Who Owns APTUS BEHAVIORAL MOMENTUM (ADME)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $393.4M of APTUS BEHAVIORAL MOMENTUM (ADME) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($158.5M), ENVESTNET ASSET MANAGEMENT INC ($34.1M), Bienville Capital Management, LLC ($29.6M), Second Line Capital, LLC ($24.9M), GUARDIAN WEALTH ADVISORS, LLC / NC ($23.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$158.5M2.8MAdded
2ENVESTNET ASSET MANAGEMENT INC$34.1M613,426Added
3Bienville Capital Management, LLC$29.6M531,073Added
4Second Line Capital, LLC$24.9M448,164Added
5GUARDIAN WEALTH ADVISORS, LLC / NC$23.6M423,537Added
6Signal Advisors Wealth, LLC$21.1M379,720Added
7Park Place Capital Corp$16.9M304,182Added
8Waterloo Capital, L.P.$14.0M250,954Trimmed
96th Street Advisors, LLC$11.9M214,664Trimmed
10SILVER OAK SECURITIES, INCORPORATED$5.8M105,066Added
11MBE Wealth Management, LLC$5.0M90,335Trimmed
12Strong Retirement Solutions LLC$4.5M81,107Added
13Lord & Richards Wealth Management, LLC$4.1M74,000Added
14MARIPAU WEALTH MANAGEMENT LLC$3.4M61,187Added
15RAYMOND JAMES FINANCIAL INC$3.2M57,061Trimmed
16Tailwinds Wealth, LLC$3.1M56,363New
17Capital Investment Advisory Services, LLC$3.0M53,727Added
18RENASANT BANK$2.5M45,706Added
19ONE PLUS ONE WEALTH MANAGEMENT, LLC$2.4M42,664Added
20Regal Investment Advisors LLC$2.2M39,897Added
21Integrated Wealth Concepts LLC$2.1M37,313Added
22Cushing Capital Partners, LLC$2.0M35,977Added
23United Advisor Group, LLC$1.6M29,430Added
24Independent Advisor Alliance$1.6M28,980Trimmed
25Atria Investments, Inc$1.5M26,626Added

Source: SEC Form 13F filings · as of 2026-06-30