DOSSIER · 13F-HR · Q1 2026
Aptus Capital Advisors, LLC
Aptus's pension fund based in Omaha, NE — $12.7B in tracked AUM across 1,882 positions as of Q1 2026.
A
Aptus·Omaha, NE·Pension Fund
CIK 0001664193 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Aptus Capital Advisors, LLC
Report Period: Q3 2025 (Ending September 30, 2025) Total Portfolio Value: $13.75 Billion
1. Portfolio Overview
Aptus Capital Advisors manages a substantial $13.75 billion portfolio spread across 1,818 holdings, reflecting a highly diversified investment strategy. The firm experienced robust growth during the quarter, with total assets under management (AUM) increasing by 12.0%, rising from $12.27 billio...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…