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 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
68,301
shares
|
$2.9 Million
1.99% of portfolio
|
Q2 2025
Added 201.22%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
63,627
shares
|
$2.7 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
60,676
shares
|
$2.57 Million
1.39% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
60,469
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
59,761
shares
|
$2.54 Million
1.07% of portfolio
|
Q2 2025
Added 35.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
59,729
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
53,243
shares
|
$2.26 Million
0.5% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
50,390
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
49,813
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.42%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
47,504
shares
|
$2.02 Million
0.68% of portfolio
|
Q2 2025
Added 41.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
44,567
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
40,620
shares
|
$1.72 Million
0.63% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
40,018
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 433.43%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
35,561
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
34,859
shares
|
$1.48 Million
1.7% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
33,884
shares
|
$1.44 Million
0.6% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,000
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
27,787
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
26,311
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
26,065
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,812
shares
|
$925,265
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,525
shares
|
$913,090
0.0% of portfolio
|
Q2 2025
Added 312.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
21,456
shares
|
$910,163
0.01% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,442
shares
|
$909,569
0.0% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
20,379
shares
|
$864,477
0.21% of portfolio
|
Q1 2025
Added 22.77%
|