Institutional Ownership ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
6,405,094
shares
|
$173 Million
3.45% of portfolio
|
Q1 2024
Added 31.26%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
2,280,858
shares
|
$61.7 Million
13.98% of portfolio
|
Q1 2024
Added 10.24%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
2,035,277
shares
|
$55 Million
7.57% of portfolio
|
Q1 2024
Added 12.79%
|
|
Second Line Capital, LLC
Metairie, LA |
May 22, 2024 Q1 2024 |
1,035,359
shares
|
$28 Million
8.95% of portfolio
|
Q1 2024
Added 7.62%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,029,309
shares
|
$27.8 Million
0.04% of portfolio
|
Q1 2024
Added 138.4%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
915,169
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2024
Added 30.84%
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 10, 2024 Q1 2024 |
873,171
shares
|
$23.6 Million
15.37% of portfolio
|
Q1 2024
Added 5.41%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
612,247
shares
|
$16.5 Million
2.47% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
609,642
shares
|
$16.5 Million
0.24% of portfolio
|
Q1 2024
Added 10.06%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
520,667
shares
|
$14.1 Million
1.77% of portfolio
|
Q1 2024
Added 28.22%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
432,382
shares
|
$11.7 Million
1.2% of portfolio
|
Q1 2024
Reduced 42.41%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
May 13, 2024 Q1 2024 |
244,672
shares
|
$6.61 Million
4.8% of portfolio
|
Q1 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
184,349
shares
|
$4.98 Million
0.78% of portfolio
|
Q1 2024
Added 7.9%
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
180,387
shares
|
$4.88 Million
1.79% of portfolio
|
Q1 2024
New holding
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
177,422
shares
|
$4.8 Million
0.67% of portfolio
|
Q1 2023
Added 2.81%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
149,107
shares
|
$4.03 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
129,965
shares
|
$3.51 Million
1.99% of portfolio
|
Q1 2024
Added 66.87%
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
128,317
shares
|
$3.47 Million
1.42% of portfolio
|
Q1 2024
Added 1350.4%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
120,213
shares
|
$3.25 Million
0.07% of portfolio
|
Q1 2024
Added 10.48%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
94,020
shares
|
$2.54 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
86,000
shares
|
$2.32 Million
0.13% of portfolio
|
Q3 2022
Added 6.17%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
69,651
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Added 40.89%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
67,301
shares
|
$1.82 Million
1.78% of portfolio
|
Q4 2022
Added 10.55%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
65,798
shares
|
$1.78 Million
1.12% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
51,444
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2024
Added 0.09%
|