Aptus Deferred Income ETF (DEFR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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6th Street Advisors, LLC

INCREASED

Shares316,503 from 315,084

Change+1,419 (+0%)

Value$8.2M (-$210.4K)

Filed 2026-10-14

Compass Ion Advisors, LLC

INCREASED

Shares266,551 from 205,715

Change+60,836 (+30%)

Value$6.9M (+$1.4M)

Filed 2026-10-23

Capital Investment Advisory Services, LLC

INCREASED

Shares163,349 from 92,173

Change+71,176 (+77%)

Value$4.3M (+$1.8M)

Filed 2026-10-30

Prime Capital Investment Advisors, LLC

INCREASED

Shares157,019 from 144,619

Change+12,400 (+9%)

Value$4.1M (+$208.4K)

Filed 2026-10-20

One Plus One Wealth Management, LLC

INCREASED

Shares88,726 from 86,580

Change+2,146 (+2%)

Value$2.3M (-$12.2K)

Filed 2026-10-16

Code Waechter LLC

INCREASED

Shares75,483 from 67,072

Change+8,411 (+13%)

Value$2.0M (+$165.7K)

Filed 2026-10-23

MBE Wealth Management, LLC

INCREASED

Shares49,916 from 45,250

Change+4,666 (+10%)

Value$1.3M (+$85.6K)

Filed 2026-10-26

Atria Investments, Inc

INCREASED

Shares44,655 from 40,977

Change+3,678 (+9%)

Value$1.2M (+$63.3K)

Filed 2026-10-15

Axxcess Wealth Management, LLC

NEW

Shares44,295

Change+44,295

Value$1.1M

Filed 2026-10-21

Meridian Wealth Management, LLC

INCREASED

Shares39,808 from 35,445

Change+4,363 (+12%)

Value$1.0M (+$85.5K)

Filed 2026-11-05

Renasant Bank

DECREASED

Shares32,699 from 35,463

Change-2,764 (-8%)

Value$848.9K (-$99.6K)

Filed 2026-11-05

Grant Street Asset Management, Inc.

INCREASED

Shares23,115 from 23,100

Change+15 (+0%)

Value$600.1K (-$17.7K)

Filed 2026-10-26

Cushing Capital Partners, LLC

INCREASED

Shares13,184 from 12,554

Change+630 (+5%)

Value$342.3K (+$6.5K)

Filed 2026-10-20

United Advisor Group, LLC

DECREASED

Shares9,769 from 10,250

Change-481 (-5%)

Value$253.6K (-$20.5K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares1,094 from 1,086

Change+8 (+1%)

Value$28.4K (-$645)

Filed 2026-10-08

Valeo Financial Advisors, LLC

CLOSED

Shares0 from 7,913

Change-7,913 (-100%)

Value$0 (-$211.6K)

Filed 2026-10-08

Aptus Capital Advisors, LLC

N/A

Shares— from 2,006,550

Change-2,006,550 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 520,782

Change-520,782 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 291,871

Change-291,871 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 270,635

Change-270,635 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 179,736

Change-179,736 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 160,352

Change-160,352 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 142,815

Change-142,815 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 60,257

Change-60,257 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 53,709

Change-53,709 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 47,497

Change-47,497 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,726

Change-24,726 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,823

Change-14,823 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 12,604

Change-12,604 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,563

Change-2,563 (-100%)

Value—

	Status
6th Street Advisors, LLC	INCREASED	316,503	315,084	+1,419	+0%	$8.4M	$8.2M	-$210.4K	2026-10-14
Compass Ion Advisors, LLC	INCREASED	266,551	205,715	+60,836	+30%	$5.5M	$6.9M	+$1.4M	2026-10-23
Capital Investment Advisory Services, LLC	INCREASED	163,349	92,173	+71,176	+77%	$2.5M	$4.3M	+$1.8M	2026-10-30
Prime Capital Investment Advisors, LLC	INCREASED	157,019	144,619	+12,400	+9%	$3.9M	$4.1M	+$208.4K	2026-10-20
One Plus One Wealth Management, LLC	INCREASED	88,726	86,580	+2,146	+2%	$2.3M	$2.3M	-$12.2K	2026-10-16
Code Waechter LLC	INCREASED	75,483	67,072	+8,411	+13%	$1.8M	$2.0M	+$165.7K	2026-10-23
MBE Wealth Management, LLC	INCREASED	49,916	45,250	+4,666	+10%	$1.2M	$1.3M	+$85.6K	2026-10-26
Atria Investments, Inc	INCREASED	44,655	40,977	+3,678	+9%	$1.1M	$1.2M	+$63.3K	2026-10-15
Axxcess Wealth Management, LLC	NEW	44,295	—	+44,295	—	—	$1.1M	—	2026-10-21
Meridian Wealth Management, LLC	INCREASED	39,808	35,445	+4,363	+12%	$948.0K	$1.0M	+$85.5K	2026-11-05
Renasant Bank	DECREASED	32,699	35,463	-2,764	-8%	$948.5K	$848.9K	-$99.6K	2026-11-05
Grant Street Asset Management, Inc.	INCREASED	23,115	23,100	+15	+0%	$617.8K	$600.1K	-$17.7K	2026-10-26
Cushing Capital Partners, LLC	INCREASED	13,184	12,554	+630	+5%	$335.8K	$342.3K	+$6.5K	2026-10-20
United Advisor Group, LLC	DECREASED	9,769	10,250	-481	-5%	$274.1K	$253.6K	-$20.5K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	1,094	1,086	+8	+1%	$29.0K	$28.4K	-$645	2026-10-08
Valeo Financial Advisors, LLC	CLOSED	0	7,913	-7,913	-100%	$211.6K	$0	-$211.6K	2026-10-08
Aptus Capital Advisors, LLC	N/A	—	2,006,550	-2,006,550	-100%	$53.7M	—	—	—
Bienville Capital Management, LLC	N/A	—	520,782	-520,782	-100%	$13.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	291,871	-291,871	-100%	$7.8M	—	—	—
Park Place Capital Corp	N/A	—	270,635	-270,635	-100%	$7.2M	—	—	—
Waterloo Capital, L.P.	N/A	—	179,736	-179,736	-100%	$4.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	160,352	-160,352	-100%	$4.3M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	142,815	-142,815	-100%	$3.8M	—	—	—
Regal Investment Advisors LLC	N/A	—	60,257	-60,257	-100%	$1.6M	—	—	—
Second Line Capital, LLC	N/A	—	53,709	-53,709	-100%	$1.4M	—	—	—
Second Half Financial Partners, LLC	N/A	—	47,497	-47,497	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	24,726	-24,726	-100%	$661.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	14,823	-14,823	-100%	$396.4K	—	—	—
Independent Advisor Alliance	N/A	—	12,604	-12,604	-100%	$337.1K	—	—	—
Harbour Investments, Inc.	N/A	—	2,563	-2,563	-100%	$68.5K	—	—	—

Showing 30 of 30 institutions