Funds holding Aptus July Buffer ETF
1 fund declares a position · 1 ETFs and 0 other funds · 131.8K $ · US2689618690
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Aptus Laddered Buffer ETF ETF Series Solutions | 4,955 | 131.8K $ | 24.97 % | as of Apr 30, 2026 · Original filing |
Institutional managers
8 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 | 755,158 | 19M $ | as of Mar 31, 2026 |
| Uniting Wealth Partners, LLC | 501,497 | 12.6M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 45,458 | 1.1M $ | as of Mar 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43,302 | 1.1M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,694 | 745.4K $ | as of Mar 31, 2026 |
| Kovack Advisors, Inc. | 16,788 | 421.4K $ | as of Mar 31, 2026 |
| Cyndeo Wealth Partners, LLC | 10,000 | 251K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,549 | 38.9K $ | as of Mar 31, 2026 |