APTUS DEFERRED INCOME ETF (DEFR) Institutional Shareholders
APTUS DEFERRED INCOME ETF (DEFR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $131.38M in DEFR holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of DEFR tracked by InsiderSet, reporting ownership valued at approximately $53.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $52.77M, representing an estimated loss of -1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed DEFR value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Bienville Capital Management, Llc, 6Th Street Advisors, Llc, and several other long-term asset managers with concentrated positions in APTUS DEFERRED INCOME ETF (DEFR).
This page ranks the largest institutional DEFR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$131.38M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$53.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 0.39% | 2,006,550 | $53,666,584 | $52,773,469 | -$893,115 | -1.66% | |
| Bienville Capital Management, Llc | 2.01% | 520,782 | $13,928,679 | $13,696,879 | -$231,800 | -1.66% | |
| 6Th Street Advisors, Llc | 4.84% | 315,084 | $8,427,142 | $8,286,898 | -$140,244 | -1.66% | |
| Envestnet Asset Management Inc | 0.00% | 291,871 | $7,806,294 | $7,676,382 | -$129,912 | -1.66% | |
| Park Place Capital Corp | 1.15% | 270,635 | $7,238,323 | $7,117,863 | -$120,460 | -1.66% | |
| Compass Ion Advisors, Llc | 0.47% | 205,715 | $5,501,993 | $5,410,428 | -$91,565 | -1.66% | |
| Waterloo Capital, L.P. | 0.27% | 179,736 | $4,807,165 | $4,727,165 | -$80,000 | -1.66% | |
| Integrated Wealth Concepts Llc | 0.03% | 160,352 | $4,288,729 | $4,217,354 | -$71,375 | -1.66% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 144,619 | $3,867,923 | $3,803,566 | -$64,357 | -1.66% | |
| Silver Oak Securities, Incorporated | 0.23% | 142,815 | $3,819,687 | $3,756,120 | -$63,567 | -1.66% | |
| Capital Investment Advisory Services, Llc | 0.15% | 92,173 | $2,465,231 | $2,424,205 | -$41,026 | -1.66% | |
| One Plus One Wealth Management, Llc | 1.01% | 86,580 | $2,315,643 | $2,277,106 | -$38,537 | -1.66% | |
| Code Waechter Llc | 0.93% | 67,072 | $1,793,888 | $1,764,034 | -$29,854 | -1.66% | |
| Regal Investment Advisors Llc | 0.08% | 60,257 | $1,611,616 | $1,584,795 | -$26,821 | -1.66% | |
| Second Line Capital, Llc | 0.27% | 53,709 | $1,436,485 | $1,412,579 | -$23,906 | -1.66% | |
| Second Half Financial Partners, Llc | 0.52% | 47,497 | $1,270,341 | $1,249,200 | -$21,141 | -1.66% | |
| Mbe Wealth Management, Llc | 0.43% | 45,250 | $1,210,233 | $1,190,102 | -$20,131 | -1.66% | |
| Atria Investments, Inc | 0.01% | 40,977 | $1,095,959 | $1,077,720 | -$18,239 | -1.66% | |
| Renasant Bank | 0.61% | 35,463 | $948,483 | $932,698 | -$15,785 | -1.66% | |
| Meridian Wealth Management, Llc | 0.03% | 35,445 | $948,001 | $932,225 | -$15,776 | -1.66% | |
| Jane Street Group, Llc | 0.00% | 24,726 | $661,314 | $650,309 | -$11,005 | -1.66% | |
| Grant Street Asset Management, Inc. | 0.10% | 23,100 | $617,826 | $607,544 | -$10,282 | -1.66% | |
| Osaic Holdings, Inc. | 0.00% | 14,823 | $396,444 | $389,854 | -$6,590 | -1.66% | |
| Independent Advisor Alliance | 0.01% | 12,604 | $337,103 | $331,493 | -$5,610 | -1.66% | |
| Cushing Capital Partners, Llc | 0.23% | 12,554 | $335,766 | $330,178 | -$5,588 | -1.66% | |
| United Advisor Group, Llc | 0.03% | 10,250 | $274,143 | $269,581 | -$4,562 | -1.66% | |
| Valeo Financial Advisors, Llc | 0.00% | 7,913 | $211,639 | $208,117 | -$3,522 | -1.66% | |
| Harbour Investments, Inc. | 0.00% | 2,563 | $68,549 | $67,408 | -$1,141 | -1.66% | |
| Farther Finance Advisors, Llc | 0.00% | 1,086 | $29,046 | $28,562 | -$484 | -1.66% |
Frequently asked questions about DEFR
Who owns the most DEFR stock?
The largest holders of DEFR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APTUS DEFERRED INCOME ETF (DEFR).
Is DEFR widely held by superinvestors?
Many widely followed stocks like DEFR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DEFR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.