Who owns Aptus Drawdown Managed Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of ADME from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 42 institutions disclosed 5.6M shares of Aptus Drawdown Managed Equity ETF worth $312.0M — about 106.6% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$312.0M
value, 2026 filers
106.6%
of shares outstanding (5.6M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ADME's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 2.8M | $158.5M | 1.1% | 54.2% | +4.2% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 613,426 | $34.1M | 0.0% | 11.7% | +5.8% |
| 3 | Second Line Capital, LLC | 448,164 | $24.9M | 4.6% | 8.5% | +2.5% |
| 4 | Signal Advisors Wealth, LLC | 379,720 | $21.1M | 1.1% | 7.2% | +23.0% |
| 5 | Park Place Capital Corp | 304,182 | $16.9M | 2.7% | 5.8% | +3.7% |
| 6 | Waterloo Capital, L.P. | 250,954 | $14.0M | 0.8% | 4.8% | -3.0% |
| 7 | SILVER OAK SECURITIES, INCORPORATED | 105,066 | $5.8M | 0.4% | 2% | +5.0% |
| 8 | Strong Retirement Solutions LLC | 81,107 | $4.5M | 2.7% | 1.5% | +4.1% |
| 9 | Lord & Richards Wealth Management, LLC | 74,000 | $4.1M | 3.2% | 1.4% | +3.3% |
| 10 | RAYMOND JAMES FINANCIAL INC | 57,061 | $3.2M | 0.0% | 1.1% | -1.4% |
| 11 | Capital Investment Advisory Services, LLC | 53,727 | $3.0M | 0.2% | 1% | +3718.6% |
| 12 | RENASANT BANK | 45,706 | $2.5M | 1.6% | 0.9% | +2.6% |
| 13 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42,664 | $2.4M | 1.0% | 0.8% | +0.8% |
| 14 | Regal Investment Advisors LLC | 39,897 | $2.2M | 0.1% | 0.8% | +0.7% |
| 15 | Integrated Wealth Concepts LLC | 37,304 | $2.1M | 0.0% | 0.7% | +6.2% |
| 16 | United Advisor Group, LLC | 29,430 | $1.6M | 0.2% | 0.6% | +3.1% |
| 17 | Independent Advisor Alliance | 28,980 | $1.6M | 0.0% | 0.6% | -54.1% |
| 18 | Atria Investments, Inc | 26,626 | $1.5M | 0.0% | 0.5% | +1.8% |
| 19 | LPL Financial LLC | 26,600 | $1.5M | 0.0% | 0.5% | -2.2% |
| 20 | Foundations Investment Advisors, LLC | 24,966 | $1.4M | 0.0% | 0.5% | -4.1% |
| 21 | Advisory Services Network, LLC | 23,849 | $1.3M | 0.0% | 0.5% | +5.8% |
| 22 | Savvy Advisors, Inc. | 16,982 | $944,959 | 0.0% | 0.3% | -26.6% |
| 23 | OLD MISSION CAPITAL LLC | 12,546 | $698,134 | 0.0% | 0.2% | -34.5% |
| 24 | RFG Advisory, LLC | 7,832 | $435,835 | 0.0% | 0.1% | -43.6% |
| 25 | Brookwood Investment Group LLC | 4,800 | $267,101 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.