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 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,813,316
shares
|
$530 Million
5.53% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,411,427
shares
|
$224 Million
2.61% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,665,430
shares
|
$193 Million
0.07% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,096,687
shares
|
$170 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,983,609
shares
|
$165 Million
13.28% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
1,935,771
shares
|
$80.1 Million
36.39% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,473,987
shares
|
$61 Million
14.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,468,948
shares
|
$60.8 Million
0.02% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
1,165,331
shares
|
$48.2 Million
11.62% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,117,167
shares
|
$46.2 Million
9.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,116,898
shares
|
$46.2 Million
17.89% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,060,353
shares
|
$43.9 Million
11.02% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
859,881
shares
|
$35.6 Million
8.54% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
852,039
shares
|
$35.3 Million
9.29% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
839,558
shares
|
$34.7 Million
3.7% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
770,605
shares
|
$31.9 Million
2.77% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
756,947
shares
|
$31.3 Million
2.45% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
683,006
shares
|
$28.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
668,193
shares
|
$27.6 Million
2.07% of portfolio
|
Q2 2025
Added 41.02%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
564,426
shares
|
$23.4 Million
2.75% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
546,076
shares
|
$22.6 Million
0.42% of portfolio
|
Q1 2025
Added 50.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
484,239
shares
|
$20 Million
0.0% of portfolio
|
Q1 2025
Added 142.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
458,551
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
420,489
shares
|
$17.4 Million
6.31% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
358,884
shares
|
$14.9 Million
1.72% of portfolio
|
Q1 2025
Added 6.79%
|