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 115 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
331,173
shares
|
$13.4 Million
8.43% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
311,848
shares
|
$12.6 Million
8.41% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
311,465
shares
|
$12.6 Million
6.35% of portfolio
|
Q1 2025
Added 134.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
288,927
shares
|
$11.7 Million
2.46% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
269,636
shares
|
$10.9 Million
9.37% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
265,202
shares
|
$10.8 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
244,732
shares
|
$9.92 Million
2.49% of portfolio
|
Q1 2025
Reduced 44.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
212,338
shares
|
$8.61 Million
0.36% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
202,323
shares
|
$8.2 Million
5.68% of portfolio
|
Q1 2025
Added 223.68%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
201,084
shares
|
$8.15 Million
8.82% of portfolio
|
Q1 2025
Added 160.6%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
191,218
shares
|
$7.75 Million
4.69% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
186,453
shares
|
$7.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
183,816
shares
|
$7.45 Million
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
179,395
shares
|
$7.27 Million
5.17% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
167,871
shares
|
$6.81 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
163,657
shares
|
$6.63 Million
3.85% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
163,511
shares
|
$6.63 Million
0.88% of portfolio
|
Q1 2025
Added 1029.38%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
130,499
shares
|
$5.29 Million
2.69% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
126,665
shares
|
$5.13 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
119,813
shares
|
$4.86 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
115,056
shares
|
$4.66 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
99,104
shares
|
$4.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
92,253
shares
|
$3.74 Million
0.73% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
84,488
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
78,998
shares
|
$3.2 Million
0.1% of portfolio
|
Q1 2025
Added 3.93%
|