Who Owns APTUS DEFERRED INCOME ETF (DEFR)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $131.4M of APTUS DEFERRED INCOME ETF (DEFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($53.7M), Bienville Capital Management, LLC ($13.9M), 6th Street Advisors, LLC ($8.4M), ENVESTNET ASSET MANAGEMENT INC ($7.8M), Park Place Capital Corp ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$53.7M2.0MAdded
2Bienville Capital Management, LLC$13.9M520,782New
36th Street Advisors, LLC$8.4M315,084Trimmed
4ENVESTNET ASSET MANAGEMENT INC$7.8M291,871Added
5Park Place Capital Corp$7.2M270,635Added
6Compass Ion Advisors, LLC$5.5M205,715Added
7Waterloo Capital, L.P.$4.8M179,736Added
8Integrated Wealth Concepts LLC$4.3M160,352Added
9Prime Capital Investment Advisors, LLC$3.9M144,619Added
10SILVER OAK SECURITIES, INCORPORATED$3.8M142,815Added
11Capital Investment Advisory Services, LLC$2.5M92,173New
12ONE PLUS ONE WEALTH MANAGEMENT, LLC$2.3M86,580Added
13Code Waechter LLC$1.8M67,072New
14Regal Investment Advisors LLC$1.6M60,257Added
15Second Line Capital, LLC$1.4M53,709Added
16Second Half Financial Partners, LLC$1.3M47,497Trimmed
17MBE Wealth Management, LLC$1.2M45,250Trimmed
18Atria Investments, Inc$1.1M40,977Added
19RENASANT BANK$948,48335,463Added
20Meridian Wealth Management, LLC$948,00135,445Added
21JANE STREET GROUP, LLC$661,31424,726Trimmed
22Grant Street Asset Management, Inc.$617,82623,100Added
23OSAIC HOLDINGS, INC.$396,44414,823Added
24Independent Advisor Alliance$337,10312,604Added
25Cushing Capital Partners, LLC$335,76612,554Added

Source: SEC Form 13F filings · as of 2026-06-30