Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / APTUS INT ENH YL
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
5,846,808
-
Shares change
-
-1,134,250
-
Total reported value, excl. options
-
$116,876,395
-
Value change
-
-$22,081,574
-
Number of buys
-
10
-
Number of sells
-
-8
-
Price
-
$19.99
Significant Holders of ETF SER SOLUTIONS - APTUS INT ENH YL (IDUB) as of Q4 2023
19 filings reported holding IDUB - ETF SER SOLUTIONS - APTUS INT ENH YL as of Q4 2023.
ETF SER SOLUTIONS - APTUS INT ENH YL (IDUB) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,846,808 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (3,444,526 shares), Sugarloaf Wealth Management, LLC (834,658 shares), Waterloo Capital, L.P. (582,491 shares), First Heartland Consultants, Inc. (370,817 shares), SILVER OAK SECURITIES, INCORPORATED (158,908 shares), Integrated Wealth Concepts LLC (127,419 shares), Second Line Capital, LLC (85,581 shares), MBE Wealth Management, LLC (64,434 shares), Atria Investments, Inc (56,293 shares), and ONE PLUS ONE WEALTH MANAGEMENT, LLC (53,595 shares).
This table shows the top 16 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.