Institutional Ownership ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,948,260
shares
|
$85.2 Million
1.65% of portfolio
|
Q1 2024
Added 1.74%
|
|
Second Line Capital, LLC
Metairie, LA |
May 22, 2024 Q1 2024 |
356,443
shares
|
$15.6 Million
4.85% of portfolio
|
Q1 2024
Added 0.38%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
224,492
shares
|
$9.82 Million
0.0% of portfolio
|
Q1 2024
Added 2.76%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
212,738
shares
|
$9.31 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
204,072
shares
|
$8.93 Million
0.89% of portfolio
|
Q1 2024
Reduced 26.57%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
169,254
shares
|
$7.4 Million
0.11% of portfolio
|
Q1 2024
Added 4.67%
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
133,523
shares
|
$5.84 Million
2.14% of portfolio
|
Q3 2023
Reduced 48.22%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
102,336
shares
|
$4.48 Million
0.6% of portfolio
|
Q1 2024
Reduced 4.85%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
61,364
shares
|
$2.68 Million
0.59% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
58,739
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2024
Added 0.37%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
45,827
shares
|
$2 Million
0.0% of portfolio
|
Q1 2024
Added 121.01%
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
36,869
shares
|
$1.61 Million
0.89% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
30,383
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.88%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
28,169
shares
|
$1.23 Million
0.27% of portfolio
|
Q4 2023
Reduced 18.91%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
27,574
shares
|
$1.21 Million
0.74% of portfolio
|
Q1 2024
Reduced 48.77%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
26,390
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 10, 2024 Q1 2024 |
25,796
shares
|
$1.13 Million
0.72% of portfolio
|
Q1 2024
Added 4.23%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
22,422
shares
|
$980,738
0.0% of portfolio
|
Q1 2024
Reduced 15.4%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
17,656
shares
|
$772,273
0.12% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
15,076
shares
|
$659,424
0.01% of portfolio
|
Q1 2024
Reduced 48.48%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
14,363
shares
|
$628,237
0.06% of portfolio
|
Q1 2024
Added 10.83%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,155
shares
|
$619,139
0.0% of portfolio
|
Q1 2024
Added 49.39%
|
|
Advisor Resource Council
|
Apr 19, 2024 Q1 2024 |
13,611
shares
|
$595,345
0.17% of portfolio
|
Q1 2024
Added 0.1%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
11,837
shares
|
$517,750
0.2% of portfolio
|
Q1 2024
New holding
|
|
Axim Planning & Wealth
Dayton, OH |
Apr 24, 2024 Q1 2024 |
11,390
shares
|
$498,198
0.39% of portfolio
|
Q1 2024
Added 6.01%
|