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Institutional Ownership · SEC Form 13F

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.

52
Institutional holders
6,392,240
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Aptus Capital Advisors, LLC trimmed2,734,360$135M38.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added579,957$29M8.2%2026-Q1
Second Line Capital, LLC trimmed437,300$24M6.8%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added414,364$20M5.9%2026-Q1
Signal Advisors Wealth, LLC added308,735$15M4.4%2026-Q1
Park Place Capital Corp added293,423$15M4.2%2026-Q1
Waterloo Capital, L.P. trimmed258,743$13M3.7%2026-Q1
6th Street Advisors, LLC new214,989$11M3.1%2026-Q1
Bienville Capital Management, LLC trimmed161,387$8M2.3%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed100,030$5M1.4%2026-Q1
MBE Wealth Management, LLC trimmed91,019$4M1.3%2026-Q1
Strong Retirement Solutions LLC trimmed77,935$4M1.1%2026-Q1
Lord & Richards Wealth Management, LLC added71,648$4M1.0%2026-Q1
Independent Advisor Alliance added63,126$3M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added57,863$3M0.8%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC added53,799$3M0.8%2026-Q1
RENASANT BANK trimmed44,529$2M0.6%2026-Q1
ONE PLUS ONE WEALTH MANAGEMENT, LLC added42,321$2M0.6%2026-Q1
Regal Investment Advisors LLC added39,615$2M0.6%2026-Q1
Integrated Wealth Concepts LLC added35,125$2M0.5%2026-Q1
Cushing Capital Partners, LLC added33,800$2M0.5%2026-Q1
United Advisor Group, LLC added28,546$1M0.4%2026-Q1
LPL Financial LLC trimmed27,200$1M0.4%2026-Q1
Atria Investments, Inc trimmed26,156$1M0.4%2026-Q1
Foundations Investment Advisors, LLC added26,025$1M0.4%2026-Q1
Second Half Financial Partners, LLC added24,748$1M0.4%2026-Q1
Savvy Advisors, Inc. trimmed23,121$1M0.3%2026-Q1
Advisory Services Network, LLC added22,534$1M0.3%2026-Q1
OLD MISSION CAPITAL LLC added19,145$946K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added18,679$923K0.3%2026-Q1
Formidable Asset Management, LLC trimmed13,954$716K0.2%2026-Q1
RFG Advisory, LLC new13,875$686K0.2%2026-Q1
BROGAN FINANCIAL, INC. added12,561$621K0.2%2026-Q1
Brookwood Investment Group LLC4,800$237K0.1%2026-Q1
Retirement Planning Group, LLC trimmed4,214$208K0.1%2026-Q1
JPMORGAN CHASE & CO2,872$139K0.0%2026-Q1
Farther Finance Advisors, LLC new2,009$100K0.0%2026-Q1
Ascentis Independent Advisors trimmed1,896$94K0.0%2026-Q1
Capital Investment Advisory Services, LLC new1,407$70K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added1,272$63K0.0%2026-Q1
Princeton Global Asset Management LLC1,096$54K0.0%2026-Q1
ROYAL BANK OF CANADA600$30K0.0%2026-Q1
OSAIC HOLDINGS, INC.469$23K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed294$15K0.0%2026-Q1
Parallel Advisors, LLC211$10K0.0%2026-Q1
SIGNATUREFD, LLC new123$6K0.0%2026-Q1
CoreCap Advisors, LLC117$6K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new108$5K0.0%2026-Q1
WealthShield Partners, LLC trimmed93$5K0.0%2026-Q1
CWM, LLC44$2K0.0%2026-Q1
MORGAN STANLEY2$1040.0%2026-Q1
WELLS FARGO & COMPANY/MN1$520.0%2026-Q1
Clarus Group, Inc. trimmed226,087$10M2.9%2025-Q1 stale
First Heartland Consultants, Inc. added198,764$9M2.5%2025-Q1 stale
Uniting Wealth Partners, LLC added106,645$5M1.6%2025-Q3 stale
Wilian Securities, LLC new22,244$1M0.3%2025-Q4 stale
True Vision MN LLC trimmed20,034$1M0.3%2025-Q4 stale
JANE STREET GROUP, LLC added15,754$759K0.2%2025-Q2 stale
CITADEL ADVISORS LLC added15,085$670K0.2%2025-Q1 stale
Advisor Resource Council trimmed6,866$331K0.1%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed6,425$310K0.1%2025-Q2 stale
Gladstone Institutional Advisory LLC added5,408$276K0.1%2025-Q3 stale
Jacobi Capital Management LLC6,032$268K0.1%2025-Q1 stale
Axim Planning & Wealth trimmed4,884$235K0.1%2025-Q2 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed4,178$214K0.1%2025-Q4 stale
J.W. COLE ADVISORS, INC. trimmed3,973$204K0.1%2025-Q4 stale
ORG Partners LLC1,896$97K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new1,782$91K0.0%2025-Q4 stale
OPTIMA CAPITAL LLC new1,703$87K0.0%2025-Q4 stale
Global Retirement Partners, LLC trimmed1,657$85K0.0%2025-Q4 stale
BOKF, NA trimmed1,543$79K0.0%2025-Q3 stale
Safe Harbor Fiduciary, LLC trimmed1,279$66K0.0%2025-Q4 stale
UBS Group AG trimmed380$19K0.0%2025-Q4 stale
Rockefeller Capital Management L.P. new64$3K0.0%2025-Q4 stale
TCFG WEALTH MANAGEMENT, LLC new30,379$5930.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership