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Aptus Capital Advisors, LLC - Portfolio Stock Holdings

Aptus Capital Advisors, LLC disclosed 1761 stock positions in a recent SEC 13F filing. $11,791,387,054 of stock holdings were filed, with the largest holdings including ACIO, DRSK, and VXUS. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.

We estimate the fund has a total AUM of $14,141,557,319 and has 40 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1761

Est. Stock Holding Value:

$11,791,387,054

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Aptus Capital Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Aptus Capital Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.