Aptus LG Cap ENH Yield ETF (DUBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Signal Advisors Wealth, LLC

INCREASED

Shares316,887 from 280,461

Change+36,426 (+13%)

Value$13.6M (+$1.9M)

Filed 2026-10-13

6th Street Advisors, LLC

DECREASED

Shares309,825 from 311,082

Change-1,257 (0%)

Value$13.3M (+$324.1K)

Filed 2026-10-14

MBE Wealth Management, LLC

DECREASED

Shares138,201 from 142,922

Change-4,721 (-3%)

Value$5.9M (-$28.7K)

Filed 2026-10-26

Prime Capital Investment Advisors, LLC

INCREASED

Shares89,136 from 81,143

Change+7,993 (+10%)

Value$3.8M (+$441.2K)

Filed 2026-10-20

One Plus One Wealth Management, LLC

DECREASED

Shares89,053 from 89,103

Change-50 (0%)

Value$3.8M (+$106.1K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

INCREASED

Shares88,405 from 81,477

Change+6,928 (+9%)

Value$3.8M (+$421.2K)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares75,213 from 71,901

Change+3,312 (+5%)

Value$3.2M (+$229.3K)

Filed 2026-10-15

Renasant Bank

DECREASED

Shares75,103 from 79,064

Change-3,961 (-5%)

Value$3.2M (-$73.7K)

Filed 2026-11-05

Cushing Capital Partners, LLC

DECREASED

Shares43,468 from 43,978

Change-510 (-1%)

Value$1.9M (+$31.6K)

Filed 2026-10-20

Lord & Richards Wealth Management, LLC

DECREASED

Shares39,113 from 46,969

Change-7,856 (-17%)

Value$1.7M (-$279.6K)

Filed 2026-10-14

RFG Advisory, LLC

DECREASED

Shares10,097 from 19,488

Change-9,391 (-48%)

Value$432.7K (-$378.9K)

Filed 2026-11-03

Valeo Financial Advisors, LLC

DECREASED

Shares8,219 from 8,288

Change-69 (-1%)

Value$352.3K (+$7.1K)

Filed 2026-10-08

Strong Retirement Solutions LLC

INCREASED

Shares7,966 from 5,430

Change+2,536 (+47%)

Value$341.4K (+$115.3K)

Filed 2026-10-07

Gibbs Wealth Management

DECREASED

Shares5,751 from 5,819

Change-68 (-1%)

Value$246.5K (+$4.1K)

Filed 2026-10-22

Apella Capital, LLC

NEW

Shares4,914

Change+4,914

Value$214.4K

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares1,387 from 1,378

Change+9 (+1%)

Value$59.4K (+$2.1K)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares595 from 595

Change0 (0%)

Value$25.5K (+$723)

Filed 2026-10-21

Signaturefd, LLC

UNCHANGED

Shares0 from 0

Change0

Value$14 ($0)

Filed 2026-10-23

Aptus Capital Advisors, LLC

N/A

Shares— from 4,145,689

Change-4,145,689 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,562,402

Change-2,562,402 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 549,958

Change-549,958 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 516,098

Change-516,098 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 488,028

Change-488,028 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 478,400

Change-478,400 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 307,808

Change-307,808 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 146,411

Change-146,411 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 66,814

Change-66,814 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 63,907

Change-63,907 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 49,419

Change-49,419 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 49,195

Change-49,195 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 34,945

Change-34,945 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 22,688

Change-22,688 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 8,655

Change-8,655 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,870

Change-7,870 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,053

Change-7,053 (-100%)

Value—

Morris Financial Concepts, Inc.

N/A

Shares— from 4,914

Change-4,914 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,503

Change-2,503 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 1,026

Change-1,026 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 417

Change-417 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 353

Change-353 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 258

Change-258 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16

Change-16 (-100%)

Value—

	Status
Signal Advisors Wealth, LLC	INCREASED	316,887	280,461	+36,426	+13%	$11.7M	$13.6M	+$1.9M	2026-10-13
6th Street Advisors, LLC	DECREASED	309,825	311,082	-1,257	0%	$13.0M	$13.3M	+$324.1K	2026-10-14
MBE Wealth Management, LLC	DECREASED	138,201	142,922	-4,721	-3%	$6.0M	$5.9M	-$28.7K	2026-10-26
Prime Capital Investment Advisors, LLC	INCREASED	89,136	81,143	+7,993	+10%	$3.4M	$3.8M	+$441.2K	2026-10-20
One Plus One Wealth Management, LLC	DECREASED	89,053	89,103	-50	0%	$3.7M	$3.8M	+$106.1K	2026-10-16
Capital Investment Advisory Services, LLC	INCREASED	88,405	81,477	+6,928	+9%	$3.4M	$3.8M	+$421.2K	2026-10-30
Atria Investments, Inc	INCREASED	75,213	71,901	+3,312	+5%	$3.0M	$3.2M	+$229.3K	2026-10-15
Renasant Bank	DECREASED	75,103	79,064	-3,961	-5%	$3.3M	$3.2M	-$73.7K	2026-11-05
Cushing Capital Partners, LLC	DECREASED	43,468	43,978	-510	-1%	$1.8M	$1.9M	+$31.6K	2026-10-20
Lord & Richards Wealth Management, LLC	DECREASED	39,113	46,969	-7,856	-17%	$2.0M	$1.7M	-$279.6K	2026-10-14
RFG Advisory, LLC	DECREASED	10,097	19,488	-9,391	-48%	$811.6K	$432.7K	-$378.9K	2026-11-03
Valeo Financial Advisors, LLC	DECREASED	8,219	8,288	-69	-1%	$345.2K	$352.3K	+$7.1K	2026-10-08
Strong Retirement Solutions LLC	INCREASED	7,966	5,430	+2,536	+47%	$226.1K	$341.4K	+$115.3K	2026-10-07
Gibbs Wealth Management	DECREASED	5,751	5,819	-68	-1%	$242.3K	$246.5K	+$4.1K	2026-10-22
Apella Capital, LLC	NEW	4,914	—	+4,914	—	—	$214.4K	—	2026-10-08
Farther Finance Advisors, LLC	INCREASED	1,387	1,378	+9	+1%	$57.4K	$59.4K	+$2.1K	2026-10-08
Assetmark, Inc	UNCHANGED	595	595	0	0%	$24.8K	$25.5K	+$723	2026-10-21
Signaturefd, LLC	UNCHANGED	0	0	0	—	$14	$14	$0	2026-10-23
Aptus Capital Advisors, LLC	N/A	—	4,145,689	-4,145,689	-100%	$172.6M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,562,402	-2,562,402	-100%	$106.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	549,958	-549,958	-100%	$22.9M	—	—	—
Second Line Capital, LLC	N/A	—	516,098	-516,098	-100%	$21.5M	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	488,028	-488,028	-100%	$20.3M	—	—	—
Park Place Capital Corp	N/A	—	478,400	-478,400	-100%	$19.9M	—	—	—
Waterloo Capital, L.P.	N/A	—	307,808	-307,808	-100%	$12.8M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	146,411	-146,411	-100%	$6.1M	—	—	—
Maripau Wealth Management LLC	N/A	—	66,814	-66,814	-100%	$2.8M	—	—	—
Tailwinds Wealth, LLC	N/A	—	63,907	-63,907	-100%	$2.7M	—	—	—
Regal Investment Advisors LLC	N/A	—	49,419	-49,419	-100%	$2.1M	—	—	—
Second Half Financial Partners, LLC	N/A	—	49,195	-49,195	-100%	$2.0M	—	—	—
Independent Advisor Alliance	N/A	—	34,945	-34,945	-100%	$1.5M	—	—	—
LPL Financial LLC	N/A	—	22,688	-22,688	-100%	$944.8K	—	—	—
First Trust Advisors LP	N/A	—	8,655	-8,655	-100%	$360.4K	—	—	—
Advisory Services Network, LLC	N/A	—	7,870	-7,870	-100%	$327.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,053	-7,053	-100%	$293.7K	—	—	—
Morris Financial Concepts, Inc.	N/A	—	4,914	-4,914	-100%	$204.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,503	-2,503	-100%	$104.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,135	-1,135	-100%	$47.3K	—	—	—
Whittier Trust Co	N/A	—	1,026	-1,026	-100%	$43.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	417	-417	-100%	$17.4K	—	—	—
JPMorgan Chase & Co	N/A	—	353	-353	-100%	$14.6K	—	—	—
Regatta Research & Money Management	N/A	—	258	-258	-100%	$10.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	73	-73	-100%	$3.0K	—	—	—
Wells Fargo & Company	N/A	—	16	-16	-100%	$666	—	—	—

Showing 44 of 44 institutions