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 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $930 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
|
$96.6 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
|
$79.1 Million
0.11% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,380,237
shares
|
$66.1 Million
13.6% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,320,203
shares
|
$64.4 Million
7.83% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,573,958
shares
|
$43.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,283,739
shares
|
$35.6 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,246,554
shares
|
$34.6 Million
8.88% of portfolio
|
Q4 2024
Added 70.27%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,143,145
shares
|
$31.7 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%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
924,028
shares
|
$25.7 Million
3.68% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
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%
|
|
|
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%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
494,580
shares
|
$13.7 Million
4.1% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
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
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
315,433
shares
|
$8.76 Million
0.0% of portfolio
|
Q3 2024
Added 93.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
299,718
shares
|
$8.32 Million
0.93% of portfolio
|
Q4 2024
Added 139.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
289,994
shares
|
$8.05 Million
3.04% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
255,499
shares
|
$7.09 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
$6.57 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
|
$4.95 Million
1.2% of portfolio
|
Q3 2024
Added 27.62%
|