Aptus Capital Advisors, LLC
Annual return '25
+24.2%
SPY '25
+17.7%
Alpha
+6.5ptsvs SPY
Invested
$12.5B
Holdings
1,658
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACIO
ETF SER SOLUTIONS
Q1 2026: Exited (was 2.45M shares)
5.4%
02
$DRSK
ETF SER SOLUTIONS
Q1 2026: Exited (was 2.86M shares)
3.8%
03
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 5.15M shares)
3.4%
04
$NFLX
NETFLIX INC.
Q1 2026: Increased +6221.5% (660 → 41.7k shares)
2.9%
05
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 312.8k shares)
2.9%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +61.6% (38.6k → 62.4k shares)
2.3%
07
$AAPL
APPLE INC
Q1 2026: Increased +614.6% (9.6k → 68.7k shares)
2.3%
08
$OSCV
ETF SER SOLUTIONS
Q1 2026: Exited (was 706.7k shares)
1.8%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 61.4% (2.4k → 918 shares)
1.7%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +220.6% (12.2k → 39.1k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.