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 |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
14,921
shares
|
$604,897
0.57% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
14,232
shares
|
$576,965
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,023
shares
|
$568,492
0.01% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
13,853
shares
|
$561,600
0.11% of portfolio
|
Q1 2025
Reduced 83.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
11,847
shares
|
$480,277
0.02% of portfolio
|
Q1 2025
Reduced 85.44%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
11,282
shares
|
$457,372
0.03% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,761
shares
|
$436,250
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,202
shares
|
$373,049
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
8,903
shares
|
$360,927
0.28% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,602
shares
|
$348,725
0.04% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,361
shares
|
$338,954
0.01% of portfolio
|
Q1 2025
Reduced 46.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,192
shares
|
$332,103
0.01% of portfolio
|
Q1 2025
Reduced 53.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,888
shares
|
$319,779
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,502
shares
|
$304,131
0.0% of portfolio
|
Q4 2024
Added 184.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
6,900
shares
|
$279,726
0.01% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
6,861
shares
|
$278,144
0.24% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,576
shares
|
$266,591
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
6,469
shares
|
$262,253
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,120
shares
|
$248,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,111
shares
|
$247,739
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,433
shares
|
$220,253
0.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,321
shares
|
$215,713
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,213
shares
|
$211,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,944
shares
|
$200,429
0.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,829
shares
|
$195,767
0.0% of portfolio
|
Q1 2025
New holding
|