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Funds Holding DUBS

On this page, we present all of the funds holding DUBS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DUBS, with a link to that fund's top holdings. The next columns indicate the amount of DUBS stock held by each of the funds holding DUBS, followed by the DUBS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 18 funds holding DUBS 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 DUBS), click the fund name in the "Holder" column of the funds-holding-DUBS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Aptus Capital Advisors LLC2,835,490$75,744 12/31/2023
     DUBS2,835,490$75,744 12/31/2023
Sugarloaf Wealth Management LLC646,910$18,922 03/31/2024
     DUBS646,910$18,922 03/31/2024
Guardian Wealth Advisors LLC NC430,085$11,489 12/31/2023
     DUBS430,085$11,489 12/31/2023
Integrated Wealth Concepts LLC404,785$10,813 12/31/2023
     DUBS404,785$10,813 12/31/2023
Waterloo Capital L.P.323,759$8,649 12/31/2023
     DUBS323,759$8,649 12/31/2023
SILVER OAK SECURITIES Inc117,146$3,129 12/31/2023
     DUBS117,146$3,129 12/31/2023
Park Place Capital Corp73,898$2,162 03/31/2024
     DUBS73,898$2,162 03/31/2024
One One Wealth Management LLC73,897$2,161 03/31/2024
     DUBS73,897$2,161 03/31/2024
MBE Wealth Management LLC66,512$1,945 03/31/2024
     DUBS66,512$1,945 03/31/2024
Second Line Capital LLC60,442$1,615 12/31/2023
     DUBS60,442$1,615 12/31/2023
Atria Investments LLC57,126$1,526 12/31/2023
     DUBS57,126$1,526 12/31/2023
Atomi Financial Group Inc.26,367$704 12/31/2023
     DUBS26,367$704 12/31/2023
Signal Advisors Wealth LLC18,194$532 03/31/2024
     DUBS18,194$532 03/31/2024
Goldman Sachs Group Inc.9,739$260 12/31/2023
     DUBS9,739$260 12/31/2023
Jane Street Group LLC8,676$232 12/31/2023
     DUBS8,676$232 12/31/2023
Coppell Advisory Solutions LLC3,122$83 12/31/2023
     DUBS3,122$83 12/31/2023
Advisory Services Network LLC2,136$57 12/31/2023
     DUBS2,136$57 12/31/2023
UBS Group AG1,385$37 12/31/2023
     DUBS1,385$37 12/31/2023
Proequities Inc.0$0 12/31/2023
     DUBS0$0 12/31/2023

See Summary: Institutional Holders of DUBS
See Details: Top 10 Hedge Funds Holding DUBS
Also See: DUBS Holdings Changes

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