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Aptus Large Cap Enhanced Yield ETF

29 hedge funds and large institutions have $223M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$98.8M +$1.65M +53,570 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$49.6M +$1.59M +51,540 +3%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.8M +$122K +3,941 +0.9%
SLC
4
Second Line Capital
Louisiana
$9.96M +$357K +11,556 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.45M +$3.16M +102,183 +73%
WC
6
Waterloo Capital
Texas
$7.16M -$2.83M -91,507 -28%
PPC
7
Park Place Capital
Alabama
$5.97M +$2.22M +71,980 +59%
MWM
8
MBE Wealth Management
Wisconsin
$5.51M +$2.86M +92,761 +108%
SOS
9
Silver Oak Securities
Tennessee
$4.16M -$12.4K -403 -0.3%
SAW
10
Signal Advisors Wealth
Michigan
$2.9M +$861K +27,893 +42%
OPOWM
11
One Plus One Wealth Management
Florida
$2.44M -$37.4K -1,211 -2%
LPL Financial
12
LPL Financial
California
$1.71M +$55.7K +1,805 +3%
MWM
13
Maripau Wealth Management
Indiana
$1.68M +$420K +13,609 +33%
SHFP
14
Second Half Financial Partners
Florida
$1.63M -$13.9K -450 -0.8%
RB
15
Renasant Bank
Mississippi
$1.44M +$481K +15,589 +50%
AI
16
Atria Investments
North Carolina
$1.39M -$241K -7,797 -15%
TVM
17
True Vision MN
Minnesota
$1.34M +$4.42K +143 +0.3%
ASN
18
Advisory Services Network
Georgia
$1.31M +$155K +5,021 +13%
CCP
19
Cushing Capital Partners
Wisconsin
$1.09M -$651K -21,078 -37%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$848K +$28.5K +924 +3%
ARC
21
Advisor Resource Council
Texas
$846K +$846K +33,243 New
LRWM
22
Lord & Richards Wealth Management
Colorado
$592K +$352K +11,405 +147%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$444K +$444K +14,392 New
OMC
24
Old Mission Capital
Illinois
$240K +$240K +7,786 New
BF
25
BOK Financial
Oklahoma
$128K +$128K +4,160 New