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 79 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,807,339
shares
|
$217 Million
3.52% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,479,070
shares
|
$96.6 Million
1.26% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,044,241
shares
|
$84.5 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,851,181
shares
|
$79.2 Million
0.11% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,380,237
shares
|
$66.1 Million
13.6% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,320,203
shares
|
$64.4 Million
7.83% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,573,958
shares
|
$43.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,478,252
shares
|
$41.1 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,398,337
shares
|
$38.8 Million
13.77% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,283,739
shares
|
$35.6 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,246,554
shares
|
$34.6 Million
8.88% of portfolio
|
Q4 2024
Added 70.27%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,143,145
shares
|
$31.7 Million
8.82% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
924,028
shares
|
$25.7 Million
3.68% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
921,606
shares
|
$25.6 Million
14.85% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
838,886
shares
|
$23.3 Million
2.98% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
561,739
shares
|
$15.6 Million
1.71% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
543,613
shares
|
$15.1 Million
0.03% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
535,154
shares
|
$14.9 Million
1.65% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
494,580
shares
|
$13.7 Million
4.1% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
404,607
shares
|
$11.2 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
347,729
shares
|
$9.66 Million
0.0% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
299,718
shares
|
$8.32 Million
0.93% of portfolio
|
Q4 2024
Added 139.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
289,994
shares
|
$8.05 Million
3.04% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
249,707
shares
|
$6.93 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
244,632
shares
|
$6.79 Million
0.67% of portfolio
|
Q4 2024
Added 2.62%
|