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Aptus Deferred Income ETF (DEFR)

CUSIP: 26922B451 | NYSE | 36 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

6th Street Advisors, LLC316,503
4.7% of portfolio›$8.2M
Compass Ion Advisors, LLC266,551
0.6% of portfolio›$6.9M
Capital Investment Advisory Services, LLC163,349
0.3% of portfolio›$4.3M
Prime Capital Investment Advisors, LLC157,019
0.0% of portfolio›$4.1M
One Plus One Wealth Management, LLC88,726
1.0% of portfolio›$2.3M
Code Waechter LLC75,483
0.9% of portfolio›$2.0M
MBE Wealth Management, LLC49,916
0.5% of portfolio›$1.3M
Atria Investments, Inc44,655
0.0% of portfolio›$1.2M
Axxcess Wealth Management, LLC44,295
0.0% of portfolio›$1.1M
Grant Street Asset Management, Inc.23,115
0.1% of portfolio›$600.1K
Cushing Capital Partners, LLC13,184
0.2% of portfolio›$342.3K
United Advisor Group, LLC9,769
0.0% of portfolio›$253.6K
Farther Finance Advisors, LLC1,094
0.0% of portfolio›$28.4K
StyleTurnoverLocationFiled
6th Street Advisors, LLC
316,503$8.2M4.7%ETFVery LowDaphne, AL2026-10-14
Compass Ion Advisors, LLC
266,551$6.9M0.6%ETFVery LowConshohocken, PA2026-10-23
Capital Investment Advisory Services, LLC
163,349$4.3M0.3%CoreMediumRaleigh, NC2026-10-30
Prime Capital Investment Advisors, LLC
157,019$4.1M0.0%ETFLowOverland Park, KS2026-10-20
One Plus One Wealth Management, LLC
88,726$2.3M1.0%ETFMediumJupiter, FL2026-10-16
Code Waechter LLC
75,483$2.0M0.9%ETFLowTampa, FL2026-10-23
MBE Wealth Management, LLC
49,916$1.3M0.5%ETFVery LowTomah, WI2026-10-26
Atria Investments, Inc
44,655$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Axxcess Wealth Management, LLC
44,295$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
Grant Street Asset Management, Inc.
23,115$600.1K0.1%ETFVery LowCanonsburg, PA2026-10-26
Cushing Capital Partners, LLC
13,184$342.3K0.2%ETFLowDelafield, WI2026-10-20
United Advisor Group, LLC
9,769$253.6K0.0%ETFLowCincinnati, OH2026-11-03
Farther Finance Advisors, LLC
1,094$28.4K0.0%IndexLowSan Francisco, CA2026-10-08