Institutional Ownership ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,030,460
shares
|
$595 Million
5.2% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,674,953
shares
|
$283 Million
2.99% of portfolio
|
Q2 2025
Added 23.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,802,826
shares
|
$204 Million
0.07% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,267,048
shares
|
$181 Million
13.33% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,096,687
shares
|
$174 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,985,136
shares
|
$84.2 Million
36.72% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,649,226
shares
|
$70 Million
0.02% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,473,987
shares
|
$62.5 Million
14.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
1,165,331
shares
|
$49.4 Million
11.62% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,117,167
shares
|
$47.4 Million
9.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,116,898
shares
|
$47.4 Million
17.89% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,005,865
shares
|
$42.7 Million
4.11% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,002,035
shares
|
$42.5 Million
9.54% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
905,394
shares
|
$38.4 Million
8.78% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
852,039
shares
|
$36.1 Million
9.29% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
839,594
shares
|
$35.6 Million
2.81% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
756,947
shares
|
$32.1 Million
2.45% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
683,006
shares
|
$29 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
668,193
shares
|
$28.3 Million
2.07% of portfolio
|
Q2 2025
Added 41.02%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
564,426
shares
|
$23.9 Million
2.75% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
546,076
shares
|
$23.2 Million
0.42% of portfolio
|
Q1 2025
Added 50.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
534,753
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
478,149
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
420,489
shares
|
$17.8 Million
6.31% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
415,923
shares
|
$17.6 Million
6.66% of portfolio
|
Q2 2025
Added 147.76%
|