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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
25,636
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
25,340
shares
|
$1.1 Million
1.0% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,746
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,285
shares
|
$971,180
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,812
shares
|
$950,566
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
19,632
shares
|
$855,562
0.17% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
17,742
shares
|
$773,196
0.21% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
17,069
shares
|
$743,867
0.23% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
16,930
shares
|
$737,809
0.09% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,836
shares
|
$690,132
0.02% of portfolio
|
Q3 2025
Reduced 73.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
14,852
shares
|
$647,250
0.01% of portfolio
|
Q4 2025
Reduced 8.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,713
shares
|
$597,612
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,316
shares
|
$580,311
0.02% of portfolio
|
Q3 2025
Added 145.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
13,257
shares
|
$577,740
0.44% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
12,228
shares
|
$532,896
0.09% of portfolio
|
Q3 2025
Reduced 20.56%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,805
shares
|
$470,881
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
10,470
shares
|
$456,282
0.03% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,202
shares
|
$401,023
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,303
shares
|
$361,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,470
shares
|
$325,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
7,404
shares
|
$322,666
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,252
shares
|
$316,042
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,900
shares
|
$300,702
0.01% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,858
shares
|
$298,871
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,848
shares
|
$298,435
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|