DOSSIER · 13F Holders · Q2 2026
IDUB

ETF SER SOLUTIONS

53 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B709·53 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$656M
visible holders
Holders
53
filers reporting
Concentration
32.00%
Integrated Wealth Concepts LLC #1
top holder share
AI Holders Summary · Q2 2026

53 institutions reported IDUB in Q2 2026. Integrated Wealth Concepts LLC leads at 32.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Integrated Wealth Concepts LLC
CIK 0001737109
$210M7.6M1.02%Q2 2026
02
Aptus Capital Advisors, LLC
CIK 0001664193
$209M7.6M1.43%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M1.8M0.01%Q2 2026
04
Second Line Capital, LLC
CIK 0001992879
$39M1.4M7.26%Q2 2026
05
Park Place Capital Corp
CIK 0001965810
$31M1.1M4.91%Q2 2026
06
Waterloo Capital, L.P.
CIK 0001730942
$26M952K1.47%Q2 2026
07
6th Street Advisors, LLC
CIK 0002102803
$16M567K8.96%Q2 2026
08
SWS Partners
CIK 0001731731
$15M536K3.18%Q2 2026
09
Signal Advisors Wealth, LLC
CIK 0002010926
$12M443K0.62%Q2 2026
10
MBE Wealth Management, LLC
CIK 0001775850
$9M323K3.12%Q2 2026
11
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$8M277K0.46%Q2 2026
12
Prime Capital Investment Advisors, LLC
CIK 0001731446
$6M213K0.06%Q2 2026
13
Renasant Bank
CIK 0001656167
$5M185K3.26%Q2 2026
14
Capital Investment Advisory Services, LLC
CIK 0001659203
$5M169K0.29%Q2 2026
15
Regal Investment Advisors LLC
CIK 0001559789
$4M129K0.18%Q2 2026
16
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$3M120K1.42%Q2 2026
17
Cushing Capital Partners, LLC
CIK 0002054827
$3M118K2.24%Q2 2026
18
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$3M101K0.99%Q2 2026
19
Independent Advisor Alliance
CIK 0001696899
$3M99K0.06%Q2 2026
20
Wilian Securities, LLC
CIK 0002109222
$3M96K1.55%Q2 2026
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