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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,188+6.2%37,313$2.08MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+10,864+2.5%448,164$24.94MQ2 2026Sep 02, 2026
Park Place Capital CorpBuy+10,548+3.6%303,971$16.91MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+9,173+2.2%423,537$23.57MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-6,599-34.5%12,546$698.13KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-1,059-4.1%24,966$1.39MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-802-1.4%57,061$3.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+350+74.6%819$45.62KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+282+0.7%39,897$2.22MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+47+4700.0%48$2.66KQ2 2026Aug 14, 2026
Bienville Capital Management, LlcBuy+369,686+229.1%531,073$29.55MQ2 2026Aug 13, 2026
Brogan Financial, Inc.Buy+86+0.7%12,647$703.74KQ2 2026Aug 13, 2026
Morgan StanleySell-1-50.0%1$64.00Q2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+1+0.3%295$16.42KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+114,372+4.2%2,848,732$158.52MQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-34,146-54.1%28,980$1.61MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,8242,824$155.76KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,315+5.8%23,849$1.33MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3232$1.78KQ2 2026Aug 12, 2026
Maripau Wealth Management LlcBuy+7,388+13.7%61,187$3.43MQ2 2026Aug 11, 2026
Renasant BankBuy+1,177+2.6%45,706$2.54MQ2 2026Aug 11, 2026
Silver Oak Securities, IncorporatedBuy+5,036+5.0%105,066$5.85MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-600-2.2%26,600$1.48MQ2 2026Aug 07, 2026
Retirement Planning Group, LlcSell-197-4.7%4,017$223.53KQ2 2026Aug 05, 2026
Signal Advisors Wealth, LlcBuy+70,985+23.0%379,720$21.13MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+33,469+5.8%613,426$34.13MQ2 2026Aug 03, 2026
Savvy Advisors, Inc.Sell-6,139-26.6%16,982$944.96KQ2 2026Aug 03, 2026
Waterloo Capital, L.P.Sell-7,789-3.0%250,954$13.96MQ2 2026Jul 29, 2026
Cushing Capital Partners, LlcBuy+2,177+6.4%35,977$2.00MQ2 2026Jul 29, 2026
United Advisor Group, LlcBuy+884+3.1%29,430$1.64MQ2 2026Jul 29, 2026
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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.