Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / APTUS LRG CAP UP
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Total 13F shares
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2,537,475
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Share change
-
+2,158,653
-
Total reported value
-
$58,761,281
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Price per share
-
$23.16
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Number of holders
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16
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Value change
-
+$49,976,733
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Number of buys
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15
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Number of sells
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2
Institutional Holders of ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) as of Q1 2025
As of 31 Mar 2025 ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,537,475 shares of stock of the company.
Largest 10 holders included Aptus Capital Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Park Place Capital Corp, Waterloo Capital, L.P., Uniting Wealth Partners, LLC, Signal Advisors Wealth, LLC, RENASANT BANK, MBE Wealth Management, LLC, MARIPAU WEALTH MANAGEMENT LLC, and Cushing Capital Partners, LLC.
This table shows 16 institutional shareholders of the security as of 31 Mar 2025.
| 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.