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 85 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
224,853
shares
|
$9.15 Million
0.99% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
208,062
shares
|
$8.46 Million
0.36% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
177,193
shares
|
$7.21 Million
0.03% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
147,637
shares
|
$6.01 Million
0.84% of portfolio
|
Q3 2024
Added 1990.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
128,765
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Added 129.31%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
115,370
shares
|
$4.69 Million
2.95% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
112,789
shares
|
$4.59 Million
2.66% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
106,643
shares
|
$4.34 Million
2.42% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
104,536
shares
|
$4.25 Million
0.08% of portfolio
|
Q2 2024
Reduced 71.85%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
89,335
shares
|
$3.63 Million
2.57% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
87,731
shares
|
$3.57 Million
2.87% of portfolio
|
Q3 2024
Added 32.94%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
83,779
shares
|
$3.41 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
78,821
shares
|
$3.21 Million
2.94% of portfolio
|
Q3 2024
Added 87.49%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
77,625
shares
|
$3.16 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
69,537
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2024
Added 61.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
64,637
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
64,622
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 4948.59%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
58,874
shares
|
$2.39 Million
1.4% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
56,631
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
41,170
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,133
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
34,129
shares
|
$1.39 Million
0.62% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
29,313
shares
|
$1.19 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
28,036
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
26,673
shares
|
$1.09 Million
0.76% of portfolio
|
Q3 2024
Added 86.9%
|