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 120 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
346,357
shares
|
$15.1 Million
5.18% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
326,421
shares
|
$14.2 Million
8.31% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
315,318
shares
|
$13.7 Million
6.25% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
311,848
shares
|
$13.6 Million
8.41% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
308,915
shares
|
$13.4 Million
1.1% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
306,475
shares
|
$13.3 Million
2.36% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
292,169
shares
|
$12.7 Million
9.94% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
276,896
shares
|
$12 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
236,888
shares
|
$10.3 Million
10.25% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
211,201
shares
|
$9.19 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
194,432
shares
|
$8.46 Million
4.56% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
192,677
shares
|
$8.38 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
187,449
shares
|
$8.16 Million
1.91% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
184,249
shares
|
$8.02 Million
5.71% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
181,346
shares
|
$7.89 Million
4.33% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
174,659
shares
|
$7.6 Million
2.93% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
167,200
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
166,898
shares
|
$7.26 Million
0.95% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
139,263
shares
|
$6.06 Million
2.29% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
121,133
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
120,935
shares
|
$5.26 Million
3.82% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
109,865
shares
|
$4.78 Million
0.04% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
106,010
shares
|
$4.61 Million
0.45% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
99,104
shares
|
$4.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
78,735
shares
|
$3.43 Million
2.6% of portfolio
|
Q2 2025
Added 2.65%
|