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 64 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $889 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
8,120,844
shares
|
$306 Million
5.91% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
2,624,366
shares
|
$98.8 Million
13.2% of portfolio
|
Q1 2024
Added 3.78%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 10, 2024 Q1 2024 |
1,861,458
shares
|
$70 Million
44.28% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
1,345,645
shares
|
$50.6 Million
0.72% of portfolio
|
Q1 2024
Added 26.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,125,463
shares
|
$42.4 Million
0.06% of portfolio
|
Q1 2024
Added 135.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,040,355
shares
|
$39.1 Million
8.62% of portfolio
|
Q1 2024
Added 8.97%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 22, 2024 Q1 2024 |
1,009,708
shares
|
$38 Million
11.8% of portfolio
|
Q1 2024
Added 5.03%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
788,431
shares
|
$29.7 Million
2.95% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
673,394
shares
|
$25.3 Million
0.01% of portfolio
|
Q1 2024
Added 52.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
568,431
shares
|
$21.4 Million
2.62% of portfolio
|
Q1 2024
Added 3.45%
|
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
498,931
shares
|
$18.8 Million
2.72% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
404,968
shares
|
$15.2 Million
6.07% of portfolio
|
Q1 2024
Added 4.7%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
371,323
shares
|
$14 Million
0.3% of portfolio
|
Q1 2024
Added 17.73%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
365,378
shares
|
$13.7 Million
0.14% of portfolio
|
Q1 2024
Added 19.38%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
360,630
shares
|
$13.6 Million
4.95% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
May 13, 2024 Q1 2024 |
317,633
shares
|
$12 Million
8.42% of portfolio
|
Q1 2024
Added 22.83%
|
|
|
Sunburst Financial Group, LLC
|
Apr 15, 2024 Q1 2024 |
291,211
shares
|
$11 Million
3.09% of portfolio
|
Q1 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
179,984
shares
|
$6.77 Million
0.35% of portfolio
|
Q1 2024
Added 3.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
173,506
shares
|
$6.53 Million
0.99% of portfolio
|
Q1 2024
Added 6.83%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
141,485
shares
|
$5.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
134,266
shares
|
$5.05 Million
1.91% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
132,947
shares
|
$5 Million
0.0% of portfolio
|
Q1 2024
Added 82.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
122,224
shares
|
$4.6 Million
1.64% of portfolio
|
Q1 2024
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
108,154
shares
|
$4.07 Million
2.24% of portfolio
|
Q1 2024
Added 7.9%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
91,547
shares
|
$3.44 Million
2.1% of portfolio
|
Q1 2024
Added 45.59%
|
|