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Who holds IDUB

ETF SER SOLUTIONS · 50 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Aptus Capital Advisors, LLC7.6M$208.9M1.4%
Integrated Wealth Concepts LLC4.6M$126.5M0.8%
ENVESTNET ASSET MANAGEMENT INC1.8M$48.5M0.0%
Second Line Capital, LLC1.4M$39.0M7.3%
Park Place Capital Corp1.1M$30.9M4.9%
Waterloo Capital, L.P.952.0K$26.2M1.5%
6th Street Advisors, LLC567.4K$15.6M9.0%
SWS Partners535.9K$14.7M3.2%
Signal Advisors Wealth, LLC443.1K$12.2M0.6%
MBE Wealth Management, LLC322.5K$8.9M3.1%
SILVER OAK SECURITIES, INCORPORATED276.6K$7.6M0.5%
Prime Capital Investment Advisors, LLC213.2K$5.9M0.1%
Renasant Bank184.5K$5.1M3.3%
Capital Investment Advisory Services, LLC168.7K$4.6M0.3%
Regal Investment Advisors LLC129.3K$3.6M0.2%
ONE PLUS ONE WEALTH MANAGEMENT, LLC119.6K$3.3M1.4%
Cushing Capital Partners, LLC118.4K$3.3M2.2%
MARIPAU WEALTH MANAGEMENT LLC101.1K$2.8M1.0%
Independent Advisor Alliance98.6K$2.7M0.1%
Tailwinds Wealth, LLC95.6K$2.6M1.6%
Atria Investments, Inc91.3K$2.5M0.0%
Lord & Richards Wealth Management, LLC71.7K$2.0M1.5%
Second Half Financial Partners, LLC69.6K$1.9M0.8%
LPL Financial LLC35.4K$973,1010.0%
Talon Private Wealth, LLC30.1K$826,6090.1%
RFG Advisory, LLC25.6K$703,7950.0%
John W. Brooker & Co., CPAs23.4K$643,0120.8%
Advisory Services Network, LLC23.0K$631,5500.0%
OSAIC HOLDINGS, INC.21.8K$599,9350.0%
Financial Guidance Group, Inc.15.9K$437,1760.2%
Venture Visionary Partners LLC14.0K$383,5210.0%
Valeo Financial Advisors, LLC12.3K$337,8730.0%
XY Planning Network, Inc.9.8K$270,6980.0%
Retirement Planning Group, LLC9.3K$255,9450.0%
Strong Retirement Solutions LLC8.1K$223,6450.1%
Global Retirement Partners, LLC6.4K$175,4390.0%
JPMORGAN CHASE & CO6.0K$164,0840.0%
BOKF, NA5.7K$157,2420.0%
HARBOUR INVESTMENTS, INC.3.4K$93,5040.0%
WHITTIER TRUST CO1.9K$51,4590.0%
Farther Finance Advisors, LLC1.8K$50,6000.0%
MORRIS FINANCIAL CONCEPTS, INC.1.4K$37,9290.0%
ASSETMARK, INC1.1K$28,9690.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC613$16,8480.0%
COMPASS FINANCIAL MANAGEMENT LLC499$13,7150.0%
NewEdge Advisors, LLC121$3,3260.0%
CoreCap Advisors, LLC102$2,8030.0%
WELLS FARGO & COMPANY/MN23$6320.0%
MORGAN STANLEY1$370.0%
SIGNATUREFD, LLC1$200.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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