$28.64
-0.11 (-0.38%)
Market Cap
$1.5B
Shares Outstanding
48,988,029
Institutional Holders
78
Total Inst. Value
$811.1M
% of Float Held
—
QoQ Holder Change
+46
Institutional data as of Q1 2025
New Positions
27
Closed Positions
13
Increased
34
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $121.5M | 4,455,948 |
| 2 | GUARDIAN WEALTH ADVISORS, LLC / NC | $101.4M | 3,720,162 |
| 3 | Talon Private Wealth, LLCNew | $89.9M | 3,178,141 |
| 4 | RAYMOND JAMES FINANCIAL INC | $89.3M | 3,274,651 |
| 5 | Diversified Enterprises, LLC | $42.3M | 1,552,886 |
| 6 | KFG WEALTH MANAGEMENT, LLC | $36.7M | 1,344,978 |
| 7 | Clarus Group, Inc.New | $36.1M | 1,324,571 |
| 8 | Second Line Capital, LLC | $33.5M | 1,227,663 |
| 9 | Compass Ion Advisors, LLC | $28.9M | 1,060,835 |
| 10 | BROGAN FINANCIAL, INC. | $26.6M | 976,449 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | +206K | $121.5M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +159K | $101.4M |
| Talon Private Wealth, LLCNew | +3.2M | $89.9M |
| RAYMOND JAMES FINANCIAL INC | +230K | $89.3M |
| Diversified Enterprises, LLC | +75K | $42.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -522K | $29K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -19K | $489K |
| Parallel Advisors, LLC | -8K | $24K |
| CAPTRUST FINANCIAL ADVISORS | -8K | $4K |
| Compound Planning, Inc. | -8K | $208K |
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Frequently Asked Questions
How many institutional investors hold DRSK?
As of Q1 2025, 78 institutional investors report holding DRSK (Aptus Defined Risk ETF) in their 13F filings.
Which hedge fund owns the most DRSK?
The largest institutional holder of DRSK is Integrated Wealth Concepts LLC with $121.5M in shares.
Are institutions buying or selling DRSK?
This quarter, 27 institutions opened new positions in DRSK and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.