Who owns Aptus Defined Risk Etf exchange traded funds?

Tip: Access positions for across all investors

Analyze quarterly positions in Aptus Defined Risk Etf exchange traded funds with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Aptus Defined Risk Etf exchange traded funds stock

Who bought or sold Aptus Defined Risk Etf exchange traded funds this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Aptus Capital Advisors 17M $475M 11% Mar 2026
 View chart
Integrated Wealth Concepts 7.4M $202M 24% Mar 2026
 View chart
Guardian Wealth Advisors, Llc / Nc 4.4M $124M 1% Dec 2025
 View chart
Envestnet Asset Management 2.1M $56M 100% Mar 2026
 View chart
CI Private Wealth 1.9M $52M -10% Mar 2026
 View chart
Kfg Wealth Management 1.9M $52M 10% Mar 2026
 View chart
Diversified Enterprises 1.7M $49M 4% Dec 2025
 View chart
Compass Ion Advisors 1.4M $37M -1% Mar 2026
 View chart
Talon Private Wealth 1.4M $37M 100% Mar 2026
 View chart
Second Line Capital 1.3M $38M 3% Dec 2025
 View chart
Gerber 1.3M $35M 4% Mar 2026
 View chart
Clarus Group 1.3M $35M 0% Mar 2026
 View chart
SevenBridge Financial 1.2M $35M 8% Mar 2026
 View chart
Raymond James Financial 1.1M $31M -2% Dec 2025
 View chart
Brookstone Capital Management 1.1M $30M 2% Mar 2026
 View chart
Signal Advisors Wealth 1.1M $30M 9% Mar 2026
 View chart
Brogan Financial 1.0M $28M 2% Mar 2026
 View chart
First Heartland Consultants 988k $27M 2% Mar 2026
 View chart
Advisory Services Network 797k $23M 4% Dec 2025
 View chart
Sunburst Financial Group 772k $21M 3% Mar 2026
 View chart
Park Place Capital Corp 757k $21M 15% Mar 2026
 View chart
6th Street Advisors 756k $21M 100% Mar 2026
 View chart
Waterloo Capital 718k $20M 6% Mar 2026
 View chart
LPL Financial 665k $18M -23% Mar 2026
 View chart
Bienville Capital Management 625k $17M 7% Mar 2026
 View chart
TrueWealth Advisors 469k $13M 10% Mar 2026
 View chart
Uniting Wealth Partners 426k $12M 100% Mar 2026
 View chart
Wealth Advisory Team 413k $12M 100% Dec 2025
 View chart
Pandora Wealth 373k $11M 1% Dec 2025
 View chart
Wealthcare Advisory Partners 364k $10M -10% Mar 2026
 View chart
Silver Oak Securities 357k $9.8M 7% Mar 2026
 View chart
Cushing Capital Partners 302k $8.2M 5% Mar 2026
 View chart
United Advisor Group 295k $8.1M 6% Mar 2026
 View chart
MBE Wealth Management 292k $8.0M 3% Mar 2026
 View chart
Lord & Richards Wealth Management 287k $7.8M 1% Mar 2026
 View chart
EdgeRock Capital 262k $7.2M -1% Mar 2026
 View chart
Prime Capital Investment Advisors 256k $7.0M 16% Mar 2026
 View chart
Financial Guidance Group 249k $6.8M 4% Mar 2026
 View chart
Independent Advisor Alliance 233k $6.4M 137% Mar 2026
 View chart
SWS Partners 191k $5.2M 20% Mar 2026
 View chart
One + One Wealth Management 169k $4.6M 4% Mar 2026
 View chart
Mendel Money Management 130k $3.5M 42% Mar 2026
 View chart
Regal Investment Advisors 126k $3.6M 220% Dec 2025
 View chart
Code Waechter 126k $3.4M 5% Mar 2026
 View chart
Renasant Bank 120k $3.3M 4% Mar 2026
 View chart
Second Half Financial Partners 118k $3.2M 9% Mar 2026
 View chart
Atria Investments 98k $2.7M 3% Mar 2026
 View chart
Captrust Financial Advisors 98k $2.8M -6% Dec 2025
 View chart
Cyndeo Wealth Partners 93k $2.6M 16% Mar 2026
 View chart
Leavell Investment Management 86k $2.4M 0% Mar 2026
 View chart
Kestra Advisory Services 81k $2.2M 44% Mar 2026
 View chart
Change Path 71k $1.9M 0% Mar 2026
 View chart
Savvy Advisors 66k $1.8M -62% Mar 2026
 View chart
Meridian Wealth Management 63k $1.7M 46% Mar 2026
 View chart
Advisor Group Holdings 46k $1.3M -15% Dec 2025
 View chart
Betterment 27k $756k 19% Dec 2025
 View chart
Royal Bank of Canada 26k $720k 52% Mar 2026
 View chart
Visionary Horizons 23k $617k 13% Mar 2026
 View chart
Jacobi Capital Management 19k $527k 3% Mar 2026
 View chart
SmartHarvest Portfolios 16k $448k 100% Mar 2026
 View chart
Susquehanna International 15k $438k 100% Dec 2025
 View chart
Parallel Advisors 15k $417k -3% Mar 2026
 View chart
Strong Retirement Solutions 14k $378k -2% Mar 2026
 View chart
RDA Financial Network 13k $352k 20% Mar 2026
 View chart
Hrt Financial 11k $302k 100% Mar 2026
 View chart
Retirement Planning Group 11k $291k -51% Mar 2026
 View chart
RFG Advisory 10k $283k 100% Mar 2026
 View chart
Virtue Capital Management 9.7k $262k -8% Mar 2026
 View chart
Lunt Capital Management 9.5k $259k 0% Mar 2026
 View chart
McElhenny Sheffield Capital Management 7.4k $202k 0% Mar 2026
 View chart
Oak Harbor Wealth Partners 6.1k $167k 100% Mar 2026
 View chart
Harbour Investments 5.0k $137k 165% Mar 2026
 View chart
Farther Finance Advisors 5.0k $137k 100% Mar 2026
 View chart
Princeton Global Asset Management 3.8k $105k -7% Mar 2026
 View chart
Global Retirement Partners 3.8k $107k 1% Dec 2025
 View chart
Private Trust Co Na 3.7k $102k 0% Mar 2026
 View chart
Chilton Capital Management 2.6k $72k 0% Mar 2026
 View chart
Bryn Mawr Trust 1.8k $49k 0% Mar 2026
 View chart
Whittier Trust 1.6k $43k -45% Mar 2026
 View chart
Capital Investment Advisory Services 954.00 $26k 100% Mar 2026
 View chart
Morgan Stanley 437.00 $14k -56% Mar 2026
 View chart
Pnc Financial Services 420.00 $12k 0% Mar 2026
 View chart
CoreCap Advisors 212.00 $5.8k 0% Mar 2026
 View chart
Global Wealth Strategies & Associates 91.00 $2.5k -30% Mar 2026
 View chart
Goss Wealth Management 63.00 $1.7k 100% Mar 2026
 View chart
Assetmark 23.00 $628.999400 0% Mar 2026
 View chart
UBS Group 11.00 $300.999600 -99% Mar 2026
 View chart
Wells Fargo & Company 1.00 $20.000000 0% Mar 2026
 View chart

Who sold out of Aptus Defined Risk Etf exchange traded funds?

Fund or Company Name Date Sold Shares Held Valued At
Brookwood Investment Group Dec 2025 387k $11M
Maripau Wealth Management Dec 2025 199k $5.7M
Thrivent Financial for Lutherans Dec 2025 166k $4.7M
True Vision MN Dec 2025 64k $1.8M
Wilian Securities Dec 2025 50k $1.4M
Synergy Financial Management Dec 2025 41k $1.2M
Jane Street Dec 2025 25k $709k
Gladstone Institutional Advisory Dec 2025 11k $319k
Magnolia Private Wealth Dec 2025 11k $302k
Citadel Advisors Dec 2025 9.1k $259k
Kathmere Capital Management Dec 2025 7.1k $201k
Optima Capital Dec 2025 3.0k $84k
CWM Sep 2025 350.00 $10k
Rockefeller Capital Management Dec 2025 306.00 $8.7k
O'shaughnessy Asset Management Dec 2025 272.00 $7.7k
Emerald Investment Partners Dec 2025 62.00 $1.8k