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 59.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 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
|
$610 Million
5.2% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,674,953
shares
|
$290 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
|
$209 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
|
$186 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
|
$178 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,985,136
shares
|
$86.4 Million
36.72% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,649,226
shares
|
$71.8 Million
0.02% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
1,638,109
shares
|
$71.3 Million
15.06% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
1,210,020
shares
|
$52.6 Million
11.64% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,117,167
shares
|
$48.6 Million
9.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,116,898
shares
|
$48.6 Million
17.89% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,061,004
shares
|
$46.2 Million
4.18% of portfolio
|
Q3 2025
Added 40.17%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,018,213
shares
|
$44.3 Million
10.78% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,005,865
shares
|
$43.8 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
|
$43.6 Million
9.54% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
995,823
shares
|
$43.3 Million
9.51% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
890,834
shares
|
$38.8 Million
0.64% of portfolio
|
Q2 2025
Added 63.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
839,594
shares
|
$36.5 Million
2.81% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
791,515
shares
|
$34.4 Million
2.31% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
683,006
shares
|
$29.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
564,426
shares
|
$24.6 Million
2.75% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
534,753
shares
|
$23.3 Million
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
478,149
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
415,923
shares
|
$18.1 Million
6.66% of portfolio
|
Q2 2025
Added 147.76%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
356,175
shares
|
$15.5 Million
13.79% of portfolio
|
Q2 2025
New holding
|