Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / APTUS LARGE CAP
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Number of holders
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15
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Total shares
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4.9M
-
Shares change
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-704K
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Total reported value, excl. options
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$131M
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Value change
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-$17.8M
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Number of buys
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11
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Number of sells
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-6
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Price
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$26.71
Significant Holders of ETF SER SOLUTIONS - APTUS LARGE CAP (DUBS) as of Q4 2023
15 filings reported holding DUBS - ETF SER SOLUTIONS - APTUS LARGE CAP as of Q4 2023.
ETF SER SOLUTIONS - APTUS LARGE CAP (DUBS) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.9M shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (2.84M shares), Sugarloaf Wealth Management, LLC (563K shares), GUARDIAN WEALTH ADVISORS, LLC / NC (430K shares), Integrated Wealth Concepts LLC (405K shares), Waterloo Capital, L.P. (324K shares), SILVER OAK SECURITIES, INCORPORATED (117K shares), Second Line Capital, LLC (60.4K shares), MBE Wealth Management, LLC (57.4K shares), Atria Investments, Inc (57.1K shares), and Atomi Financial Group, Inc. (26.4K shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.