Advertisement
Screener

Aptus Capital Advisors, LLC Last Quarter Change: USA Other Stocks, New

Aptus Capital Advisors, LLC quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Aptus Capital Advisors, LLC opened 3 positions, added to 0, reduced 0, sold out of 3 and left 1 unchanged. The largest increase in value was S&P GLOBAL INC (+$4,614,265); the largest decrease was DUPONT DE NEMOURS INC (-$236,878).

  • S&P GLOBAL INC: Country of operation —; Class COM SHS; Shares 2026-03-31 0; Shares 2026-06-30 11,330.
  • ALIGHT INC: Country of operation United States; Class COM CL A; Shares 2026-03-31 0; Shares 2026-06-30 15,582.
  • FARADAY FUTURE INTLGT ELEC I: Country of operation United States; Class COM NEW CL A; Shares 2026-03-31 0; Shares 2026-06-30 12,527.

Two Form 13F-HR filings compared (SEC CIK 1664193): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
S&P GLOBAL INC
CUSIP 78409V112
COM SHS011,330+11,330$0$4,614,265+$4,614,265
ALIGHT INC
CUSIP 01626W101
United StatesCOM CL A015,582+15,582$0$174,518+$174,518
FARADAY FUTURE INTLGT ELEC I
CUSIP 307359885
United StatesCOM NEW CL A012,527+12,527$0$2,887+$2,887

Similar Firms

Firm NameCountry13F ValueHoldings
Wealthspire Advisors, LLCUnited States$12.734B932
Zurich Insurance Group Ltd/FISwitzerland$12.727B330
Fundsmith LLPUnited Kingdom$12.828B34
ARK Investment Management LLCUnited States$12.859B182
GUGGENHEIM CAPITAL LLCUnited States$12.892B2,956
LONE PINE CAPITAL LLCUnited States$12.544B36
Integrated Wealth Concepts LLCUnited States$12.538B2,276
Capital International, Inc./CA/United States$12.971B303
APG Asset Management US Inc.United States$12.980B59
National Mutual Insurance Federation of Agricultural CooperativesJapan$12.986B41