Among active 13F managers last quarter, 5 opened and 12 added, while 1 reduced; the largest holder to move was Aptus Capital Advisors, LLC (+10%).
27 tracked 13F filers disclose a position in DEFR as of the latest SEC 13F filings, a combined $121.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 2.0M | $53.7M | ▲+10% Added · +189K sh | Q2 2026 | |
| 2 | Bienville Capital Management, LLC | 521K | $13.9M | ▲New +521K sh | Q2 2026 | |
| 3 | 6th Street Advisors, LLC | 315K | $8.4M | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 269K | $7.1M | ▲New +269K sh | Q1 2026 | |
| 5 | Compass Ion Advisors, LLC | 206K | $5.5M | ▲+38% Added · +57K sh | Q2 2026 | |
| 6 | Waterloo Capital, L.P. | 180K | $4.8M | ▲+11% Added · +18K sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | 160K | $4.3M | ▲+14% Added · +20K sh | Q2 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | 145K | $3.9M | ▲+24% Added · +28K sh | Q2 2026 | |
| 9 | Silver Oak Securities, Incorporated | 143K | $3.8M | ▲+6.0% Added · +8K sh | Q2 2026 | |
| 10 | Capital Investment Advisory Services, LLC | 92K | $2.5M | ▲New +92K sh | Q2 2026 | |
| 11 | One Plus One Wealth Management, LLC | 87K | $2.3M | ▲+0.1% Added · +51 sh | Q2 2026 | |
| 12 | Code Waechter LLC | 67K | $1.8M | ▲New +67K sh | Q2 2026 | |
| 13 | Regal Investment Advisors LLC | 60K | $1.6M | ▲+0.8% Added · +512 sh | Q2 2026 | |
| 14 | Second Line Capital, LLC | 54K | $1.4M | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 15 | MBE Wealth Management, LLC | 45K | $1.2M | ▼−5.3% Reduced · −3K sh | Q2 2026 | |
| 16 | Atria Investments, Inc | 41K | $1.1M | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 17 | Renasant Bank | 35K | $948K | ▲+1.1% Added · +369 sh | Q2 2026 | |
| 18 | Jane Street Group, LLC | 32K | $853K | ▲+83% Added · +15K sh | Q1 2026 | |
| 19 | Meridian Wealth Management, LLC | 28K | $754K | ▲+30% Added · +7K sh | Q1 2026 | |
| 20 | Grant Street Asset Management, Inc. | 23K | $618K | ▲+0.3% Added · +81 sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 15K | $394K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 22 | Cushing Capital Partners, LLC | 13K | $336K | ▲+3.5% Added · +427 sh | Q2 2026 | |
| 23 | United Advisor Group, LLC | 10K | $274K | ▲+7.0% Added · +670 sh | Q2 2026 | |
| 24 | Valeo Financial Advisors, LLC | 8K | $212K | ▲New +8K sh | Q2 2026 | |
| 25 | Harbour Investments, Inc. | 2K | $60K | ▲+245% Added · +2K 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, 5 funds opened a new position in DEFR and 12 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 18 funds | $1.5B |
| Nvidia CorpNVDA | 18 funds | $1.5B |
| Microsoft CorpMSFT | 18 funds | $841.2M |
| Amazon.com IncAMZN | 18 funds | $768.3M |
| Broadcom IncAVGO | 18 funds | $521.5M |
| Alphabet Inc-CL AGOOGL | 18 funds | $515.9M |
| Aptus Defined Risk ETFDRSK | 17 funds | $762.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $742.1M |
| Alphabet Inc-CL CGOOG | 17 funds | $531.6M |
| JPMorgan Chase & CoJPM | 17 funds | $376.0M |
| Ishares Core S&P Midcap ETFIJH | 17 funds | $270.7M |
| Visa Inc-Class A SharesV | 17 funds | $250.4M |
Ranked by how many of DEFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DEFR.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 96 funds | $485.9M |
| SMIGFUND | 63 funds | $809.5M |
| JUCYmc | 49 funds | $295.7M |
| IDUBcommon | 48 funds | $542.6M |
| TRFMETP | 40 funds | $116.5M |
| DUBScommon | 38 funds | $419.6M |
| JEDImc | 36 funds | $26.8M |
| DSMCETF | 29 funds | $86.5M |
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.