Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APTUS DEFERRED INCOME ETF (DEFR)

22 + Investors. Track Smart Money conviction in DEFR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
86%

Smart Money Signals — DEFR

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added DEFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
22 hedge funds hold DEFR right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 86% buying

19 buying3 selling
Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DEFR

How many hedge funds hold DEFR — quarterly history vs. share price
Quarterly hedge fund ownership of DEFR vs. share price

Market Analysis: DEFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEFR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: DEFR
2026 Q1 Stats Unlock in 10 days 22 + Investors

Track Smart Money conviction in DEFR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 22 19 15.79%
13F Shares 3M 2M 20.47%
Total Value $78M $64M 22.56%
New Positions 4 7 -3
Increased Positions 15 7 +8
Closed Positions 1 0 +1
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEFR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEFR. Verified SEC 13F-HR filings.

Top 15 institutional holders of DEFR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 6th Street Advisors, LLC 5.31% 317,186 $8.4M
2 Park Place Capital Corp 1.39% 260,689 $6.9M
3 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.97% 86,529 $2.3M
4 Renasant Bank 0.66% 35,094 $933K
5 MBE Wealth Management, LLC 0.53% 47,803 $1.3M
6 Compass Ion Advisors, LLC 0.38% 148,550 $4.0M
7 SILVER OAK SECURITIES, INCORPORATED 0.26% 134,766 $3.6M
8 Cushing Capital Partners, LLC 0.25% 12,127 $323K
9 Grant Street Asset Management, Inc. 0.12% 23,019 $612K
10 Prime Capital Investment Advisors, LLC 0.04% 116,336 $3.1M
11 United Advisor Group, LLC 0.03% 9,580 $255K
12 Meridian Wealth Management, LLC 0.03% 28,356 $754K
13 Atria Investments, Inc 0.01% 39,294 $1.0M
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 268,627 $7.1M
15 Farther Finance Advisors, LLC 0.00% 1,110 $30K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — APTUS DEFERRED INCOME ETF (DEFR)

What does the Smart Money Trend signal show for DEFR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DEFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DEFR?

More buyers than sellers — 86% buying: Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEFR holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DEFR?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.