13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DUBS

ETF SER SOLUTIONS

42 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B535·42 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.1%
vs prior quarter
13F value held
$378M
54.0% inst. owned
of float
Holders
42
+115 QoQ
filers reporting
Activity
+8 / −66
+850 added · −728 reduced
this quarter
Concentration
36.28%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported DUBS in Q1 2026. Aptus Capital Advisors, LLC leads at 36.3% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$137M3.8M1.08%Q1 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$92M2.6M0.74%Q1 202603
Sugarloaf Wealth Management, LLC
CIK 0001664864
$22M677K4.13%Q4 202404
Second Line Capital, LLC
CIK 0001992879
$20M498K3.77%Q1 202605
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$17M480K1.09%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M476K0.00%Q1 202607
Park Place Capital Corp
CIK 0001965810
$17M459K3.32%Q1 202608
6th Street Advisors, LLC
CIK 0002102803
$11M316K7.16%Q1 202609
Waterloo Capital, L.P.
CIK 0001730942
$8M216K0.55%Q1 202610
Signal Advisors Wealth, LLC
CIK 0002010926
$8M208K0.51%Q1 202611
MBE Wealth Management, LLC
CIK 0001775850
$5M142K2.13%Q1 202612
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$5M141K0.37%Q1 202613
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$3M78K1.18%Q1 202614
Independent Advisor Alliance
CIK 0001696899
$3M77K0.03%Q1 202615
Renasant Bank
CIK 0001656167
$3M76K1.94%Q1 202616
Atria Investments, Inc
CIK 0001535865
$3M71K0.03%Q1 202617
Prime Capital Investment Advisors, LLC
CIK 0001731446
$2M69K0.03%Q1 202618
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$2M61K0.96%Q1 202619
Second Half Financial Partners, LLC
CIK 0001946654
$2M52K0.85%Q1 202620
Regal Investment Advisors LLC
CIK 0001559789
$2M49K0.10%Q1 2026
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