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Aptus Defined Risk ETF

80 hedge funds and large institutions have $1.44B invested in Aptus Defined Risk ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$388M
IWC
2
Integrated Wealth Concepts
Massachusetts
$190M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$124M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.7M
DE
5
Diversified Enterprises
Delaware
$48.3M
KWM
6
KFG Wealth Management
Indiana
$45.4M
SLC
7
Second Line Capital
Louisiana
$37.3M
CG
8
Clarus Group
Texas
$37.3M
CIA
9
Compass Ion Advisors
Pennsylvania
$36.9M
Raymond James Financial
10
Raymond James Financial
Florida
$32.3M
SFG
11
SevenBridge Financial Group
Pennsylvania
$32.3M
BCM
12
Brookstone Capital Management
Illinois
$30.8M
BF
13
Brogan Financial
Tennessee
$28.9M
FHC
14
First Heartland Consultants
Missouri
$26M
LPL Financial
15
LPL Financial
California
$25.1M
SAW
16
Signal Advisors Wealth
Michigan
$24.6M
GL
17
Gerber LLC
Ohio
$23.6M
ASN
18
Advisory Services Network
Georgia
$22M
WC
19
Waterloo Capital
Texas
$20.4M
SFG
20
Sunburst Financial Group
Alabama
$19.6M
PPC
21
Park Place Capital
Alabama
$17.4M
BCM
22
Bienville Capital Management
New York
$15.5M
UWP
23
Uniting Wealth Partners
Kansas
$13.8M
TA
24
TrueWealth Advisors
Alabama
$11.6M
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$10.8M