13FBOX
APTUS DRAWDOWN MANAGED EQUITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

APTUS DRAWDOWN MANAGED EQUITY ETF

ADME
持有机构数
57
机构合计市值 (Q2 2026)
$3.94亿
机构合计股数 (Q2 2026)
707.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+76.9万股
31 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.7万股
21 · 4 清仓 · ≈
⚖️ 净额
+67.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.94亿
持有机构数
57
新买入
7
加仓
24
减仓
17
清仓
4
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Aptus资本顾问Aptus Capital Advisors, LLC
1.08%1.06%#13$1.59亿284.9万股$1.35亿273.4万股+11.4万股+4.18%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#35$3,413.5万61.3万股$2,866.7万58.0万股+3.3万股+5.77%加仓
Bienville Capital Management, LLC
3.94%1.45%#3$2,955.2万53.1万股$797.7万16.1万股+37.0万股+229.07%加仓
Second Line Capital, LLC
4.64%4.47%#2$2,494.0万44.8万股$2,361.9万43.7万股+1.1万股+2.48%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
1.32%1.29%#11$2,356.8万42.4万股$2,048.2万41.4万股+9,173股+2.21%加仓
Signal Advisors Wealth, LLC
1.07%1.05%#14$2,113.0万38.0万股$1,526.1万30.9万股+7.1万股+22.99%加仓
Park Place Capital Corp
2.54%2.91%#6$1,692.7万30.4万股$1,450.4万29.3万股+1.1万股+3.67%加仓
Waterloo Capital, L.P.
0.78%0.9%#16$1,396.5万25.1万股$1,279.0万25.9万股-7,789股-3.01%减仓
6th Street Advisors, LLC
6.86%6.69%#1$1,194.5万21.5万股$1,062.7万21.5万股-325股-0.15%减仓
SILVER OAK SECURITIES, INCORPORATED
0.35%0.36%#18$584.6万10.5万股$494.4万10.0万股+5,036股+5.03%加仓
MBE Wealth Management, LLC
1.77%1.87%#8$502.7万9.0万股$449.9万9.1万股-684股-0.75%减仓
Strong Retirement Solutions LLC
2.71%2.7%#5$451.3万8.1万股$385.2万7.8万股+3,172股+4.07%加仓
Lord & Richards Wealth Management, LLC
3.22%3.11%#4$411.8万7.4万股$354.2万7.2万股+2,352股+3.28%加仓
MARIPAU WEALTH MANAGEMENT LLC
1.22%1.17%#12$342.5万6.1万股$265.9万5.4万股+7,388股+13.73%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#43$317.5万5.7万股$286.0万5.8万股-802股-1.39%减仓
Tailwinds Wealth, LLC
1.85%#7$313.6万5.6万股$00股+5.6万股新买入
Capital Investment Advisory Services, LLC
0.18%0.01%#20$299.0万5.4万股$7.0万1,407股+5.2万股+3,718.55%加仓
Renasant Bank
1.63%1.56%#9$254.3万4.6万股$220.1万4.5万股+1,177股+2.64%加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC
1.02%0.88%#15$237.4万4.3万股$209.2万4.2万股+343股+0.81%加仓
Regal Investment Advisors LLC
0.12%0.11%#23$222.0万4.0万股$195.8万4.0万股+282股+0.71%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#33$207.6万3.7万股$173.6万3.5万股+2,179股+6.20%加仓
Cushing Capital Partners, LLC
1.38%1.28%#10$200.2万3.6万股$167.1万3.4万股+2,177股+6.44%加仓
United Advisor Group, LLC
0.17%0.17%#21$163.8万2.9万股$141.1万2.9万股+884股+3.10%加仓
Independent Advisor Alliance
0.04%0.03%#25$161.3万2.9万股$312.0万6.3万股-3.4万股-54.09%减仓
Atria投资Atria Investments, Inc
0.01%0.01%#29$148.2万2.7万股$129.3万2.6万股+470股+1.80%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#46$148.0万2.7万股$134.4万2.7万股-600股-2.21%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.02%#30$138.9万2.5万股$128.6万2.6万股-1,059股-4.07%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.01%#28$132.7万2.4万股$111.4万2.3万股+1,315股+5.84%加仓
Second Half Financial Partners, LLC
0.54%0.55%#17$132.3万2.4万股$122.3万2.5万股-975股-3.94%减仓
Savvy Advisors, Inc.
0.02%0.03%#27$94.5万1.7万股$114.3万2.3万股-6,139股-26.55%减仓
BROGAN FINANCIAL, INC.
0.28%0.27%#19$70.4万1.3万股$62.1万1.3万股+86股+0.68%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#32$69.8万1.3万股$94.6万1.9万股-6,599股-34.47%减仓
Formidable Asset Management, LLC
0.1%0.11%#24$60.8万1.2万股$71.6万1.4万股-1,663股-11.92%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#36$43.6万7,832股$68.6万1.4万股-6,043股-43.55%减仓
Brookwood Investment Group LLC
0.03%0.03%#26$26.7万4,800股$23.7万4,800股00.00%持仓不变
Valeo Financial 顾问Valeo Financial Advisors, LLC
<0.01%#38$23.1万4,153股$00股+4,153股新买入
Retirement Planning 集团Retirement Planning Group, LLC
0.01%0.01%#37$22.4万4,017股$20.8万4,214股-197股-4.67%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#39$21.6万3,881股$00股+3,881股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#52$15.6万2,824股$13.9万2,872股-48股-1.67%减仓
Virginia Estate & Retirement Planning Advisors Inc.
0.13%#22$11.1万2,885股$00股+2,885股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#41$9.7万1,741股$00股+1,741股新买入
Ascentis Independent Advisors
0.01%0.01%#31$9.4万1,896股$9.4万1,896股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#42$7.1万1,272股$6.3万1,272股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#45$6.4万1,154股$10.0万2,009股-855股-42.56%减仓
Princeton Global Asset Management LLC
0.01%0.01%#34$6.1万1,096股$5.4万1,096股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$4.6万819股$2.3万469股+350股+74.63%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#54$3.3万600股$3.0万600股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$2.5万443股$00股+443股新买入
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#40$1.9万335股$00股+335股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#49$1.6万295股$1.5万294股+1股+0.34%加仓

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