Explore more topics
Public ownership evidence

Aptus Deferred Income ETF (DEFR) Ownership Disclosures

Read DEFR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 26 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

OSAIC HOLDINGS, INC.2026-06-302026-08-1514,823$396,444None
JANE STREET GROUP, LLC2026-06-302026-08-1524,726$661,314None
Regal Investment Advisors LLC2026-06-302026-08-1560,257$1,611,616None
Park Place Capital Corp2026-06-302026-08-15343$9,174None
Park Place Capital Corp2026-06-302026-08-15185$4,948None
Park Place Capital Corp2026-06-302026-08-152,103$56,246None
Park Place Capital Corp2026-06-302026-08-15221$5,911None
Park Place Capital Corp2026-06-302026-08-15972$25,997None
Park Place Capital Corp2026-06-302026-08-15410$10,966None
Park Place Capital Corp2026-06-302026-08-151,997$53,411None
Park Place Capital Corp2026-06-302026-08-154,816$128,807None
Park Place Capital Corp2026-06-302026-08-1591$2,434None
Park Place Capital Corp2026-06-302026-08-15785$20,995None
Park Place Capital Corp2026-06-302026-08-15240$6,419None
Park Place Capital Corp2026-06-302026-08-154,123$110,273None
Park Place Capital Corp2026-06-302026-08-15254,349$6,802,742None
Bienville Capital Management, LLC2026-06-302026-08-14520,782$13,928,679None
Second Line Capital, LLC2026-06-302026-08-1353,709$1,436,485None
Integrated Wealth Concepts LLC2026-06-302026-08-13160,353$4,288,726None
Compass Ion Advisors, LLC2026-06-302026-08-13230$6,152None
Compass Ion Advisors, LLC2026-06-302026-08-13205,485$5,495,841None
Aptus Capital Advisors, LLC2026-06-302026-08-132,006,550$53,666,584None
Independent Advisor Alliance2026-06-302026-08-1312,604$337,103None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,563$68,549None
RENASANT BANK2026-06-302026-08-1223,692$633,659None
RENASANT BANK2026-06-302026-08-1211,771$314,824None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.