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Get Institutions for : 
Aptus Defined Risk Etf (DRSK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    2
Total shares held : 
16,414,181  
% of shares held : 
18.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-2,015,365  
% of shares held change : 
  -2.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 825,522
 5.03%
 
Increased Positions :
13
 1,374,105
 8.37%
 
Unchanged Positions :
8
 1,060,666
 6.46%
 
Decreased Positions :
23
-3,322,306
-20.24%
 
Closed Positions :
5
-892,686
-5.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Compass Ion Advisors LLC 9 - 2024-03-31 612,247 $16,323,000 -17,759
   FIRST HEARTLAND CONSULTANTS INC 19 - 2024-03-31 432,382 $11,527,000 -318,377
   CAPTRUST FINANCIAL ADVISORS 551 - 2024-03-31 149,107 $3,975,000 -7,203
   MBE Wealth Management LLC 14 - 2024-03-31 65,798 $1,754,000 -14,892
   ATRIA INVESTMENTS LLC 809 - 2024-03-31 50,845 $1,356,000 -1,741
   Jacobi Capital Management LLC 176 - 2024-03-31 44,409 $1,184,000 -3,534
   Advisor Resource Council 60 - 2024-03-31 37,059 $934,000 -4,483
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3017 - 2024-03-31 25,425 $678,000 -125,395
   PARK AVENUE SECURITIES LLC 993 - 2024-03-31 17,174 $458,000 -396
   CITADEL ADVISORS LLC 3901 - 2024-03-31 15,947 $425,000 -5,008
   S.C. Financial Services Inc. 91 - 2022-12-31 9,581 $245,000 -25,834
   IFP Advisors Inc 1539 - 2023-12-31 1,864 $47,000 -43
   PROEQUITIES INC. 1725 - 2024-03-31 325 $9,000 -12
   HARBOUR INVESTMENTS INC. 2549 - 2023-12-31 127 $3,000 -969

  14 Records found
  1    
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