13FBOX
ETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETF · 13F 机构持仓分析
期权收益计算器 机构排行
E

ETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETF

DUBS
持有机构数
42
机构合计市值 (Q2 2026)
$5.18亿
机构合计股数 (Q2 2026)
1,245.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+251.5万股
31 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.2万股
12 · 5 清仓 · ≈
⚖️ 净额
+241.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.18亿
持有机构数
42
新买入
9
加仓
22
减仓
7
清仓
5
持股不变
4
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.87%0.74%#13$1.76亿423.0万股$9,216.8万255.6万股+167.4万股+65.48%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
1.18%1.08%#10$1.73亿414.6万股$1.37亿380.7万股+33.9万股+8.91%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#28$2,290.3万55.0万股$1,715.8万47.6万股+7.4万股+15.58%加仓
Second Line Capital, LLC
4%3.77%#2$2,149.5万51.6万股$1,992.9万49.8万股+1.8万股+3.65%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
1.14%1.09%#11$2,032.4万48.8万股$1,729.2万48.0万股+8,488股+1.77%加仓
Park Place Capital Corp
2.99%3.32%#3$1,992.3万47.8万股$1,654.4万45.9万股+2.0万股+4.28%加仓
6th Street Advisors, LLC
7.44%7.16%#1$1,295.5万31.1万股$1,137.8万31.6万股-4,451股-1.41%减仓
Waterloo Capital, L.P.
0.72%0.55%#15$1,281.9万30.8万股$780.5万21.6万股+9.1万股+42.22%加仓
Signal Advisors Wealth, LLC
0.59%0.51%#16$1,168.0万28.0万股$750.2万20.8万股+7.2万股+34.81%加仓
SILVER OAK SECURITIES, INCORPORATED
0.37%0.37%#17$609.7万14.6万股$507.7万14.1万股+5,608股+3.98%加仓
MBE Wealth Management, LLC
2.09%2.13%#5$595.2万14.3万股$511.9万14.2万股+952股+0.67%加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC
1.6%1.18%#6$371.1万8.9万股$279.9万7.8万股+1.1万股+14.80%加仓
Capital Investment Advisory Services, LLC
0.21%0.01%#18$339.3万8.1万股$8.0万2,212股+7.9万股+3,583.41%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.03%0.03%#23$337.9万8.1万股$248.7万6.9万股+1.2万股+17.64%加仓
Renasant Bank
2.12%1.94%#4$329.3万7.9万股$274.8万7.6万股+2,865股+3.76%加仓
Atria投资Atria Investments, Inc
0.03%0.03%#24$299.4万7.2万股$257.2万7.1万股+564股+0.79%加仓
MARIPAU WEALTH MANAGEMENT LLC
0.99%0.96%#12$279.0万6.7万股$218.7万6.1万股+6,157股+10.15%加仓
Tailwinds Wealth, LLC
1.57%#7$266.1万6.4万股$00股+6.4万股新买入
Regal Investment Advisors LLC
0.11%0.1%#20$205.8万4.9万股$177.7万4.9万股+137股+0.28%加仓
Second Half Financial Partners, LLC
0.84%0.85%#14$204.9万4.9万股$187.8万5.2万股-2,889股-5.55%减仓
Lord & Richards Wealth Management, LLC
1.53%1.43%#8$195.6万4.7万股$162.6万4.5万股+1,886股+4.18%加仓
Cushing Capital Partners, LLC
1.26%1.14%#9$183.1万4.4万股$148.5万4.1万股+2,785股+6.76%加仓
Independent Advisor Alliance
0.03%0.03%#22$145.5万3.5万股$278.4万7.7万股-4.2万股-54.73%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#35$94.5万2.3万股$77.4万2.1万股+1,235股+5.76%加仓
RFG顾问RFG Advisory, LLC
0.01%0.02%#25$81.2万1.9万股$134.0万3.7万股-1.8万股-47.54%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%#36$36.0万8,655股$00股+8,655股新买入
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.01%#27$34.5万8,288股$00股+8,288股新买入
咨询服务网络Advisory Services Network, LLC
<0.01%<0.01%#29$32.8万7,870股$24.1万6,674股+1,196股+17.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$29.4万7,053股$26.9万7,458股-405股-5.43%减仓
Strong Retirement Solutions LLC
0.14%#19$22.6万5,430股$00股+5,430股新买入
MORRIS FINANCIAL CONCEPTS, INC.
0.06%0.06%#21$20.5万4,914股$17.7万4,914股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#37$15.0万3,610股$00股+3,610股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$10.4万2,503股$9.7万2,680股-177股-6.60%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#32$5.7万1,378股$10.0万2,752股-1,374股-49.93%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#31$4.7万1,135股$00股+1,135股新买入
Whittier信托WHITTIER TRUST CO
<0.01%<0.01%#33$4.3万1,026股$3.8万1,026股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%#39$2.5万595股$00股+595股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#38$1.7万417股$1.5万415股+2股+0.48%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#41$1.5万353股$1.2万353股00.00%持仓不变
Regatta Research & Money Management
0.01%#26$1.1万258股$00股+258股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#40$3,04073股$2,63273股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#42$66616股$00股+16股新买入

🧭 机构资金流板块热力图

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