DRSK Institutional Ownership & Shareholders
APTUS DEFINED RISK ETF (DRSK) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of DRSK tracked by InsiderSet, reporting ownership valued at approximately $547.46M 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 $519.27M, representing an estimated loss of -5.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed DRSK value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Guardian Wealth Advisors, Llc / Nc, and several other long-term asset managers with concentrated positions in APTUS DEFINED RISK ETF (DRSK).
This page ranks the largest institutional DRSK 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
87
Total Reported Value
$1.86B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$547.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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 | 4.00% | 19,041,961 | $547,456,374 | $519,274,276 | -$28,182,098 | -5.15% | |
| Integrated Wealth Concepts Llc | 1.44% | 7,643,046 | $219,738,020 | $208,425,864 | -$11,312,156 | -5.15% | |
| Guardian Wealth Advisors, Llc / Nc | 7.53% | 4,621,680 | $132,873,287 | $126,033,214 | -$6,840,073 | -5.15% | |
| Envestnet Asset Management Inc | 0.01% | 2,155,258 | $61,963,653 | $58,773,886 | -$3,189,767 | -5.15% | |
| Kfg Wealth Management, Llc | 6.17% | 2,093,313 | $56,875,302 | $57,084,646 | +$209,344 | +0.37% | |
| Diversified Enterprises, Llc | 2.46% | 1,957,318 | $53,180,320 | $53,376,062 | +$195,742 | +0.37% | |
| Corient Private Wealth Llc | 0.07% | 1,731,973 | $49,794,217 | $47,230,904 | -$2,563,313 | -5.15% | |
| Second Line Capital, Llc | 8.01% | 1,495,309 | $42,990,134 | $40,777,076 | -$2,213,058 | -5.15% | |
| Sevenbridge Financial Group, Llc | 5.93% | 1,471,913 | $39,977,166 | $40,139,068 | +$161,902 | +0.40% | |
| Talon Private Wealth, Llc | 4.60% | 1,368,011 | $39,330,297 | $37,305,660 | -$2,024,637 | -5.15% | |
| Compass Ion Advisors, Llc | 3.28% | 1,435,911 | $39,013,697 | $39,157,293 | +$143,596 | +0.37% | |
| Gerber, Llc | 17.16% | 1,386,560 | $37,672,831 | $37,811,491 | +$138,660 | +0.37% | |
| Signal Advisors Wealth, Llc | 1.63% | 1,359,672 | $36,942,291 | $37,078,255 | +$135,964 | +0.37% | |
| Raymond James Financial Inc | 0.01% | 1,056,652 | $30,378,745 | $28,814,900 | -$1,563,845 | -5.15% | |
| First Heartland Consultants, Inc. | 2.02% | 1,115,330 | $30,303,514 | $30,415,049 | +$111,535 | +0.37% | |
| Brogan Financial, Inc. | 11.73% | 1,018,304 | $29,276,236 | $27,769,150 | -$1,507,086 | -5.15% | |
| Brookstone Capital Management | 0.29% | 1,075,345 | $29,217,127 | $29,324,658 | +$107,531 | +0.37% | |
| Clarus Group, Inc. | 9.19% | 1,025,498 | $27,862,789 | $27,965,330 | +$102,541 | +0.37% | |
| Sunburst Financial Group, Llc | 4.26% | 958,910 | $26,053,598 | $26,149,476 | +$95,878 | +0.37% | |
| Advisory Services Network, Llc | 0.28% | 863,980 | $24,839,422 | $23,560,735 | -$1,278,687 | -5.15% | |
| Park Place Capital Corp | 3.56% | 779,088 | $22,398,787 | $21,245,730 | -$1,153,057 | -5.15% | |
| Concurrent Investment Advisors, Llc | 0.15% | 818,155 | $22,229,277 | $22,311,087 | +$81,810 | +0.37% | |
| Waterloo Capital, L.P. | 1.21% | 744,188 | $21,395,402 | $20,294,007 | -$1,101,395 | -5.15% | |
| 6Th Street Advisors, Llc | 11.94% | 760,487 | $20,662,419 | $20,738,480 | +$76,061 | +0.37% | |
| Lpl Financial Llc | 0.00% | 648,422 | $18,642,142 | $17,682,468 | -$959,674 | -5.15% | |
| Truewealth Advisors, Llc | 2.97% | 486,966 | $13,230,877 | $13,279,563 | +$48,686 | +0.37% | |
| Purewater Capital Llc | 8.77% | 413,419 | $11,232,598 | $11,273,936 | +$41,338 | +0.37% | |
| Bienville Capital Management, Llc | 1.60% | 385,769 | $11,090,848 | $10,519,921 | -$570,927 | -5.15% | |
| Silver Oak Securities, Incorporated | 0.66% | 377,229 | $10,845,343 | $10,287,035 | -$558,308 | -5.15% | |
| Prime Capital Investment Advisors, Llc | 0.09% | 349,516 | $9,496,362 | $9,531,301 | +$34,939 | +0.37% | |
| Wealthcare Advisory Partners Llc | 0.16% | 337,291 | $9,164,205 | $9,197,926 | +$33,721 | +0.37% | |
| Cushing Capital Partners, Llc | 5.46% | 327,500 | $8,898,181 | $8,930,925 | +$32,744 | +0.37% | |
| United Advisor Group, Llc | 0.94% | 309,386 | $8,894,837 | $8,436,956 | -$457,881 | -5.15% | |
| Edgerock Capital Llc | 1.77% | 272,049 | $7,821,399 | $7,418,776 | -$402,623 | -5.15% | |
| Mbe Wealth Management, Llc | 2.75% | 287,104 | $7,800,611 | $7,829,326 | +$28,715 | +0.37% | |
| Lord & Richards Wealth Management, Llc | 5.36% | 258,226 | $7,016,008 | $7,041,823 | +$25,815 | +0.37% | |
| Financial Guidance Group, Inc. | 2.47% | 254,115 | $6,904,295 | $6,929,716 | +$25,421 | +0.37% | |
| Maripau Wealth Management Llc | 2.18% | 211,055 | $6,117,081 | $5,755,470 | -$361,611 | -5.91% | |
| Tailwinds Wealth, Llc | 3.46% | 203,643 | $5,854,729 | $5,553,345 | -$301,384 | -5.15% | |
| Capital Investment Advisory Services, Llc | 0.35% | 205,167 | $5,624,748 | $5,594,904 | -$29,844 | -0.53% | |
| Sws Partners | 1.18% | 202,729 | $5,508,158 | $5,528,420 | +$20,262 | +0.37% | |
| One Plus One Wealth Management, Llc | 2.06% | 179,683 | $4,881,987 | $4,899,955 | +$17,968 | +0.37% | |
| Thrivent Financial For Lutherans | 0.01% | 162,415 | $4,669,000 | $4,429,057 | -$239,943 | -5.14% | |
| Uniting Wealth Partners, Llc | 0.84% | 144,002 | $4,140,058 | $3,926,935 | -$213,123 | -5.15% | |
| Mendel Money Management | 1.46% | 149,257 | $4,055,313 | $4,070,238 | +$14,925 | +0.37% | |
| Code Waechter Llc | 1.86% | 144,867 | $3,936,043 | $3,950,523 | +$14,480 | +0.37% | |
| Regal Investment Advisors Llc | 0.20% | 133,212 | $3,829,845 | $3,632,691 | -$197,154 | -5.15% | |
| Renasant Bank | 2.29% | 123,703 | $3,556,462 | $3,373,381 | -$183,081 | -5.15% | |
| Second Half Financial Partners, Llc | 1.38% | 116,967 | $3,362,801 | $3,189,690 | -$173,111 | -5.15% | |
| Independent Advisor Alliance | 0.08% | 116,018 | $3,335,521 | $3,163,811 | -$171,710 | -5.15% |
Frequently asked questions about DRSK
Who are the largest institutional holders of DRSK?
The largest institutional holders of DRSK reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Guardian Wealth Advisors, Llc / Nc, Envestnet Asset Management Inc, and Kfg Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported DRSK position.
What is DRSK institutional ownership?
This page tracks DRSK positions reported by institutional investment managers through SEC Form 13F. APTUS DEFINED RISK ETF (DRSK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DRSK?
InsiderSet currently tracks 87 institutional managers reporting DRSK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DRSK shareholders.
How much DRSK stock do institutions own?
Institutional investment managers disclosed approximately $1.86B in DRSK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DRSK institutional ownership last updated?
The latest DRSK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DRSK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DRSK position after the reporting date.
Are institutions buying or selling DRSK?
Institutional buying and selling can be analyzed by comparing DRSK positions across consecutive 13F reporting periods. InsiderSet's DRSK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DRSK ownership changes.
How has DRSK institutional ownership changed over time?
InsiderSet tracks DRSK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.