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DEFR ETF SER SOLUTIONS

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APTU DEFD IN ETF (fund)

26 managers (26 13F filers) reported a position in DEFR shares at 2026-03-31, 3,872,026 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
26
13F filers
26
New
5
Added
19
Reduced
1
Sold out
4
Shares held by filers
3,872,026

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC1,817,445$48.3M0.41%+114,64113F-HRTimeline
6th Street Advisors, LLC317,186$8.44M5.31%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,627$7.15M<0.01%new13F-HRTimelineGroup
Park Place Capital Corp260,689$6.93M1.39%+15,39513F-HRTimeline
Waterloo Capital, L.P.161,399$4.29M0.3%+1,63813F-HRTimeline
Compass Ion Advisors, LLC148,550$3.95M0.38%+96,47313F-HRTimeline
Integrated Wealth Concepts LLC140,561$3.74M0.03%+31,90513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED134,766$3.58M0.26%+7,22013F-HRTimeline
Prime Capital Investment Advisors, LLC116,336$3.09M0.04%+23,53713F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC86,529$2.3M0.97%+4,21913F-HRTimeline
Regal Investment Advisors LLC59,745$1.59M0.09%+1,41113F-HRTimeline
Second Line Capital, LLC52,556$1.4M0.26%+12,83013F-HRTimeline
Second Half Financial Partners, LLC48,310$1.28M0.58%+5,09113F-HRTimeline
MBE Wealth Management, LLC47,803$1.27M0.53%+14,47113F-HRTimeline
Atria Investments, Inc39,294$1.05M0.01%+24313F-HRTimeline
RENASANT BANK35,094$933K0.66%+89513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,053$853K<0.01%+14,53013F-HRTimelineGroup
Meridian Wealth Management, LLC28,356$754K0.03%+6,59813F-HRTimeline
Grant Street Asset Management, Inc.23,019$612K0.12%+75813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,813$394K<0.01%-2,31313F-HRTimelineGroup
Cushing Capital Partners, LLC12,127$323K0.25%+26713F-HRTimeline
Independent Advisor Alliance11,598$308K<0.01%new13F-HRTimeline
United Advisor Group, LLC9,580$255K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,263$60.2K<0.01%+1,60813F-HRTimeline
Advisory Services Network, LLC2,217$59K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,110$29.5K<0.01%new13F-HRTimeline