7 institutions reported holding $22.2M of APTUS APRIL BUFFER ETF (APRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: KFG WEALTH MANAGEMENT, LLC ($16.4M), Cornerstone Wealth Group, LLC ($2.2M), Aptus Capital Advisors, LLC ($2.2M), GUARDIAN WEALTH ADVISORS, LLC / NC ($1.2M), Kovack Advisors, Inc. ($234,244). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $16.4M | 610,360 | Added |
| 2 | Cornerstone Wealth Group, LLC | $2.2M | 82,219 | Hold |
| 3 | Aptus Capital Advisors, LLC | $2.2M | 80,644 | Added |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.2M | 43,801 | Hold |
| 5 | Kovack Advisors, Inc. | $234,244 | 8,716 | Trimmed |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5,376 | 200 | Hold |
| 7 | UBS Group AG | $5,241 | 195 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30