APTUS DEFINED RISK ETF DRSK
$28.72
-0.0% 52w: $26.72 – $29.39
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data26.7228.0529.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
-6 QoQ
13F value
$1.69B
+5.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DRSK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 17.4M | $474.5M | 4.0% | +11.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 7.4M | $202.1M | 1.6% | +23.9% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 4.5M | $123.2M | 7.8% | +3.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $56.2M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 1.9M | $51.9M | 0.1% | -54.8% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 1.9M | $51.8M | 6.7% | +10.5% |
| Diversified Enterprises, LLC | Wealth advisor | 1.8M | $50.1M | 2.7% | +5.5% |
| Second Line Capital, LLC | Wealth advisor | 1.5M | $41.7M | 7.9% | +9.2% |
| Compass Ion Advisors, LLC | Wealth advisor | 1.4M | $37.4M | 3.6% | -0.6% |
| Talon Private Wealth, LLC | Wealth advisor | 1.4M | $37.2M | 4.9% | — |
| SevenBridge Financial Group, LLC | Other | 1.2M | $35.4M | 5.5% | +7.9% |
| GERBER, LLC | Wealth advisor | 1.3M | $35.1M | 19.8% | +4.3% |
| Clarus Group, Inc. | Wealth advisor | 1.3M | $34.6M | 12.4% | +0.1% |
| Brookstone Capital Management | Wealth advisor | 1.1M | $30.0M | 0.3% | +1.9% |
| Signal Advisors Wealth, LLC | Wealth advisor | 1.1M | $29.5M | 2.0% | +9.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $29.4M | 0.0% | -2.2% |
| BROGAN FINANCIAL, INC. | Wealth advisor | 1.0M | $27.5M | 12.1% | +1.8% |
| First Heartland Consultants, Inc. | Wealth advisor | 988.0K | $27.0M | 2.1% | +2.4% |
| Advisory Services Network, LLC | Diversified mechanical | 845.5K | $23.1M | 0.3% | +6.0% |
| Sunburst Financial Group, LLC | Wealth advisor | 772.2K | $21.1M | 4.1% | +2.6% |
| Park Place Capital Corp | Wealth advisor | 757.1K | $20.7M | 4.1% | +15.2% |
| 6th Street Advisors, LLC | Wealth advisor | 756.0K | $20.7M | 13.0% | — |
| Waterloo Capital, L.P. | Wealth advisor | 718.0K | $19.6M | 1.4% | +5.7% |
| LPL Financial LLC | Bank broker | 665.3K | $18.2M | 0.0% | -22.9% |
| Bienville Capital Management, LLC | Other | 624.6K | $17.1M | 3.2% | +6.6% |
| TrueWealth Advisors, LLC | Wealth advisor | 469.0K | $12.8M | 3.2% | +9.9% |
| Uniting Wealth Partners, LLC | Wealth advisor | 425.6K | $11.7M | 2.5% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 364.4K | $10.0M | 0.2% | -9.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 357.0K | $9.8M | 0.7% | +7.3% |
| Purewater Capital LLC | Wealth advisor | 332.9K | $9.1M | 8.7% | — |
| Cushing Capital Partners, LLC | Wealth advisor | 301.6K | $8.2M | 6.3% | +5.0% |
| United Advisor Group, LLC | Wealth advisor | 294.7K | $8.1M | 1.0% | +6.0% |
| MBE Wealth Management, LLC | Wealth advisor | 292.2K | $8.0M | 3.3% | +2.6% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 286.9K | $7.8M | 6.9% | +1.1% |
| EdgeRock Capital LLC | Wealth advisor | 262.1K | $7.2M | 1.9% | -1.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 256.2K | $7.0M | 0.1% | +16.3% |
| Financial Guidance Group, Inc. | Wealth advisor | 249.0K | $6.8M | 2.7% | +4.3% |
| Independent Advisor Alliance | Wealth advisor | 232.9K | $6.4M | 0.1% | +136.7% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 203.0K | $5.5M | 2.4% | +2.2% |
| SWS Partners | Other | 191.1K | $5.2M | 1.3% | +20.2% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 168.7K | $4.6M | 1.9% | +4.4% |
| Regal Investment Advisors LLC | Wealth advisor | 132.6K | $3.6M | 0.2% | +5.1% |
| Mendel Money Management | Other | 129.9K | $3.5M | 1.5% | +42.2% |
| Code Waechter LLC | Wealth advisor | 126.1K | $3.4M | 2.0% | +5.4% |
| RENASANT BANK | Wealth advisor | 120.3K | $3.3M | 2.3% | +4.3% |
| Second Half Financial Partners, LLC | Wealth advisor | 118.3K | $3.2M | 1.5% | +8.6% |
| Atria Investments, Inc | Wealth advisor | 98.2K | $2.7M | 0.0% | +3.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 95.5K | $2.6M | 0.0% | -2.2% |
| Cyndeo Wealth Partners, LLC | Other | 93.3K | $2.6M | 0.1% | +16.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 86.0K | $2.4M | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.