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Aptus Large Cap Enhanced Yield ETF

35 hedge funds and large institutions have $266M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$93.6M
IWC
2
Integrated Wealth Concepts
Massachusetts
$83.8M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M
SLC
4
Second Line Capital
Louisiana
$11.3M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.5M
WC
6
Waterloo Capital
Texas
$7.4M
PPC
7
Park Place Capital
Alabama
$6.99M
MWM
8
MBE Wealth Management
Wisconsin
$5.27M
SAW
9
Signal Advisors Wealth
Michigan
$4.82M
SOS
10
Silver Oak Securities
Tennessee
$4.7M
OPOWM
11
One Plus One Wealth Management
Florida
$2.7M
LPL Financial
12
LPL Financial
California
$2.32M
AI
13
Atria Investments
North Carolina
$2.07M
MWM
14
Maripau Wealth Management
Indiana
$2M
PCIA
15
Prime Capital Investment Advisors
Kansas
$1.89M
RB
16
Renasant Bank
Mississippi
$1.8M
SHFP
17
Second Half Financial Partners
Florida
$1.78M
OMC
18
Old Mission Capital
Illinois
$1.55M
TVM
19
True Vision MN
Minnesota
$1.32M
CCP
20
Cushing Capital Partners
Wisconsin
$1.31M
LRWM
21
Lord & Richards Wealth Management
Colorado
$1.04M
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$723K
GIA
23
Gladstone Institutional Advisory
Florida
$445K
IAA
24
Independent Advisor Alliance
North Carolina
$424K
Osaic Holdings
25
Osaic Holdings
Arizona
$413K