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DRSK Institutional Ownership

Aptus Defined Risk ETF
1W: -0.7% 1M: -3.7% 3M: -5.7% YTD: -4.5% 1Y: -7.8% 3Y: +25.2% 5Y: +7.7%
$27.13
-0.11 (-0.40%)
 
Weekly Expected Move ±1.2%
$26 $27 $27 $27 $28
ETF CBOE · AUM $1.4B

Institutional Ownership — DRSK

103
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
14
New Positions
49
Increased
29
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (115 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Aptus Capital Advisors, LLC 19,041,961 517M +1,679,521 +9.7% 31Q SEC ↗
2 Integrated Wealth Concepts LLC 7,643,046 207M +248,611 +3.4% 11Q SEC ↗
3 GUARDIAN WEALTH ADVISORS, LLC / NC 4,621,680 125M +113,199 +2.5% 19Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 2,155,258 58M +100,252 +4.9% 2Q SEC ↗
5 KFG WEALTH MANAGEMENT, LLC 1,989,312 54M +94,404 +5.0% 8Q SEC ↗
6 Diversified Enterprises, LLC 1,898,865 52M +66,878 +3.7% 7Q SEC ↗
7 Corient Private Wealth LP 1,731,973 47M -167,139 -8.8% 4Q SEC ↗
8 Second Line Capital, LLC 1,495,309 41M +33,044 +2.3% 11Q SEC ↗
9 Compass Ion Advisors, LLC 1,377,698 37M +9,926 +0.7% 17Q SEC ↗
10 Talon Private Wealth, LLC 1,368,011 37M +7,223 +0.5% 2Q SEC ↗
11 GERBER, LLC 1,330,602 36M +47,872 +3.7% 6Q SEC ↗
12 Signal Advisors Wealth, LLC 1,302,546 35M +224,962 +20.9% 10Q SEC ↗
13 SevenBridge Financial Group, LLC 1,291,800 35M +56,735 +4.6% 7Q SEC ↗
14 Clarus Group, Inc. 1,243,196 34M -22,292 -1.8% 9Q SEC ↗
15 Brookstone Capital Management 1,087,822 30M -10,625 -1.0% 8Q SEC ↗
16 First Heartland Consultants, Inc. 1,085,759 29M +97,717 +9.9% 19Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 1,056,652 29M -19,498 -1.8% 7Q SEC ↗
18 BROGAN FINANCIAL, INC. 1,018,304 28M +11,711 +1.2% 15Q SEC ↗
19 Advisory Services Network, LLC 863,980 23M +18,499 +2.2% 19Q SEC ↗
20 Sunburst Financial Group, LLC 834,456 23M +62,227 +8.1% 7Q SEC ↗
21 Park Place Capital Corp 779,088 21M +22,010 +2.9% 10Q SEC ↗
22 6th Street Advisors, LLC 757,215 21M +1,219 +0.2% 2Q SEC ↗
23 Waterloo Capital, L.P. 744,188 20M +26,179 +3.6% 14Q SEC ↗
24 LPL Financial LLC 648,422 18M -16,879 -2.5% 25Q SEC ↗
25 TrueWealth Advisors, LLC 472,862 13M +3,905 +0.8% 14Q SEC ↗
26 Wealth Advisory Team LLC NEW 429,155 12M — +0.0% 1Q SEC ↗
27 Purewater Capital LLC 420,288 11M +87,431 +26.3% 2Q SEC ↗
28 Bienville Capital Management, LLC 385,769 10M -238,867 -38.2% 7Q SEC ↗
29 SILVER OAK SECURITIES, INCORPORATED 377,229 10M +20,206 +5.7% 18Q SEC ↗
30 Wealthcare Advisory Partners LLC 341,944 9M -22,444 -6.2% 5Q SEC ↗
31 Cushing Capital Partners, LLC 325,072 9M +23,438 +7.8% 7Q SEC ↗
32 Prime Capital Investment Advisors, LLC 320,306 9M +64,152 +25.0% 5Q SEC ↗
33 United Advisor Group, LLC 309,386 8M +14,703 +5.0% 10Q SEC ↗
34 Lord & Richards Wealth Management, LLC 298,491 8M +11,556 +4.0% 7Q SEC ↗
35 MBE Wealth Management, LLC 289,902 8M -2,306 -0.8% 23Q SEC ↗
36 EdgeRock Capital LLC 272,049 7M +9,951 +3.8% 3Q SEC ↗
37 Financial Guidance Group, Inc. 241,104 7M -7,900 -3.2% 9Q SEC ↗
38 MARIPAU WEALTH MANAGEMENT LLC 211,055 6M +8,029 +4.0% 10Q SEC ↗
39 Tailwinds Wealth, LLC NEW 203,643 6M — +0.0% 1Q SEC ↗
40 Capital Investment Advisory Services, 193,456 5M +192,502 +20178.4% 2Q SEC ↗
41 SWS Partners 190,686 5M -447 -0.2% 7Q SEC ↗
42 ONE PLUS ONE WEALTH MANAGEMENT, LLC 175,621 5M +6,875 +4.1% 22Q SEC ↗
43 Thrivent Financial for Lutherans NEW 162,415 4M — +0.0% 1Q SEC ↗
44 Mendel Money Management 154,633 4M +24,763 +19.1% 4Q SEC ↗
45 Uniting Wealth Partners, LLC 144,002 4M -281,549 -66.2% 2Q SEC ↗
46 Code Waechter LLC 137,928 4M +11,857 +9.4% 8Q SEC ↗
47 Regal Investment Advisors LLC 133,212 4M +563 +0.4% 4Q SEC ↗
48 RENASANT BANK 123,703 3M +3,367 +2.8% 9Q SEC ↗
49 Second Half Financial Partners, LLC 116,967 3M -1,380 -1.2% 8Q SEC ↗
50 Independent Advisor Alliance 116,018 3M -116,919 -50.2% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Aptus Capital Advisors, LLC +1,679,521 +9.7% 19,041,961
Integrated Wealth Concepts LLC +248,611 +3.4% 7,643,046
Signal Advisors Wealth, LLC +224,962 +20.9% 1,302,546
Capital Investment Advisory Service +192,502 +20178.4% 193,456
GUARDIAN WEALTH ADVISORS, LLC / NC +113,199 +2.5% 4,621,680
ENVESTNET ASSET MANAGEMENT INC +100,252 +4.9% 2,155,258
First Heartland Consultants, Inc. +97,717 +9.9% 1,085,759
KFG WEALTH MANAGEMENT, LLC +94,404 +5.0% 1,989,312
Purewater Capital LLC +87,431 +26.3% 420,288
Diversified Enterprises, LLC +66,878 +3.7% 1,898,865
Prime Capital Investment Advisors, +64,152 +25.0% 320,306
Sunburst Financial Group, LLC +62,227 +8.1% 834,456
SevenBridge Financial Group, LLC +56,735 +4.6% 1,291,800
GERBER, LLC +47,872 +3.7% 1,330,602
Second Line Capital, LLC +33,044 +2.3% 1,495,309
Waterloo Capital, L.P. +26,179 +3.6% 744,188
Meridian Wealth Management, LLC +25,302 +40.5% 87,803
Mendel Money Management +24,763 +19.1% 154,633
Cushing Capital Partners, LLC +23,438 +7.8% 325,072
Park Place Capital Corp +22,010 +2.9% 779,088
Biggest Decreases (20)
HolderReducedChange %Total Shares
Uniting Wealth Partners, LLC -281,549 -66.2% 144,002
Bienville Capital Management, LLC -238,867 -38.2% 385,769
Corient Private Wealth LP -167,139 -8.8% 1,731,973
Independent Advisor Alliance -116,919 -50.2% 116,018
Wealthcare Advisory Partners LLC -22,444 -6.2% 341,944
Clarus Group, Inc. -22,292 -1.8% 1,243,196
RAYMOND JAMES FINANCIAL INC -19,498 -1.8% 1,056,652
Savvy Advisors, Inc. -17,342 -26.3% 48,709
LPL Financial LLC -16,879 -2.5% 648,422
Brookstone Capital Management -10,625 -1.0% 1,087,822
Financial Guidance Group, Inc. -7,900 -3.2% 241,104
CAPTRUST FINANCIAL ADVISORS -4,100 -4.3% 91,359
MBE Wealth Management, LLC -2,306 -0.8% 289,902
Farther Finance Advisors, LLC -2,305 -46.0% 2,706
Jacobi Capital Management LLC -1,539 -8.0% 17,740
Second Half Financial Partners, LLC -1,380 -1.2% 116,967
Retirement Planning Group, LLC -686 -6.4% 9,956
SWS Partners -447 -0.2% 190,686
RDA Financial Network -390 -3.0% 12,470
HARBOUR INVESTMENTS, INC. -84 -1.7% 4,936

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms