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 105 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,851,467
shares
|
$483 Million
5.81% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,284,684
shares
|
$199 Million
2.61% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,371,008
shares
|
$164 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,096,687
shares
|
$154 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,897,446
shares
|
$146 Million
13.28% of portfolio
|
Q4 2024
Added 37.41%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
1,916,096
shares
|
$72 Million
37.76% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
1,373,229
shares
|
$51.6 Million
13.57% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,301,274
shares
|
$48.9 Million
0.02% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,193,046
shares
|
$44.8 Million
17.23% of portfolio
|
Q4 2024
Added 33.39%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,127,155
shares
|
$42.3 Million
12.23% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,117,167
shares
|
$42 Million
9.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,031,627
shares
|
$38.8 Million
10.85% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
822,768
shares
|
$30.9 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
798,089
shares
|
$30 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
772,502
shares
|
$29 Million
8.04% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
699,439
shares
|
$26.3 Million
4.08% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
685,536
shares
|
$25.8 Million
8.35% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
611,906
shares
|
$23 Million
2.59% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
535,020
shares
|
$20.1 Million
2.02% of portfolio
|
Q1 2025
Added 54.7%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
531,988
shares
|
$20 Million
2.77% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
439,117
shares
|
$16.5 Million
3.88% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
437,062
shares
|
$16.4 Million
0.01% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
398,008
shares
|
$15 Million
6.06% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
362,125
shares
|
$13.6 Million
0.28% of portfolio
|
Q4 2024
Added 246.41%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
336,073
shares
|
$12.6 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.95%
|