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Aptus Large Cap Enhanced Yield ETF

38 hedge funds and large institutions have $280M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

1.46% less ownership

Funds ownership: 103.46%101.99% (-1.5%)

Holders
38
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
$115M
IWC
2
Integrated Wealth Concepts
Massachusetts
$78.1M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.1M
SLC
4
Second Line Capital
Louisiana
$11.9M
WC
5
Waterloo Capital
Texas
$8.09M
PPC
6
Park Place Capital
Alabama
$7.63M
SAW
7
Signal Advisors Wealth
Michigan
$6.04M
MWM
8
MBE Wealth Management
Wisconsin
$5.34M
SOS
9
Silver Oak Securities
Tennessee
$5.18M
OPOWM
10
One Plus One Wealth Management
Florida
$2.72M
AI
11
Atria Investments
North Carolina
$2.39M
PCIA
12
Prime Capital Investment Advisors
Kansas
$2.16M
MWM
13
Maripau Wealth Management
Indiana
$2.11M
SHFP
14
Second Half Financial Partners
Florida
$1.83M
LRWM
15
Lord & Richards Wealth Management
Colorado
$1.63M
CCP
16
Cushing Capital Partners
Wisconsin
$1.54M
LPL Financial
17
LPL Financial
California
$1.53M
RB
18
Renasant Bank
Mississippi
$1.51M
TVM
19
True Vision MN
Minnesota
$1.29M
RIA
20
Regal Investment Advisors
Michigan
$1.14M
IAA
21
Independent Advisor Alliance
North Carolina
$993K
WS
22
Wilian Securities
Minnesota
$979K
OMC
23
Old Mission Capital
Illinois
$837K
Jane Street
24
Jane Street
New York
$768K
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$550K