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Get Institutions for : 
Aptus Large Cap Enhanced Yield Etf (DUBS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    3
Total shares held : 
 4,900,356  
% of shares held : 
 54.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -703,708  
% of shares held change : 
   -7.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 476,908
 9.73%
 
Increased Positions :
6
 85,465
 1.74%
 
Unchanged Positions :
1
 60,442
 1.23%
 
Decreased Positions :
3
-785,593
-16.03%
 
Closed Positions :
3
-480,488
-9.81%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 9 - 2024-03-31 2,930,785 $85,725,000 95,295
   Sugarloaf Wealth Management LLC 9 - 2024-03-31 646,910 $18,922,000 84,195
   Integrated Wealth Concepts LLC 94 - 2024-03-31 604,245 $17,674,000 199,460
   GUARDIAN WEALTH ADVISORS LLC / NC 15 - 2024-03-31 437,235 $12,789,000 7,150
   Waterloo Capital L.P. 22 - 2024-03-31 300,765 $8,797,000 -22,994
   SILVER OAK SECURITIES Inc 55 - 2024-03-31 92,855 $2,716,000 -24,291
   Park Place Capital Corp 31 *New 2024-03-31 73,898 $2,162,000 73,898
   One + One Wealth Management LLC 26 *New 2024-03-31 73,897 $2,161,000 73,897
   ENVESTNET ASSET MANAGEMENT INC 2520 *New 2024-03-31 72,088 $2,109,000 72,088
   MBE Wealth Management LLC 12 - 2024-03-31 66,512 $1,945,000 9,129
   Second Line Capital LLC 39 - 2023-12-31 60,442 $1,615,000 0
   ATRIA INVESTMENTS LLC 708 *New 2023-12-31 57,126 $1,526,000 57,126
   Atomi Financial Group Inc. 223 - 2024-03-31 27,385 $801,000 1,018
   Signal Advisors Wealth LLC 164 *New 2024-03-31 18,194 $532,000 18,194
   Coppell Advisory Solutions LLC 394 *New 2023-12-31 3,122 $83,000 3,122
   PROEQUITIES INC. 2564 - 2024-03-31 0 $0 0
   GOLDMAN SACHS GROUP INC/ 4653 *Closed 2024-03-31 0 $0 -9,739
   JANE STREET GROUP LLC 5468 *Closed 2024-03-31 0 $0 -8,676
   UBS Group AG 7619 *Closed 2024-03-31 0 $0 -1,385
   ADVISORY SERVICES NETWORK, LLC 3829 *Closed 2024-03-31 0 $0 -2,136
  20 Records found
  1    
  Page 1 of 1
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