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Aptus Large Cap Enhanced Yield ETF

38 hedge funds and large institutions have $364M invested in Aptus Large Cap Enhanced Yield ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

30% more capital invested

Capital invested by funds: $280M → $364M (+$83.7M)

15.17% more ownership

Funds ownership: 102.17%117.34% (+15%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 3938 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
8
Increased
22
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$269K -$13K -345 -4%
ASN
27
Advisory Services Network
Georgia
$241K +$251K +6,674 New
GWM
28
Gibbs Wealth Management
Georgia
$209K +$38 +1 +0%
MFC
29
Morris Financial Concepts
South Carolina
$177K
FFA
30
Farther Finance Advisors
California
$100K +$103K +2,752 New
HI
31
Harbour Investments
Wisconsin
$96.6K +$74.1K +1,973 +279%
CIAS
32
Capital Investment Advisory Services
North Carolina
$79.8K +$83K +2,212 New
WT
33
Whittier Trust
California
$37.6K
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$15K +$75 +2 +0.5%
JP Morgan Chase
35
JP Morgan Chase
New York
$12.4K
AF
36
Allworth Financial
California
$9.7K
S
37
SignatureFD
Georgia
$9.6K +$9.99K +266 New
NA
38
NewEdge Advisors
Louisiana
$2.63K +$2.74K +73 New
TVM
39
True Vision MN
Minnesota
-$1.29M -34,352 Closed
WS
40
Wilian Securities
Minnesota
-$979K -25,979 Closed
OMC
41
Old Mission Capital
Illinois
-$837K -22,225 Closed
RPGK
42
Retirement Planning Group (Kansas)
Kansas
-$550K -14,606 Closed
GIA
43
Gladstone Institutional Advisory
Florida
-$294K -7,794 Closed
VCM
44
Virtue Capital Management
Tennessee
-$216K -5,732 Closed
OC
45
Optima Capital
Oregon
-$113K -2,989 Closed
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
-$5.46K -145 Closed