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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 %
ACA
1
Aptus Capital Advisors
Alabama
$380M +$40.9M +1,422,195 +12%
IWC
2
Integrated Wealth Concepts
Massachusetts
$169M +$41.2M +1,433,964 +32%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$113M +$6.57M +228,595 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$96.2M +$2.13M +74,194 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.6M +$1.74M +60,446 +4%
DE
6
Diversified Enterprises
Delaware
$46.5M +$1.9M +66,132 +4%
TPW
7
Talon Private Wealth
Florida
$43.8M -$7.45M -259,250 -15%
KWM
8
KFG Wealth Management
Indiana
$40.8M +$2.15M +74,637 +6%
CG
9
Clarus Group
Texas
$37.5M -$569K -19,803 -1%
SLC
10
Second Line Capital
Louisiana
$36.2M +$926K +32,208 +3%
CIA
11
Compass Ion Advisors
Pennsylvania
$33.4M +$2.96M +103,020 +10%
BCM
12
Brookstone Capital Management
Illinois
$30.7M +$477K +16,587 +2%
BF
13
Brogan Financial
Tennessee
$28.8M +$690K +23,992 +2%
FHC
14
First Heartland Consultants
Missouri
$24.9M +$2.41M +83,825 +11%
SFG
15
SevenBridge Financial Group
Pennsylvania
$22.8M +$7.04M +244,284 +45%
WC
16
Waterloo Capital
Texas
$20M +$1.82M +63,408 +10%
SAW
17
Signal Advisors Wealth
Michigan
$19.9M +$4.15M +144,442 +26%
ASN
18
Advisory Services Network
Georgia
$19M +$6.14M +215,658 +48%
PPC
19
Park Place Capital
Alabama
$16.2M +$1.11M +38,905 +7%
SFG
20
Sunburst Financial Group
Alabama
$15.2M +$756K +26,292 +5%
BCM
21
Bienville Capital Management
New York
$15.1M -$1.37M -47,551 -8%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$12.5M +$12.5M +433,292 New
LPL Financial
23
LPL Financial
California
$11.8M +$1.3M +45,148 +12%
TA
24
TrueWealth Advisors
Alabama
$11.7M +$1.53M +53,099 +15%
WAT
25
Wealth Advisory Team
Kentucky
$11.4M +$11.4M +397,185 New
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