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 87 institutions that hold shares in the stock, with a total of 50.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,806,997
shares
|
$337 Million
3.59% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,455,948
shares
|
$127 Million
1.51% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,720,162
shares
|
$106 Million
8.74% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,274,651
shares
|
$93.5 Million
0.03% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,851,181
shares
|
$81.4 Million
0.11% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,380,237
shares
|
$68 Million
13.6% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
1,784,258
shares
|
$50.9 Million
6.57% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,630,647
shares
|
$46.6 Million
0.01% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,619,018
shares
|
$46.2 Million
3.47% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,419,615
shares
|
$40.5 Million
9.39% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,304,768
shares
|
$37.3 Million
14.51% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
1,227,663
shares
|
$35 Million
8.63% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,163,855
shares
|
$33.2 Million
3.93% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,051,498
shares
|
$30 Million
0.47% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
976,449
shares
|
$27.9 Million
12.94% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
783,654
shares
|
$22.4 Million
2.44% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
692,381
shares
|
$19.8 Million
1.56% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
633,306
shares
|
$18.1 Million
1.61% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
573,369
shares
|
$16.4 Million
4.2% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
567,477
shares
|
$16.2 Million
4.3% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
545,775
shares
|
$15.6 Million
3.11% of portfolio
|
Q1 2025
Added 266.73%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
503,454
shares
|
$14.4 Million
3.53% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
450,151
shares
|
$12.9 Million
0.25% of portfolio
|
Q1 2025
Added 60.98%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
407,274
shares
|
$11.6 Million
4.24% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
366,939
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.52%
|