Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / APTUS LRG CAP UP
-
Total 13F shares
-
4,212,472
-
Share change
-
+1,674,997
-
Total reported value
-
$104,175,793
-
Price per share
-
$24.72
-
Number of holders
-
19
-
Value change
-
+$41,465,384
-
Number of buys
-
17
-
Number of sells
-
4
Institutional Holders of ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) as of Q2 2025
As of 30 Jun 2025,
ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,212,472 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Park Place Capital Corp, Waterloo Capital, L.P., Signal Advisors Wealth, LLC, Uniting Wealth Partners, LLC, Financial Guidance Group, Inc., MARIPAU WEALTH MANAGEMENT LLC, RENASANT BANK, and MBE Wealth Management, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.