38 tracked 13F filers disclose a position in DUBS as of the latest SEC 13F filings, a combined $485.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $176.1M | 4.2M | ▲+65% Added · +1.7M sh | Q2 2026 | |
| 2 | Aptus Capital Advisors, LLC | $172.6M | 4.1M | ▲+8.9% Added · +339K sh | Q2 2026 | |
| 3 | Second Line Capital, LLC | $21.5M | 516K | ▲+3.6% Added · +18K sh | Q2 2026 | |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $17.3M | 480K | ▲+5.5% Added · +25K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 476K | ▲New +476K sh | Q1 2026 | |
| 6 | 6th Street Advisors, LLC | $13.0M | 311K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 7 | Waterloo Capital, L.P. | $12.8M | 308K | ▲+42% Added · +91K sh | Q2 2026 | |
| 8 | Signal Advisors Wealth, LLC | $11.7M | 280K | ▲+35% Added · +72K sh | Q2 2026 | |
| 9 | SILVER OAK SECURITIES, INCORPORATED | $6.1M | 146K | ▲+4.0% Added · +6K sh | Q2 2026 | |
| 10 | MBE Wealth Management, LLC | $6.0M | 143K | ▲+0.7% Added · +952 sh | Q2 2026 | |
| 11 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.7M | 89K | ▲+15% Added · +11K sh | Q2 2026 | |
| 12 | Capital Investment Advisory Services, LLC | $3.4M | 81K | ▲37× Added · +79K sh | Q2 2026 | |
| 13 | Prime Capital Investment Advisors, LLC | $3.4M | 81K | ▲+18% Added · +12K sh | Q2 2026 | |
| 14 | Renasant Bank | $3.3M | 79K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 15 | Atria Investments, Inc | $3.0M | 72K | ▲+0.8% Added · +564 sh | Q2 2026 | |
| 16 | MARIPAU WEALTH MANAGEMENT LLC | $2.8M | 67K | ▲+10% Added · +6K sh | Q2 2026 | |
| 17 | Tailwinds Wealth, LLC | $2.7M | 64K | ▲New +64K sh | Q2 2026 | |
| 18 | Regal Investment Advisors LLC | $1.8M | 49K | ▲+63% Added · +19K sh | Q1 2026 | |
| 19 | Lord & Richards Wealth Management, LLC | $2.0M | 47K | ▲+4.2% Added · +2K sh | Q2 2026 | |
| 20 | Cushing Capital Partners, LLC | $1.8M | 44K | ▲+6.8% Added · +3K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $774K | 21K | ▼−47% Reduced · −19K sh | Q1 2026 | |
| 22 | RFG Advisory, LLC | $812K | 19K | ▼−48% Reduced · −18K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $480K | 13K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 24 | Valeo Financial Advisors, LLC | $345K | 8K | ▲New +8K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $269K | 7K | ▼−4.4% Reduced · −345 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in DUBS and 12 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $3.0B |
| NVIDIA CORPNVDA | 19 funds | $2.6B |
| MICROSOFT CORPMSFT | 19 funds | $1.5B |
| AMAZON.COM INCAMZN | 19 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.1B |
| BROADCOM INCAVGO | 19 funds | $939.6M |
| WALMART INCWMT | 19 funds | $690.4M |
| JPMORGAN CHASE & COJPM | 19 funds | $668.9M |
| APTUS INTL ENHAN YLD ETFIDUB | 19 funds | $318.5M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 19 funds | $256.0M |
| APTUS COLLARED INVEST OPPACIO | 18 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $583.2M |
Ranked by how many of DUBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 93 funds | $483.6M |
| SMIGFUND | 66 funds | $809.1M |
| IDUBcommon | 49 funds | $625.7M |
| JUCYmc | 48 funds | $300.9M |
| DUBSthis pagecommon | 38 funds | $485.7M |
| TRFMETP | 38 funds | $115.1M |
| JEDImc | 36 funds | $26.6M |
| DSMCETF | 30 funds | $86.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DUBS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DUBS/capital-change-brief"
Use Arkolith's capital_change_brief for DUBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DUBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.