Aptus Defined Risk ETF (DRSK) Institutional Ownership

$25.86
-0.06 (-0.23%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Aptus Defined Risk ETF (BATS:DRSK)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$35.73M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$11.95M
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DRSK Institutional Buying and Selling by Quarter

Aptus Defined Risk ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Sugarloaf Wealth Management LLC2,280,858$60.81M11.5%+10.2%12.886%
4/18/2024 Park Place Capital Corp180,387$4.81M1.7%N/A0.798%
2/14/2024Waterloo Capital L.P.406,083$10.23M1.7%-16.6%1.797%
1/29/2024ORG Partners LLC709,336$17.88M3.0%+5,834.9%3.139%
1/10/2024 Sugarloaf Wealth Management LLC2,068,912$52.14M11.4%-7.9%9.154%
11/13/2023 Sugarloaf Wealth Management LLC2,245,657$52.35M11.9%-8.5%9.937%
11/3/2023ORG Partners LLC11,952$279K0.1%N/A0.053%
7/18/2023Virtue Capital Management LLC30,785$764K0.1%-7.3%0.120%
7/13/2023 Sugarloaf Wealth Management LLC2,453,400$60.99M14.3%+2.6%9.528%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC8,435$210K0.1%-28.2%0.033%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,587$223K0.0%N/A0.032%
5/10/2023WealthPLAN Partners LLC2,242$58K0.0%-85.1%0.008%
5/8/2023WealthPlan Investment Management LLC9,833$255K0.0%-34.9%0.037%
5/5/2023Silver Oak Securities Incorporated337,358$8.76M1.4%+6.2%1.256%
4/26/2023 Sugarloaf Wealth Management LLC2,390,354$62.08M15.3%+9.0%8.903%
4/12/2023 Edmonds Duncan Registered Investment Advisors LLC11,743$305K0.1%N/A0.044%
3/6/2023OLD Mission Capital LLC99,284$2.54M0.1%N/A0.370%
2/10/2023CoreCap Advisors LLC2,830$72K0.0%N/A0.000%
2/3/2023 Sugarloaf Wealth Management LLC2,193,152$56.15M14.1%-28.9%0.000%
2/2/2023Silver Oak Securities Incorporated317,751$8.13M1.5%-25.1%0.000%
(Data available from 1/1/2016 forward)

DRSK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DRSK shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Aptus Defined Risk ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($60.81M), ORG Partners LLC ($17.88M), Waterloo Capital L.P. ($10.23M), Silver Oak Securities Incorporated ($8.76M), Park Place Capital Corp ($4.81M), OLD Mission Capital LLC ($2.54M), and Virtue Capital Management LLC ($764K).Learn more on DRSK's institutional investors.

Which institutional investors have been buying Aptus Defined Risk ETF stock?

The following institutional investors have purchased Aptus Defined Risk ETF stock in the last 24 months: ORG Partners LLC ($709.34K), Sugarloaf Wealth Management LLC ($472.19K), Park Place Capital Corp ($180.39K), OLD Mission Capital LLC ($99.28K), Silver Oak Securities Incorporated ($19.61K), Edmonds Duncan Registered Investment Advisors LLC ($11.74K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($8.59K).

How much institutional buying is happening at Aptus Defined Risk ETF?

Institutional investors have bought a total of 1,503,968 shares in the last 24 months. This purchase volume represents approximately $38.65M in transactions.

Which Aptus Defined Risk ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Defined Risk ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($1.27M), Silver Oak Securities Incorporated ($106.43K), Waterloo Capital L.P. ($80.81K), WealthPLAN Partners LLC ($12.85K), WealthPlan Investment Management LLC ($5.26K), Edmonds Duncan Registered Investment Advisors LLC ($3.31K), and Virtue Capital Management LLC ($2.41K).

How much institutional selling is happening at Aptus Defined Risk ETF?

Institutional investors have sold a total of 1,484,857 shares in the last 24 months. This volume of shares sold represents approximately $37.44M in transactions.


This page (BATS:DRSK) was last updated on 4/24/2024 by MarketBeat.com Staff

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