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Aptus Drawdown Managed Equity ETF (ADME) Institutional Ownership

$48.54 +2.21 (+4.77%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Aptus Drawdown Managed Equity ETF (BATS:ADME)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$21.86M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$12.66M
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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
4/24/2025Park Place Capital Corp248,425$11.03M3.0%+49.1%4.881%
4/21/2025ORG Partners LLC3,853$172K0.0%-98.6%0.075%
3/24/2025Mascagni Wealth Management Inc.1,284$60K0.1%N/A0.025%
2/13/2025Waterloo Capital L.P.226,422$10.58M1.1%+2.4%5.821%
2/12/2025OLD Mission Capital LLC32,205$1.50M0.0%+18.9%0.828%
2/5/2025Maripau Wealth Management LLC39,574$1.85M1.1%+101.9%1.017%
1/17/2025Park Place Capital Corp166,592$7.78M2.2%+37.6%4.283%
1/10/2025Sugarloaf Wealth Management LLC47,730$2.23M0.4%-7.1%1.227%
1/10/2025ORG Partners LLC275,185$12.86M1.7%+3.3%7.074%
12/26/2024JPMorgan Chase & Co.3,046$141K0.0%+20.2%0.078%
10/30/2024United Advisor Group LLC20,159$931K0.2%+15.7%0.518%
10/22/2024Maripau Wealth Management LLC19,605$906K0.8%+107.2%0.504%
10/11/2024ORG Partners LLC266,395$12.31M2.0%+1.5%6.848%
10/8/2024Sugarloaf Wealth Management LLC51,371$2.37M0.4%-2.5%1.321%
10/8/2024Park Place Capital Corp121,109$5.60M1.6%+50.0%3.113%
8/12/2024Waterloo Capital L.P.213,742$9.35M1.1%+0.5%5.495%
7/16/2024ORG Partners LLC262,423$11.51M1.4%N/A6.746%
7/8/2024Sugarloaf Wealth Management LLC52,713$2.31M0.5%-14.1%1.355%
7/2/2024Park Place Capital Corp80,744$3.53M1.1%N/A2.076%
4/23/2024Sugarloaf Wealth Management LLC61,364$2.58M0.5%-16.1%1.577%
2/14/2024Waterloo Capital L.P.218,304$8.39M1.4%-0.3%4.166%
2/7/2024Formidable Asset Management LLC17,886$698K0.1%-5.6%0.341%
1/29/2024ORG Partners LLC246,611$9.48M1.6%+5,281.0%4.706%
1/10/2024Sugarloaf Wealth Management LLC73,117$2.81M0.6%-1.0%1.395%
11/13/2023Sugarloaf Wealth Management LLC73,874$2.59M0.6%-8.4%1.410%
11/9/2023Formidable Asset Management LLC18,947$664K0.1%-3.0%0.362%
11/3/2023ORG Partners LLC4,583$161K0.1%N/A0.087%
7/13/2023Sugarloaf Wealth Management LLC80,670$2.94M0.7%-13.3%1.381%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,287$148K0.0%N/A0.073%
4/26/2023Sugarloaf Wealth Management LLC93,030$3.22M0.8%-89.9%1.129%
3/6/2023OLD Mission Capital LLC51,217$1.72M0.0%N/A0.622%
2/10/2023CoreCap Advisors LLC1,679$56K0.0%N/A0.000%
2/3/2023Sugarloaf Wealth Management LLC918,361$30.84M7.7%+2.8%0.000%
11/15/2022Formidable Asset Management LLC20,432$710K0.2%-1.4%0.000%
8/16/2022Formidable Asset Management LLC20,732$730K0.2%-2.9%0.000%
8/11/2022CoreCap Advisors LLC1,676$58K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC27,952$965K0.0%+24.6%0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC1,641$57K0.0%-18.3%0.000%
2/10/2022OLD Mission Capital LLC65,113$2.82M0.1%+26.0%0.000%
11/12/2021OLD Mission Capital LLC51,664$2.04M0.1%N/A0.000%
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8/16/2021Formidable Asset Management LLC12,482$502K0.1%-90.7%0.000%
8/13/2021Sigma Planning Corp5,156$205K0.0%N/A0.000%
8/1/2021Patriot Financial Group Insurance Agency LLC2,199$87K0.0%-14.0%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 Park Place Capital Corp ($11.03M), Waterloo Capital L.P. ($10.58M), Sugarloaf Wealth Management LLC ($2.23M), Maripau Wealth Management LLC ($1.85M), OLD Mission Capital LLC ($1.50M), United Advisor Group LLC ($931K), and Formidable Asset Management LLC ($698K).Learn more on Aptus Drawdown Managed Equity ETF's institutional investors.

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

The following institutional investors have purchased Aptus Drawdown Managed Equity ETF's stock in the last 24 months: ORG Partners LLC ($521.80K), Park Place Capital Corp ($248.43K), Maripau Wealth Management LLC ($30.11K), Waterloo Capital L.P. ($6.27K), OLD Mission Capital LLC ($5.12K), United Advisor Group LLC ($2.74K), and Mascagni Wealth Management Inc. ($1.28K).

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

Institutional investors have bought a total of 488,896 shares in the last 24 months. This purchase volume represents approximately $21.86M in transactions.

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

The following institutional investors have sold Aptus Drawdown Managed Equity ETF stock in the last 24 months: ORG Partners LLC ($271.33K), and Sugarloaf Wealth Management LLC ($13.63K).

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

Institutional investors have sold a total of 284,966 shares in the last 24 months. This volume of shares sold represents approximately $12.66M in transactions.



This page (BATS:ADME) was last updated on 7/5/2025 by MarketBeat.com Staff
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