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Aptus Drawdown Managed Equity ETF (ADME) Institutional Ownership

$47.45 +0.23 (+0.49%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Aptus Drawdown Managed Equity ETF (BATS:ADME)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$27.00M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.03M
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ADME Institutional Buying and Selling by Quarter

Aptus Drawdown Managed Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 United Advisor Group LLC20,159$931K0.2%+15.7%0.518%
10/22/2024 Maripau Wealth Management LLC19,605$906K0.8%+107.2%0.504%
10/11/2024 ORG Partners LLC266,395$12.31M2.0%+1.5%6.848%
10/8/2024 Sugarloaf Wealth Management LLC51,371$2.37M0.4%-2.5%1.321%
10/8/2024 Park Place Capital Corp121,109$5.60M1.6%+50.0%3.113%
8/12/2024 Waterloo Capital L.P.213,742$9.35M1.1%+0.5%5.495%
7/16/2024 ORG Partners LLC262,423$11.51M1.4%N/A6.746%
7/8/2024 Sugarloaf Wealth Management LLC52,713$2.31M0.5%-14.1%1.355%
7/2/2024 Park Place Capital Corp80,744$3.53M1.1%N/A2.076%
4/23/2024 Sugarloaf Wealth Management LLC61,364$2.58M0.5%-16.1%1.577%
2/14/2024 Waterloo Capital L.P.218,304$8.39M1.4%-0.3%4.166%
2/7/2024 Formidable Asset Management LLC17,886$698K0.1%-5.6%0.341%
1/29/2024 ORG Partners LLC246,611$9.48M1.6%+5,281.0%4.706%
1/10/2024 Sugarloaf Wealth Management LLC73,117$2.81M0.6%-1.0%1.395%
11/13/2023 Sugarloaf Wealth Management LLC73,874$2.59M0.6%-8.4%1.410%
11/9/2023 Formidable Asset Management LLC18,947$664K0.1%-3.0%0.362%
11/3/2023 ORG Partners LLC4,583$161K0.1%N/A0.087%
7/13/2023 Sugarloaf Wealth Management LLC80,670$2.94M0.7%-13.3%1.381%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,287$148K0.0%N/A0.073%
4/26/2023 Sugarloaf Wealth Management LLC93,030$3.22M0.8%-89.9%1.129%
3/6/2023 OLD Mission Capital LLC51,217$1.72M0.0%N/A0.622%
2/10/2023 CoreCap Advisors LLC1,679$56K0.0%N/A0.000%
2/3/2023 Sugarloaf Wealth Management LLC918,361$30.84M7.7%+2.8%0.000%
11/15/2022 Formidable Asset Management LLC20,432$710K0.2%-1.4%0.000%
8/16/2022 Formidable Asset Management LLC20,732$730K0.2%-2.9%0.000%
8/11/2022 CoreCap Advisors LLC1,676$58K0.0%N/A0.000%
8/5/2022 OLD Mission Capital LLC27,952$965K0.0%+24.6%0.000%
7/29/2022 Patriot Financial Group Insurance Agency LLC1,641$57K0.0%-18.3%0.000%
2/10/2022 OLD Mission Capital LLC65,113$2.82M0.1%+26.0%0.000%
11/12/2021 OLD Mission Capital LLC51,664$2.04M0.1%N/A0.000%
8/16/2021 Formidable Asset Management LLC12,482$502K0.1%-90.7%0.000%
8/13/2021 Sigma Planning Corp5,156$205K0.0%N/A0.000%
8/1/2021 Patriot Financial Group Insurance Agency LLC2,199$87K0.0%-14.0%0.000%
1/15/2021 Patriot Financial Group Insurance Agency LLC2,556$92K0.0%N/A0.000%
12/14/2020 Formidable Asset Management LLC178,977$6.01M1.7%-6.1%0.000%
(Data available from 1/1/2016 forward)

ADME Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADME shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Aptus Drawdown Managed Equity ETF. The most heavily invested institutionals were ORG Partners LLC ($12.31M), Waterloo Capital L.P. ($9.35M), Park Place Capital Corp ($5.60M), Sugarloaf Wealth Management LLC ($2.37M), OLD Mission Capital LLC ($1.72M), United Advisor Group LLC ($931K), and Maripau Wealth Management LLC ($906K).Learn more on ADME's institutional investors.

Which institutional investors have been buying Aptus Drawdown Managed Equity ETF stock?

Of the 9 institutional investors that purchased Aptus Drawdown Managed Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($513.01K), Park Place Capital Corp ($121.11K), OLD Mission Capital LLC ($51.22K), Sugarloaf Wealth Management LLC ($24.80K), Maripau Wealth Management LLC ($10.14K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.29K), and United Advisor Group LLC ($2.74K).

How much institutional buying is happening at Aptus Drawdown Managed Equity ETF?

Institutional investors have bought a total of 729,983 shares in the last 24 months. This purchase volume represents approximately $29.92M in transactions.

Which Aptus Drawdown Managed Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Drawdown Managed Equity ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($866.99K), Formidable Asset Management LLC ($1.65K), and Waterloo Capital L.P. ($631.00).

How much institutional selling is happening at Aptus Drawdown Managed Equity ETF?

Institutional investors have sold a total of 869,266 shares in the last 24 months. This volume of shares sold represents approximately $30.29M in transactions.



This page (BATS:ADME) was last updated on 11/21/2024 by MarketBeat.com Staff
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