ADME Institutional Ownership & Shareholders
APTUS DRAWDOWN MANAGED EQUIT (ADME) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $394.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of ADME tracked by InsiderSet, reporting ownership valued at approximately $158.52M in its June 30, 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 $157.53M, representing an estimated loss of -0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed ADME value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Envestnet Asset Management Inc, Bienville Capital Management, 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
54
Total Reported Value
$394.91M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$158.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | 1.16% | 2,848,732 | $158,520,513 | $157,534,880 | -$985,633 | -0.62% | |
| Envestnet Asset Management Inc | 0.01% | 613,426 | $34,134,676 | $33,922,458 | -$212,218 | -0.62% | |
| Bienville Capital Management, Llc | 4.26% | 531,073 | $29,552,075 | $29,368,337 | -$183,738 | -0.62% | |
| Second Line Capital, Llc | 4.64% | 448,164 | $24,939,681 | $24,783,469 | -$156,212 | -0.63% | |
| Guardian Wealth Advisors, Llc / Nc | 1.33% | 423,537 | $23,568,154 | $23,421,596 | -$146,558 | -0.62% | |
| Signal Advisors Wealth, Llc | 1.01% | 407,686 | $22,936,435 | $22,545,036 | -$391,399 | -1.71% | |
| Park Place Capital Corp | 2.69% | 303,971 | $16,914,949 | $16,809,596 | -$105,353 | -0.62% | |
| Waterloo Capital, L.P. | 0.79% | 250,954 | $13,964,588 | $13,877,756 | -$86,832 | -0.62% | |
| 6Th Street Advisors, Llc | 6.99% | 214,904 | $12,090,484 | $11,884,191 | -$206,293 | -1.71% | |
| Silver Oak Securities, Incorporated | 0.35% | 105,066 | $5,846,499 | $5,810,150 | -$36,349 | -0.62% | |
| Mbe Wealth Management, Llc | 1.74% | 87,978 | $4,949,620 | $4,865,183 | -$84,437 | -1.71% | |
| Strong Retirement Solutions Llc | 2.45% | 77,523 | $4,361,427 | $4,287,022 | -$74,405 | -1.71% | |
| Lord & Richards Wealth Management, Llc | 2.71% | 63,177 | $3,554,298 | $3,493,688 | -$60,610 | -1.71% | |
| Maripau Wealth Management Llc | 1.22% | 61,187 | $3,425,433 | $3,383,641 | -$41,792 | -1.22% | |
| Raymond James Financial Inc | 0.00% | 57,061 | $3,175,216 | $3,155,473 | -$19,743 | -0.62% | |
| Capital Investment Advisory Services, Llc | 0.20% | 56,084 | $3,166,407 | $3,101,445 | -$64,962 | -2.05% | |
| Tailwinds Wealth, Llc | 1.85% | 56,363 | $3,136,377 | $3,116,874 | -$19,503 | -0.62% | |
| Renasant Bank | 1.63% | 45,706 | $2,543,356 | $2,527,542 | -$15,814 | -0.62% | |
| One Plus One Wealth Management, Llc | 1.02% | 43,023 | $2,420,474 | $2,379,172 | -$41,302 | -1.71% | |
| Regal Investment Advisors Llc | 0.12% | 39,897 | $2,220,109 | $2,206,304 | -$13,805 | -0.62% | |
| Integrated Wealth Concepts Llc | 0.01% | 37,313 | $2,076,293 | $2,063,409 | -$12,884 | -0.62% | |
| Cushing Capital Partners, Llc | 1.25% | 36,147 | $2,033,607 | $1,998,929 | -$34,678 | -1.71% | |
| United Advisor Group, Llc | 0.17% | 29,430 | $1,637,667 | $1,627,479 | -$10,188 | -0.62% | |
| Independent Advisor Alliance | 0.04% | 28,980 | $1,612,629 | $1,602,594 | -$10,035 | -0.62% | |
| Atria Investments, Inc | 0.02% | 28,353 | $1,595,145 | $1,567,921 | -$27,224 | -1.71% | |
| Lpl Financial Llc | 0.00% | 26,600 | $1,480,197 | $1,470,980 | -$9,217 | -0.62% | |
| Foundations Investment Advisors, Llc | 0.01% | 24,966 | $1,389,262 | $1,380,620 | -$8,642 | -0.62% | |
| Advisory Services Network, Llc | 0.02% | 23,849 | $1,327,074 | $1,318,850 | -$8,224 | -0.62% | |
| Second Half Financial Partners, Llc | 0.54% | 23,773 | $1,322,872 | $1,314,647 | -$8,225 | -0.62% | |
| Savvy Advisors, Inc. | 0.02% | 16,982 | $944,959 | $939,105 | -$5,854 | -0.62% | |
| Brogan Financial, Inc. | 0.28% | 12,647 | $703,737 | $699,379 | -$4,358 | -0.62% | |
| Old Mission Capital Llc | 0.02% | 12,546 | $698,134 | $693,794 | -$4,340 | -0.62% | |
| Formidable Asset Management, Llc | 0.10% | 12,291 | $607,544 | $679,692 | +$72,148 | +11.88% | |
| Rfg Advisory, Llc | 0.01% | 7,832 | $435,835 | $433,110 | -$2,725 | -0.63% | |
| Brookwood Investment Group Llc | 0.03% | 4,800 | $267,101 | $265,440 | -$1,661 | -0.62% | |
| Valeo Financial Advisors, Llc | 0.00% | 4,129 | $232,298 | $228,334 | -$3,964 | -1.71% | |
| Retirement Planning Group, Llc | 0.01% | 4,018 | $226,029 | $222,195 | -$3,834 | -1.70% | |
| J.W. Cole Advisors, Inc. | 0.00% | 3,881 | $215,986 | $214,619 | -$1,367 | -0.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,632 | $206,714 | $200,850 | -$5,864 | -2.84% | |
| Jpmorgan Chase & Co | 0.00% | 2,824 | $155,758 | $156,167 | +$409 | +0.26% | |
| Harbour Investments, Inc. | 0.00% | 1,272 | $70,782 | $70,342 | -$440 | -0.62% | |
| Farther Finance Advisors, Llc | 0.00% | 1,150 | $64,699 | $63,595 | -$1,104 | -1.71% | |
| Princeton Global Asset Management Llc | 0.01% | 1,096 | $61,661 | $60,609 | -$1,052 | -1.71% | |
| Osaic Holdings, Inc. | 0.00% | 819 | $45,623 | $45,291 | -$332 | -0.73% | |
| Royal Bank Of Canada | 0.00% | 600 | $33,000 | $33,180 | +$180 | +0.55% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 295 | $16,416 | $16,314 | -$103 | -0.62% | |
| Parallel Advisors, Llc | 0.00% | 211 | $11,775 | $11,668 | -$107 | -0.91% | |
| Wealthshield Partners, Llc | 0.00% | 93 | $5,175 | $5,143 | -$32 | -0.62% | |
| Corecap Advisors, Llc | 0.00% | 64 | $3,601 | $3,539 | -$62 | -1.72% | |
| Wells Fargo & Company/Mn | 0.00% | 48 | $2,660 | $2,654 | -$6 | -0.21% |
Frequently asked questions about ADME
Who are the largest institutional holders of ADME?
The largest institutional holders of ADME reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Envestnet Asset Management Inc, Bienville Capital Management, Llc, Second Line Capital, Llc, and Guardian Wealth Advisors, Llc / Nc. InsiderSet ranks institutional holders by their latest reported ADME position.
What is ADME institutional ownership?
This page tracks ADME positions reported by institutional investment managers through SEC Form 13F. APTUS DRAWDOWN MANAGED EQUIT (ADME) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ADME?
InsiderSet currently tracks 54 institutional managers reporting ADME holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ADME shareholders.
How much ADME stock do institutions own?
Institutional investment managers disclosed approximately $394.91M in ADME holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ADME institutional ownership last updated?
The latest ADME institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ADME holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ADME position after the reporting date.
Are institutions buying or selling ADME?
Institutional buying and selling can be analyzed by comparing ADME positions across consecutive 13F reporting periods. InsiderSet's ADME Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ADME ownership changes.
How has ADME institutional ownership changed over time?
InsiderSet tracks ADME institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.