Who Owns ADME?
Aptus Drawdown Managed Equity ETF — Institutional Ownership & 13F Holdings
$53.99
+0.61 (+1.14%)
Market Cap
$244.4M
Shares Outstanding
4,354,626
Institutional Holders
49
Total Inst. Value
$157.7M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
15
Closed Positions
9
Increased
18
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SILVER OAK SECURITIES, INCORPORATED | $41.3M | 1,403,972 |
| 2 | Second Line Capital, LLC | $18.4M | 413,741 |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $16.8M | 378,897 |
| 4 | Park Place Capital CorpNew | $11.0M | 248,425 |
| 5 | Clarus Group, Inc.New | $10.0M | 226,087 |
| 6 | First Heartland Consultants, Inc. | $8.8M | 198,764 |
| 7 | Bienville Capital Management, LLC | $8.1M | 183,363 |
| 8 | Signal Advisors Wealth, LLC | $6.5M | 145,929 |
| 9 | MBE Wealth Management, LLCNew | $4.6M | 104,180 |
| 10 | Safe Harbor Fiduciary, LLC | $3.6M | 81,748 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | +1.3M | $41.3M |
| Second Line Capital, LLC | +15K | $18.4M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +6K | $16.8M |
| Park Place Capital CorpNew | +248K | $11.0M |
| Clarus Group, Inc.New | +226K | $10.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Aptus Capital Advisors, LLC | -72K | $115K |
| Integrated Wealth Concepts LLC | -14K | $1.2M |
| Golden State Equity Partners | -9K | $881K |
| Parallel Advisors, LLC | -2K | $9K |
| Axim Planning & Wealth | -1K | $221K |
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Frequently Asked Questions
How many institutional investors hold ADME?
As of Q1 2025, 49 institutional investors report holding ADME (Aptus Drawdown Managed Equity ETF) in their 13F filings.
Which hedge fund owns the most ADME?
The largest institutional holder of ADME is SILVER OAK SECURITIES, INCORPORATED with $41.3M in shares.
Are institutions buying or selling ADME?
This quarter, 15 institutions opened new positions in ADME and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.