Who owns ADME (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-Q1 13F filings. 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
6 tracked funds added or opened ADME while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 1.1% 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 2025-Q4 and 2026-Q1, across 52 tracked filers holding ADME, 27 increased or opened the position and 26 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 2025-Q4 and 2026-Q1 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 3
- ENVESTNET ASSET MANAGEMENT INC$29M
- 6th Street Advisors, LLC$11M
- RFG Advisory, LLC$686K
Full exits 2
- Wilian Securities, LLC$1M
- True Vision MN LLC$1M
Largest adds
- Independent Advisor Alliance$2M
- Second Line Capital, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$686K
Largest trims
- Aptus Capital Advisors, LLC$8M
- Savvy Advisors, Inc.$2M
- Strong Retirement Solutions LLC$846K
- SILVER OAK SECURITIES, INCORPORATED$845K
- Waterloo Capital, L.P.$705K
- Bienville Capital Management, LLC$524K
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 trimmed | 2,734,360 | $135M | 38.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 579,957 | $29M | 8.2% | 2026-Q1 |
| Second Line Capital, LLC trimmed | 437,300 | $24M | 6.8% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 414,364 | $20M | 5.9% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 308,735 | $15M | 4.4% | 2026-Q1 |
| Park Place Capital Corp added | 293,423 | $15M | 4.2% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 258,743 | $13M | 3.7% | 2026-Q1 |
| 6th Street Advisors, LLC new | 214,989 | $11M | 3.1% | 2026-Q1 |
| Bienville Capital Management, LLC trimmed | 161,387 | $8M | 2.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 100,030 | $5M | 1.4% | 2026-Q1 |
| MBE Wealth Management, LLC trimmed | 91,019 | $4M | 1.3% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 77,935 | $4M | 1.1% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 71,648 | $4M | 1.0% | 2026-Q1 |
| Independent Advisor Alliance added | 63,126 | $3M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 57,863 | $3M | 0.8% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 53,799 | $3M | 0.8% | 2026-Q1 |
| RENASANT BANK trimmed | 44,529 | $2M | 0.6% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 42,321 | $2M | 0.6% | 2026-Q1 |
| Regal Investment Advisors LLC added | 39,615 | $2M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 35,125 | $2M | 0.5% | 2026-Q1 |
| Cushing Capital Partners, LLC added | 33,800 | $2M | 0.5% | 2026-Q1 |
| United Advisor Group, LLC added | 28,546 | $1M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 27,200 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 26,156 | $1M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 26,025 | $1M | 0.4% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 24,748 | $1M | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 23,121 | $1M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 22,534 | $1M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 19,145 | $946K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,679 | $923K | 0.3% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 13,954 | $716K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC new | 13,875 | $686K | 0.2% | 2026-Q1 |
| BROGAN FINANCIAL, INC. added | 12,561 | $621K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC | 4,800 | $237K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 4,214 | $208K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO | 2,872 | $139K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 2,009 | $100K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 1,896 | $94K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 1,407 | $70K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,272 | $63K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 1,096 | $54K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 600 | $30K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 469 | $23K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 294 | $15K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 211 | $10K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC new | 123 | $6K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 117 | $6K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 108 | $5K | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 93 | $5K | 0.0% | 2026-Q1 |
| CWM, LLC | 44 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 2 | $104 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $52 | 0.0% | 2026-Q1 |
| Clarus Group, Inc. trimmed | 226,087 | $10M | 2.9% | 2025-Q1 stale |
| First Heartland Consultants, Inc. added | 198,764 | $9M | 2.5% | 2025-Q1 stale |
| Uniting Wealth Partners, LLC added | 106,645 | $5M | 1.6% | 2025-Q3 stale |
| Wilian Securities, LLC new | 22,244 | $1M | 0.3% | 2025-Q4 stale |
| True Vision MN LLC trimmed | 20,034 | $1M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 15,754 | $759K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 15,085 | $670K | 0.2% | 2025-Q1 stale |
| Advisor Resource Council trimmed | 6,866 | $331K | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,425 | $310K | 0.1% | 2025-Q2 stale |
| Gladstone Institutional Advisory LLC added | 5,408 | $276K | 0.1% | 2025-Q3 stale |
| Jacobi Capital Management LLC | 6,032 | $268K | 0.1% | 2025-Q1 stale |
| Axim Planning & Wealth trimmed | 4,884 | $235K | 0.1% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,178 | $214K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 3,973 | $204K | 0.1% | 2025-Q4 stale |
| ORG Partners LLC | 1,896 | $97K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,782 | $91K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 1,703 | $87K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 1,657 | $85K | 0.0% | 2025-Q4 stale |
| BOKF, NA trimmed | 1,543 | $79K | 0.0% | 2025-Q3 stale |
| Safe Harbor Fiduciary, LLC trimmed | 1,279 | $66K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 380 | $19K | 0.0% | 2025-Q4 stale |
| Rockefeller Capital Management L.P. new | 64 | $3K | 0.0% | 2025-Q4 stale |
| TCFG WEALTH MANAGEMENT, LLC new | 30,379 | $593 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.