Aptus Defined Risk ETF (DRSK) Institutional Ownership $29.20 +0.24 (+0.83%) As of 12:23 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Aptus Defined Risk ETF (BATS:DRSK)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$54.26MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$1.08M Get DRSK Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Defined Risk ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data DRSK Institutional Buying and Selling by Quarter Aptus Defined Risk ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Captrust Financial Advisors119,892$3.45M0.0%-7.3%0.272% 8/13/2025 Virtue Capital Management LLC10,800$310K0.1%+3.9%0.025% 8/12/2025 Waterloo Capital L.P.696,714$20.02M1.6%+10.0%1.581% 7/25/2025 Pandora Wealth Inc.276,504$7.95M4.9%+0.3%0.627% 7/18/2025 Magnolia Private Wealth LLC24,202$696K0.5%-28.4%0.055% 7/17/2025 Park Place Capital Corp567,477$16.20M3.7%+7.4%1.287% 5/16/2025Integrated Wealth Concepts LLC4,455,948$121.51M1.4%+4.8%10.534% 5/12/2025Pandora Wealth Inc.275,686$7.52M4.9%N/A0.652% 4/24/2025Park Place Capital Corp528,572$14.41M3.9%+6.9%1.257% 4/15/2025Magnolia Private Wealth LLC33,779$921K0.5%-12.5%0.080% Get the Latest News and Ratings for DRSK and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Aptus Defined Risk ETF and its competitors with MarketBeat's FREE daily newsletter. 3/24/2025Mascagni Wealth Management Inc.2,570$70K0.1%N/A0.006% 2/26/2025Virtue Capital Management LLC9,596$263K0.1%-6.2%0.048% 2/17/2025Captrust Financial Advisors137,723$3.78M0.0%-1.7%0.696% 2/14/2025Integrated Wealth Concepts LLC4,250,236$116.58M1.4%+22.2%21.466% 2/14/2025Coppell Advisory Solutions LLC4,828$133K0.0%-7.8%0.024% 2/13/2025Waterloo Capital L.P.562,802$15.44M1.6%+5.2%2.842% 2/5/2025Maripau Wealth Management LLC117,568$3.23M1.9%+44.4%0.594% 2/5/2025Magnolia Private Wealth LLC38,600$1.06M0.6%N/A0.195% 1/29/2025Comprehensive Financial Planning Inc. PA12,953$355K0.3%N/A0.065% 1/17/2025Park Place Capital Corp494,580$13.57M3.8%+32.9%2.498% 1/10/2025Sugarloaf Wealth Management LLC2,380,237$65.29M11.2%+1.7%12.021% 1/10/2025ORG Partners LLC924,028$25.35M3.4%+4.2%4.667% 11/14/2024Captrust Financial Advisors140,054$3.96M0.0%-7.2%0.707% 11/13/2024Private Trust Co. NA8,500$241K0.0%+507.1%0.043% 10/30/2024United Advisor Group LLC178,307$5.05M1.1%+27.6%0.901% 10/22/2024Maripau Wealth Management LLC81,394$2.30M2.0%+59.0%0.411% 10/11/2024ORG Partners LLC887,043$25.10M4.0%+14.3%4.480% 10/8/2024Sugarloaf Wealth Management LLC2,339,421$66.21M12.5%+1.3%11.815% 10/8/2024Park Place Capital Corp372,250$10.54M3.0%+12.0%1.880% 8/12/2024Waterloo Capital L.P.516,314$13.96M1.7%-0.8%2.608% 7/16/2024ORG Partners LLC776,405$20.94M2.6%N/A3.921% 7/8/2024Sugarloaf Wealth Management LLC2,308,627$62.40M12.6%+1.2%11.660% 7/2/2024Park Place Capital Corp332,443$8.99M2.9%+84.3%1.679% 4/23/2024Sugarloaf Wealth Management LLC2,280,858$60.81M11.5%+10.2%12.886% 4/18/2024Park Place Capital Corp180,387$4.81M1.7%N/A0.798% 2/14/2024Waterloo Capital L.P.406,083$10.23M1.7%-16.6%1.797% 1/29/2024ORG Partners LLC709,336$17.88M3.0%+5,834.9%3.139% 1/10/2024Sugarloaf Wealth Management LLC2,068,912$52.14M11.4%-7.9%9.154% 11/13/2023Sugarloaf Wealth Management LLC2,245,657$52.35M11.9%-8.5%9.937% 11/3/2023ORG Partners LLC11,952$279K0.1%N/A0.053% 7/18/2023Virtue Capital Management LLC30,785$764K0.1%-7.3%0.120% 7/13/2023Sugarloaf Wealth Management LLC2,453,400$60.99M14.3%+2.6%9.528% 7/6/2023Edmonds Duncan Registered Investment Advisors LLC8,435$210K0.1%-28.2%0.033% 5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,587$223K0.0%N/A0.032% 5/10/2023WealthPLAN Partners LLC2,242$58K0.0%-85.1%0.008% 5/8/2023WealthPlan Investment Management LLC9,833$255K0.0%-34.9%0.037% 5/5/2023Silver Oak Securities Incorporated337,358$8.76M1.4%+6.2%1.256% 4/26/2023Sugarloaf Wealth Management LLC2,390,354$62.08M15.3%+9.0%8.903% 4/12/2023Edmonds Duncan Registered Investment Advisors LLC11,743$305K0.1%N/A0.044% 3/6/2023OLD Mission Capital LLC99,284$2.54M0.1%N/A0.370% 2/10/2023CoreCap Advisors LLC2,830$72K0.0%N/A0.000% 2/3/2023Sugarloaf Wealth Management LLC2,193,152$56.15M14.1%-28.9%0.000% 2/2/2023Silver Oak Securities Incorporated317,751$8.13M1.5%-25.1%0.000% (Data available from 1/1/2016 forward) DRSK Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DRSK shares? During the previous two years, 15 institutional investors and hedge funds held shares of Aptus Defined Risk ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($121.51M), Sugarloaf Wealth Management LLC ($65.29M), ORG Partners LLC ($25.35M), Waterloo Capital L.P. ($20.02M), Park Place Capital Corp ($16.20M), Pandora Wealth Inc. ($7.95M), and United Advisor Group LLC ($5.05M).Learn more on Aptus Defined Risk ETF's institutional investors. Which institutional investors have been buying Aptus Defined Risk ETF's stock? Of the 13 institutional investors that purchased Aptus Defined Risk ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.63M), Integrated Wealth Concepts LLC ($976.88K), Park Place Capital Corp ($567.48K), Sugarloaf Wealth Management LLC ($311.33K), Pandora Wealth Inc. ($276.50K), Waterloo Capital L.P. ($91.06K), and Maripau Wealth Management LLC ($66.38K). How much institutional buying is happening at Aptus Defined Risk ETF? Institutional investors have bought a total of 1,965,297 shares in the last 24 months. This purchase volume represents approximately $54.26M in transactions. Which of Aptus Defined Risk ETF's major shareholders have been selling company stock? The following institutional investors have sold Aptus Defined Risk ETF stock in the last 24 months: Captrust Financial Advisors ($22.64K), Magnolia Private Wealth LLC ($14.40K), Virtue Capital Management LLC ($631.00), and Coppell Advisory Solutions LLC ($410.00). How much institutional selling is happening at Aptus Defined Risk ETF? Institutional investors have sold a total of 38,083 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions. Related Companies AOM Major Shareholders HFXI Major Shareholders HEDJ Major Shareholders DBEU Major Shareholders HNDL Major Shareholders HEZU Major Shareholders AOK Major Shareholders DBJP Major Shareholders HEWJ Major Shareholders DBAW Major Shareholders This page (BATS:DRSK) was last updated on 9/16/2025 by MarketBeat.com Staff From Our PartnersNew Biotech Backed by Proven Incubator Now Open to PublicA successful biotech incubator just opened its next chapter - and you're invited to their raise. 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