APTUS DEFERRED INCOME ETF

DEFR (APTUS DEFERRED INCOME ETF) is held by 6 institutional investors as of Q2 2026. Largest holders: Aptus Capital Advisors, LLC ($53.7M), ENVESTNET ASSET MANAGEMENT INC ($7.8M), Integrated Wealth Concepts LLC ($4.3M). Net institutional sentiment: Mixed.

6

Holders

(2 Elite)

$66.8M

Total Value

67% (6)

Consensus

4 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

DE

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)81

Activist (13D/13G)54

Congressional (STOCK Act)69

Holder Quality

44

★★★★★

Elite

34

★★★★

Strong

52

★★★

Solid

10

★★

Below

67

★

Weak

Held by 6 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DEFR.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	2M(+10.4%)	$53.7M	0.4%	+2.47%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	291,871(+8.7%)	$7.8M	0.0%	-1.23%	30
IWIntegrated Wealth Concepts LLC	Increased	160,353(+14.1%)	$4.3M	0.0%	+0.60%	30
JANE STREET GROUP, LLC	Decreased	24,726(-22.9%)	$661,314	0.0%	+1.83%	0
OSAIC HOLDINGS, INC.	Increased	14,823(+0.1%)	$396,444	0.0%	+0.83%	24
Farther Finance Advisors, LLC	Decreased	1,086(-2.2%)	$29,046	0.0%	-1.33%	0

DEDEFRAPTUS DEFERRED INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer