13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IDUB

ETF SER SOLUTIONS

52 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 26922B709·52 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$524M
50.0% inst. owned
of float
Holders
52
-41 QoQ
filers reporting
Activity
+60 / −26
+842 added · −810 reduced
this quarter
Concentration
34.61%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported IDUB in Q1 2026. Aptus Capital Advisors, LLC leads at 34.6% of the visible book. -41 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$181M7.3M1.42%Q1 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$112M4.5M0.89%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$41M1.7M0.01%Q1 202604
Second Line Capital, LLC
CIK 0001992879
$37M1.4M7.04%Q1 202605
Park Place Capital Corp
CIK 0001965810
$27M1.1M5.41%Q1 202606
Waterloo Capital, L.P.
CIK 0001730942
$24M973K1.69%Q1 202607
Sugarloaf Wealth Management, LLC
CIK 0001664864
$21M1.1M4.00%Q4 202408
6th Street Advisors, LLC
CIK 0002102803
$14M566K8.79%Q1 202609
SWS Partners
CIK 0001731731
$13M546K3.32%Q1 202610
Signal Advisors Wealth, LLC
CIK 0002010926
$9M348K0.59%Q1 202611
MBE Wealth Management, LLC
CIK 0001775850
$8M323K3.31%Q1 202612
Independent Advisor Alliance
CIK 0001696899
$7M294K0.08%Q1 202613
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$7M265K0.48%Q1 202614
Prime Capital Investment Advisors, LLC
CIK 0001731446
$5M185K0.05%Q1 202615
Renasant Bank
CIK 0001656167
$4M180K3.14%Q1 202616
Regal Investment Advisors LLC
CIK 0001559789
$3M129K0.18%Q1 202617
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$3M126K1.31%Q1 202618
Cushing Capital Partners, LLC
CIK 0002054827
$3M112K2.12%Q1 202619
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$2M93K1.01%Q1 202620
Atria Investments, Inc
CIK 0001535865
$2M90K0.02%Q1 2026
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