Institutional Ownership
ETF Ser Solutions
CUSIP 26922A388APTUS DEFINEDDRSKQ1 2026
Institutional Holders
87
13F filers
Shares Held
61.57M
Aggregate institutional
Institutional Value
$1.69B
Q1 2026
Net New Holders
-7
8 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased47
Decreased19
Sold out15
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 17.36M | $474.52M | +1.73M | Added |
| 2 | Integrated Wealth Concepts LLC | 7.39M | $202.09M | +1.43M | Added |
| 3 | Guardian Wealth Advisors, LLC / Nc | 4.51M | $123.22M | +154.4K | Added |
| 4 | Envestnet Asset Management Inc | 2.06M | $56.16M | +2.06M | New |
| 5 | Corient Private Wealth LLC | 1.90M | $51.90M | −203.0K | Reduced |
| 6 | Kfg Wealth Management, LLC | 1.89M | $51.79M | +180.0K | Added |
| 7 | Diversified Enterprises, LLC | 1.83M | $50.07M | +95.4K | Added |
| 8 | Second Line Capital, LLC | 1.46M | $41.73M | +123.6K | Added |
| 9 | Compass Ion Advisors, LLC | 1.37M | $37.38M | −7.7K | Reduced |
| 10 | Talon Private Wealth, LLC | 1.36M | $37.19M | −164.2K | Reduced |
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