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 |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
76,699
shares
|
$3.11 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
64,924
shares
|
$2.63 Million
2.51% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
62,735
shares
|
$2.54 Million
0.56% of portfolio
|
Q1 2025
Added 440.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
60,568
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Added 25242.26%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
58,217
shares
|
$2.36 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
56,299
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
44,060
shares
|
$1.79 Million
0.8% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
38,843
shares
|
$1.57 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
38,014
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
35,379
shares
|
$1.43 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
33,872
shares
|
$1.37 Million
0.56% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
33,565
shares
|
$1.36 Million
0.5% of portfolio
|
Q1 2025
Added 56.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
25,920
shares
|
$1.05 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
23,705
shares
|
$961,000
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,164
shares
|
$939,068
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
22,675
shares
|
$919,244
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,812
shares
|
$884,258
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
20,379
shares
|
$826,164
0.19% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,457
shares
|
$748,246
0.0% of portfolio
|
Q1 2025
Added 413.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,261
shares
|
$740,300
0.0% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
17,669
shares
|
$716,301
0.22% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
17,500
shares
|
$709,450
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
17,130
shares
|
$694,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,949
shares
|
$646,572
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
15,413
shares
|
$624,843
0.23% of portfolio
|
Q1 2025
New holding
|