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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+19,791+14.1%160,352$4.29MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+1,153+2.2%53,709$1.44MQ2 2026Sep 02, 2026
Park Place Capital CorpBuy+9,946+3.8%270,635$7.24MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-7,327-22.9%24,726$661.31KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+512+0.9%60,257$1.61MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10+0.1%14,823$396.44KQ2 2026Aug 14, 2026
Bienville Capital Management, LlcBuy+520,782520,782$13.93MQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+189,105+10.4%2,006,550$53.67MQ2 2026Aug 12, 2026
Compass Ion Advisors, LlcBuy+57,165+38.5%205,715$5.50MQ2 2026Aug 12, 2026
Independent Advisor AllianceBuy+1,006+8.7%12,604$337.10KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+300+13.3%2,563$68.55KQ2 2026Aug 12, 2026
Renasant BankBuy+369+1.1%35,463$948.48KQ2 2026Aug 11, 2026
Silver Oak Securities, IncorporatedBuy+8,049+6.0%142,815$3.82MQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+28,283+24.3%144,619$3.87MQ2 2026Aug 05, 2026
Meridian Wealth Management, LlcBuy+7,089+25.0%35,445$948.00KQ2 2026Aug 05, 2026
Grant Street Asset Management, Inc.Buy+81+0.4%23,100$617.83KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+23,244+8.7%291,871$7.81MQ2 2026Aug 03, 2026
Code Waechter LlcBuy+67,07267,072$1.79MQ2 2026Jul 31, 2026
Waterloo Capital, L.P.Buy+18,337+11.4%179,736$4.81MQ2 2026Jul 29, 2026
United Advisor Group, LlcBuy+670+7.0%10,250$274.14KQ2 2026Jul 29, 2026
Cushing Capital Partners, LlcBuy+427+3.5%12,554$335.77KQ2 2026Jul 29, 2026
Atria Investments, IncBuy+1,683+4.3%40,977$1.10MQ2 2026Jul 28, 2026
Mbe Wealth Management, LlcSell-2,553-5.3%45,250$1.21MQ2 2026Jul 24, 2026
Capital Investment Advisory Services, LlcBuy+92,17392,173$2.47MQ2 2026Jul 23, 2026
6Th Street Advisors, LlcSell-2,102-0.7%315,084$8.43MQ2 2026Jul 23, 2026
Second Half Financial Partners, LlcSell-813-1.7%47,497$1.27MQ2 2026Jul 17, 2026
Farther Finance Advisors, LlcSell-24-2.2%1,086$29.05KQ2 2026Jul 17, 2026
One Plus One Wealth Management, LlcBuy+51+0.1%86,580$2.32MQ2 2026Jul 13, 2026
Valeo Financial Advisors, LlcBuy+7,9137,913$211.64KQ2 2026Jul 08, 2026
Advisory Services Network, LlcSell-2,217-100.0%0$0.00Q2 2026May 15, 2026
Showing 30 of 30

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.