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 135 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
356,175
shares
|
$15.5 Million
13.79% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
338,095
shares
|
$14.7 Million
2.13% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
326,514
shares
|
$14.2 Million
8.58% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
321,073
shares
|
$14 Million
1.06% of portfolio
|
Q4 2025
Added 3.94%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
318,619
shares
|
$13.9 Million
10.31% of portfolio
|
Q4 2025
Added 9.05%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
311,848
shares
|
$13.6 Million
8.41% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Gerber, LLC
Columbus, OH |
Jan 20, 2026 Q4 2025 |
299,438
shares
|
$13 Million
7.3% of portfolio
|
Q4 2025
Added 163.7%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
282,974
shares
|
$12.3 Million
5.67% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
257,039
shares
|
$11.2 Million
9.65% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
224,210
shares
|
$9.77 Million
3.18% of portfolio
|
Q4 2025
Reduced 35.27%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
223,480
shares
|
$9.74 Million
3.49% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
218,373
shares
|
$9.52 Million
4.96% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
217,209
shares
|
$9.47 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
210,321
shares
|
$9.17 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
192,677
shares
|
$8.4 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
187,449
shares
|
$8.17 Million
1.91% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
184,485
shares
|
$8.04 Million
5.74% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
178,508
shares
|
$7.78 Million
4.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
168,645
shares
|
$7.35 Million
0.09% of portfolio
|
Q4 2025
Added 51.27%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
167,993
shares
|
$7.32 Million
2.43% of portfolio
|
Q4 2025
Added 9.81%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
166,898
shares
|
$7.27 Million
0.95% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
151,501
shares
|
$6.6 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
149,050
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
142,500
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Added 331.82%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
122,073
shares
|
$5.32 Million
3.81% of portfolio
|
Q4 2025
Added 0.94%
|
|