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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,111
shares
|
$266,317
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,525
shares
|
$240,779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
5,360
shares
|
$233,588
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
5,251
shares
|
$228,838
0.19% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,231
shares
|
$227,966
0.01% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
4,947
shares
|
$215,590
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,754
shares
|
$207,179
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,735
shares
|
$206,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
4,700
shares
|
$204,826
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,326
shares
|
$188,527
0.0% of portfolio
|
Q3 2025
Reduced 79.84%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
3,975
shares
|
$173,230
0.49% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$152,530
0.0% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,457
shares
|
$150,656
0.0% of portfolio
|
Q3 2025
Reduced 81.27%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,404
shares
|
$148,346
0.0% of portfolio
|
Q3 2025
Reduced 28.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,376
shares
|
$103,546
0.01% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,619
shares
|
$70,556
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,330
shares
|
$57,961
0.0% of portfolio
|
Q1 2025
Reduced 90.88%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
1,089
shares
|
$47,458
0.01% of portfolio
|
Q3 2025
Reduced 68.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,006
shares
|
$43,841
0.0% of portfolio
|
Q3 2025
Added 48.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
929
shares
|
$40,485
0.0% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
494
shares
|
$21,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
406
shares
|
$17,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
406
shares
|
$17,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
308
shares
|
$13,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
305
shares
|
$13,291
0.0% of portfolio
|
Q2 2025
Added 38.64%
|
|