Aptus Capital Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$12.73B
Q ending 2026-03-31
Prior quarter
$13.96B
Q ending 2025-12-31
Change
-8.8% QoQ · +31.1% YoY
Positions
1,671
reported holdings

Largest positions

Top 100 of 1,671 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Etf Ser SolutionsACIOShares$682.3M16.3M
Etf Ser SolutionsDRSKShares$474.5M17.4M
Vanguard Star FdsVXUSShares$430.4M5.6M
Spdr Series TrustSPYMShares$361.1M4.7M
Netflix Inc.NFLXCall$336.5M3.5M
Nvidia CorporationNVDAShares$291.1M1.7M
Apple IncAAPLShares$284.4M1.1M
Etf Ser SolutionsOSCVShares$219.4M5.6M
Microsoft CorpMSFTShares$198.7M537K
Etf Ser SolutionsIDUBShares$181.3M7.3M
Invesco Exch Trd Slf Idx FdBSCWShares$180.1M8.7M
Invesco Exch Trd Slf Idx FdBSCVShares$175.2M10.6M
Ishares TrIBDXShares$160.3M6.3M
Ishares TrIBDWShares$154.7M7.4M
Invesco Exch Trd Slf Idx FdBSCUShares$154.2M9.2M
Vanguard Tax-Managed FdsVEAShares$153.5M2.4M
Alphabet IncGOOGShares$148.8M519K
Ishares TrIBDUShares$148.4M6.4M
Invesco Exch Trd Slf Idx FdBSCXShares$148.1M7.0M
Amazon Com IncAMZNShares$147.2M707K
State Str Spdr S&P 500 Etf TSPYCall$142.3M219K
State Str Spdr S&P 500 Etf TSPYPut$142.3M219K
Etf Ser SolutionsDUBSShares$137.3M3.8M
Etf Ser SolutionsADMEShares$135.2M2.7M
Ishares TrIBDVShares$132.3M6.0M
Bny Mellon Etf TrustBKLCShares$114.9M921K
Etf Ser SolutionsJUCYShares$101.2M4.6M
Broadcom IncAVGOShares$89.3M288K
Vanguard Index FdsVOOShares$88.8M149K
Jpmorgan Chase & CoJPMShares$87.5M297K
Exxon Mobil CorpXOMShares$83.8M494K
Meta Platforms IncMETAShares$76.3M133K
Walmart IncWMTShares$75.6M609K
Schwab Strategic TrSCHXShares$72.6M2.8M
Invesco Exch Trd Slf Idx FdBSCYShares$71.4M3.5M
Visa IncVShares$68.8M228K
Vanguard Intl Equity Index FVWOShares$67.6M1.3M
Tesla IncTSLAShares$67.3M181K
Ishares TrIEFCall$67.1M703K
Vanguard Scottsdale FdsVGSHShares$66.8M1.1M
State Str Spdr S&P 500 Etf TSPYShares$64.8M100K
Berkshire Hathaway Inc DelBRK/BShares$62.4M130K
Invesco Qqq TrQQQCall$61.9M107K
Invesco Qqq TrQQQPut$61.9M107K
Capital Group Dividend ValueCGDVShares$60.0M1.4M
Invesco Exchange Traded Fd TRSPShares$59.7M311K
Fidelity Merrimack Str TrFBNDShares$57.2M1.3M
Schwab Strategic TrSCHBShares$56.0M2.2M
Caterpillar IncCATShares$55.8M79K
Alphabet IncGOOGLShares$54.6M190K
First Tr Exchng Traded Fd ViBUFRShares$54.5M1.6M
Etf Ser SolutionsUPSDShares$48.8M1.9M
Eli Lilly & CoLLYShares$48.5M53K
Etf Ser SolutionsDEFRShares$48.3M1.8M
Johnson & JohnsonJNJShares$47.2M193K
Goldman Sachs Etf TrGSEWShares$46.0M543K
Bny Mellon Etf TrustBKAGShares$46.0M1.1M
J P Morgan Exchange Traded FBBINShares$45.1M617K
First Tr Exchange Traded FdRDVYShares$44.7M654K
Diamondback Energy IncFANGShares$41.6M210K
Schwab Strategic TrSCHDShares$40.5M1.3M
First Tr Exchange-Traded FdLQTIShares$40.3M2.1M
Progressive CorpPGRShares$39.7M200K
Spdr Series TrustSPYGShares$37.4M382K
Spdr Index Shs FdsSPDWShares$37.1M813K
Southern CoSOShares$36.8M381K
Vanguard Scottsdale FdsVCSHShares$36.7M464K
Procter & Gamble CoPGShares$36.6M253K
Ea Series TrustFRDMShares$36.2M662K
Ishares TrIBDZShares$35.8M1.4M
Ishares TrIQLTShares$35.6M770K
Pepsico IncPEPShares$35.5M228K
Quanta Svcs IncPWRShares$34.6M63K
Spdr Series TrustXBIShares$34.6M271K
First Tr Exchng Traded Fd ViUCONShares$34.3M1.4M
Invesco Qqq TrQQQShares$32.7M57K
Netflix Inc.NFLXShares$32.4M337K
Linde PlcShares$32.4M65K
Invesco Exch Traded Fd Tr IiQQQMShares$32.3M136K
Chevron CorporationCVXShares$31.6M153K
Pnc Finl Svcs Group IncPNCShares$31.4M151K
Blackrock IncBLKShares$31.2M32K
Ishares TrIVVShares$31.0M47K
Dimensional Etf TrustDFAIShares$30.9M794K
Costco Wholesale CorporationCOSTShares$30.3M30K
Lam Research CorpLRCXShares$29.6M138K
Abbvie IncABBVShares$29.3M135K
J P Morgan Exchange Traded FJCPBShares$28.9M614K
Ishares TrQUALShares$28.6M149K
J P Morgan Exchange Traded FJPSTShares$28.2M557K
Duke Energy Corp NewDUKShares$28.1M215K
Intuitive Surgical IncISRGShares$27.7M60K
Mcdonalds CorpMCDShares$27.0M87K
Energy Transfer L PETShares$27.0M1.4M
J P Morgan Exchange Traded FJEPIShares$26.3M465K
Ishares TrIHEShares$24.8M287K
Amphenol CorpAPHShares$24.3M192K
First Tr Exchange-Traded FdIGLDShares$24.0M939K
Ishares TrIWFShares$23.6M55K
Csx CorpCSXShares$23.5M573K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.