Funds holding Aptus January Buffer ETF
1 fund declares a position · 1 ETFs and 0 other funds · 132.4K $ · US2689618856
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Aptus Laddered Buffer ETF ETF Series Solutions | 4,977 | 132.4K $ | 25.09 % | as of Apr 30, 2026 · Original filing |
Institutional managers
18 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 670,689 | 16.8M $ | as of Mar 31, 2026 |
| Long Island Wealth Management, Inc. | 505,604 | 12.7M $ | as of Mar 31, 2026 |
| Uniting Wealth Partners, LLC | 367,003 | 9.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 240,225 | 6M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 136,276 | 3.4M $ | as of Mar 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 120,537 | 3M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 40,848 | 1M $ | as of Mar 31, 2026 |
| Cornerstone Wealth Group, LLC | 30,481 | 801.6K $ | as of Mar 31, 2026 |
| Kovack Advisors, Inc. | 21,136 | 530.5K $ | as of Mar 31, 2026 |
| First Heartland Consultants, Inc. | 20,634 | 517.9K $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19,060 | 478.4K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,148 | 455.5K $ | as of Mar 31, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 16,594 | 416.5K $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 10,057 | 252.4K $ | as of Mar 31, 2026 |
| Meridian Wealth Management, LLC | 9,768 | 245.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 8,711 | 218.6K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,038 | 26.1K $ | as of Mar 31, 2026 |
| DHJJ Financial Advisors, Ltd. | 40 | 1K $ | as of Mar 31, 2026 |