APTUS DEFINED RISK ETF (DRSK) Institutional Shareholders
APTUS DEFINED RISK ETF (DRSK) 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 $1.86B in DRSK holdings during the latest filing period.
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 $527.27M, representing an estimated loss of -3.69% 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
90
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
111
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 | $527,271,900 | -$20,184,474 | -3.69% | |
| Integrated Wealth Concepts Llc | 1.44% | 7,643,046 | $219,738,020 | $211,635,944 | -$8,102,076 | -3.69% | |
| Guardian Wealth Advisors, Llc / Nc | 7.53% | 4,621,680 | $132,873,287 | $127,974,319 | -$4,898,968 | -3.69% | |
| Envestnet Asset Management Inc | 0.01% | 2,155,258 | $61,963,653 | $59,679,094 | -$2,284,559 | -3.69% | |
| Kfg Wealth Management, Llc | 6.46% | 1,989,312 | $57,192,731 | $55,084,049 | -$2,108,682 | -3.69% | |
| Diversified Enterprises, Llc | 2.64% | 1,898,865 | $54,592,379 | $52,579,572 | -$2,012,807 | -3.69% | |
| Corient Private Wealth Llc | 0.07% | 1,731,973 | $49,794,217 | $47,958,332 | -$1,835,885 | -3.69% | |
| Second Line Capital, Llc | 8.01% | 1,495,309 | $42,990,134 | $41,405,106 | -$1,585,028 | -3.69% | |
| Compass Ion Advisors, Llc | 3.41% | 1,377,698 | $39,608,828 | $38,148,458 | -$1,460,370 | -3.69% | |
| Talon Private Wealth, Llc | 4.60% | 1,368,011 | $39,330,297 | $37,880,225 | -$1,450,072 | -3.69% | |
| Gerber, Llc | 17.99% | 1,330,602 | $38,254,817 | $36,844,369 | -$1,410,448 | -3.69% | |
| Sevenbridge Financial Group, Llc | 5.51% | 1,291,800 | $37,488,023 | $35,769,942 | -$1,718,081 | -4.58% | |
| Signal Advisors Wealth, Llc | 1.96% | 1,302,546 | $37,448,208 | $36,067,499 | -$1,380,709 | -3.69% | |
| Clarus Group, Inc. | 12.11% | 1,243,196 | $35,741,876 | $34,424,097 | -$1,317,779 | -3.69% | |
| Brookstone Capital Management | 0.31% | 1,087,822 | $31,274,880 | $30,121,791 | -$1,153,089 | -3.69% | |
| First Heartland Consultants, Inc. | 2.02% | 1,085,759 | $31,215,563 | $30,064,667 | -$1,150,896 | -3.69% | |
| Raymond James Financial Inc | 0.01% | 1,056,652 | $30,378,745 | $29,258,694 | -$1,120,051 | -3.69% | |
| Brogan Financial, Inc. | 11.73% | 1,018,304 | $29,276,236 | $28,196,838 | -$1,079,398 | -3.69% | |
| Advisory Services Network, Llc | 0.28% | 863,980 | $24,839,422 | $23,923,606 | -$915,816 | -3.69% | |
| Sunburst Financial Group, Llc | 4.01% | 834,456 | $23,990,607 | $23,106,087 | -$884,520 | -3.69% | |
| Park Place Capital Corp | 3.56% | 779,088 | $22,398,787 | $21,572,947 | -$825,840 | -3.69% | |
| 6Th Street Advisors, Llc | 12.51% | 757,215 | $21,769,927 | $20,967,283 | -$802,644 | -3.69% | |
| Waterloo Capital, L.P. | 1.21% | 744,188 | $21,395,402 | $20,606,566 | -$788,836 | -3.69% | |
| Lpl Financial Llc | 0.00% | 648,422 | $18,642,142 | $17,954,805 | -$687,337 | -3.69% | |
| Truewealth Advisors, Llc | 3.06% | 472,862 | $13,594,783 | $13,093,549 | -$501,234 | -3.69% | |
| Purewater Capital Llc | 8.73% | 420,288 | $12,083,292 | $11,637,775 | -$445,517 | -3.69% | |
| Bienville Capital Management, Llc | 1.60% | 385,769 | $11,090,848 | $10,681,944 | -$408,904 | -3.69% | |
| Silver Oak Securities, Incorporated | 0.66% | 377,229 | $10,845,343 | $10,445,471 | -$399,872 | -3.69% | |
| Wealthcare Advisory Partners Llc | 0.19% | 341,944 | $9,830,895 | $9,468,429 | -$362,466 | -3.69% | |
| Cushing Capital Partners, Llc | 6.44% | 325,072 | $9,345,817 | $9,001,244 | -$344,573 | -3.69% | |
| Prime Capital Investment Advisors, Llc | 0.09% | 320,306 | $9,208,788 | $8,869,273 | -$339,515 | -3.69% | |
| United Advisor Group, Llc | 0.94% | 309,386 | $8,894,837 | $8,566,898 | -$327,939 | -3.69% | |
| Lord & Richards Wealth Management, Llc | 6.72% | 298,491 | $8,581,606 | $8,265,216 | -$316,390 | -3.69% | |
| Mbe Wealth Management, Llc | 2.93% | 289,902 | $8,334,695 | $8,027,386 | -$307,309 | -3.69% | |
| Edgerock Capital Llc | 1.77% | 272,049 | $7,821,399 | $7,533,037 | -$288,362 | -3.69% | |
| Financial Guidance Group, Inc. | 2.59% | 241,104 | $6,931,730 | $6,676,170 | -$255,560 | -3.69% | |
| Maripau Wealth Management Llc | 2.18% | 211,055 | $6,117,081 | $5,844,113 | -$272,968 | -4.46% | |
| Tailwinds Wealth, Llc | 3.46% | 203,643 | $5,854,729 | $5,638,875 | -$215,854 | -3.69% | |
| Capital Investment Advisory Services, Llc | 0.34% | 193,456 | $5,561,860 | $5,356,797 | -$205,063 | -3.69% | |
| Sws Partners | 1.18% | 190,686 | $5,482,218 | $5,280,095 | -$202,123 | -3.69% | |
| One Plus One Wealth Management, Llc | 2.21% | 175,621 | $5,049,104 | $4,862,945 | -$186,159 | -3.69% | |
| Thrivent Financial For Lutherans | 0.01% | 162,415 | $4,669,000 | $4,497,271 | -$171,729 | -3.68% | |
| Mendel Money Management | 1.63% | 154,633 | $4,445,769 | $4,281,788 | -$163,981 | -3.69% | |
| Uniting Wealth Partners, Llc | 0.84% | 144,002 | $4,140,058 | $3,987,415 | -$152,643 | -3.69% | |
| Code Waechter Llc | 2.05% | 137,928 | $3,965,430 | $3,819,226 | -$146,204 | -3.69% | |
| Regal Investment Advisors Llc | 0.20% | 133,212 | $3,829,845 | $3,688,640 | -$141,205 | -3.69% | |
| Renasant Bank | 2.29% | 123,703 | $3,556,462 | $3,425,336 | -$131,126 | -3.69% | |
| Second Half Financial Partners, Llc | 1.38% | 116,967 | $3,362,801 | $3,238,816 | -$123,985 | -3.69% | |
| Independent Advisor Alliance | 0.08% | 116,018 | $3,335,521 | $3,212,538 | -$122,983 | -3.69% | |
| Cyndeo Wealth Partners, Llc | 0.14% | 103,939 | $2,988,256 | $2,878,071 | -$110,185 | -3.69% |
Frequently asked questions about DRSK
Who owns the most DRSK stock?
The largest holders of DRSK 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 DEFINED RISK ETF (DRSK).
Is DRSK widely held by superinvestors?
Many widely followed stocks like DRSK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DRSK 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.