Who Owns APTUS JANUARY BUFFER ETF (JANB)? -- Institutional Holders (2026-06-30)

22 institutions reported holding $88.9M of APTUS JANUARY BUFFER ETF (JANB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($28.3M), KFG WEALTH MANAGEMENT, LLC ($18.7M), Long Island Wealth Management, Inc. ($13.9M), Uniting Wealth Partners, LLC ($10.2M), Integrated Wealth Concepts LLC ($6.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$28.3M	1.0M	New
2	KFG WEALTH MANAGEMENT, LLC	$18.7M	686,892	Added
3	Long Island Wealth Management, Inc.	$13.9M	510,249	Added
4	Uniting Wealth Partners, LLC	$10.2M	375,780	Added
5	Integrated Wealth Concepts LLC	$6.3M	232,025	Trimmed
6	Aptus Capital Advisors, LLC	$4.1M	152,175	Added
7	GUARDIAN WEALTH ADVISORS, LLC / NC	$3.3M	120,537	Hold
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$673,915	24,749	Added
9	Cornerstone Wealth Group, LLC	$656,978	24,127	Trimmed
10	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$517,561	19,007	Trimmed
11	WEBSTERROGERS FINANCIAL ADVISORS, LLC	$451,855	16,594	Hold
12	First Heartland Consultants, Inc.	$337,189	12,383	Trimmed
13	Brown Financial Advisors	$326,842	12,003	New
14	Kovack Advisors, Inc.	$287,779	10,568	Trimmed
15	Meridian Wealth Management, LLC	$258,957	9,510	Trimmed
16	Mattson Financial Services, LLC	$218,765	7,987	New
17	Paladin Wealth, LLC	$203,217	7,463	New
18	UBS Group AG	$13,915	511	Trimmed
19	DHJJ Financial Advisors, Ltd.	$1,090	40	Hold
20	CITADEL ADVISORS LLC	$0	0	Exited
21	OLD MISSION CAPITAL LLC	$0	0	Exited
22	Atria Investments, Inc	$0	0	Exited

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