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 120 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
19,180
shares
|
$834,521
0.32% of portfolio
|
Q2 2025
Reduced 84.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,457
shares
|
$803,064
0.0% of portfolio
|
Q1 2025
Added 413.69%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
17,988
shares
|
$782,657
0.23% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
16,930
shares
|
$736,624
0.09% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,193
shares
|
$704,557
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
15,413
shares
|
$670,619
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
15,393
shares
|
$669,749
0.12% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,703
shares
|
$596,217
0.0% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,316
shares
|
$579,379
0.02% of portfolio
|
Q3 2025
Added 145.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
13,257
shares
|
$576,812
0.44% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,954
shares
|
$476,608
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
10,462
shares
|
$455,201
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,202
shares
|
$400,379
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,538
shares
|
$327,978
0.01% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
7,203
shares
|
$313,402
0.23% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,900
shares
|
$300,219
0.01% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,854
shares
|
$298,217
0.01% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
6,766
shares
|
$294,388
0.26% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,671
shares
|
$290,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,555
shares
|
$285,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
6,120
shares
|
$266,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,111
shares
|
$265,889
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,652
shares
|
$245,918
0.01% of portfolio
|
Q2 2025
Reduced 31.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,525
shares
|
$240,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
5,357
shares
|
$233,083
0.04% of portfolio
|
Q2 2025
New holding
|