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 114 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 |
---|---|---|---|---|---|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
331,173
shares
|
$13.7 Million
8.43% of portfolio
|
Q1 2025
New holding
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
315,318
shares
|
$13 Million
6.25% of portfolio
|
Q2 2025
Added 1.24%
|
|
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%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
288,927
shares
|
$12 Million
2.46% of portfolio
|
Q1 2025
Added 6.71%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
286,841
shares
|
$11.9 Million
1.04% of portfolio
|
Q2 2025
Added 8.16%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
276,896
shares
|
$11.5 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
269,636
shares
|
$11.2 Million
9.37% of portfolio
|
Q1 2025
Added 27.41%
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
244,732
shares
|
$10.1 Million
2.49% of portfolio
|
Q1 2025
Reduced 44.27%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
212,338
shares
|
$8.79 Million
0.36% of portfolio
|
Q1 2025
Added 2.35%
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
201,084
shares
|
$8.32 Million
8.82% of portfolio
|
Q1 2025
Added 160.6%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
191,218
shares
|
$7.91 Million
4.69% of portfolio
|
Q1 2025
Added 28.33%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
186,453
shares
|
$7.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
183,816
shares
|
$7.61 Million
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
179,395
shares
|
$7.42 Million
5.17% of portfolio
|
Q1 2025
Added 15.19%
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
174,659
shares
|
$7.23 Million
2.93% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
167,871
shares
|
$6.95 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
163,657
shares
|
$6.77 Million
3.85% of portfolio
|
Q1 2025
Added 14.67%
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
163,511
shares
|
$6.77 Million
0.88% of portfolio
|
Q1 2025
Added 1029.38%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
139,263
shares
|
$5.76 Million
2.29% of portfolio
|
Q2 2025
Added 6.72%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
137,937
shares
|
$5.71 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
126,665
shares
|
$5.24 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
119,813
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
115,855
shares
|
$4.79 Million
3.61% of portfolio
|
Q2 2025
Added 0.69%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
99,104
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
84,488
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Added 22.16%
|