Who Owns APTUS INTERNATIONAL ENHANCED Y (IDUB)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $586.2M of APTUS INTERNATIONAL ENHANCED Y (IDUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($208.9M), Integrated Wealth Concepts LLC ($126.5M), ENVESTNET ASSET MANAGEMENT INC ($48.5M), Second Line Capital, LLC ($39.0M), Park Place Capital Corp ($30.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$208.9M7.6MAdded
2Integrated Wealth Concepts LLC$126.5M4.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$48.5M1.8MAdded
4Second Line Capital, LLC$39.0M1.4MAdded
5Park Place Capital Corp$30.9M1.1MAdded
6Waterloo Capital, L.P.$26.2M952,040Trimmed
76th Street Advisors, LLC$15.6M567,413Added
8SWS Partners$14.7M535,902Trimmed
9Signal Advisors Wealth, LLC$12.2M443,080Added
10MBE Wealth Management, LLC$8.9M322,545Added
11SILVER OAK SECURITIES, INCORPORATED$7.6M276,649Added
12Prime Capital Investment Advisors, LLC$5.9M213,240Added
13RENASANT BANK$5.1M184,541Added
14Capital Investment Advisory Services, LLC$4.6M168,701Added
15Regal Investment Advisors LLC$3.6M129,318Added
16ONE PLUS ONE WEALTH MANAGEMENT, LLC$3.3M119,586Trimmed
17Cushing Capital Partners, LLC$3.3M118,389Added
18MARIPAU WEALTH MANAGEMENT LLC$2.8M101,148Added
19Independent Advisor Alliance$2.7M98,614Trimmed
20Tailwinds Wealth, LLC$2.6M95,619New
21Atria Investments, Inc$2.5M91,311Added
22Lord & Richards Wealth Management, LLC$2.0M71,657Added
23Second Half Financial Partners, LLC$1.9M69,594Trimmed
24LPL Financial LLC$973,10135,405Added
25Talon Private Wealth, LLC$826,60930,075Trimmed

Source: SEC Form 13F filings · as of 2026-06-30