Who Owns Aptus Large Cap Enhanced Yield ETF (DUBS)?Hedge Fund & Institutional Holders

$36.62-0.16 (-0.42%)Financial ServicesBATS

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$9.400000019e+189T

% of Float Held

—

QoQ Change in Holders

+10 / -5

Price History

$27.42$30.16$32.90$35.63$38.37Aug 24Jun 25Mar 26

DUBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Aptus Capital Advisors, LLCIncreased+487K+$19.4B
Park Place Capital CorpNew Position+202K+$7.6B
MBE Wealth Management, LLCNew Position+142K+$5.3B
SILVER OAK SECURITIES, INCORPORATEDNew Position+137K+$5.2B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+72K+$2.7B
Renasant BankNew Position+40K+$1.5B
True Vision MN LLCNew Position+34K+$1.3B
Signal Advisors Wealth, LLCIncreased+28K+$1.2B
Regal Investment Advisors LLCNew Position+30K+$1.1B
Second Line Capital, LLCIncreased+7K+$605.3M
Cushing Capital Partners, LLCIncreased+5K+$232.1M
Gibbs Wealth ManagementNew Position+6K+$221.0M
MORRIS FINANCIAL CONCEPTS, INC.New Position+5K+$185.0M
MARIPAU WEALTH MANAGEMENT LLCIncreased+1K+$112.6M
OPTIMA CAPITAL LLCNew Position+3K+$112.0M

DUBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-220K-$83.8B
LPL Financial LLCDecreased-23K-$2.3B
OLD MISSION CAPITAL LLCDecreased-20K-$717.0M
OSAIC HOLDINGS, INC.Decreased-3K-$413.0M
CITADEL ADVISORS LLCClosed Position-11K-$402.4M
BOKF, NAClosed Position-3K-$122.7M
FSA Wealth Management LLCClosed Position-269-$9.8M
TCFG WEALTH MANAGEMENT, LLCClosed Position-14K-$368K
BANK OF AMERICA CORP /DE/Closed Position-2K-$68K
Second Half Financial Partners, LLCDecreased-77-$-51.0M
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-3K-$-393.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC2,518,472$94.0B0.67%Share
2Aptus Capital Advisors, LLC528,983$19.0B0.14%Share
3GUARDIAN WEALTH ADVISORS, LLC / NC454,467$17.1B1.06%Share
4Second Line Capital, LLC315,474$11.9B2.44%Share
5Park Place Capital Corp202,430$7.6B1.59%Share
6Signal Advisors Wealth, LLC160,224$6.0B0.48%Share
7MBE Wealth Management, LLC141,759$5.3B2.24%Share
8SILVER OAK SECURITIES, INCORPORATED136,522$5.2B0.35%Share
9ONE PLUS ONE WEALTH MANAGEMENT, LLC72,206$2.7B1.25%Share
10MARIPAU WEALTH MANAGEMENT LLC56,056$2.1B0.97%Share
11Atria Investments, Inc63,334$2.0B0.02%Share
12Second Half Financial Partners, LLC48,568$1.8B0.81%Share
13Cushing Capital Partners, LLC40,930$1.5B1.14%Share
14True Vision MN LLC34,352$1.3B0.66%Share
15Regal Investment Advisors LLC30,181$1.1B0.07%Share
16Renasant Bank25,285$952.0M0.65%Share
17OLD MISSION CAPITAL LLC22,225$837.0M0.02%Share
18Renasant Bank14,842$559.0M0.38%Share
19Gibbs Wealth Management5,787$221.0M0.05%Share
20MORRIS FINANCIAL CONCEPTS, INC.4,914$185.0M0.06%Share
21OPTIMA CAPITAL LLC2,989$112.0M0.05%Share
22WHITTIER TRUST CO1,026$39.0M0.00%Share
23Prime Capital Investment Advisors, LLC57,438$2.2M0.03%Share
24Lord & Richards Wealth Management, LLC29,771$1.1M0.96%Share
25LPL Financial LLC40,495$1.0M0.00%Share
26Independent Advisor Alliance26,351$992K0.00%Share
27Wilian Securities, LLC25,979$978K1.05%Share
28Retirement Planning Group, LLC14,606$550K0.02%Share
29Virtue Capital Management, LLC1,365$446K0.07%Share
30Lord & Richards Wealth Management, LLC7,177$270K0.23%Share
31Lord & Richards Wealth Management, LLC2,648$99K0.09%Share
32Integrated Wealth Concepts LLC2,071,959$78K0.00%Share
33Lord & Richards Wealth Management, LLC1,489$56K0.05%Share
34Lord & Richards Wealth Management, LLC1,379$51K0.04%Share
35Lord & Richards Wealth Management, LLC735$27K0.02%Share
36HARBOUR INVESTMENTS, INC.707$26K0.00%Share
37Allworth Financial LP269$10K0.00%Share
38JPMORGAN CHASE & CO353$00.00%Share
39OSAIC HOLDINGS, INC.7,803$00.00%Share
40O'SHAUGHNESSY ASSET MANAGEMENT, LLC413$00.00%Share
41Global Retirement Partners, LLC724$00.00%Share
42Waterloo Capital, L.P.214,694$00.00%Share
43Gladstone Institutional Advisory LLC7,794$00.00%Share
44Rockefeller Capital Management L.P.145$00.00%Share
45JANE STREET GROUP, LLC20,398$00.00%Share

DUBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$181.7B+19
Q3 202519$222.2B-13
Q2 202532$238.6B+3
Q1 202529$211.4B+6
Q4 202423$199.8B+6
Q3 202417$8.7T+0
Q2 202417$6.2T+6
Q1 202411$2.2T—

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As of Q4 2025, 45 institutional investors hold DUBS (Aptus Large Cap Enhanced Yield ETF). The largest holder is Aptus Capital Advisors, LLC with $94.0B in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DUBS?

As of Q4 2025, 45 institutional investors report holding DUBS (Aptus Large Cap Enhanced Yield ETF) in their 13F filings.

Who is the largest institutional holder of DUBS?

The largest institutional holder of DUBS is Aptus Capital Advisors, LLC with $94.0B in shares.

Is institutional ownership of DUBS increasing or decreasing?

This quarter, 10 institutions opened new positions in DUBS and 5 closed their positions.