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Aptus Defined Risk ETF (DRSK) Institutional Ownership

Aptus Defined Risk ETF logo
$28.18 -0.04 (-0.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Aptus Defined Risk ETF (BATS:DRSK)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$30.04M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$20.47M
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DRSK Institutional Buying and Selling by Quarter

Aptus Defined Risk ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Valeo Financial Advisors LLC14,197$408K0.0%N/A0.032%
6/3/2026Parallel Advisors LLC15,258$417K0.0%-2.8%0.035%
5/7/2026Parallel Advisors LLC15,258$417K0.0%-2.8%0.035%
2/18/2026Virtue Capital Management LLC10,531$299K0.0%+2,572.8%0.024%
2/17/2026Advisory Services Network LLC797,323$22.70M0.3%+4.5%1.809%
2/17/2026Captrust Financial Advisors97,562$2.78M0.0%-5.9%0.221%
2/13/2026Integrated Wealth Concepts LLC5,968,043$169.91M2.0%-9.5%13.539%
2/11/2026Parallel Advisors LLC15,699$447K0.0%+3.7%0.036%
2/10/2026Waterloo Capital L.P.679,415$19.34M1.4%-3.8%1.541%
2/4/2026Pandora Wealth Inc.373,268$10.63M6.5%+1.0%0.847%
1/26/2026 Private Trust Co. NA3,733$106K0.0%+129.7%0.008%
1/20/2026 Princeton Global Asset Management LLC4,137$118K0.0%N/A0.009%
1/9/2026Park Place Capital Corp657,299$18.71M3.9%+8.7%1.491%
11/19/2025Captrust Financial Advisors103,677$2.99M0.0%-13.5%0.235%
11/17/2025Integrated Wealth Concepts LLC6,592,015$190.05M1.7%+11.9%14.955%
11/13/2025BOKF NA3,196$92K0.0%-86.5%0.007%
11/13/2025Parallel Advisors LLC15,134$436K0.0%+1,649.6%0.034%
11/6/2025Magnolia Private Wealth LLC10,517$303K0.2%-56.5%0.024%
11/5/2025Waterloo Capital L.P.705,979$20.35M1.5%+1.3%1.602%
11/3/2025Pandora Wealth Inc.369,713$10.66M6.5%+33.7%0.839%
10/22/2025Park Place Capital Corp604,699$17.43M3.7%+6.6%1.372%
10/15/2025 Private Trust Co. NA1,625$47K0.0%N/A0.004%
8/15/2025Captrust Financial Advisors119,892$3.45M0.0%-7.3%0.272%
8/13/2025Virtue Capital Management LLC10,800$310K0.1%+3.9%0.025%
8/12/2025Waterloo Capital L.P.696,714$20.02M1.6%+10.0%1.581%
7/25/2025Pandora Wealth Inc.276,504$7.95M4.9%+0.3%0.627%
7/18/2025Magnolia Private Wealth LLC24,202$696K0.5%-28.4%0.055%
7/17/2025Park Place Capital Corp567,477$16.20M3.7%+7.4%1.287%
5/16/2025Integrated 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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

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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%
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%


DRSK Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Aptus Defined Risk ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($169.91M), Sugarloaf Wealth Management LLC ($65.29M), ORG Partners LLC ($25.35M), Advisory Services Network LLC ($22.70M), Waterloo Capital L.P. ($19.34M), Park Place Capital Corp ($18.71M), and Pandora Wealth Inc. ($10.63M).Learn more on Aptus Defined Risk ETF's institutional investors.

Of the 17 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: Integrated Wealth Concepts LLC ($1.68M), Pandora Wealth Inc. ($373.27K), Park Place Capital Corp ($324.86K), ORG Partners LLC ($147.62K), Waterloo Capital L.P. ($100.32K), Sugarloaf Wealth Management LLC ($71.61K), and Maripau Wealth Management LLC ($66.38K).

Institutional investors have bought a total of 1,042,814 shares in the last 24 months. This purchase volume represents approximately $30.04M in transactions.

The following institutional investors have sold Aptus Defined Risk ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($623.97K), Captrust Financial Advisors ($31.80K), Waterloo Capital L.P. ($26.56K), BOKF NA ($20.52K), Magnolia Private Wealth LLC ($13.69K), and Parallel Advisors LLC ($882.00).

Institutional investors have sold a total of 717,420 shares in the last 24 months. This volume of shares sold represents approximately $20.47M in transactions.


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This page (BATS:DRSK) was last updated on 7/29/2026 by MarketBeat.com Staff.
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