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 | Reduced | 607,542 | 16,721 | 1.81% | 1.85% | 1 | -2,818 | -0.46% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 82,219 | 2,262 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 80,644 | 2,167 | 0.01% | 0.01% | 3 | 0 | 0.0% | 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 | No change | 8,716 | 234 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 195 | 5 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |