Who owns Aptus Defined Risk ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DRSK from SEC Form 13F filings across 93 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.
As of the 2026-06-30 reporting period, 93 institutions disclosed 65.0M shares of Aptus Defined Risk ETF worth $1.87B — about 122.5% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
93
13F holders
$1.87B
value, 2026 filers
122.5%
of shares outstanding (65.0M sh)
14
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 19.0M | $547.5M | 3.7% | 35.9% | +9.7% |
| 2 | Integrated Wealth Concepts LLC | 7.6M | $219.7M | 1.4% | 14.4% | +3.4% |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4.6M | $132.9M | 7.5% | 8.7% | +2.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2.2M | $62.0M | 0.0% | 4.1% | +4.9% |
| 5 | KFG WEALTH MANAGEMENT, LLC | 2.0M | $57.2M | 6.5% | 3.7% | +5.0% |
| 6 | Diversified Enterprises, LLC | 1.9M | $54.6M | 2.6% | 3.6% | +3.7% |
| 7 | Corient Private Wealth LP | 1.7M | $49.8M | 0.1% | 3.3% | -8.8% |
| 8 | Second Line Capital, LLC | 1.5M | $43.0M | 8.0% | 2.8% | +2.3% |
| 9 | Compass Ion Advisors, LLC | 1.4M | $39.6M | 3.4% | 2.6% | +0.7% |
| 10 | Talon Private Wealth, LLC | 1.4M | $39.3M | 4.6% | 2.6% | +0.5% |
| 11 | GERBER, LLC | 1.3M | $38.3M | 18.0% | 2.5% | +3.7% |
| 12 | Signal Advisors Wealth, LLC | 1.3M | $37.4M | 1.9% | 2.5% | +20.9% |
| 13 | SevenBridge Financial Group, LLC | 1.3M | $37.5M | 5.5% | 2.4% | +4.6% |
| 14 | Clarus Group, Inc. | 1.2M | $35.7M | 12.1% | 2.3% | -1.8% |
| 15 | Brookstone Capital Management | 1.1M | $31.3M | 0.3% | 2% | -1.0% |
| 16 | First Heartland Consultants, Inc. | 1.1M | $31.2M | 2.0% | 2% | +9.9% |
| 17 | RAYMOND JAMES FINANCIAL INC | 1.1M | $30.4M | 0.0% | 2% | -1.8% |
| 18 | BROGAN FINANCIAL, INC. | 1.0M | $29.3M | 11.7% | 1.9% | +1.2% |
| 19 | Advisory Services Network, LLC | 863,980 | $24.8M | 0.3% | 1.6% | +2.2% |
| 20 | Sunburst Financial Group, LLC | 834,456 | $24.0M | 3.9% | 1.6% | +8.1% |
| 21 | Park Place Capital Corp | 779,088 | $22.4M | 3.6% | 1.5% | +2.9% |
| 22 | 6th Street Advisors, LLC | 757,215 | $21.8M | 12.5% | 1.4% | +0.2% |
| 23 | Waterloo Capital, L.P. | 744,188 | $21.4M | 1.2% | 1.4% | +3.6% |
| 24 | LPL Financial LLC | 648,422 | $18.6M | 0.0% | 1.2% | -2.5% |
| 25 | TrueWealth Advisors, LLC | 472,862 | $13.6M | 3.1% | 0.9% | +0.8% |
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.