APTUS LARGE

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DUBS·26922B535·US·ETF·Unknown - Unknown

DUBS (APTUS LARGE) is held by 12 institutional investors as of Q1 2026. Largest holders: Aptus Capital Advisors, LLC ($137.3M), Integrated Wealth Concepts LLC ($92.2M), ENVESTNET ASSET MANAGEMENT INC ($17.2M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	3.8M(+24.9%)	$137.3M	1.1%	+47.59%	58
IWIntegrated Wealth Concepts LLC	Increased	2.6M(+23.4%)	$92.2M	0.7%	+32.97%	51
ENVESTNET ASSET MANAGEMENT INC	New	475,804	$17.2M	0.0%	+11.88%	39
LPL Financial LLC	Decreased	21,453(-47.0%)	$773,589	0.0%	+37.21%	0
JANE STREET GROUP, LLC	Decreased	13,299(-34.8%)	$479,562	0.0%	+11.00%	0
OSAIC HOLDINGS, INC.	Decreased	7,458(-4.4%)	$268,927	0.0%	+26.82%	0
Farther Finance Advisors, LLC	New	2,752	$100,145	0.0%	+11.88%	30
WTWHITTIER TRUST CO	Unchanged	1,026	$37,572	0.0%	+11.00%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	415(+0.5%)	$14,965	0.0%	+26.56%	18
JPMORGAN CHASE & CO	Unchanged	353	$12,352	0.0%	+11.00%	0
Allworth Financial LP	Unchanged	269	$9,701	0.0%	+11.00%	0
NewEdge Advisors, LLC	New	73	$2,632	0.0%	+11.88%	19
Rockefeller Capital Management L.P.	Exited	0(-100.0%)	$5,462	0.0%	-0.79%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer