Who owns DRSK?
Aptus Defined Risk ETF · Aptus
92 institutions reported holding DRSK, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DRSK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $547.5M | 19,041,961 | +1,679,521 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $333.8M | 11,609,060 | +4,214,625 shares |
| Guardian Wealth Advisors, LLC | Raleigh, NC | $132.9M | 4,621,680 | +113,199 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $62.0M | 2,155,258 | +100,252 shares |
| KFG Wealth Management, LLC | Granger, IN | $57.2M | 1,989,312 | +94,404 shares |
| Diversified Enterprises, LLC | Wilmington, DE | $54.6M | 1,898,865 | +66,878 shares |
| Corient Private Wealth LP | Miami, FL | $49.8M | 1,731,973 | −167,139 shares |
| Second Line Capital, LLC | Metairie, LA | $43.0M | 1,495,309 | +33,044 shares |
| Compass Ion Advisors, LLC | Conshohocken, PA | $39.6M | 1,377,698 | +9,926 shares |
| Gerber, LLC | Columbus, OH | $38.3M | 1,330,602 | +47,872 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DRSK?
92 institutional managers reported holding DRSK in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $547.5M.
Did institutions buy or sell DRSK last quarter?
Reported 13F value rose 17.9% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DRSK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.