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 70 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| 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
|
$96.7 Million
1.26% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
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%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,791,882
shares
|
$77.6 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,339,421
shares
|
$65 Million
13.42% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,320,203
shares
|
$64.5 Million
7.83% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,283,739
shares
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,143,145
shares
|
$31.8 Million
8.82% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
951,492
shares
|
$26.4 Million
11.44% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
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%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
887,043
shares
|
$24.7 Million
4.27% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
732,085
shares
|
$20.3 Million
6.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
715,164
shares
|
$19.9 Million
2.67% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
561,739
shares
|
$15.6 Million
1.71% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
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%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
486,139
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
372,250
shares
|
$10.3 Million
3.3% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
315,433
shares
|
$8.77 Million
0.0% of portfolio
|
Q3 2024
Added 93.21%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
255,499
shares
|
$7.1 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
246,709
shares
|
$6.86 Million
2.57% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
238,391
shares
|
$6.62 Million
0.75% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
236,668
shares
|
$6.58 Million
4.58% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
185,746
shares
|
$5.16 Million
4.93% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
178,307
shares
|
$4.96 Million
1.2% of portfolio
|
Q3 2024
Added 27.62%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
177,422
shares
|
$4.93 Million
0.67% of portfolio
|
Q1 2023
Added 2.81%
|