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 130 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
356,175
shares
|
$15.5 Million
13.79% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
346,357
shares
|
$15.1 Million
5.18% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
338,095
shares
|
$14.7 Million
2.13% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
326,514
shares
|
$14.2 Million
8.58% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
311,848
shares
|
$13.6 Million
8.41% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
308,915
shares
|
$13.5 Million
1.1% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
292,169
shares
|
$12.7 Million
9.94% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
271,952
shares
|
$11.9 Million
5.57% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
248,236
shares
|
$10.8 Million
9.87% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
218,373
shares
|
$9.52 Million
4.96% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
218,073
shares
|
$9.5 Million
3.51% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
210,321
shares
|
$9.17 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
192,677
shares
|
$8.4 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
187,449
shares
|
$8.17 Million
1.91% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
184,485
shares
|
$8.04 Million
5.74% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
178,508
shares
|
$7.78 Million
4.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
166,898
shares
|
$7.27 Million
0.95% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
154,017
shares
|
$6.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 44.38%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
152,991
shares
|
$6.67 Million
2.4% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
149,050
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
142,500
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Added 331.82%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
120,935
shares
|
$5.27 Million
3.82% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
113,552
shares
|
$4.95 Million
3.1% of portfolio
|
Q3 2025
Added 66.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
111,485
shares
|
$4.86 Million
0.06% of portfolio
|
Q3 2025
Added 150.15%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
106,010
shares
|
$4.62 Million
0.45% of portfolio
|
Q3 2025
Reduced 23.15%
|
|