DEFR

Aptus Deferred Income ETF$26.43 0.77%
UnclassifiedUSCUSIP 26922B451· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
5
+0 QoQ
13F Value (tracked)
$57.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$26.43 0.77%1Y +5.7%
$24.65$25.37$26.09$26.82$27.54May 2025JulOctJan 2026MarJun2347
Hover for who · click for detailEnd-of-day closing prices52w $25.11 – $27.34
Build

Use DEFR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns DEFR

This stock page is the Follow view. The Build view lets your agent query DEFR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DEFR"
Ask your agent
Use Arkolith to show who owns DEFR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

5 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Aptus Capital Advisors, LLC
$48.3M
1.8M
+6.7%
Added · +115K sh
Q1 2026
2Integrated Wealth Concepts LLC
$3.7M
141K
+29%
Added · +32K sh
Q1 2026
3Prime Capital Investment Advisors, LLC
$3.1M
116K
+25%
Added · +24K sh
Q1 2026
4Regal Investment Advisors LLC
$1.6M
60K
+2.4%
Added · +1K sh
Q1 2026
5Atria Investments, Inc
$1.0M
39K
+0.6%
Added · +243 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
4
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

12 funds+7 since Q2 2025
0612Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $67.1M

Funds that own DEFR also own

CompanyCo-held byCombined value
APPLE INCAAPL6 funds$2.6B
MICROSOFT CORPMSFT6 funds$2.5B
NVIDIA CORPNVDA6 funds$2.5B
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$2.4B
AMAZON.COM INCAMZN6 funds$1.8B
ALPHABET INC-CL AGOOGL6 funds$1.6B
ISHARES CORE S&P 500 ETFIVV6 funds$1.6B
VANGUARD S&P 500 ETFVOO6 funds$1.4B
BROADCOM INCAVGO6 funds$1.3B
INVESCO QQQ TRUST SERIES 1QQQ6 funds$1.1B
APTUS COLLARED INVEST OPPACIO6 funds$1.0B
ALPHABET INC-CL CGOOG6 funds$1.0B

Ranked by how many of DEFR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.