APTUS DRAWDOWN MANAGED EQUIT (ADME) Top Institutional Shareholders
APTUS DRAWDOWN MANAGED EQUIT (ADME) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $318.11M in ADME holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of ADME tracked by InsiderSet, reporting ownership valued at approximately $135.16M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $150.88M, representing an estimated gain of +11.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed ADME value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Envestnet Asset Management Inc, Second Line Capital, Llc, and several other long-term asset managers with concentrated positions in APTUS DRAWDOWN MANAGED EQUIT (ADME).
This page ranks the largest institutional ADME shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
52
Total Reported Value
$318.11M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$135.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.14% | 2,734,360 | $135,159,392 | $150,881,985 | +$15,722,593 | +11.63% | |
| Envestnet Asset Management Inc | 0.01% | 579,957 | $28,667,252 | $32,002,027 | +$3,334,775 | +11.63% | |
| Second Line Capital, Llc | 4.47% | 437,300 | $23,618,597 | $24,130,214 | +$511,617 | +2.17% | |
| Guardian Wealth Advisors, Llc / Nc | 1.30% | 414,364 | $20,482,000 | $22,864,606 | +$2,382,606 | +11.63% | |
| Signal Advisors Wealth, Llc | 1.05% | 308,735 | $15,260,792 | $17,035,997 | +$1,775,205 | +11.63% | |
| Park Place Capital Corp | 2.91% | 293,423 | $14,503,880 | $16,191,081 | +$1,687,201 | +11.63% | |
| Waterloo Capital, L.P. | 0.90% | 258,743 | $12,789,683 | $14,277,439 | +$1,487,756 | +11.63% | |
| 6Th Street Advisors, Llc | 6.69% | 214,989 | $10,626,911 | $11,863,093 | +$1,236,182 | +11.63% | |
| Bienville Capital Management, Llc | 1.51% | 161,387 | $7,977,367 | $8,905,335 | +$927,968 | +11.63% | |
| Silver Oak Securities, Incorporated | 0.36% | 100,030 | $4,944,473 | $5,519,655 | +$575,182 | +11.63% | |
| Mbe Wealth Management, Llc | 1.87% | 91,019 | $4,499,064 | $5,022,428 | +$523,364 | +11.63% | |
| Strong Retirement Solutions Llc | 2.70% | 77,935 | $3,852,328 | $4,300,453 | +$448,125 | +11.63% | |
| Lord & Richards Wealth Management, Llc | 3.11% | 71,648 | $3,541,545 | $3,953,537 | +$411,992 | +11.63% | |
| Independent Advisor Alliance | 0.03% | 63,126 | $3,120,322 | $3,483,293 | +$362,971 | +11.63% | |
| Raymond James Financial Inc | 0.00% | 57,863 | $2,860,168 | $3,192,880 | +$332,712 | +11.63% | |
| Maripau Wealth Management Llc | 1.17% | 53,799 | $2,659,275 | $2,968,629 | +$309,354 | +11.63% | |
| Renasant Bank | 1.56% | 44,529 | $2,201,068 | $2,457,110 | +$256,042 | +11.63% | |
| One Plus One Wealth Management, Llc | 0.88% | 42,321 | $2,091,927 | $2,335,273 | +$243,346 | +11.63% | |
| Regal Investment Advisors Llc | 0.11% | 39,615 | $1,958,170 | $2,185,956 | +$227,786 | +11.63% | |
| Integrated Wealth Concepts Llc | 0.01% | 35,125 | $1,736,232 | $1,938,198 | +$201,966 | +11.63% | |
| Cushing Capital Partners, Llc | 1.28% | 33,800 | $1,670,751 | $1,865,084 | +$194,333 | +11.63% | |
| United Advisor Group, Llc | 0.17% | 28,546 | $1,411,032 | $1,575,168 | +$164,136 | +11.63% | |
| Lpl Financial Llc | 0.00% | 27,200 | $1,344,479 | $1,500,896 | +$156,417 | +11.63% | |
| Atria Investments, Inc | 0.01% | 26,156 | $1,292,908 | $1,443,288 | +$150,380 | +11.63% | |
| Foundations Investment Advisors, Llc | 0.02% | 26,025 | $1,286,416 | $1,436,060 | +$149,644 | +11.63% | |
| Second Half Financial Partners, Llc | 0.55% | 24,748 | $1,223,294 | $1,365,595 | +$142,301 | +11.63% | |
| Savvy Advisors, Inc. | 0.03% | 23,121 | $1,142,848 | $1,275,817 | +$132,969 | +11.63% | |
| Advisory Services Network, Llc | 0.01% | 22,534 | $1,113,856 | $1,243,426 | +$129,570 | +11.63% | |
| Old Mission Capital Llc | 0.02% | 19,145 | $946,337 | $1,056,421 | +$110,084 | +11.63% | |
| Susquehanna International Group, Llp | 0.00% | 18,679 | $923,303 | $1,030,707 | +$107,404 | +11.63% | |
| Formidable Asset Management, Llc | 0.11% | 13,954 | $715,980 | $769,982 | +$54,002 | +7.54% | |
| Rfg Advisory, Llc | 0.01% | 13,875 | $685,851 | $765,623 | +$79,772 | +11.63% | |
| Brogan Financial, Inc. | 0.27% | 12,561 | $620,872 | $693,116 | +$72,244 | +11.64% | |
| Independent Financial Group, Llc | 0.00% | 5,774 | $249,726 | $318,609 | +$68,883 | +27.58% | |
| Brookwood Investment Group Llc | 0.03% | 4,800 | $237,264 | $264,864 | +$27,600 | +11.63% | |
| Retirement Planning Group, Llc | 0.01% | 4,214 | $208,295 | $232,529 | +$24,234 | +11.63% | |
| Farther Finance Advisors, Llc | 0.00% | 2,009 | $99,787 | $110,857 | +$11,070 | +11.09% | |
| Ascentis Independent Advisors | 0.01% | 1,896 | $93,719 | $104,621 | +$10,902 | +11.63% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,407 | $69,548 | $77,638 | +$8,090 | +11.63% | |
| Harbour Investments, Inc. | 0.00% | 1,272 | $62,875 | $70,189 | +$7,314 | +11.63% | |
| Princeton Global Asset Management Llc | 0.01% | 1,096 | $54,175 | $60,477 | +$6,302 | +11.63% | |
| Royal Bank Of Canada | 0.00% | 600 | $30,000 | $33,108 | +$3,108 | +10.36% | |
| Osaic Holdings, Inc. | 0.00% | 469 | $23,226 | $25,879 | +$2,653 | +11.42% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 294 | $14,532 | $16,223 | +$1,691 | +11.64% | |
| Parallel Advisors, Llc | 0.00% | 211 | $10,444 | $11,643 | +$1,199 | +11.48% | |
| Signaturefd, Llc | 0.00% | 123 | $6,064 | $6,787 | +$723 | +11.93% | |
| Corecap Advisors, Llc | 0.00% | 117 | $5,785 | $6,456 | +$671 | +11.60% | |
| Jones Financial Companies Lllp | 0.00% | 108 | $5,254 | $5,959 | +$705 | +13.43% | |
| Wealthshield Partners, Llc | 0.00% | 93 | $4,597 | $5,132 | +$535 | +11.63% | |
| Cwm, Llc | 0.00% | 44 | $2,175 | $2,428 | +$253 | +11.63% |
Frequently asked questions about ADME
Who owns the most ADME stock?
The largest holders of ADME are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APTUS DRAWDOWN MANAGED EQUIT (ADME).
Is ADME widely held by superinvestors?
Many widely followed stocks like ADME appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ADME is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.