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 85 institutions that hold shares in the stock, with a total of 46.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,448,430
shares
|
$313 Million
3.53% of portfolio
|
Q4 2024
Added 46.64%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,250,236
shares
|
$116 Million
1.43% of portfolio
|
Q4 2024
Added 22.17%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,561,544
shares
|
$97.5 Million
8.27% of portfolio
|
Q4 2024
Added 53.5%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,044,241
shares
|
$83.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,851,181
shares
|
$78.1 Million
0.11% of portfolio
|
Q3 2024
Added 6.57%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,380,237
shares
|
$65.2 Million
13.6% of portfolio
|
Q4 2024
Added 1.74%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,630,647
shares
|
$44.6 Million
0.01% of portfolio
|
Q1 2025
Added 7.28%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,478,252
shares
|
$40.5 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
1,344,978
shares
|
$36.8 Million
9.43% of portfolio
|
Q1 2025
Added 7.9%
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
1,324,571
shares
|
$36.3 Million
14.23% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,185,099
shares
|
$32.4 Million
8.76% of portfolio
|
Q4 2024
Added 3.67%
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,060,835
shares
|
$29 Million
3.7% of portfolio
|
Q1 2025
Added 26.46%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,051,498
shares
|
$28.8 Million
0.47% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
976,449
shares
|
$26.7 Million
12.94% of portfolio
|
Q1 2025
Added 2.07%
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
783,654
shares
|
$21.5 Million
2.44% of portfolio
|
Q1 2025
Added 2.67%
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
562,802
shares
|
$15.4 Million
1.63% of portfolio
|
Q4 2024
Added 5.17%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
547,939
shares
|
$15 Million
1.46% of portfolio
|
Q1 2025
Added 82.82%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
543,613
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Added 11.82%
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
528,572
shares
|
$14.5 Million
4.46% of portfolio
|
Q1 2025
Added 6.87%
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
496,591
shares
|
$13.6 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
404,607
shares
|
$11.1 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
366,939
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
354,175
shares
|
$9.7 Million
3.83% of portfolio
|
Q1 2025
Added 22.13%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
310,432
shares
|
$8.5 Million
4.46% of portfolio
|
Q1 2025
Added 155.49%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
279,746
shares
|
$7.66 Million
0.75% of portfolio
|
Q1 2025
New holding
|