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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
104,233
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
99,104
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
75,199
shares
|
$3.28 Million
2.37% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
72,919
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
72,306
shares
|
$3.15 Million
0.04% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
63,804
shares
|
$2.78 Million
1.14% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
63,575
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,656
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
60,131
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2025
Reduced 43.28%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
56,713
shares
|
$2.47 Million
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
55,929
shares
|
$2.44 Million
1.24% of portfolio
|
Q4 2025
Reduced 4.41%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
53,688
shares
|
$2.34 Million
0.51% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
49,528
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
45,550
shares
|
$1.99 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
41,408
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 23, 2026 Q4 2025 |
39,204
shares
|
$1.71 Million
0.89% of portfolio
|
Q4 2025
Added 151.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
36,621
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
36,439
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
33,890
shares
|
$1.48 Million
0.57% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
31,350
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
29,721
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 37.43%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
27,713
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
26,366
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
26,073
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2025
Added 32.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
26,065
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2025
Added 9.96%
|
|