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 16M $445M 16% Dec 2025
 View chart
Integrated Wealth Concepts 6.0M $170M -9% Dec 2025
 View chart
Guardian Wealth Advisors, Llc / Nc 4.4M $124M 1% Dec 2025
 View chart
CI Private Wealth 2.1M $60M 2% Dec 2025
 View chart
Diversified Enterprises 1.7M $49M 4% Dec 2025
 View chart
Kfg Wealth Management 1.7M $49M 9% Dec 2025
 View chart
Compass Ion Advisors 1.4M $37M -1% Mar 2026
 View chart
Second Line Capital 1.3M $38M 3% Dec 2025
 View chart
Clarus Group 1.3M $36M -2% Dec 2025
 View chart
Gerber 1.2M $35M 50% Dec 2025
 View chart
SevenBridge Financial 1.1M $32M 4% Dec 2025
 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 989k $28M -1% Dec 2025
 View chart
First Heartland Consultants 988k $27M 2% Mar 2026
 View chart
LPL Financial 862k $25M -1% Dec 2025
 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
Waterloo Capital 679k $19M -4% Dec 2025
 View chart
Bienville Capital Management 586k $17M 9% Dec 2025
 View chart
TrueWealth Advisors 469k $13M 10% Mar 2026
 View chart
Wealth Advisory Team 413k $12M 100% Dec 2025
 View chart
Brookwood Investment Group 387k $11M 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 333k $9.5M 2% Dec 2025
 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 285k $8.1M 6% Dec 2025
 View chart
Lord & Richards Wealth Management 284k $8.1M 4% Dec 2025
 View chart
EdgeRock Capital 262k $7.2M -1% Mar 2026
 View chart
Financial Guidance Group 239k $6.8M 26% Dec 2025
 View chart
Prime Capital Investment Advisors 220k $6.3M 17% Dec 2025
 View chart
Maripau Wealth Management 199k $5.7M 13% Dec 2025
 View chart
Savvy Advisors 172k $4.9M 100% Dec 2025
 View chart
Thrivent Financial for Lutherans 166k $4.7M 100% Dec 2025
 View chart
One + One Wealth Management 162k $4.6M 3% Dec 2025
 View chart
SWS Partners 159k $4.5M 4% Dec 2025
 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 115k $3.3M -14% Dec 2025
 View chart
Second Half Financial Partners 109k $3.1M 2% Dec 2025
 View chart
Independent Advisor Alliance 98k $2.8M 245% Dec 2025
 View chart
Captrust Financial Advisors 98k $2.8M -6% Dec 2025
 View chart
Atria Investments 95k $2.7M 16% Dec 2025
 View chart
Cyndeo Wealth Partners 93k $2.6M 16% Mar 2026
 View chart
Mendel Money Management 91k $2.6M 54% Dec 2025
 View chart
Leavell Investment Management 86k $2.4M 0% Dec 2025
 View chart
Change Path 71k $2.0M 100% Dec 2025
 View chart
Kestra Advisory Services 57k $1.6M 16% Dec 2025
 View chart
Wilian Securities 50k $1.4M 100% Dec 2025
 View chart
Advisor Group Holdings 46k $1.3M -15% Dec 2025
 View chart
Meridian Wealth Management 43k $1.2M 497% Dec 2025
 View chart
Synergy Financial Management 41k $1.2M 100% Dec 2025
 View chart
Betterment 27k $756k 19% Dec 2025
 View chart
Jane Street 25k $709k -92% Dec 2025
 View chart
Visionary Horizons 23k $617k 13% Mar 2026
 View chart
Retirement Planning Group 22k $620k -16% Dec 2025
 View chart
Jacobi Capital Management 19k $534k -24% Dec 2025
 View chart
Parallel Advisors 16k $447k 4% Dec 2025
 View chart
Susquehanna International 15k $438k 100% Dec 2025
 View chart
Strong Retirement Solutions 14k $378k -2% Mar 2026
 View chart
RDA Financial Network 13k $352k 20% Mar 2026
 View chart
Gladstone Institutional Advisory 11k $319k -24% Dec 2025
 View chart
Magnolia Private Wealth 11k $302k 1% Dec 2025
 View chart
Virtue Capital Management 11k $299k 2573% Dec 2025
 View chart
RFG Advisory 10k $283k 100% Mar 2026
 View chart
Lunt Capital Management 9.5k $270k 100% Dec 2025
 View chart
Citadel Advisors 9.1k $259k -33% Dec 2025
 View chart
McElhenny Sheffield Capital Management 7.4k $211k 0% Dec 2025
 View chart
Kathmere Capital Management 7.1k $201k 100% Dec 2025
 View chart
Farther Finance Advisors 5.0k $137k 100% Mar 2026
 View chart
Princeton Global Asset Management 4.1k $118k 100% Dec 2025
 View chart
Global Retirement Partners 3.8k $107k 1% Dec 2025
 View chart
Private Trust Co Na 3.7k $106k 130% Dec 2025
 View chart
Optima Capital 3.0k $84k 100% Dec 2025
 View chart
Whittier Trust 2.8k $82k 100% Dec 2025
 View chart
Chilton Capital Management 2.6k $75k 100% Dec 2025
 View chart
Harbour Investments 1.9k $54k 5% Dec 2025
 View chart
Bryn Mawr Trust 1.8k $51k 0% Dec 2025
 View chart
UBS Group 1.5k $44k 95% Dec 2025
 View chart
Pnc Financial Services 420.00 $12k -55% Dec 2025
 View chart
Rockefeller Capital Management 306.00 $8.7k 100% Dec 2025
 View chart
O'shaughnessy Asset Management 272.00 $7.7k -9% Dec 2025
 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
Emerald Investment Partners 62.00 $1.8k 0% Dec 2025
 View chart
Assetmark 23.00 $655.000900 0% Dec 2025
 View chart
Wells Fargo & Company 1.00 $41.000000 -98% Dec 2025
 View chart

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

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Asset Management Sep 2025 1.8M $52M
Uniting Wealth Partners Sep 2025 479k $14M
True Vision MN Dec 2025 64k $1.8M
Bank Of Oklahoma National Association / Sep 2025 3.2k $92k
Principal Securities Sep 2025 849.00 $25k
CWM Sep 2025 350.00 $10k