22 tracked 13F filers disclose a position in DEFR as of the latest SEC 13F filings, a combined $91.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $48.3M | 1.8M | ▲+6.7% Added · +115K sh | Q1 2026 | |
| 2 | 6th Street Advisors, LLC | $8.4M | 315K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 269K | ▲New +269K sh | Q1 2026 | |
| 4 | Waterloo Capital, L.P. | $4.8M | 180K | ▲+11% Added · +18K sh | Q2 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $3.9M | 145K | ▲+24% Added · +28K sh | Q2 2026 | |
| 6 | Integrated Wealth Concepts LLC | $3.7M | 141K | ▲+29% Added · +32K sh | Q1 2026 | |
| 7 | Capital Investment Advisory Services, LLC | $2.5M | 92K | ▲New +92K sh | Q2 2026 | |
| 8 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.3M | 87K | ▲+0.1% Added · +51 sh | Q2 2026 | |
| 9 | Code Waechter LLC | $1.8M | 67K | ▲New +67K sh | Q2 2026 | |
| 10 | Regal Investment Advisors LLC | $1.6M | 60K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 11 | Second Line Capital, LLC | $1.4M | 53K | ▲+32% Added · +13K sh | Q1 2026 | |
| 12 | MBE Wealth Management, LLC | $1.2M | 45K | ▼−5.3% Reduced · −3K sh | Q2 2026 | |
| 13 | Atria Investments, Inc | $1.1M | 41K | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $853K | 32K | ▲+83% Added · +15K sh | Q1 2026 | |
| 15 | Meridian Wealth Management, LLC | $754K | 28K | ▲+30% Added · +7K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $394K | 15K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 17 | Cushing Capital Partners, LLC | $336K | 13K | ▲+3.5% Added · +427 sh | Q2 2026 | |
| 18 | United Advisor Group, LLC | $274K | 10K | ▲+7.0% Added · +670 sh | Q2 2026 | |
| 19 | Valeo Financial Advisors, LLC | $212K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $60K | 2K | ▲+245% Added · +2K sh | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $59K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $30K | 1K | ▲New +1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in DEFR and 9 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $1.4B |
| NVIDIA CORPNVDA | 14 funds | $1.4B |
| MICROSOFT CORPMSFT | 14 funds | $813.1M |
| AMAZON.COM INCAMZN | 14 funds | $698.9M |
| APTUS DEFINED RISK ETFDRSK | 14 funds | $626.3M |
| ALPHABET INC-CL AGOOGL | 14 funds | $475.0M |
| BROADCOM INCAVGO | 14 funds | $466.9M |
| JPMORGAN CHASE & COJPM | 14 funds | $357.2M |
| VISA INC-CLASS A SHARESV | 14 funds | $230.6M |
| APTUS COLLARED INVEST OPPACIO | 13 funds | $909.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $656.8M |
| ALPHABET INC-CL CGOOG | 13 funds | $481.0M |
Ranked by how many of DEFR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 81 funds | $468.0M |
| SMIGFUND | 58 funds | $795.5M |
| IDUBcommon | 45 funds | $484.4M |
| JUCYmc | 42 funds | $272.1M |
| DUBScommon | 35 funds | $354.8M |
| TRFMETP | 33 funds | $110.0M |
| RIETHOYA CAPT HI DIV | 27 funds | $6.8M |
| DSMCETF | 26 funds | $75.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DEFR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DEFR/capital-change-brief"
Use Arkolith's capital_change_brief for DEFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DEFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.