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Who owns DRSKWhat DRSK owns — n/a

Who owns Aptus Defined Risk ETF?

Institutional ownership of DRSK from SEC Form 13F filings across 57 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

57

13F holders

$1.40B

value, 2026 filers

92.2%

of shares outstanding (48.9M sh)

11

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DRSK's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Aptus Capital Advisors, LLC19.0M$547.5M3.7%35.9%+9.7%
2Integrated Wealth Concepts LLC11.6M$333.8M1.6%21.9%+57.0%
3ENVESTNET ASSET MANAGEMENT INC2.2M$62.0M0.0%4.1%+4.9%
4KFG WEALTH MANAGEMENT, LLC2.0M$57.2M6.5%3.7%+5.0%
5Diversified Enterprises, LLC1.9M$54.6M2.6%3.6%+3.7%
6Corient Private Wealth LP1.7M$49.8M0.1%3.3%-8.8%
7Signal Advisors Wealth, LLC1.3M$37.4M1.9%2.5%+20.9%
8Brookstone Capital Management1.1M$31.3M0.3%2%-1.0%
9First Heartland Consultants, Inc.1.1M$31.2M2.0%2%+9.9%
10RAYMOND JAMES FINANCIAL INC1.1M$30.4M0.0%2%-1.8%
11Advisory Services Network, LLC863,980$24.8M0.3%1.6%+2.2%
12Park Place Capital Corp779,088$22.4M3.6%1.5%+2.9%
13Waterloo Capital, L.P.744,188$21.4M1.2%1.4%+3.6%
14LPL Financial LLC648,422$18.6M0.0%1.2%-2.5%
15SILVER OAK SECURITIES, INCORPORATED377,229$10.8M0.7%0.7%+5.7%
16Wealthcare Advisory Partners LLC341,944$9.8M0.2%0.6%-6.2%
17Prime Capital Investment Advisors, LLC320,306$9.2M0.1%0.6%+25.0%
18United Advisor Group, LLC309,386$8.9M0.9%0.6%+5.0%
19Capital Investment Advisory Services, LLC193,456$5.6M0.3%0.4%+20178.4%
20Thrivent Financial for LutheransNEW162,415$4,6690.0%0.3%new
21Regal Investment Advisors LLC133,212$3.8M0.2%0.3%+0.4%
22Independent Advisor Alliance116,018$3.3M0.1%0.2%-50.2%
23Cyndeo Wealth Partners, LLC103,939$3.0M0.1%0.2%+11.4%
24Atria Investments, Inc100,823$2.9M0.0%0.2%+2.7%
25CAPTRUST FINANCIAL ADVISORS91,359$2.6M0.0%0.2%-4.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.