APTUS DEFINED RISK ETF (DRSK) Institutional Ownership Changes & 13F Activity
APTUS DEFINED RISK ETF (DRSK). 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 Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Bienville Capital Management, Llc, Corient Private Wealth Llc, and Thrivent Financial For Lutherans.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +100,252 | +4.9% | 2,155,258 | $61.96M | Q2 2026 | Sep 23, 2026 |
| Talon Private Wealth, Llc | Buy | +7,223 | +0.5% | 1,368,011 | $39.33M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +248,611 | +3.4% | 7,643,046 | $219.74M | Q2 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Buy | +33,044 | +2.3% | 1,495,309 | $42.99M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -167,139 | -8.8% | 1,731,973 | $49.79M | Q2 2026 | Aug 27, 2026 |
| Thrivent Financial For Lutherans | Buy | +162,415 | — | 162,415 | $4.67M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +113,199 | +2.5% | 4,621,680 | $132.87M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +70,726 | — | 70,726 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +30,446 | — | 30,446 | $875.32K | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | Buy | +22,010 | +2.9% | 779,088 | $22.40M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -19,498 | -1.8% | 1,056,652 | $30.38M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,965 | +18.8% | 31,306 | $900.00K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +2,719 | +9.2% | 32,356 | $930.00K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +2,561 | — | 2,561 | $434.48K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +563 | +0.4% | 133,212 | $3.83M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +482 | +1.0% | 47,158 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +266 | +26600.0% | 267 | $7.67K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5 | — | 5 | $144.00 | Q2 2026 | Aug 14, 2026 |
| Bienville Capital Management, Llc | Sell | -238,867 | -38.2% | 385,769 | $11.09M | Q2 2026 | Aug 13, 2026 |
| Brogan Financial, Inc. | Buy | +11,711 | +1.2% | 1,018,304 | $29.28M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -4,100 | -4.3% | 91,359 | $2.63M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +927 | +1.3% | 71,997 | $2.07M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +349 | +3172.7% | 360 | $10.35K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.2% | 438 | $12.60K | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,679,521 | +9.7% | 19,041,961 | $547.46M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Sell | -116,919 | -50.2% | 116,018 | $3.34M | Q2 2026 | Aug 12, 2026 |
| Sevenbridge Financial Group, Llc | Buy | +56,735 | +4.6% | 1,291,800 | $37.49M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +18,499 | +2.2% | 863,980 | $24.84M | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, Llc | Buy | +9,926 | +0.7% | 1,377,698 | $39.61M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,309 | — | 1,309 | $37.70K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about DRSK activity
Which institutional owners are buying DRSK?
Institutional owners buying DRSK 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 DRSK activity?
"Buy" means an investor increased their reported position in DRSK compared to the prior reporting period. This reflects growing exposure to APTUS DEFINED RISK ETF (DRSK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DRSK increasing?
Institutional interest in DRSK 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.