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Aptus Defined Risk ETF (DRSK)

CUSIP: 26922A388 | NYSE | 226 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

KFG Wealth Management, LLC2,093,313
6.2% of portfolio›$56.9M
Diversified Enterprises, LLC1,957,318
2.5% of portfolio›$53.2M
SevenBridge Financial Group, LLC1,471,913
5.9% of portfolio›$40.0M
Compass Ion Advisors, LLC1,435,911
3.3% of portfolio›$39.0M
Gerber, LLC1,386,560
17.2% of portfolio›$37.7M
Signal Advisors Wealth, LLC1,359,672
1.6% of portfolio›$36.9M
First Heartland Consultants, Inc.1,115,330
2.0% of portfolio›$30.3M
Brookstone Capital Management1,075,345
0.3% of portfolio›$29.2M
Clarus Group, Inc.1,025,498
9.2% of portfolio›$27.9M
Sunburst Financial Group, LLC958,910
4.1% of portfolio›$26.1M
Concurrent Investment Advisors, LLC818,155
0.2% of portfolio›$22.2M
6th Street Advisors, LLC760,487
11.9% of portfolio›$20.7M
TrueWealth Advisors, LLC486,966
3.0% of portfolio›$13.2M
Wealth Advisory Team LLC440,582
9.8% of portfolio›$12.0M
Purewater Capital LLC413,419
8.8% of portfolio›$11.2M
Prime Capital Investment Advisors, LLC349,516
0.1% of portfolio›$9.5M
United Advisor Group, LLC348,175
0.9% of portfolio›$9.5M
Wealthcare Advisory Partners LLC337,291
0.2% of portfolio›$9.2M
Cushing Capital Partners, LLC327,500
5.5% of portfolio›$8.9M
MBE Wealth Management, LLC287,104
2.7% of portfolio›$7.8M
EdgeRock Capital LLC276,670
1.6% of portfolio›$7.5M
Lord & Richards Wealth Management, LLC258,226
5.4% of portfolio›$7.0M
Financial Guidance Group, Inc.254,115
2.5% of portfolio›$6.9M
Capital Investment Advisory Services, LLC205,167
0.3% of portfolio›$5.6M
SWS Partners202,729
1.2% of portfolio›$5.5M
One Plus One Wealth Management, LLC179,683
2.0% of portfolio›$4.9M
Thrivent Financial for Lutherans164,004
0.0% of portfolio›$4.5M
Mendel Money Management149,257
1.5% of portfolio›$4.1M
Code Waechter LLC144,867
1.9% of portfolio›$3.9M
Renasant Bank116,589
2.1% of portfolio›$3.2M
Cyndeo Wealth Partners, LLC114,903
0.1% of portfolio›$3.1M
Atria Investments, Inc112,261
0.0% of portfolio›$3.1M
Meridian Wealth Management, LLC108,583
0.1% of portfolio›$3.0M
Kestra Advisory Services, LLC86,248
0.0% of portfolio›$2.3M
Visionary Horizons, LLC30,166
0.3% of portfolio›$819.6K
TBH Global Asset Management, LLC26,191
0.1% of portfolio›$711.6K
SmartHarvest Portfolios, LLC16,376
0.2% of portfolio›$444.9K
Strong Retirement Solutions LLC15,840
0.2% of portfolio›$430.4K
RDA Financial Network11,382
0.1% of portfolio›$309.2K
Retirement Planning Group, LLC9,974
0.0% of portfolio›$271.0K
Parallel Advisors, LLC9,591
0.0% of portfolio›$260.6K
Lunt Capital Management, Inc.9,465
0.1% of portfolio›$257.2K
Princeton Global Asset Management LLC3,846
0.0% of portfolio›$104.5K
Farther Finance Advisors, LLC2,726
0.0% of portfolio›$74.1K
Chilton Capital Management LLC2,637
0.0% of portfolio›$71.6K
Wilmington Savings Fund Society, FSB1,791
0.0% of portfolio›$48.7K
Assetmark, Inc815
0.0% of portfolio›$22.1K
Compass Financial Management LLC790
0.0% of portfolio›$21.5K
CoreCap Advisors, LLC87
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
KFG Wealth Management, LLC
2,093,313$56.9M6.2%ETFMediumGranger, IN2026-10-16
Diversified Enterprises, LLC
1,957,318$53.2M2.5%ETFVery LowWilmington, DE2026-10-19
SevenBridge Financial Group, LLC
1,471,913$40.0M5.9%CoreLowHarrisburg, PA2026-10-26
Compass Ion Advisors, LLC
1,435,911$39.0M3.3%ETFVery LowConshohocken, PA2026-10-23
Gerber, LLC
1,386,560$37.7M17.2%ETFLowColumbus, OH2026-10-21
Signal Advisors Wealth, LLC
1,359,672$36.9M1.6%ETFLowDetroit, MI2026-10-13
First Heartland Consultants, Inc.
1,115,330$30.3M2.0%ETFMediumLake St. Louis, MO2026-10-08
Brookstone Capital Management
1,075,345$29.2M0.3%ETFMediumWheaton, IL2026-10-22
Clarus Group, Inc.
1,025,498$27.9M9.2%ETFLowHouston, TX2026-10-21
Sunburst Financial Group, LLC
958,910$26.1M4.1%ETFVery LowVestavia Hills, AL2026-10-09
Concurrent Investment Advisors, LLC
818,155$22.2M0.2%GrowthMediumTampa, FL2026-10-16
6th Street Advisors, LLC
760,487$20.7M11.9%ETFVery LowDaphne, AL2026-10-14
TrueWealth Advisors, LLC
486,966$13.2M3.0%ETFMediumBirmingham, AL2026-10-09
Wealth Advisory Team LLC
440,582$12.0M9.8%ETFN/ABellevue, KY2026-11-05
Purewater Capital LLC
413,419$11.2M8.8%ETFMediumFort Worth, TX2026-10-23
Prime Capital Investment Advisors, LLC
349,516$9.5M0.1%ETFLowOverland Park, KS2026-10-20
United Advisor Group, LLC
348,175$9.5M0.9%ETFLowCincinnati, OH2026-11-03
Wealthcare Advisory Partners LLC
337,291$9.2M0.2%ETFLowWest Chester, PA2026-10-21
Cushing Capital Partners, LLC
327,500$8.9M5.5%ETFLowDelafield, WI2026-10-20
MBE Wealth Management, LLC
287,104$7.8M2.7%ETFVery LowTomah, WI2026-10-26
EdgeRock Capital LLC
276,670$7.5M1.6%ETFLowDenver, CO2026-11-03
Lord & Richards Wealth Management, LLC
258,226$7.0M5.4%ETFMediumHighlands Ranch, CO2026-10-14
Financial Guidance Group, Inc.
254,115$6.9M2.5%ETFVery LowPalm Harbor, FL2026-10-21
Capital Investment Advisory Services, LLC
205,167$5.6M0.3%CoreMediumRaleigh, NC2026-10-30
SWS Partners
202,729$5.5M1.2%GrowthMediumColumbus, OH2026-10-26
One Plus One Wealth Management, LLC
179,683$4.9M2.0%ETFMediumJupiter, FL2026-10-16
Thrivent Financial for Lutherans
164,004$4.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Mendel Money Management
149,257$4.1M1.5%GrowthMediumNorthbrook, IL2026-11-02
Code Waechter LLC
144,867$3.9M1.9%ETFLowTampa, FL2026-10-23
Renasant Bank
116,589$3.2M2.1%CoreMediumTupelo, MS2026-11-05
Cyndeo Wealth Partners, LLC
114,903$3.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Atria Investments, Inc
112,261$3.1M0.0%CoreMediumCharlotte, NC2026-10-15
Meridian Wealth Management, LLC
108,583$3.0M0.1%GrowthLowLexington, KY2026-11-05
Kestra Advisory Services, LLC
86,248$2.3M0.0%CoreLowAustin, TX2026-11-02
Visionary Horizons, LLC
30,166$819.6K0.3%ETFLowKnoxville, TN2026-10-22
TBH Global Asset Management, LLC
26,191$711.6K0.1%CoreHighBrentwood, TN2026-11-03
SmartHarvest Portfolios, LLC
16,376$444.9K0.2%GrowthLowSeattle, WA2026-10-26
Strong Retirement Solutions LLC
15,840$430.4K0.2%GrowthMediumSilverdale, WA2026-10-07
RDA Financial Network
11,382$309.2K0.1%GrowthMediumAkron, IA2026-10-15
Retirement Planning Group, LLC
9,974$271.0K0.0%ETFVery LowLeawood, KS2026-10-19
Parallel Advisors, LLC
9,591$260.6K0.0%IndexLowSan Francisco, CA2026-11-03
Lunt Capital Management, Inc.
9,465$257.2K0.1%ETFLowHolladay, UT2026-10-30
Princeton Global Asset Management LLC
3,846$104.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Farther Finance Advisors, LLC
2,726$74.1K0.0%IndexLowSan Francisco, CA2026-10-08
Chilton Capital Management LLC
2,637$71.6K0.0%GrowthMediumHouston, TX2026-10-28
Wilmington Savings Fund Society, FSB
1,791$48.7K0.0%CoreLowWilmington, DE2026-10-23
Assetmark, Inc
815$22.1K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
790$21.5K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
87$2.4K0.0%ETFMediumSouthfield, MI2026-10-08