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 102 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 $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
62,507
shares
|
$2.55 Million
1.68% of portfolio
|
Q4 2024
Added 134.35%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
58,254
shares
|
$2.37 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
54,940
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,196
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
36,381
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
34,710
shares
|
$1.41 Million
0.66% of portfolio
|
Q4 2024
Added 170.96%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
33,859
shares
|
$1.38 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
29,313
shares
|
$1.19 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
24,706
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 332.23%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,812
shares
|
$888,402
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,668
shares
|
$841,807
0.0% of portfolio
|
Q4 2024
Added 37.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,445
shares
|
$710,534
0.04% of portfolio
|
Q4 2024
Reduced 57.63%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
16,600
shares
|
$676,118
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
16,230
shares
|
$661,047
0.24% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,954
shares
|
$649,806
0.04% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
15,487
shares
|
$630,785
0.02% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
15,196
shares
|
$618,933
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
15,158
shares
|
$617,385
0.02% of portfolio
|
Q4 2024
Added 93.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,855
shares
|
$605,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,582
shares
|
$593,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
11,608
shares
|
$472,793
0.11% of portfolio
|
Q4 2024
Added 67.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,456
shares
|
$466,602
0.0% of portfolio
|
Q4 2024
Added 42.77%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,767
shares
|
$438,539
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,202
shares
|
$374,797
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
9,048
shares
|
$368,525
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|