ETF Series Solutions - APRB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 610,360 | 16,406 | 1.85% | 1.97% | 1 | +6,647 | 1.1% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 82,219 | 2,209 | 0.13% | 0.14% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 80,644 | 2,167 | 0.01% | 0.01% | 3 | +25,431 | 46.06% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 43,801 | 1,177 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,716 | 234 | 0.01% | 0.02% | 5 | -9,240 | -51.46% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Reduced | 195 | 5 | 0.0% | 0.0% | 7 | -205 | -51.25% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |