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Aptus Defined Risk ETF

83 hedge funds and large institutions have $1.43B invested in Aptus Defined Risk ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
$380M
IWC
2
Integrated Wealth Concepts
Massachusetts
$169M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$113M
Raymond James Financial
4
Raymond James Financial
Florida
$96.2M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.6M
DE
6
Diversified Enterprises
Delaware
$46.5M
TPW
7
Talon Private Wealth
Florida
$43.8M
KWM
8
KFG Wealth Management
Indiana
$40.8M
CG
9
Clarus Group
Texas
$37.5M
SLC
10
Second Line Capital
Louisiana
$36.2M
CIA
11
Compass Ion Advisors
Pennsylvania
$33.4M
BCM
12
Brookstone Capital Management
Illinois
$30.7M
BF
13
Brogan Financial
Tennessee
$28.8M
FHC
14
First Heartland Consultants
Missouri
$24.9M
SFG
15
SevenBridge Financial Group
Pennsylvania
$22.8M
WC
16
Waterloo Capital
Texas
$20M
SAW
17
Signal Advisors Wealth
Michigan
$19.9M
ASN
18
Advisory Services Network
Georgia
$19M
PPC
19
Park Place Capital
Alabama
$16.2M
SFG
20
Sunburst Financial Group
Alabama
$15.2M
BCM
21
Bienville Capital Management
New York
$15.1M
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$12.5M
LPL Financial
23
LPL Financial
California
$11.8M
TA
24
TrueWealth Advisors
Alabama
$11.7M
WAT
25
Wealth Advisory Team
Kentucky
$11.4M