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Aptus International Enhanced (IDUB)

CUSIP: 26922B709 | NYSE | 86 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

SWS Partners582,136
3.4% of portfolio›$15.9M
6th Street Advisors, LLC567,531
9.0% of portfolio›$15.5M
Signal Advisors Wealth, LLC503,132
0.6% of portfolio›$13.8M
MBE Wealth Management, LLC312,849
3.0% of portfolio›$8.6M
Prime Capital Investment Advisors, LLC229,540
0.1% of portfolio›$6.3M
Capital Investment Advisory Services, LLC174,696
0.3% of portfolio›$4.9M
One Plus One Wealth Management, LLC121,122
1.4% of portfolio›$3.3M
Cushing Capital Partners, LLC118,098
2.0% of portfolio›$3.2M
Atria Investments, Inc97,110
0.0% of portfolio›$2.7M
Lord & Richards Wealth Management, LLC59,975
1.3% of portfolio›$1.6M
PDS Planning, Inc34,875
0.1% of portfolio›$953.5K
John W. Brooker & Co., CPAs27,275
0.8% of portfolio›$745.7K
Financial Guidance Group, Inc.15,906
0.2% of portfolio›$434.9K
Retirement Planning Group, LLC14,700
0.0% of portfolio›$401.9K
Venture Visionary Partners LLC13,052
0.0% of portfolio›$356.9K
Strong Retirement Solutions LLC12,263
0.2% of portfolio›$335.3K
Valeo Financial Advisors, LLC12,204
0.0% of portfolio›$333.7K
RFG Advisory, LLC11,576
0.0% of portfolio›$316.5K
XY Planning Network, Inc.9,974
0.0% of portfolio›$272.7K
Bokf, NA5,721
0.0% of portfolio›$156.4K
Farther Finance Advisors, LLC1,723
0.0% of portfolio›$47.1K
Assetmark, Inc1,054
0.0% of portfolio›$28.8K
Compass Financial Management LLC183
0.0% of portfolio›$5.0K
CoreCap Advisors, LLC55
0.0% of portfolio›$1.5K
Signaturefd, LLC1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
SWS Partners
582,136$15.9M3.4%GrowthMediumColumbus, OH2026-10-26
6th Street Advisors, LLC
567,531$15.5M9.0%ETFVery LowDaphne, AL2026-10-14
Signal Advisors Wealth, LLC
503,132$13.8M0.6%ETFLowDetroit, MI2026-10-13
MBE Wealth Management, LLC
312,849$8.6M3.0%ETFVery LowTomah, WI2026-10-26
Prime Capital Investment Advisors, LLC
229,540$6.3M0.1%ETFLowOverland Park, KS2026-10-20
Capital Investment Advisory Services, LLC
174,696$4.9M0.3%CoreMediumRaleigh, NC2026-10-30
One Plus One Wealth Management, LLC
121,122$3.3M1.4%ETFMediumJupiter, FL2026-10-16
Cushing Capital Partners, LLC
118,098$3.2M2.0%ETFLowDelafield, WI2026-10-20
Atria Investments, Inc
97,110$2.7M0.0%CoreMediumCharlotte, NC2026-10-15
Lord & Richards Wealth Management, LLC
59,975$1.6M1.3%ETFMediumHighlands Ranch, CO2026-10-14
PDS Planning, Inc
34,875$953.5K0.1%IndexVery LowDublin, OH2026-11-03
John W. Brooker & Co., CPAs
27,275$745.7K0.8%ETFMediumOakland, CA2026-10-21
Financial Guidance Group, Inc.
15,906$434.9K0.2%ETFVery LowPalm Harbor, FL2026-10-21
Retirement Planning Group, LLC
14,700$401.9K0.0%ETFVery LowLeawood, KS2026-10-19
Venture Visionary Partners LLC
13,052$356.9K0.0%CoreLowSylvania, OH2026-10-07
Strong Retirement Solutions LLC
12,263$335.3K0.2%GrowthMediumSilverdale, WA2026-10-07
Valeo Financial Advisors, LLC
12,204$333.7K0.0%ETFLowCarmel, IN2026-10-08
RFG Advisory, LLC
11,576$316.5K0.0%ETFMediumBirmingham, AL2026-11-03
XY Planning Network, Inc.
9,974$272.7K0.0%ETFLowBozeman, MT2026-10-14
Bokf, NA
5,721$156.4K0.0%CoreLowTulsa, OK2026-10-27
Farther Finance Advisors, LLC
1,723$47.1K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
1,054$28.8K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
183$5.0K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
55$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Signaturefd, LLC
1$200.0%IndexLowAtlanta, GA2026-10-23