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Aptus Defined Risk ETF

94 hedge funds and large institutions have $1.6B 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
$120M
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