HoldingsChannel.com
On this page, we present all of the funds holding IDUB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IDUB, with a link to that fund's top holdings. The next columns indicate the amount of IDUB stock held by each of the funds holding IDUB, followed by the IDUB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 20 funds holding IDUB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Aptus Capital Advisors LLC. For more details on the positions held by Aptus Capital Advisors LLC (or by any of the other funds holding IDUB), click the fund name in the "Holder" column of the funds-holding-IDUB table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Aptus Capital Advisors LLC | 3,444,526 | $68,856 | 12/31/2023 |
| IDUB | 3,444,526 | $68,856 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 956,239 | $19,899 | 03/31/2024 |
| IDUB | 956,239 | $19,899 | 03/31/2024 |
| Waterloo Capital L.P. | 582,491 | $11,644 | 12/31/2023 |
| IDUB | 582,491 | $11,644 | 12/31/2023 |
| First Heartland Consultants Inc. | 370,817 | $7,413 | 12/31/2023 |
| IDUB | 370,817 | $7,413 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 158,908 | $3,177 | 12/31/2023 |
| IDUB | 158,908 | $3,177 | 12/31/2023 |
| Park Place Capital Corp | 147,987 | $3,080 | 03/31/2024 |
| IDUB | 147,987 | $3,080 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 127,419 | $2,547 | 12/31/2023 |
| IDUB | 127,419 | $2,547 | 12/31/2023 |
| One One Wealth Management LLC | 100,750 | $2,097 | 03/31/2024 |
| IDUB | 100,750 | $2,097 | 03/31/2024 |
| MBE Wealth Management LLC | 86,961 | $1,810 | 03/31/2024 |
| IDUB | 86,961 | $1,810 | 03/31/2024 |
| Second Line Capital LLC | 85,581 | $1,711 | 12/31/2023 |
| IDUB | 85,581 | $1,711 | 12/31/2023 |
| Atria Investments LLC | 56,293 | $1,125 | 12/31/2023 |
| IDUB | 56,293 | $1,125 | 12/31/2023 |
| Atomi Financial Group Inc. | 34,096 | $682 | 12/31/2023 |
| IDUB | 34,096 | $682 | 12/31/2023 |
| Signal Advisors Wealth LLC | 21,177 | $441 | 03/31/2024 |
| IDUB | 21,177 | $441 | 03/31/2024 |
| Citadel Advisors LLC | 14,568 | $291 | 12/31/2023 |
| IDUB | 14,568 | $291 | 12/31/2023 |
| Advisor Resource Council | 11,154 | $223 | 03/31/2024 |
| IDUB | 11,154 | $223 | 03/31/2024 |
| Guardian Wealth Advisors LLC NC | 7,512 | $150 | 12/31/2023 |
| IDUB | 7,512 | $150 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 7,132 | $143 | 12/31/2023 |
| IDUB | 7,132 | $143 | 12/31/2023 |
| Global Retirement Partners LLC | 6,544 | $136 | 03/31/2024 |
| IDUB | 6,544 | $136 | 03/31/2024 |
| UBS Group AG | 151 | $3 | 12/31/2023 |
| IDUB | 151 | $3 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IDUB | 0 | $0 | 12/31/2023 |
| Morgan Stanley | 1 | $0 | 12/31/2023 |
| IDUB | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IDUB
See Details: Top 10 Hedge Funds Holding IDUB
Also See: IDUB Holdings Changes
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