We are live on ! Find out more
DEFR

Aptus Deferred Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$45.5M +$14.3M +539,458 +46%
PPC
2
Park Place Capital
Alabama
$6.55M +$716K +26,951 +12%
WC
3
Waterloo Capital
Texas
$4.27M +$41.2K +1,549 +1%
SOS
4
Silver Oak Securities
Tennessee
$3.42M +$87.8K +3,302 +3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.9M +$325K +12,231 +13%
PCIA
6
Prime Capital Investment Advisors
Kansas
$2.48M +$1.01M +37,902 +69%
OPOWM
7
One Plus One Wealth Management
Florida
$2.2M +$49.4K +1,858 +2%
RIA
8
Regal Investment Advisors
Michigan
$1.56M +$987K +37,130 +175%
CIA
9
Compass Ion Advisors
Pennsylvania
$1.39M +$536K +20,184 +63%
SHFP
10
Second Half Financial Partners
Florida
$1.15M +$41.7K +1,567 +4%
SLC
11
Second Line Capital
Louisiana
$1.06M +$203K +7,629 +24%
AI
12
Atria Investments
North Carolina
$1.04M +$221K +8,328 +27%
RB
13
Renasant Bank
Mississippi
$913K -$8.21K -309 -0.9%
MWM
14
MBE Wealth Management
Wisconsin
$890K +$418K +15,728 +89%
TVM
15
True Vision MN
Minnesota
$886K +$1.68K +63 +0.2%
GSAM
16
Grant Street Asset Management
Pennsylvania
$595K +$592K +22,261 New
MWM
17
Meridian Wealth Management
Kentucky
$581K +$578K +21,758 New
Jane Street
18
Jane Street
New York
$468K -$115K -4,309 -20%
Osaic Holdings
19
Osaic Holdings
Arizona
$457K +$88.8K +3,339 +24%
CCP
20
Cushing Capital Partners
Wisconsin
$317K +$30.6K +1,151 +11%
TC
21
Town Capital
Maryland
$254K +$253K +9,528 New
HI
22
Harbour Investments
Wisconsin
$17.5K
UBS Group
23
UBS Group
Switzerland
$8.76K +$8.72K +328 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.35K +$4.33K +163 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$6.8M -258,839 Closed