Who owns ADME
Which tracked institutional funds hold ADME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ADME company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ADME is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ADME’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ADME divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 54 tracked filers holding ADME, 30 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ADME between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Tailwinds Wealth, LLC$3M
Full exits 2
- Integrated Wealth Concepts LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$923K
Largest adds
- Aptus Capital Advisors, LLC$23M
- Bienville Capital Management, LLC$22M
- Signal Advisors Wealth, LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- GUARDIAN WEALTH ADVISORS, LLC / NC$3M
- Capital Investment Advisory Services, LLC$3M
Largest trims
- Independent Advisor Alliance$2M
- RFG Advisory, LLC$250K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 2,848,732 | $159M | 39.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 613,426 | $34M | 8.5% | 2026-Q2 |
| Bienville Capital Management, LLC added | 531,073 | $30M | 7.3% | 2026-Q2 |
| Second Line Capital, LLC added | 448,164 | $25M | 6.2% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 423,537 | $24M | 5.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 379,720 | $21M | 5.2% | 2026-Q2 |
| Park Place Capital Corp added | 304,182 | $17M | 4.2% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 250,954 | $14M | 3.5% | 2026-Q2 |
| 6th Street Advisors, LLC trimmed | 214,664 | $12M | 3.0% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 105,066 | $6M | 1.4% | 2026-Q2 |
| MBE Wealth Management, LLC trimmed | 90,335 | $5M | 1.2% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 81,107 | $5M | 1.1% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 74,000 | $4M | 1.0% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 61,187 | $3M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 57,061 | $3M | 0.8% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 56,363 | $3M | 0.8% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 53,727 | $3M | 0.7% | 2026-Q2 |
| RENASANT BANK added | 45,706 | $3M | 0.6% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 42,664 | $2M | 0.6% | 2026-Q2 |
| Regal Investment Advisors LLC added | 39,897 | $2M | 0.6% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 35,977 | $2M | 0.5% | 2026-Q2 |
| United Advisor Group, LLC added | 29,430 | $2M | 0.4% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 28,980 | $2M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 26,626 | $1M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 26,600 | $1M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 24,966 | $1M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 23,849 | $1M | 0.3% | 2026-Q2 |
| Second Half Financial Partners, LLC trimmed | 23,773 | $1M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 16,982 | $945K | 0.2% | 2026-Q2 |
| BROGAN FINANCIAL, INC. added | 12,647 | $704K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,546 | $698K | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 12,291 | $608K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 7,832 | $436K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC | 4,800 | $267K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 4,153 | $231K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 4,017 | $224K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 3,881 | $216K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,824 | $156K | 0.0% | 2026-Q2 |
| Virginia Estate & Retirement Planning Advisors Inc. new | 2,885 | $111K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,741 | $97K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,272 | $71K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,154 | $64K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC | 1,096 | $61K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 819 | $46K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 600 | $33K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 335 | $19K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 295 | $16K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 211 | $12K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 117 | $7K | 0.0% | 2026-Q2 |
| WealthShield Partners, LLC | 93 | $5K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 48 | $3K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 32 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $64 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 1 | $38 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 35,125 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,679 | $923K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Town Capital LLC trimmed | 5,481 | $271K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors trimmed | 1,896 | $94K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 108 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 44 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| True Vision MN LLC trimmed | 20,034 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 4,178 | $214K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 1,896 | $97K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,782 | $91K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 1,703 | $87K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Fiduciary, LLC trimmed | 1,279 | $66K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 380 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. new | 64 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Uniting Wealth Partners, LLC added | 106,645 | $5M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Gladstone Institutional Advisory LLC added | 5,408 | $276K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BOKF, NA trimmed | 1,543 | $79K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TCFG WEALTH MANAGEMENT, LLC new | 30,379 | $593 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC new | 15,754 | $759K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Advisor Resource Council trimmed | 6,866 | $331K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,425 | $310K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Axim Planning & Wealth trimmed | 4,884 | $235K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.