Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / APTUS DRAWDOWN
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
7,782,112
-
Shares change
-
-503,194
-
Total reported value, excl. options
-
$269,286,915
-
Value change
-
-$17,397,690
-
Number of buys
-
16
-
Number of sells
-
-20
-
Price
-
$34.60
Significant Holders of ETF SER SOLUTIONS - APTUS DRAWDOWN (ADME) as of Q1 2023
42 filings reported holding ADME - ETF SER SOLUTIONS - APTUS DRAWDOWN as of Q1 2023.
ETF SER SOLUTIONS - APTUS DRAWDOWN (ADME) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,782,112 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (4,064,143 shares), GUARDIAN WEALTH ADVISORS, LLC / NC (890,031 shares), Fiduciary Planning LLC (560,250 shares), First Heartland Consultants, Inc. (412,993 shares), Waterloo Capital, L.P. (287,842 shares), Bienville Capital Management, LLC (257,844 shares), Advisor Resource Council (251,733 shares), Derbend Asset Management (196,328 shares), SILVER OAK SECURITIES, INCORPORATED (140,951 shares), and Sugarloaf Wealth Management, LLC (93,030 shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.