Aptus Drwdwn MGD Eqty ETFADMEETF
13F holders, Q1 2025 (March 31)49holders
8new positions
6sold out
1famous investor
$44.35avg. 13F price*
At the end of Q1 2025, 49 institutions reported holding Aptus Drwdwn MGD Eqty ETF (ADME) in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Aptus Capital Advisors, LLC ($115.0M), Envestnet Asset Management Inc. ($22.3M) and Second Line Capital, LLC ($18.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Aptus Drwdwn MGD Eqty ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2025)
- CUSIP
- 26922A784
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.3M |
| Exits | 6 | $5.3M |
All 13F filers, Q4 2024 → Q1 2025: 579,515 shares bought and 497,821 shares sold, net +81,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Aptus Capital Advisors, LLC | 1.30% | Reduce -2.7% | 2,590,020 | $115.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.0% | 501,895 | $22.3M |
| Second Line Capital, LLC | 4.73% | Add +3.8% | 413,741 | $18.4M |
| Guardian Wealth Advisors, LLC / NC | 1.35% | Add +1.5% | 378,897 | $16.8M |
| Park Place Capital Corp | 2.99% | Add +49.1% | 248,425 | $11.0M |
| Waterloo Capital, L.P. | 1.00% | Add +7.0% | 242,254 | $10.8M |
| Clarus Group, Inc. | 3.90% | Reduce -5.8% | 226,087 | $10.0M |
| First Heartland Consultants, Inc. | 0.91% | Add +2.0% | 198,764 | $8.8M |
| Bienville Capital Management, LLC | 1.97% | Add +10.1% | 183,363 | $8.1M |
| Signal Advisors Wealth, LLC | 0.63% | Add +54.3% | 145,929 | $6.5M |
| MBE Wealth Management, LLC | 2.21% | Add +157.7% | 104,180 | $4.6M |
| Silver Oak Securities, Incorporated | 0.38% | Add +13.8% | 91,178 | $4.0M |
| Safe Harbor Fiduciary, LLC | 3.75% | Reduce -0.6% | 81,748 | $3.6M |
| Uniting Wealth Partners, LLC | 1.54% | New | 69,342 | $3.1M |
| Renasant Bank | 1.74% | Add +35.8% | 59,169 | $2.6M |
| Lord & Richards Wealth Management, LLC | 2.75% | Add +160.1% | 54,617 | $2.4M |
| Maripau Wealth Management LLC | 1.26% | Add +24.6% | 49,288 | $2.2M |
| LPL Financial LLC | 0.00% | Add +0.7% | 41,907 | $1.9M |
| One Plus One Wealth Management, LLC | 0.95% | Reduce -1.8% | 39,408 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +17.1% | 37,855 | $1.7M |
| Advisor Resource Council | 0.12% | New | 40,238 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +14.3% | 29,723 | $1.3M |
| Cushing Capital Partners, LLC | 1.14% | Add +1.2% | 28,656 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -34.2% | 27,520 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.7% | 27,468 | $1.2M |
| United Advisor Group, LLC | 0.22% | Add +3.5% | 24,295 | $1.1M |
| Second Half Financial Partners, LLC | 0.51% | Reduce -0.3% | 23,084 | $1.0M |
| True Vision MN LLC | 0.58% | Add +0.6% | 21,973 | $976K |
| Atria Investments, Inc | 0.01% | Add +1.3% | 19,888 | $883K |
| Ascentis Independent Advisors | 0.17% | Reduce -30.0% | 19,847 | $881K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,625 | $738K |
| Formidable Asset Management, LLC | 0.11% | Reduce -0.1% | 15,155 | $673K |
| Citadel Advisors | 0.00% | New | 15,085 | $670K |
| Retirement Planning Group, LLC | 0.03% | Add +4.0% | 14,693 | $652K |
| Brogan Financial, Inc. | 0.22% | Reduce -1.1% | 10,401 | $462K |
| Bokf, NA | 0.01% | New | 6,590 | $293K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,032 | $268K |
| Axim Planning & Wealth | 0.20% | Reduce -21.4% | 4,966 | $221K |
| ORG Partners LLC | 0.04% | Reduce -98.6% | 3,853 | $172K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 2,995 | $133K |
| Royal Bank of Canada | 0.00% | No change | 600 | $27K |
| Harbour Investments, Inc. | 0.00% | New | 344 | $15K |
| WealthShield Partners, LLC | 0.00% | New | 236 | $10K |
| Osaic Holdings, Inc. | 0.00% | New | 225 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -90.8% | 211 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 117 | $5K |
| Cwm, LLC | 0.00% | No change | 44 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $63 |
| Wells Fargo & Company | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is ADME's weight in each manager's 13F, not the share of Aptus Drwdwn MGD Eqty ETF the manager owns.