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 132 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,795,139
shares
|
$601 Million
4.71% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,335,218
shares
|
$320 Million
3.14% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,368,135
shares
|
$190 Million
13.12% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,096,687
shares
|
$179 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,216,860
shares
|
$140 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,974,407
shares
|
$86 Million
36.54% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,923,159
shares
|
$83.8 Million
0.03% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
1,638,109
shares
|
$71.4 Million
15.06% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,500,905
shares
|
$65.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
1,223,225
shares
|
$53.3 Million
12.87% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
1,124,239
shares
|
$49 Million
3.91% of portfolio
|
Q4 2025
Added 5.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,117,167
shares
|
$48.7 Million
9.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
1,083,645
shares
|
$47.2 Million
17.9% of portfolio
|
Q4 2025
Reduced 3.72%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,082,349
shares
|
$47.2 Million
11.27% of portfolio
|
Q4 2025
Added 6.3%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
1,072,556
shares
|
$46.7 Million
4.11% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
995,823
shares
|
$43.4 Million
9.51% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
967,339
shares
|
$42.2 Million
0.66% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
953,693
shares
|
$41.6 Million
9.52% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
841,167
shares
|
$36.7 Million
2.72% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
791,515
shares
|
$34.5 Million
2.31% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
722,649
shares
|
$31.5 Million
7.41% of portfolio
|
Q3 2025
Added 73.75%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
705,889
shares
|
$30.8 Million
0.2% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
589,853
shares
|
$25.7 Million
2.67% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
589,453
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
548,509
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2025
Added 14.72%
|
|