IDUB institutional holders

ETF SER SOLUTIONS · 13F, 2026Q2

Managers holding49
Shares held24,334,651
Reported value$668.8m
Quarter flows8 new, 23 added, 11 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Integrated Wealth Concepts LLC7,640,540$210.0m1.0%
Aptus Capital Advisors, LLC7,599,472$208.9m1.4%
ENVESTNET ASSET MANAGEMENT INC1,764,960$48.5m0.0%
Second Line Capital, LLC1,417,892$39.0m7.3%
Park Place Capital Corp1,124,772$30.9m4.9%
Waterloo Capital, L.P.952,040$26.2m1.5%
6th Street Advisors, LLC567,413$15.6m9.0%
SWS Partners535,902$14.7m3.2%
Signal Advisors Wealth, LLC443,080$12.2m0.6%
MBE Wealth Management, LLC322,545$8.9m3.1%
SILVER OAK SECURITIES, INCORPORATED276,649$7.6m0.5%
Prime Capital Investment Advisors, LLC213,240$5.9m0.1%
RENASANT BANK184,541$5.1m3.3%
Capital Investment Advisory Services, LLC168,701$4.6m0.3%
Regal Investment Advisors LLC129,318$3.6m0.2%
ONE PLUS ONE WEALTH MANAGEMENT, LLC119,586$3.3m1.4%
Cushing Capital Partners, LLC118,389$3.3m2.2%
MARIPAU WEALTH MANAGEMENT LLC101,148$2.8m1.0%
Independent Advisor Alliance98,614$2.7m0.1%
Tailwinds Wealth, LLC95,619$2.6m1.6%
Atria Investments, Inc91,311$2.5m0.0%
Lord & Richards Wealth Management, LLC71,657$2.0m1.5%
Second Half Financial Partners, LLC69,594$1.9m0.8%
LPL Financial LLC35,405$973,1010.0%
RFG Advisory, LLC25,607$703,7950.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IDUB"). IDUB price history · All 13F data

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