Aptus Deferred Income ETF
$26.62+0.2%
+$27.9M
Net Activity
+26.86% total shares
Institutions Holding
29
Popularity Rank
#7554
Avg Weight
0.47%
Total Value
$131.4M
29 institutions currently hold DEFR, with 25 net buyers and 6 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
6
Net Buying Institutions
25
Top 5 by Value
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Across its top 20 institutional holders, DEFR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 24/100).
DEFR ranks #7554 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
29 institutions disclose a position in DEFR, but none treat it as a major bet — even 6th Street Advisors, LLC, its most concentrated holder, allocates just 4.8% of its own portfolio to it.
Aptus Capital Advisors, LLC has added to its DEFR position for two straight quarters, increasing it by $8.2M to reach $53.7M today.
DEFR is up 0.2% today, and institutions have been net buyers of $27.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$28.3M
Total Buy Value
$401.8K
Total Sell Value
25
Net Buyers
6
Net Sellers
DEFR
Q2 2026
Top 5 Institutional Movers
+$13.9M
+$5.3M
+$1.8M
+$1.6M
DEFR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
26922B451
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Access DEFR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DEFRCLI
npx alphasmo stocks get DEFR