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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
26,552
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,812
shares
|
$887,312
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
21,812
shares
|
$887,312
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
16,623
shares
|
$676,223
0.24% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
16,600
shares
|
$675,288
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16,131
shares
|
$656,209
0.02% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,172
shares
|
$617,196
0.04% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,077
shares
|
$613,332
0.0% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
12,810
shares
|
$521,110
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,146
shares
|
$453,419
0.01% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
9,247
shares
|
$376,167
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,202
shares
|
$374,337
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
9,051
shares
|
$368,194
0.4% of portfolio
|
Q2 2024
Reduced 40.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
9,048
shares
|
$368,072
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,024
shares
|
$326,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,843
shares
|
$319,053
0.01% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,602
shares
|
$309,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,942
shares
|
$282,400
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,893
shares
|
$280,407
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
6,122
shares
|
$249,042
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,111
shares
|
$248,595
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,716
shares
|
$232,526
0.0% of portfolio
|
Q3 2024
Reduced 52.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,175
shares
|
$210,519
0.0% of portfolio
|
Q3 2024
Added 87.7%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,846
shares
|
$197,135
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
4,700
shares
|
$191,196
0.1% of portfolio
|
Q1 2024
New holding
|