Aptus January Buffer ETFJANBETF
13F holders, Q2 2026 (June 30)19holders +1
4new positions
3sold out
$27.23avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding Aptus January Buffer ETF (JANB) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($28.3M), KFG Wealth Management, LLC ($18.7M) and Long Island Wealth Management, Inc. ($13.9M).
- Company
- Aptus January Buffer ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 268961885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $29.1M |
| Exits | 3 | $1.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,120,494 shares bought and 93,827 shares sold, net +1,026,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Gradient Investments LLC | 0.39% | New | 1,040,916 | $28.3M |
| KFG Wealth Management, LLC | 2.11% | Add +2.4% | 686,892 | $18.7M |
| Long Island Wealth Management, Inc. | 5.74% | Add +0.9% | 510,249 | $13.9M |
| Uniting Wealth Partners, LLC | 2.08% | Add +2.4% | 375,780 | $10.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -3.4% | 232,025 | $6.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +11.7% | 152,175 | $4.1M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | No change | 120,537 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +36.4% | 24,749 | $674K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -20.9% | 24,127 | $657K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.3% | 19,007 | $518K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 16,594 | $452K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -40.0% | 12,383 | $337K |
| Brown Financial Advisors | 0.11% | New | 12,003 | $327K |
| Kovack Advisors, Inc. | 0.01% | Reduce -50.0% | 10,568 | $288K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.6% | 9,510 | $259K |
| Mattson Financial Services, LLC | 0.05% | New | 7,987 | $219K |
| Paladin Wealth, LLC | 0.12% | New | 7,463 | $203K |
| UBS Group AG | 0.00% | Reduce -50.8% | 511 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $1K |
"% of holder's portfolio" is JANB's weight in each manager's 13F, not the share of Aptus January Buffer ETF the manager owns.