Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / APTUS LARGE CAP
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Number of holders
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33
-
Total 13F shares, excl. options
-
7.31M
-
Shares change
-
+96.4K
-
Total reported value, excl. options
-
$247M
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Value change
-
+$3.7M
-
Number of buys
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18
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Number of sells
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-18
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Price
-
$33.80
Significant Holders of ETF SER SOLUTIONS - APTUS LARGE CAP (DUBS) as of Q2 2025
38 filings reported holding DUBS - ETF SER SOLUTIONS - APTUS LARGE CAP as of Q2 2025.
ETF SER SOLUTIONS - APTUS LARGE CAP (DUBS) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.31M shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (2.86M shares), Integrated Wealth Concepts LLC (2.06M shares), GUARDIAN WEALTH ADVISORS, LLC / NC (458K shares), Second Line Capital, LLC (305K shares), Waterloo Capital, L.P. (231K shares), ENVESTNET ASSET MANAGEMENT INC (227K shares), Park Place Capital Corp (186K shares), MBE Wealth Management, LLC (175K shares), SILVER OAK SECURITIES, INCORPORATED (125K shares), and Signal Advisors Wealth, LLC (100K shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.