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 19M $548M 10% Jun 2026
 View chart
Integrated Wealth Concepts 12M $334M 57% Jun 2026
 View chart
Guardian Wealth Advisors, Llc / Nc 4.6M $133M 3% Jun 2026
 View chart
Envestnet Asset Management 2.2M $62M 5% Jun 2026
 View chart
Kfg Wealth Management 2.0M $57M 5% Jun 2026
 View chart
Diversified Enterprises 1.9M $55M 4% Jun 2026
 View chart
CI Private Wealth 1.7M $50M -9% Jun 2026
 View chart
Second Line Capital 1.5M $43M 2% Jun 2026
 View chart
Compass Ion Advisors 1.4M $40M 1% Jun 2026
 View chart
Talon Private Wealth 1.4M $37M 100% Mar 2026
 View chart
Gerber 1.3M $38M 4% Jun 2026
 View chart
Signal Advisors Wealth 1.3M $37M 21% Jun 2026
 View chart
SevenBridge Financial 1.3M $38M 5% Jun 2026
 View chart
Clarus Group 1.2M $36M -2% Jun 2026
 View chart
Brookstone Capital Management 1.1M $31M -1% Jun 2026
 View chart
First Heartland Consultants 1.1M $31M 10% Jun 2026
 View chart
Raymond James Financial 1.1M $30M -2% Jun 2026
 View chart
Brogan Financial 1.0M $29M 1% Jun 2026
 View chart
Advisory Services Network 864k $25M 2% Jun 2026
 View chart
Sunburst Financial Group 835k $24M 8% Jun 2026
 View chart
Park Place Capital Corp 779k $22M 3% Jun 2026
 View chart
6th Street Advisors 757k $22M 0% Jun 2026
 View chart
Waterloo Capital 744k $21M 4% Jun 2026
 View chart
LPL Financial 648k $19M -3% Jun 2026
 View chart
Bienville Capital Management 625k $17M 7% Mar 2026
 View chart
TrueWealth Advisors 473k $14M 1% Jun 2026
 View chart
Wealth Advisory Team 429k $12M 4% Jun 2026
 View chart
Purewater Capital 420k $12M 100% Jun 2026
 View chart
Silver Oak Securities 377k $11M 6% Jun 2026
 View chart
Wealthcare Advisory Partners 342k $9.8M -6% Jun 2026
 View chart
Cushing Capital Partners 325k $9.3M 8% Jun 2026
 View chart
Prime Capital Investment Advisors 320k $9.2M 25% Jun 2026
 View chart
United Advisor Group 309k $8.9M 5% Jun 2026
 View chart
Lord & Richards Wealth Management 299k $8.6M 4% Jun 2026
 View chart
MBE Wealth Management 290k $8.3M -1% Jun 2026
 View chart
EdgeRock Capital 272k $7.8M 4% Jun 2026
 View chart
Financial Guidance Group 241k $6.9M -3% Jun 2026
 View chart
Maripau Wealth Management 211k $6.1M 100% Jun 2026
 View chart
Wilian Securities 204k $5.9M 100% Jun 2026
 View chart
Capital Investment Advisory Services 194k $5.6M 20178% Jun 2026
 View chart
SWS Partners 191k $5.5M 0% Jun 2026
 View chart
One + One Wealth Management 176k $5.0M 4% Jun 2026
 View chart
Thrivent Financial for Lutherans 162k $4.7M 100% Jun 2026
 View chart
Mendel Money Management 155k $4.4M 19% Jun 2026
 View chart
Uniting Wealth Partners 144k $4.1M -66% Jun 2026
 View chart
Code Waechter 138k $4.0M 9% Jun 2026
 View chart
Regal Investment Advisors 133k $3.8M 0% Jun 2026
 View chart
Renasant Bank 124k $3.6M 3% Jun 2026
 View chart
Second Half Financial Partners 117k $3.4M -1% Jun 2026
 View chart
Independent Advisor Alliance 116k $3.3M -50% Jun 2026
 View chart
Cyndeo Wealth Partners 104k $3.0M 11% Jun 2026
 View chart
Atria Investments 101k $2.9M 3% Jun 2026
 View chart
Captrust Financial Advisors 91k $2.6M -4% Jun 2026
 View chart
Meridian Wealth Management 88k $2.5M 40% Jun 2026
 View chart
Leavell Investment Management 86k $2.5M 0% Jun 2026
 View chart
Kestra Advisory Services 83k $2.4M 2% Jun 2026
 View chart
Change Path 72k $2.1M 1% Jun 2026
 View chart
Goldman Sachs Group 71k $2.0M 100% Jun 2026
 View chart
Savvy Advisors 49k $1.4M -26% Jun 2026
 View chart
Advisor Group Holdings 47k $1.4M 1% Jun 2026
 View chart
Betterment 32k $930k 9% Jun 2026
 View chart
Royal Bank of Canada 31k $900k 19% Jun 2026
 View chart
Old Mission Capital 30k $875k 100% Jun 2026
 View chart
Visionary Horizons 28k $812k 25% Jun 2026
 View chart
Jacobi Capital Management 18k $510k -8% Jun 2026
 View chart
SmartHarvest Portfolios 16k $471k 0% Jun 2026
 View chart
Parallel Advisors 15k $440k 0% Jun 2026
 View chart
Strong Retirement Solutions 15k $432k 9% Jun 2026
 View chart
Valeo Financial Advisors 14k $408k 100% Jun 2026
 View chart
RDA Financial Network 13k $359k -3% Jun 2026
 View chart
Retirement Planning Group 10k $286k -6% Jun 2026
 View chart
Lunt Capital Management 9.5k $272k 0% Jun 2026
 View chart
McElhenny Sheffield Capital Management 7.4k $213k 0% Jun 2026
 View chart
Great Valley Advisor Group 7.1k $205k 100% Jun 2026
 View chart
Kathmere Capital Management 7.1k $205k 100% Jun 2026
 View chart
Harbour Investments 4.9k $142k -2% Jun 2026
 View chart
Global Retirement Partners 4.2k $121k 12% Jun 2026
 View chart
Princeton Global Asset Management 3.8k $111k 0% Jun 2026
 View chart
Private Trust Co Na 3.7k $107k 0% Jun 2026
 View chart
Compass Financial Management 3.6k $103k 100% Jun 2026
 View chart
Farther Finance Advisors 2.7k $78k -46% Jun 2026
 View chart
Chilton Capital Management 2.6k $76k 0% Jun 2026
 View chart
Coppell Advisory Solutions 2.6k $435k 100% Jun 2026
 View chart
IFP Advisors 1.8k $53k 100% Jun 2026
 View chart
Mercer Global Advisors 1.8k $52k 100% Jun 2026
 View chart
Bryn Mawr Trust 1.8k $52k 0% Jun 2026
 View chart
Jpmorgan Chase & Co 1.3k $38k 100% Jun 2026
 View chart
Assetmark 443.00 $13k 1826% Jun 2026
 View chart
Morgan Stanley 437.00 $14k -56% Mar 2026
 View chart
UBS Group 360.00 $10k 3173% Jun 2026
 View chart
Wells Fargo & Company 267.00 $7.7k 26600% Jun 2026
 View chart
CoreCap Advisors 212.00 $6.1k 0% Jun 2026
 View chart
Goss Wealth Management 63.00 $1.8k 0% Jun 2026
 View chart
IFG Advisory 5.00 $144.000000 100% Jun 2026
 View chart

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

Fund or Company Name Date Sold Shares Held Valued At
True Vision MN Dec 2025 64k $1.8M
Town Capital Mar 2026 16k $441k
Hrt Financial Mar 2026 11k $302k
RFG Advisory Mar 2026 10k $283k
Virtue Capital Management Mar 2026 9.7k $262k
Oak Harbor Wealth Partners Mar 2026 6.1k $167k
Whittier Trust Mar 2026 1.6k $43k
Jones Financial Companies, L.L Mar 2026 473.00 $13k
Pnc Financial Services Mar 2026 420.00 $12k
Global Wealth Strategies & Associates Mar 2026 91.00 $2.5k