE WEALTH MANAGEMENT, LLC$3.7M89,103Added
13Capital Investment Advisory Services, LLC$3.4M81,477Added
14Prime Capital Investment Advisors, LLC$3.4M81,143Added
15RENASANT BANK$3.3M79,064Added
16Atria Investments, Inc$3.0M71,901Added
17MARIPAU WEALTH MANAGEMENT LLC$2.8M66,814Added
18Tailwinds Wealth, LLC$2.7M63,907New
19Regal Investment Advisors LLC$2.1M49,419Added
20Second Half Financial Partners, LLC$2.0M49,195Trimmed
21Lord & Richards Wealth Management, LLC$2.0M46,969Added
22Cushing Capital Partners, LLC$1.8M43,978Added
23Independent Advisor Alliance$1.5M34,945Trimmed
24LPL Financial LLC$944,83222,688Added
25RFG Advisory, LLC$811,59719,488Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30