Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
397K+ 266.73% |
$10.7M - $11.2M
|
546K
$15.3M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
359K+ 3.13% |
$9.7M - $10.1M
|
11.8M
$331M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
280KNew |
$7.57M - $7.9M
|
280K
$7.85M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
276KNew |
$7.46M - $7.79M
|
276K
$7.74M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
248K+ 82.82% |
$6.72M - $7.01M
|
548K
$15.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230K+ 7.57% |
$6.23M - $6.51M
|
3.27M
$91.9M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
222K+ 26.46% |
$6.01M - $6.27M
|
1.06M
$29.8M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
206K+ 4.84% |
$5.57M - $5.81M
|
4.46M
$125M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
189K+ 155.49% |
$5.11M - $5.34M
|
310K
$8.71M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
171K+ 60.98% |
$4.61M - $4.82M
|
450K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
159K+ 4.45% |
$4.29M - $4.48M
|
3.72M
$104M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
124KNew |
$3.36M - $3.51M
|
124K
$3.48M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
122K+ 140.28% |
$3.3M - $3.44M
|
209K
$5.86M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
120KNew |
$3.25M - $3.39M
|
120K
$3.37M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 7.28% |
$2.99M - $3.13M
|
1.63M
$45.8M
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
98.8K+ 24.43% |
$2.67M - $2.79M
|
503K
$14.1M
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
98.4K+ 7.9% |
$2.66M - $2.78M
|
1.34M
$37.8M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
82.3KNew |
$2.23M - $2.33M
|
82.3K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
76.8K+ 15.46% |
$2.08M - $2.17M
|
573K
$16.1M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
74.6K+ 5.05% |
$2.02M - $2.11M
|
1.55M
$43.6M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
70.5K+ 12.53% |
$1.91M - $1.99M
|
633K
$17.8M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
64.2K+ 22.13% |
$1.74M - $1.81M
|
354K
$9.94M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
52.8K+ 44.87% |
$1.43M - $1.49M
|
170K
$4.78M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
42.6K+ 3.59% |
$1.15M - $1.2M
|
1.23M
$34.5M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
34K+ 6.87% |
$920K - $960K
|
529K
$14.8M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
33K+ 75.22% |
$893K - $932K
|
76.8K
$2.16M
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
28K+ 24.92% |
$758K - $791K
|
140K
$3.94M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
27.1K+ 28.21% |
$733K - $765K
|
123K
$3.46M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7K+ 68.16% |
$722K - $754K
|
65.8K
$1.85M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
21.2K+ 8.51% |
$575K - $600K
|
271K
$7.61M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20.5KNew |
$555K - $580K
|
20.5K
$576K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.4K+ 2.67% |
$552K - $576K
|
784K
$22M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19.8K+ 2.07% |
$535K - $559K
|
976K
$27.4M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 5.52% |
$520K - $543K
|
367K
$10.3M
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
19K+ 17.67% |
$515K - $538K
|
127K
$3.56M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
19K+ 18.81% |
$514K - $537K
|
120K
$3.37M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
16.6K+ 6.97% |
$450K - $469K
|
255K
$7.16M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 4.64% |
$274K - $286K
|
228K
$6.41M
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.53K+ 5.28% |
$204K - $213K
|
150K
$4.21M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.29K+ 20.76% |
$170K - $178K
|
36.6K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.94KNew |
$134K - $140K
|
4.94K
$139K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.06K+ 5.78% |
$55.7K - $58.1K
|
37.7K
$1.06M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.94KNew |
$52.6K - $54.9K
|
1.94K
$54.5K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 1908.0% |
$51.6K - $53.9K
|
2.01K
$56.4K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.62KNew |
$43.7K - $45.7K
|
1.62K
$45.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15KNew |
$31.1K - $32.4K
|
1.15K
$32.2K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
797+ 8.31% |
$21.6K - $22.5K
|
10.4K
$292K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
748+ 1.1% |
$20.2K - $21.1K
|
68.7K
$1.93M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
638+ 1.11% |
$17.3K - $18K
|
58K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
281New |
$7.6K - $7.94K
|
281
$7.89K
|