Aptus Defined Risk ETF (DRSK) Institutional Ownership $28.84 +1.75 (+6.44%) As of 07/3/2025 01:04 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Aptus Defined Risk ETF (BATS:DRSK)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$73.04MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$648.92K Get DRSK Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Defined Risk ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DRSK Institutional Buying and Selling by Quarter Aptus Defined Risk ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025Integrated Wealth Concepts LLC4,455,948$121.51M1.4%+4.8%10.534% 5/12/2025Pandora Wealth Inc.275,686$7.52M4.9%N/A0.652% 4/24/2025Park Place Capital Corp528,572$14.41M3.9%+6.9%1.257% 4/15/2025Magnolia Private Wealth LLC33,779$921K0.5%-12.5%0.080% 3/24/2025Mascagni Wealth Management Inc.2,570$70K0.1%N/A0.006% 2/26/2025Virtue Capital Management LLC9,596$263K0.1%-6.2%0.048% 2/17/2025Captrust Financial Advisors137,723$3.78M0.0%-1.7%0.696% 2/14/2025Integrated Wealth Concepts LLC4,250,236$116.58M1.4%+22.2%21.466% 2/14/2025Coppell Advisory Solutions LLC4,828$133K0.0%-7.8%0.024% 2/13/2025Waterloo Capital L.P.562,802$15.44M1.6%+5.2%2.842% Get the Latest News and Ratings for DRSK and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Aptus Defined Risk ETF and its competitors with MarketBeat's FREE daily newsletter. 2/5/2025Maripau Wealth Management LLC117,568$3.23M1.9%+44.4%0.594% 2/5/2025Magnolia Private Wealth LLC38,600$1.06M0.6%N/A0.195% 1/29/2025Comprehensive Financial Planning Inc. PA12,953$355K0.3%N/A0.065% 1/17/2025Park Place Capital Corp494,580$13.57M3.8%+32.9%2.498% 1/10/2025Sugarloaf Wealth Management LLC2,380,237$65.29M11.2%+1.7%12.021% 1/10/2025ORG Partners LLC924,028$25.35M3.4%+4.2%4.667% 11/14/2024Captrust Financial Advisors140,054$3.96M0.0%-7.2%0.707% 11/13/2024Private Trust Co. NA8,500$241K0.0%+507.1%0.043% 10/30/2024United Advisor Group LLC178,307$5.05M1.1%+27.6%0.901% 10/22/2024Maripau Wealth Management LLC81,394$2.30M2.0%+59.0%0.411% 10/11/2024ORG Partners LLC887,043$25.10M4.0%+14.3%4.480% 10/8/2024Sugarloaf Wealth Management LLC2,339,421$66.21M12.5%+1.3%11.815% 10/8/2024Park Place Capital Corp372,250$10.54M3.0%+12.0%1.880% 8/12/2024Waterloo Capital L.P.516,314$13.96M1.7%-0.8%2.608% 7/16/2024ORG Partners LLC776,405$20.94M2.6%N/A3.921% 7/8/2024Sugarloaf Wealth Management LLC2,308,627$62.40M12.6%+1.2%11.660% 7/2/2024Park Place Capital Corp332,443$8.99M2.9%+84.3%1.679% 4/23/2024Sugarloaf Wealth Management LLC2,280,858$60.81M11.5%+10.2%12.886% 4/18/2024Park Place Capital Corp180,387$4.81M1.7%N/A0.798% 2/14/2024Waterloo Capital L.P.406,083$10.23M1.7%-16.6%1.797% 1/29/2024ORG Partners LLC709,336$17.88M3.0%+5,834.9%3.139% 1/10/2024Sugarloaf Wealth Management LLC2,068,912$52.14M11.4%-7.9%9.154% 11/13/2023Sugarloaf Wealth Management LLC2,245,657$52.35M11.9%-8.5%9.937% 11/3/2023ORG Partners LLC11,952$279K0.1%N/A0.053% 7/18/2023Virtue Capital Management LLC30,785$764K0.1%-7.3%0.120% 7/13/2023Sugarloaf Wealth Management LLC2,453,400$60.99M14.3%+2.6%9.528% 7/6/2023Edmonds Duncan Registered Investment Advisors LLC8,435$210K0.1%-28.2%0.033% 5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,587$223K0.0%N/A0.032% 5/10/2023WealthPLAN Partners LLC2,242$58K0.0%-85.1%0.008% 5/8/2023WealthPlan Investment Management LLC9,833$255K0.0%-34.9%0.037% INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (Ad)Right now, we’re witnessing a monumental shift in the world.Our No. 1 AI Pick is currently trading for pennies on the dollar compared to Nividia.5/5/2023Silver Oak Securities Incorporated337,358$8.76M1.4%+6.2%1.256% 4/26/2023Sugarloaf Wealth Management LLC2,390,354$62.08M15.3%+9.0%8.903% 4/12/2023Edmonds Duncan Registered Investment Advisors LLC11,743$305K0.1%N/A0.044% 3/6/2023OLD Mission Capital LLC99,284$2.54M0.1%N/A0.370% 2/10/2023CoreCap Advisors LLC2,830$72K0.0%N/A0.000% 2/3/2023Sugarloaf Wealth Management LLC2,193,152$56.15M14.1%-28.9%0.000% 2/2/2023Silver Oak Securities Incorporated317,751$8.13M1.5%-25.1%0.000% (Data available from 1/1/2016 forward) DRSK Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DRSK shares? During the previous two years, 16 institutional investors and hedge funds held shares of Aptus Defined Risk ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($121.51M), Sugarloaf Wealth Management LLC ($65.29M), ORG Partners LLC ($25.35M), Waterloo Capital L.P. ($15.44M), Park Place Capital Corp ($14.41M), Pandora Wealth Inc. ($7.52M), and United Advisor Group LLC ($5.05M).Learn more on Aptus Defined Risk ETF's institutional investors. Which institutional investors have been buying Aptus Defined Risk ETF's stock? Of the 12 institutional investors that purchased Aptus Defined Risk ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.63M), Integrated Wealth Concepts LLC ($976.88K), Park Place Capital Corp ($528.57K), Sugarloaf Wealth Management LLC ($374.37K), Pandora Wealth Inc. ($275.69K), Maripau Wealth Management LLC ($66.38K), and Magnolia Private Wealth LLC ($38.60K). How much institutional buying is happening at Aptus Defined Risk ETF? Institutional investors have bought a total of 2,665,933 shares in the last 24 months. This purchase volume represents approximately $73.04M in transactions. Which of Aptus Defined Risk ETF's major shareholders have been selling company stock? The following institutional investors have sold Aptus Defined Risk ETF stock in the last 24 months: Captrust Financial Advisors ($13.17K), Magnolia Private Wealth LLC ($4.82K), Waterloo Capital L.P. ($4.35K), Virtue Capital Management LLC ($631.00), and Coppell Advisory Solutions LLC ($410.00). How much institutional selling is happening at Aptus Defined Risk ETF? Institutional investors have sold a total of 23,388 shares in the last 24 months. This volume of shares sold represents approximately $648.92K in transactions. 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