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 103 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
8,861
shares
|
$343,452
0.38% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
7,994
shares
|
$309,847
0.07% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,958
shares
|
$308,452
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,785
shares
|
$301,746
0.0% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,111
shares
|
$236,862
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,900
shares
|
$228,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,087
shares
|
$197,172
0.06% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,077
shares
|
$196,784
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,944
shares
|
$191,629
0.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
4,700
shares
|
$182,172
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,593
shares
|
$139,264
0.0% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$121,202
0.02% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,741
shares
|
$106,241
0.0% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,172
shares
|
$84,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2,108
shares
|
$81,706
0.04% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,015
shares
|
$78,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,811
shares
|
$70,194
0.0% of portfolio
|
Q4 2024
Reduced 34.57%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,793
shares
|
$69,496
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,103
shares
|
$42,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
970
shares
|
$37,597
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
727
shares
|
$28,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
242
shares
|
$9,379
0.0% of portfolio
|
Q1 2024
Added 157.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
239
shares
|
$9,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
146
shares
|
$5,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
135
shares
|
$5,232
0.0% of portfolio
|
Q4 2024
New holding
|