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 86 institutions that hold shares in the stock, with a total of 47 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,448,430
shares
|
$308 Million
3.53% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,250,236
shares
|
$114 Million
1.43% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,561,544
shares
|
$95.7 Million
8.27% of portfolio
|
Q4 2024
Added 53.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,044,241
shares
|
$81.8 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
|
$76.6 Million
0.11% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,380,237
shares
|
$64 Million
13.6% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,573,958
shares
|
$42.3 Million
0.72% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,520,024
shares
|
$40.9 Million
0.01% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,478,252
shares
|
$39.7 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,398,337
shares
|
$37.6 Million
13.77% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
1,344,978
shares
|
$36.2 Million
9.43% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,185,099
shares
|
$31.9 Million
8.76% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
956,667
shares
|
$25.7 Million
12.85% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
924,028
shares
|
$24.8 Million
3.68% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
838,886
shares
|
$22.5 Million
2.98% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
763,265
shares
|
$20.5 Million
2.18% of portfolio
|
Q4 2024
Added 35.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
562,802
shares
|
$15.1 Million
1.63% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
547,939
shares
|
$14.7 Million
1.46% of portfolio
|
Q1 2025
Added 82.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
543,613
shares
|
$14.6 Million
0.03% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
496,591
shares
|
$13.3 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
494,580
shares
|
$13.3 Million
4.1% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
404,607
shares
|
$10.9 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
354,175
shares
|
$9.52 Million
3.83% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
347,729
shares
|
$9.35 Million
0.0% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
279,628
shares
|
$7.52 Million
0.15% of portfolio
|
Q4 2024
Added 100.76%
|