APTUS DRAWDOWN MANAGED EQUIT (ADME) Institutional Ownership Changes & 13F Activity
APTUS DRAWDOWN MANAGED EQUIT (ADME). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bienville Capital Management, Llc, Aptus Capital Advisors, Llc, Signal Advisors Wealth, Llc, Independent Advisor Alliance, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,188 | +6.2% | 37,313 | $2.08M | Q2 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Buy | +10,864 | +2.5% | 448,164 | $24.94M | Q2 2026 | Sep 02, 2026 |
| Park Place Capital Corp | Buy | +10,548 | +3.6% | 303,971 | $16.91M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +9,173 | +2.2% | 423,537 | $23.57M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -6,599 | -34.5% | 12,546 | $698.13K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -1,059 | -4.1% | 24,966 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -802 | -1.4% | 57,061 | $3.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +350 | +74.6% | 819 | $45.62K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +282 | +0.7% | 39,897 | $2.22M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +47 | +4700.0% | 48 | $2.66K | Q2 2026 | Aug 14, 2026 |
| Bienville Capital Management, Llc | Buy | +369,686 | +229.1% | 531,073 | $29.55M | Q2 2026 | Aug 13, 2026 |
| Brogan Financial, Inc. | Buy | +86 | +0.7% | 12,647 | $703.74K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -50.0% | 1 | $64.00 | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +1 | +0.3% | 295 | $16.42K | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +114,372 | +4.2% | 2,848,732 | $158.52M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Sell | -34,146 | -54.1% | 28,980 | $1.61M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,824 | — | 2,824 | $155.76K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +1,315 | +5.8% | 23,849 | $1.33M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +32 | — | 32 | $1.78K | Q2 2026 | Aug 12, 2026 |
| Maripau Wealth Management Llc | Buy | +7,388 | +13.7% | 61,187 | $3.43M | Q2 2026 | Aug 11, 2026 |
| Renasant Bank | Buy | +1,177 | +2.6% | 45,706 | $2.54M | Q2 2026 | Aug 11, 2026 |
| Silver Oak Securities, Incorporated | Buy | +5,036 | +5.0% | 105,066 | $5.85M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -600 | -2.2% | 26,600 | $1.48M | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, Llc | Sell | -197 | -4.7% | 4,017 | $223.53K | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, Llc | Buy | +70,985 | +23.0% | 379,720 | $21.13M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +33,469 | +5.8% | 613,426 | $34.13M | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | Sell | -6,139 | -26.6% | 16,982 | $944.96K | Q2 2026 | Aug 03, 2026 |
| Waterloo Capital, L.P. | Sell | -7,789 | -3.0% | 250,954 | $13.96M | Q2 2026 | Jul 29, 2026 |
| Cushing Capital Partners, Llc | Buy | +2,177 | +6.4% | 35,977 | $2.00M | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, Llc | Buy | +884 | +3.1% | 29,430 | $1.64M | Q2 2026 | Jul 29, 2026 |
Frequently asked questions about ADME activity
Which institutional owners are buying ADME?
Institutional owners buying ADME include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ADME activity?
"Buy" means an investor increased their reported position in ADME compared to the prior reporting period. This reflects growing exposure to APTUS DRAWDOWN MANAGED EQUIT (ADME) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ADME increasing?
Institutional interest in ADME can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.