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 99 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
311,848
shares
|
$12.9 Million
8.41% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
257,753
shares
|
$10.6 Million
0.99% of portfolio
|
Q4 2024
Added 1081.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
239,974
shares
|
$9.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
234,351
shares
|
$9.66 Million
0.94% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
233,268
shares
|
$9.62 Million
2.2% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
211,627
shares
|
$8.72 Million
8.2% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
207,469
shares
|
$8.55 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
205,288
shares
|
$8.46 Million
0.0% of portfolio
|
Q4 2024
Added 59.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
200,012
shares
|
$8.24 Million
0.0% of portfolio
|
Q4 2024
Added 209.51%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
178,040
shares
|
$7.34 Million
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
155,743
shares
|
$6.42 Million
4.42% of portfolio
|
Q4 2024
Added 74.34%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
149,000
shares
|
$6.14 Million
3.82% of portfolio
|
Q4 2024
Added 89.04%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
142,725
shares
|
$5.88 Million
3.53% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
132,905
shares
|
$5.48 Million
3.14% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
123,595
shares
|
$5.09 Million
2.5% of portfolio
|
Q4 2024
Added 40.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
121,495
shares
|
$5.01 Million
0.05% of portfolio
|
Q4 2024
Added 333.35%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
116,131
shares
|
$4.79 Million
2.74% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
87,492
shares
|
$3.61 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
83,779
shares
|
$3.45 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
83,161
shares
|
$3.43 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
81,389
shares
|
$3.35 Million
0.13% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
77,162
shares
|
$3.18 Million
6.55% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
77,068
shares
|
$3.18 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
76,014
shares
|
$3.13 Million
0.11% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
69,159
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Added 7.0%
|