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Aptus Defined Risk ETF

87 hedge funds and large institutions have $1.69B invested in Aptus Defined Risk ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
TA
26
TrueWealth Advisors
Alabama
$12.8M
UWP
27
Uniting Wealth Partners
Kansas
$11.7M
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$9.96M
SOS
29
Silver Oak Securities
Tennessee
$9.76M
PC
30
Purewater Capital
Texas
$9.1M
CCP
31
Cushing Capital Partners
Wisconsin
$8.24M
UAG
32
United Advisor Group
Ohio
$8.05M
MWM
33
MBE Wealth Management
Wisconsin
$7.99M
LRWM
34
Lord & Richards Wealth Management
Colorado
$7.84M
EC
35
EdgeRock Capital
Colorado
$7.16M
PCIA
36
Prime Capital Investment Advisors
Kansas
$7M
FGG
37
Financial Guidance Group
Florida
$6.81M
IAA
38
Independent Advisor Alliance
North Carolina
$6.37M
MWM
39
Maripau Wealth Management
Indiana
$5.55M
SP
40
SWS Partners
Ohio
$5.22M
OPOWM
41
One Plus One Wealth Management
Florida
$4.61M
RIA
42
Regal Investment Advisors
Michigan
$3.63M
MMM
43
Mendel Money Management
Illinois
$3.55M
CW
44
Code Waechter
Florida
$3.45M
RB
45
Renasant Bank
Mississippi
$3.29M
SHFP
46
Second Half Financial Partners
Florida
$3.23M
AI
47
Atria Investments
North Carolina
$2.68M
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.61M
CWP
49
Cyndeo Wealth Partners
Florida
$2.55M
LIM
50
Leavell Investment Management
Alabama
$2.35M