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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

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sugarloaf Wealth Management LLC 1 - 2024-03-31 2,280,858 $60,808,000 211,946
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 408 - 2024-03-31 1,029,309 $27,441,000 597,547
   BROGAN FINANCIAL INC. 2 - 2024-03-31 873,171 $23,279,000 44,798
   ENVESTNET ASSET MANAGEMENT INC 1103 - 2023-12-31 699,475 $17,627,000 21,207
   JANE STREET GROUP LLC 1356 - 2023-12-31 230,576 $5,811,000 111,764
   SILVER OAK SECURITIES Inc 30 - 2024-03-31 184,349 $4,915,000 13,499
   QUANTITATIVE ADVANTAGE LLC 41 - 2023-03-31 177,422 $4,608,000 4,849
   One + One Wealth Management LLC 19 - 2024-03-31 129,965 $3,465,000 52,083
   TrueWealth Advisors LLC 15 - 2024-03-31 128,317 $3,421,000 119,470
   ADVISORY SERVICES NETWORK, LLC 320 - 2024-03-31 120,213 $3,205,000 11,402
   LPL FINANCIAL CORP 2556 - 2024-03-31 69,651 $1,857,000 20,215
   Momentum Advisors LLC 14 - 2022-12-31 67,301 $1,723,000 6,420
   LINCOLN NATIONAL CORP 426 - 2024-03-31 51,444 $1,371,000 46
   Atomi Financial Group Inc. 191 - 2024-03-31 34,874 $930,000 6,994
   Axim Planning & Wealth 10 - 2024-03-31 14,083 $375,000 3,448
   Global Retirement Partners LLC 937 - 2024-03-31 5,117 $136,000 50
   J P MORGAN CHASE & CO 4928 - 2024-03-31 775 $21,000 775
   FinTrust Capital Advisors LLC 985 - 2024-03-31 149 $4,000 149
   MORGAN STANLEY 7526 - 2023-12-31 2 $0 2
  19 Records found
  1    
  Page 1 of 1
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