Who Owns APTUS DEFINED (DRSK)? -- Institutional Holders (2026-06-30)

102 institutions reported holding $1.87B of APTUS DEFINED (DRSK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($547.5M), Integrated Wealth Concepts LLC ($219.7M), GUARDIAN WEALTH ADVISORS, LLC / NC ($132.9M), ENVESTNET ASSET MANAGEMENT INC ($62.0M), KFG WEALTH MANAGEMENT, LLC ($57.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Aptus Capital Advisors, LLC	$547.5M	19.0M	Added
2	Integrated Wealth Concepts LLC	$219.7M	7.6M	Added
3	GUARDIAN WEALTH ADVISORS, LLC / NC	$132.9M	4.6M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$62.0M	2.2M	Added
5	KFG WEALTH MANAGEMENT, LLC	$57.2M	2.0M	Added
6	Diversified Enterprises, LLC	$54.6M	1.9M	Added
7	Corient Private Wealth LLC	$49.8M	1.7M	Trimmed
8	Second Line Capital, LLC	$43.0M	1.5M	Added
9	Compass Ion Advisors, LLC	$39.6M	1.4M	Added
10	Talon Private Wealth, LLC	$39.3M	1.4M	Added
11	GERBER, LLC	$38.3M	1.3M	Added
12	SevenBridge Financial Group, LLC	$37.5M	1.3M	Added
13	Signal Advisors Wealth, LLC	$37.4M	1.3M	Added
14	Clarus Group, Inc.	$35.7M	1.2M	Trimmed
15	Brookstone Capital Management	$31.3M	1.1M	Trimmed
16	First Heartland Consultants, Inc.	$31.2M	1.1M	Added
17	RAYMOND JAMES FINANCIAL INC	$30.4M	1.1M	Trimmed
18	BROGAN FINANCIAL, INC.	$29.3M	1.0M	Added
19	Advisory Services Network, LLC	$24.8M	863,980	Added
20	Sunburst Financial Group, LLC	$24.0M	834,456	Added
21	Park Place Capital Corp	$22.4M	779,088	Added
22	6th Street Advisors, LLC	$21.8M	757,215	Added
23	Waterloo Capital, L.P.	$21.4M	744,188	Added
24	LPL Financial LLC	$18.6M	648,422	Trimmed
25	TrueWealth Advisors, LLC	$13.6M	472,862	Added

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