APTUS DEFERRED INCOME ETF (DEFR) Institutional Ownership Changes & 13F Activity
APTUS DEFERRED INCOME ETF (DEFR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bienville Capital Management, Llc, Aptus Capital Advisors, Llc, Capital Investment Advisory Services, Llc, Code Waechter Llc, and Compass Ion Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +19,791 | +14.1% | 160,352 | $4.29M | Q2 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Buy | +1,153 | +2.2% | 53,709 | $1.44M | Q2 2026 | Sep 02, 2026 |
| Park Place Capital Corp | Buy | +9,946 | +3.8% | 270,635 | $7.24M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -7,327 | -22.9% | 24,726 | $661.31K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +512 | +0.9% | 60,257 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10 | +0.1% | 14,823 | $396.44K | Q2 2026 | Aug 14, 2026 |
| Bienville Capital Management, Llc | Buy | +520,782 | — | 520,782 | $13.93M | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +189,105 | +10.4% | 2,006,550 | $53.67M | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, Llc | Buy | +57,165 | +38.5% | 205,715 | $5.50M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Buy | +1,006 | +8.7% | 12,604 | $337.10K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +300 | +13.3% | 2,563 | $68.55K | Q2 2026 | Aug 12, 2026 |
| Renasant Bank | Buy | +369 | +1.1% | 35,463 | $948.48K | Q2 2026 | Aug 11, 2026 |
| Silver Oak Securities, Incorporated | Buy | +8,049 | +6.0% | 142,815 | $3.82M | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +28,283 | +24.3% | 144,619 | $3.87M | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, Llc | Buy | +7,089 | +25.0% | 35,445 | $948.00K | Q2 2026 | Aug 05, 2026 |
| Grant Street Asset Management, Inc. | Buy | +81 | +0.4% | 23,100 | $617.83K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +23,244 | +8.7% | 291,871 | $7.81M | Q2 2026 | Aug 03, 2026 |
| Code Waechter Llc | Buy | +67,072 | — | 67,072 | $1.79M | Q2 2026 | Jul 31, 2026 |
| Waterloo Capital, L.P. | Buy | +18,337 | +11.4% | 179,736 | $4.81M | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, Llc | Buy | +670 | +7.0% | 10,250 | $274.14K | Q2 2026 | Jul 29, 2026 |
| Cushing Capital Partners, Llc | Buy | +427 | +3.5% | 12,554 | $335.77K | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Buy | +1,683 | +4.3% | 40,977 | $1.10M | Q2 2026 | Jul 28, 2026 |
| Mbe Wealth Management, Llc | Sell | -2,553 | -5.3% | 45,250 | $1.21M | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +92,173 | — | 92,173 | $2.47M | Q2 2026 | Jul 23, 2026 |
| 6Th Street Advisors, Llc | Sell | -2,102 | -0.7% | 315,084 | $8.43M | Q2 2026 | Jul 23, 2026 |
| Second Half Financial Partners, Llc | Sell | -813 | -1.7% | 47,497 | $1.27M | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, Llc | Sell | -24 | -2.2% | 1,086 | $29.05K | Q2 2026 | Jul 17, 2026 |
| One Plus One Wealth Management, Llc | Buy | +51 | +0.1% | 86,580 | $2.32M | Q2 2026 | Jul 13, 2026 |
| Valeo Financial Advisors, Llc | Buy | +7,913 | — | 7,913 | $211.64K | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, Llc | Sell | -2,217 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about DEFR activity
Which institutional owners are buying DEFR?
Institutional owners buying DEFR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DEFR activity?
"Buy" means an investor increased their reported position in DEFR compared to the prior reporting period. This reflects growing exposure to APTUS DEFERRED INCOME ETF (DEFR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DEFR increasing?
Institutional interest in DEFR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.