Aptus Defined Risk ETF(DRSK)

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Aptus Defined Risk ETF(DRSK)

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DRSK(DRSK)

DRSK

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Institutional Ownership

Top 115 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-91	--
Aptus Capital Advisors, LLC	17.36M	Mar 31, 26	+1.73M	32.18%
Integrated Wealth Concepts LLC	7.39M	Mar 31, 26	+1.43M	13.71%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.51M	Mar 31, 26	+154.41K	8.36%
ENVESTNET ASSET MANAGEMENT INC	2.06M	Mar 31, 26	+2.06M	3.81%
CI Private Wealth, LLC	1.90M	Mar 31, 26	-203.00K	3.52%
KFG WEALTH MANAGEMENT, LLC	1.89M	Mar 31, 26	+179.99K	3.51%
Diversified Enterprises, LLC	1.83M	Mar 31, 26	+95.42K	3.40%
Second Line Capital, LLC	1.46M	Mar 31, 26	+123.61K	2.71%
Compass Ion Advisors, LLC	1.37M	Mar 31, 26	-7.74K	2.54%
Talon Private Wealth, LLC	1.36M	Mar 31, 26	+1.36M	2.52%
GERBER, LLC	1.28M	Mar 31, 26	+52.62K	2.38%
Clarus Group, Inc.	1.27M	Mar 31, 26	+931	2.35%
SevenBridge Financial Group, LLC	1.24M	Mar 31, 26	+90.91K	2.29%
Brookstone Capital Management	1.10M	Mar 31, 26	+20.56K	2.04%
Signal Advisors Wealth, LLC	1.08M	Mar 31, 26	+91.31K	2.00%
RAYMOND JAMES FINANCIAL INC	1.08M	Mar 31, 26	-24.70K	1.99%
BROGAN FINANCIAL, INC.	1.01M	Mar 31, 26	+18.08K	1.87%
First Heartland Consultants, Inc.	988.04K	Mar 31, 26	+23.08K	1.83%
Advisory Services Network, LLC	845.48K	Mar 31, 26	+48.16K	1.57%
Sunburst Financial Group, LLC	772.23K	Mar 31, 26	+19.82K	1.43%
Park Place Capital Corp	757.08K	Mar 31, 26	+99.78K	1.40%
Waterloo Capital, L.P.	718.01K	Mar 31, 26	+38.59K	1.33%
LPL Financial LLC	665.30K	Mar 31, 26	-197.08K	1.23%
Bienville Capital Management, LLC	624.64K	Mar 31, 26	+38.42K	1.16%
TrueWealth Advisors, LLC	468.96K	Mar 31, 26	+42.21K	0.87%
Uniting Wealth Partners, LLC	425.55K	Mar 31, 26	+425.55K	0.79%
Wealthcare Advisory Partners LLC	364.39K	Mar 31, 26	-38.91K	0.68%
SILVER OAK SECURITIES, INCORPORATED	357.02K	Mar 31, 26	+24.22K	0.66%
Cushing Capital Partners, LLC	301.63K	Mar 31, 26	+14.25K	0.56%
United Advisor Group, LLC	294.68K	Mar 31, 26	+16.60K	0.55%
MBE Wealth Management, LLC	292.21K	Mar 31, 26	+7.36K	0.54%
Lord & Richards Wealth Management, LLC	286.94K	Mar 31, 26	+3.05K	0.53%
EdgeRock Capital LLC	262.10K	Mar 31, 26	-3.30K	0.49%
Prime Capital Investment Advisors, LLC	256.15K	Mar 31, 26	+35.94K	0.47%
Financial Guidance Group, Inc.	249.00K	Mar 31, 26	+10.19K	0.46%
Independent Advisor Alliance	232.94K	Mar 31, 26	+134.53K	0.43%
MARIPAU WEALTH MANAGEMENT LLC	203.03K	Mar 31, 26	+4.40K	0.38%
SWS Partners	191.13K	Mar 31, 26	+32.10K	0.35%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	168.75K	Mar 31, 26	+7.05K	0.31%
Regal Investment Advisors LLC	132.65K	Mar 31, 26	+6.41K	0.25%
Mendel Money Management	129.87K	Mar 31, 26	+38.53K	0.24%
Code Waechter LLC	126.07K	Mar 31, 26	+6.46K	0.23%
Renasant Bank	120.34K	Mar 31, 26	+5.00K	0.22%
Second Half Financial Partners, LLC	118.35K	Mar 31, 26	+9.37K	0.22%
Atria Investments, Inc	98.21K	Mar 31, 26	+2.93K	0.18%
CAPTRUST FINANCIAL ADVISORS	95.46K	Mar 31, 26	-2.10K	0.18%
Cyndeo Wealth Partners, LLC	93.32K	Mar 31, 26	+13.19K	0.17%
LEAVELL INVESTMENT MANAGEMENT, INC.	86.00K	Mar 31, 26	--	0.16%
Kestra Advisory Services, LLC	81.42K	Mar 31, 26	+24.81K	0.15%
CreativeOne Wealth, LLC	71.07K	Mar 31, 26	+329	0.13%
Savvy Advisors, Inc.	66.05K	Mar 31, 26	-106.39K	0.12%
Meridian Wealth Management, LLC	62.50K	Mar 31, 26	+19.80K	0.12%
ADVISOR GROUP HOLDINGS, INC.	46.68K	Mar 31, 26	+1.21K	0.09%
Betterment LLC	29.64K	Mar 31, 26	+3.09K	0.05%
ROYAL BANK OF CANADA	26.34K	Mar 31, 26	+4.09K	0.05%
VISIONARY HORIZONS, LLC	22.59K	Mar 31, 26	+2.59K	0.04%
Jacobi Capital Management LLC	19.28K	Mar 31, 26	+530	0.04%
Parallel Advisors, LLC	15.26K	Mar 31, 26	-441	0.03%
RDA Financial Network	12.86K	Mar 31, 26	+2.12K	0.02%
HRT FINANCIAL LP	11.07K	Mar 31, 26	+11.07K	0.02%
Retirement Planning Group	10.64K	Mar 31, 26	-11.13K	0.02%
RFG Advisory, LLC	10.37K	Mar 31, 26	+10.37K	0.02%
Virtue Capital Management, LLC	9.67K	Mar 31, 26	-865	0.02%
Lunt Capital Management, Inc.	9.46K	Mar 31, 26	--	0.02%
McElhenny Sheffield Capital Management, LLC	7.40K	Mar 31, 26	--	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	6.10K	Mar 31, 26	+6.10K	0.01%
HARBOUR INVESTMENTS, INC.	5.02K	Mar 31, 26	+3.12K	0.01%
Farther Finance Advisors, LLC	5.01K	Mar 31, 26	+5.01K	0.01%
Princeton Global Asset Management LLC	3.85K	Mar 31, 26	-291	0.01%
PRIVATE TRUST CO NA	3.73K	Mar 31, 26	--	0.01%
CHILTON CAPITAL MANAGEMENT LLC	2.64K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.79K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	1.55K	Mar 31, 26	-1.28K	0.00%
JPMORGAN CHASE & CO	1.31K	Mar 31, 26	-1.04K	0.00%
Capital Investment Advisory Services, LLC	954	Mar 31, 26	+954	0.00%
JONES FINANCIAL COMPANIES LLLP	473	Mar 31, 26	+473	0.00%
MORGAN STANLEY	437	Mar 31, 26	-562	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	420	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	212	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	63	Mar 31, 26	+63	0.00%
ASSETMARK, INC	23	Mar 31, 26	--	0.00%
UBS Group AG	11	Mar 31, 26	-1.53K	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	--	Mar 31, 26	-306	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-272	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-2.95K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-9.10K	--
WealthShield Partners, LLC	--	Mar 31, 26	-62	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-15.37K	--
Kathmere Capital Management, LLC	--	Mar 31, 26	-7.07K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-166.37K	--
Brookwood Investment Group LLC	--	Mar 31, 26	-386.91K	--
Synergy Asset Management, LLC	--	Mar 31, 26	-40.77K	--
Gladstone Institutional Advisory LLC	--	Mar 31, 26	-11.21K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-24.91K	--
Magnolia Private Wealth, LLC	--	Mar 31, 26	-10.62K	--
True Vision MN LLC	--	Mar 31, 26	-63.79K	--
Wealth Advisory Team LLC	413.10K	Dec 31, 25	+413.10K	0.77%
Pandora Wealth, Inc.	373.27K	Dec 31, 25	+3.56K	0.69%
Global Retirement Partners, LLC	3.77K	Dec 31, 25	+26	0.01%
FSA Wealth Management LLC	309	Sep 30, 25	--	0.00%
WOLVERINE TRADING, LLC	--	Sep 30, 25	-13.18K	--
Sugarloaf Wealth Management, LLC	2.38M	Dec 31, 24	+40.82K	4.41%
Raymond James Financial Services Advisors, Inc.	2.85M	Sep 30, 24	+175.82K	5.29%
FinTrust Capital Advisors, LLC	149	Sep 30, 24	--	0.00%
Spotlight Asset Group, Inc.	236.67K	Jun 30, 24	-8.00K	0.44%
Coppell Advisory Solutions Corp.	9.20K	Mar 31, 24	+9.20K	0.02%
Quantitative Advantage, LLC	177.42K	Mar 31, 23	+4.85K	0.33%
Momentum Advisors, LLC	67.30K	Dec 31, 22	+6.42K	0.12%
S.C. Financial Services, Inc.	9.58K	Dec 31, 22	-25.83K	0.02%
Livingston Group Asset Management CO (operating as Southport Capital Management)	61.43K	Mar 31, 22	-852	0.11%
NEXT Financial Group, Inc	71	Dec 31, 21	+71	0.00%
Ameritas Investment Company, LLC	25.57K	Sep 30, 21	+16.89K	0.05%
Wealth & Pension Services Group, Inc.	35.93K	Sep 30, 19	-704	0.07%

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-91

Aptus Capital Advisors, LLC

17.36M

Mar 31, 26

+1.73M

32.18%

Integrated Wealth Concepts LLC

7.39M

Mar 31, 26

+1.43M

13.71%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.51M

Mar 31, 26

+154.41K

8.36%

ENVESTNET ASSET MANAGEMENT INC

2.06M

Mar 31, 26

+2.06M

3.81%

CI Private Wealth, LLC

1.90M

Mar 31, 26

-203.00K

3.52%

KFG WEALTH MANAGEMENT, LLC

1.89M

Mar 31, 26

+179.99K

3.51%

Diversified Enterprises, LLC

1.83M

Mar 31, 26

+95.42K

3.40%

Second Line Capital, LLC

1.46M

Mar 31, 26

+123.61K

2.71%

Compass Ion Advisors, LLC

1.37M

Mar 31, 26

-7.74K

2.54%

Talon Private Wealth, LLC

1.36M

Mar 31, 26

+1.36M

2.52%

GERBER, LLC

1.28M

Mar 31, 26

+52.62K

2.38%

Clarus Group, Inc.

1.27M

Mar 31, 26

+931

2.35%

SevenBridge Financial Group, LLC

1.24M

Mar 31, 26

+90.91K

2.29%

Brookstone Capital Management

1.10M

Mar 31, 26

+20.56K

2.04%

Signal Advisors Wealth, LLC

1.08M

Mar 31, 26

+91.31K

2.00%

RAYMOND JAMES FINANCIAL INC

1.08M

Mar 31, 26

-24.70K

1.99%

BROGAN FINANCIAL, INC.

1.01M

Mar 31, 26

+18.08K

1.87%

First Heartland Consultants, Inc.

988.04K

Mar 31, 26

+23.08K

1.83%

Advisory Services Network, LLC

845.48K

Mar 31, 26

+48.16K

1.57%

Sunburst Financial Group, LLC

772.23K

Mar 31, 26

+19.82K

1.43%

Park Place Capital Corp

757.08K

Mar 31, 26

+99.78K

1.40%

Waterloo Capital, L.P.

718.01K

Mar 31, 26

+38.59K

1.33%

LPL Financial LLC

665.30K

Mar 31, 26

-197.08K

1.23%

Bienville Capital Management, LLC

624.64K

Mar 31, 26

+38.42K

1.16%

TrueWealth Advisors, LLC

468.96K

Mar 31, 26

+42.21K

0.87%

Uniting Wealth Partners, LLC

425.55K

Mar 31, 26

+425.55K

0.79%

Wealthcare Advisory Partners LLC

364.39K

Mar 31, 26

-38.91K

0.68%

SILVER OAK SECURITIES, INCORPORATED

357.02K

Mar 31, 26

+24.22K

0.66%

Cushing Capital Partners, LLC

301.63K

Mar 31, 26

+14.25K

0.56%

United Advisor Group, LLC

294.68K

Mar 31, 26

+16.60K

0.55%

MBE Wealth Management, LLC

292.21K

Mar 31, 26

+7.36K

0.54%

Lord & Richards Wealth Management, LLC

286.94K

Mar 31, 26

+3.05K

0.53%

EdgeRock Capital LLC

262.10K

Mar 31, 26

-3.30K

0.49%

Prime Capital Investment Advisors, LLC

256.15K

Mar 31, 26

+35.94K

0.47%

Financial Guidance Group, Inc.

249.00K

Mar 31, 26

+10.19K

0.46%

Independent Advisor Alliance

232.94K

Mar 31, 26

+134.53K

0.43%

MARIPAU WEALTH MANAGEMENT LLC

203.03K

Mar 31, 26

+4.40K

0.38%

SWS Partners

191.13K

Mar 31, 26

+32.10K

0.35%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

168.75K

Mar 31, 26

+7.05K

0.31%

Regal Investment Advisors LLC

132.65K

Mar 31, 26

+6.41K

0.25%

Mendel Money Management

129.87K

Mar 31, 26

+38.53K

0.24%

Code Waechter LLC

126.07K

Mar 31, 26

+6.46K

0.23%

Renasant Bank

120.34K

Mar 31, 26

+5.00K

0.22%

Second Half Financial Partners, LLC

118.35K

Mar 31, 26

+9.37K

0.22%

Atria Investments, Inc

98.21K

Mar 31, 26

+2.93K

0.18%

CAPTRUST FINANCIAL ADVISORS

95.46K

Mar 31, 26

-2.10K

0.18%

Cyndeo Wealth Partners, LLC

93.32K

Mar 31, 26

+13.19K

0.17%

LEAVELL INVESTMENT MANAGEMENT, INC.

86.00K

Mar 31, 26

0.16%

Kestra Advisory Services, LLC

81.42K

Mar 31, 26

+24.81K

0.15%

CreativeOne Wealth, LLC

71.07K

Mar 31, 26

+329

0.13%

Savvy Advisors, Inc.

66.05K

Mar 31, 26

-106.39K

0.12%

Meridian Wealth Management, LLC

62.50K

Mar 31, 26

+19.80K

0.12%

ADVISOR GROUP HOLDINGS, INC.

46.68K

Mar 31, 26

+1.21K

0.09%

Betterment LLC

29.64K

Mar 31, 26

+3.09K

0.05%

ROYAL BANK OF CANADA

26.34K

Mar 31, 26

+4.09K

0.05%

VISIONARY HORIZONS, LLC

22.59K

Mar 31, 26

+2.59K

0.04%

Jacobi Capital Management LLC

19.28K

Mar 31, 26

+530

0.04%

Parallel Advisors, LLC

15.26K

Mar 31, 26

-441

0.03%

RDA Financial Network

12.86K

Mar 31, 26

+2.12K

0.02%

HRT FINANCIAL LP

11.07K

Mar 31, 26

+11.07K

0.02%

Retirement Planning Group

10.64K

Mar 31, 26

-11.13K

0.02%

RFG Advisory, LLC

10.37K

Mar 31, 26

+10.37K

0.02%

Virtue Capital Management, LLC

9.67K

Mar 31, 26

-865

0.02%

Lunt Capital Management, Inc.

9.46K

Mar 31, 26

0.02%

McElhenny Sheffield Capital Management, LLC

7.40K

Mar 31, 26

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

6.10K

Mar 31, 26

+6.10K

0.01%

HARBOUR INVESTMENTS, INC.

5.02K

Mar 31, 26

+3.12K

0.01%

Farther Finance Advisors, LLC

5.01K

Mar 31, 26

+5.01K

0.01%

Princeton Global Asset Management LLC

3.85K

Mar 31, 26

-291

0.01%

PRIVATE TRUST CO NA

3.73K

Mar 31, 26

0.01%

CHILTON CAPITAL MANAGEMENT LLC

2.64K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.79K

Mar 31, 26

0.00%

WHITTIER TRUST CO

1.55K

Mar 31, 26

-1.28K

0.00%

JPMORGAN CHASE & CO

1.31K

Mar 31, 26

-1.04K

0.00%

Capital Investment Advisory Services, LLC

954

Mar 31, 26

+954

0.00%

JONES FINANCIAL COMPANIES LLLP

473

Mar 31, 26

+473

0.00%

MORGAN STANLEY

437

Mar 31, 26

-562

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

420

Mar 31, 26

0.00%

CoreCap Advisors, LLC

212

Mar 31, 26

0.00%

NewEdge Advisors, LLC

Mar 31, 26

+63

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-1.53K

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

-306

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-272

OPTIMA CAPITAL LLC

Mar 31, 26

-2.95K

CITADEL ADVISORS LLC

Mar 31, 26

-9.10K

WealthShield Partners, LLC

Mar 31, 26

-62

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-15.37K

Kathmere Capital Management, LLC

Mar 31, 26

-7.07K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-166.37K

Brookwood Investment Group LLC

Mar 31, 26

-386.91K

Synergy Asset Management, LLC

Mar 31, 26

-40.77K

Gladstone Institutional Advisory LLC

Mar 31, 26

-11.21K

JANE STREET GROUP, LLC

Mar 31, 26

-24.91K

Magnolia Private Wealth, LLC

Mar 31, 26

-10.62K

True Vision MN LLC

Mar 31, 26

-63.79K

Wealth Advisory Team LLC

413.10K

Dec 31, 25

+413.10K

0.77%

Pandora Wealth, Inc.

373.27K

Dec 31, 25

+3.56K

0.69%

Global Retirement Partners, LLC

3.77K

Dec 31, 25

+26

0.01%

FSA Wealth Management LLC

309

Sep 30, 25

0.00%

WOLVERINE TRADING, LLC

Sep 30, 25

-13.18K

Sugarloaf Wealth Management, LLC

2.38M

Dec 31, 24

+40.82K

4.41%

Raymond James Financial Services Advisors, Inc.

2.85M

Sep 30, 24

+175.82K

5.29%

FinTrust Capital Advisors, LLC

149

Sep 30, 24

0.00%

Spotlight Asset Group, Inc.

236.67K

Jun 30, 24

-8.00K

0.44%

Coppell Advisory Solutions Corp.

9.20K

Mar 31, 24

+9.20K

0.02%

Quantitative Advantage, LLC

177.42K

Mar 31, 23

+4.85K

0.33%

Momentum Advisors, LLC

67.30K

Dec 31, 22

+6.42K

0.12%

S.C. Financial Services, Inc.

9.58K

Dec 31, 22

-25.83K

0.02%

Livingston Group Asset Management CO (operating as Southport Capital Management)

61.43K

Mar 31, 22

-852

0.11%

NEXT Financial Group, Inc

Dec 31, 21

+71

0.00%

Ameritas Investment Company, LLC

25.57K

Sep 30, 21

+16.89K

0.05%

Wealth & Pension Services Group, Inc.

35.93K

Sep 30, 19

-704

0.07%