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Aptus Defined Risk ETF

94 hedge funds and large institutions have $1.54B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$51.7M
2 -$18.2M
3 -$13.8M
4
Jane Street
Jane Street
New York
-$8.27M
5
CG
Clarus Group
Texas
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$445M
IWC
2
Integrated Wealth Concepts
Massachusetts
$170M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$124M
Corient Private Wealth
4
Corient Private Wealth
Florida
$59.8M
DE
5
Diversified Enterprises
Delaware
$49.4M
KWM
6
KFG Wealth Management
Indiana
$48.8M
CIA
7
Compass Ion Advisors
Pennsylvania
$39.2M
SLC
8
Second Line Capital
Louisiana
$38.1M
CG
9
Clarus Group
Texas
$36M
GL
10
Gerber LLC
Ohio
$35M
SFG
11
SevenBridge Financial Group
Pennsylvania
$32.4M
Raymond James Financial
12
Raymond James Financial
Florida
$31.3M
BCM
13
Brookstone Capital Management
Illinois
$30.7M
BF
14
Brogan Financial
Tennessee
$28.1M
SAW
15
Signal Advisors Wealth
Michigan
$28.1M
FHC
16
First Heartland Consultants
Missouri
$27.5M
LPL Financial
17
LPL Financial
California
$24.6M
ASN
18
Advisory Services Network
Georgia
$22.7M
SFG
19
Sunburst Financial Group
Alabama
$21.4M
WC
20
Waterloo Capital
Texas
$19.3M
PPC
21
Park Place Capital
Alabama
$18.7M
BCM
22
Bienville Capital Management
New York
$16.7M
TA
23
TrueWealth Advisors
Alabama
$12.1M
WAT
24
Wealth Advisory Team
Kentucky
$11.8M
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$11.5M