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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

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
+4
Holders Change %
+5.06%
% of All Funds
1.11%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
18
Increased
44
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$169M
2
ACA
Aptus Capital Advisors
Alabama
$380M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.5M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$9.69M
5
SFG
SevenBridge Financial Group
Pennsylvania
$22.8M

Top Sellers

1
NW
Naviter Wealth
Arkansas
$0
2
TPW
Talon Private Wealth
Florida
$43.8M
3
ARC
Advisor Resource Council
Texas
$335K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.06M
5
BCM
Bienville Capital Management
New York
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$11.2K +$11.2K +391 New
RWPA
77
Richard W. Paul & Associates
Michigan
$9.43K – – –
FWM
78
FSA Wealth Management
Massachusetts
$8.88K +$8.88K +309 New
CA
79
CoreCap Advisors
Michigan
$6.1K – – –
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K +$29 +1 +2%
WP
81
WealthShield Partners
North Carolina
$1.78K -$1.78K -62 -50%
AssetMark Inc
82
AssetMark Inc
California
$661 +$661 +23 New
Morgan Stanley
83
Morgan Stanley
New York
$63 +$32 +1 +100%
NW
84
Naviter Wealth
Arkansas
– -$7.47M -270,954 Closed
Jane Street
85
Jane Street
New York
– -$1.2M -44,137 Closed
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
– -$489K -17,925 Closed
PAS
87
Park Avenue Securities
New York
– -$397K -14,554 Closed
SHF
88
Safe Harbor Fiduciary
Florida
– -$377K -13,813 Closed
CFP
89
Comprehensive Financial Planning
Pennsylvania
– -$353K -12,933 Closed
PTC
90
Private Trust Company
Ohio
– -$232K -8,500 Closed
AFG
91
Atomi Financial Group
New York
– -$208K -7,612 Closed
AWM
92
AE Wealth Management
Kansas
– -$34.2K -1,254 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
– -$32K -1,181 Closed
UBS Group
94
UBS Group
Switzerland
– -$7.66K -281 Closed
BlackRock
95
BlackRock
New York
– -$5.62K -206 Closed
MCM
96
MAI Capital Management
Ohio
– -$4.64K -170 Closed
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
– -$3.52K -129 Closed
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