ACIO Institutional Ownership
Aptus Collared Income Opportunity ETF
1W: -0.1%
1M: +1.1%
3M: +1.6%
YTD: +8.0%
1Y: +8.4%
3Y: +57.0%
5Y: +58.8%
$47.24
+0.28 (+0.60%)
Weekly Expected Move ±1.2%
$46
$47
$47
$48
$48
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — ACIO
154
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
21
New Positions
55
Increased
64
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (165 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 18,591,361 | $878M | +2,331,679 | +14.3% | 28Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 7,974,173 | $377M | +115,592 | +1.5% | 12Q | SEC ↗ |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4,543,323 | $215M | +70,920 | +1.6% | 19Q | SEC ↗ |
| 4 | Corient Private Wealth LP | 2,467,498 | $117M | -335,847 | -12.0% | 4Q | SEC ↗ |
| 5 | BROGAN FINANCIAL, INC. | 1,941,690 | $92M | -4,273 | -0.2% | 15Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,716,685 | $81M | +70,899 | +4.3% | 12Q | SEC ↗ |
| 7 | KFG WEALTH MANAGEMENT, LLC | 1,645,489 | $78M | +63,098 | +4.0% | 8Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,520,681 | $72M | -847 | -0.1% | 7Q | SEC ↗ |
| 9 | Signal Advisors Wealth, LLC | 1,453,023 | $69M | +251,452 | +20.9% | 10Q | SEC ↗ |
| 10 | Second Line Capital, LLC | 1,292,312 | $61M | +25,581 | +2.0% | 11Q | SEC ↗ |
| 11 | First Heartland Consultants, Inc. | 1,157,430 | $55M | +60,207 | +5.5% | 19Q | SEC ↗ |
| 12 | Bienville Capital Management, LLC | 1,119,148 | $53M | +88,553 | +8.6% | 19Q | SEC ↗ |
| 13 | Sunburst Financial Group, LLC | 1,115,295 | $53M | +46,043 | +4.3% | 10Q | SEC ↗ |
| 14 | Advisory Services Network, LLC | 1,107,603 | $52M | +47,602 | +4.5% | 19Q | SEC ↗ |
| 15 | Park Place Capital Corp | 1,073,905 | $51M | +40,925 | +4.0% | 10Q | SEC ↗ |
| 16 | Clarus Group, Inc. | 1,057,313 | $50M | -20,834 | -1.9% | 10Q | SEC ↗ |
| 17 | Diversified Enterprises, LLC | 990,184 | $47M | -11,154 | -1.1% | 8Q | SEC ↗ |
| 18 | Waterloo Capital, L.P. | 742,913 | $35M | -19,099 | -2.5% | 14Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 677,328 | $32M | +33,023 | +5.1% | 14Q | SEC ↗ |
| 20 | 6th Street Advisors, LLC | 644,684 | $30M | -3,554 | -0.5% | 2Q | SEC ↗ |
| 21 | Compass Ion Advisors, LLC | 618,393 | $29M | -5,962 | -1.0% | 17Q | SEC ↗ |
| 22 | LPL Financial LLC | 465,715 | $22M | -31,012 | -6.2% | 21Q | SEC ↗ |
| 23 | Purewater Capital LLC | 428,145 | $20M | +104,455 | +32.3% | 2Q | SEC ↗ |
| 24 | Wealth Advisory Team LLC NEW | 416,378 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 25 | United Advisor Group, LLC | 379,043 | $18M | +14,540 | +4.0% | 10Q | SEC ↗ |
| 26 | GERBER, LLC | 331,625 | $16M | +14,172 | +4.5% | 6Q | SEC ↗ |
| 27 | Cushing Capital Partners, LLC | 313,908 | $15M | +12,130 | +4.0% | 7Q | SEC ↗ |
| 28 | SILVER OAK SECURITIES, INCORPORATED | 306,808 | $14M | +13,343 | +4.5% | 18Q | SEC ↗ |
| 29 | MAI Capital Management | 295,182 | $14M | -84,771 | -22.3% | 7Q | SEC ↗ |
| 30 | Strong Retirement Solutions LLC | 290,565 | $14M | +12,307 | +4.4% | 3Q | SEC ↗ |
| 31 | MBE Wealth Management, LLC | 280,648 | $13M | -2,788 | -1.0% | 21Q | SEC ↗ |
| 32 | Uniting Wealth Partners, LLC | 280,213 | $13M | -49,172 | -14.9% | 2Q | SEC ↗ |
| 33 | Financial Guidance Group, Inc. | 274,284 | $13M | -10,665 | -3.7% | 9Q | SEC ↗ |
| 34 | Lord & Richards Wealth Management, LLC | 268,008 | $13M | +8,472 | +3.3% | 7Q | SEC ↗ |
| 35 | Prime Capital Investment Advisors, LLC | 250,056 | $12M | +45,002 | +21.9% | 5Q | SEC ↗ |
| 36 | EdgeRock Capital LLC | 236,592 | $11M | +5,696 | +2.5% | 3Q | SEC ↗ |
| 37 | MARIPAU WEALTH MANAGEMENT LLC | 227,941 | $11M | +21,741 | +10.5% | 10Q | SEC ↗ |
| 38 | LEVEL FOUR ADVISORY SERVICES, LLC | 202,165 | $10M | +4,323 | +2.2% | 11Q | SEC ↗ |
| 39 | Tailwinds Wealth, LLC | 202,141 | $10M | +110,713 | +121.1% | 3Q | SEC ↗ |
| 40 | CWM, LLC | 189,539 | $9M | -5,218 | -2.7% | 13Q | SEC ↗ |
| 41 | Sunpointe, LLC | 173,696 | $8M | -855 | -0.5% | 9Q | SEC ↗ |
| 42 | CoreFirst Bank & Trust | 164,239 | $8M | +6,382 | +4.0% | 3Q | SEC ↗ |
| 43 | Capital Investment Advisory Services, | 156,720 | $7M | +154,438 | +6767.7% | 2Q | SEC ↗ |
| 44 | RENASANT BANK | 138,612 | $7M | +3,975 | +3.0% | 9Q | SEC ↗ |
| 45 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 129,564 | $6M | +1,669 | +1.3% | 22Q | SEC ↗ |
| 46 | TrueWealth Advisors, LLC | 126,503 | $6M | -1,900 | -1.5% | 14Q | SEC ↗ |
| 47 | UBS Group AG | 123,404 | $6M | +10,357 | +9.2% | 15Q | SEC ↗ |
| 48 | Regal Investment Advisors LLC | 117,339 | $6M | -147 | -0.1% | 4Q | SEC ↗ |
| 49 | Wealthcare Advisory Partners LLC | 113,879 | $5M | -28,705 | -20.1% | 5Q | SEC ↗ |
| 50 | Independent Advisor Alliance | 95,165 | $4M | -114,025 | -54.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealth Advisory Team LLC | 416,378 | $20M |
| Lansing Street Advisors | 63,760 | $3M |
| CITADEL ADVISORS LLC | 30,977 | $1M |
| JANE STREET GROUP, LLC | 15,998 | $756K |
| Manhattan West Asset Management, LL | 15,588 | $736K |
| Valeo Financial Advisors, LLC | 11,393 | $538K |
| Penobscot Investment Management Com | 8,974 | $424K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,490 | $354K |
| Cetera Investment Advisers | 5,378 | $254K |
| Western Wealth Management, LLC | 5,203 | $246K |
| Global Retirement Partners, LLC | 5,006 | $236K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,832 | $228K |
| Transcendent Capital Group LLC | 4,700 | $222K |
| TRUIST FINANCIAL CORP | 4,692 | $222K |
| Cambridge Investment Research Advis | 4,631 | $219K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,539 | $214K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,601 | $76K |
| EverSource Wealth Advisors, LLC | 300 | $14K |
| Silver Grove Financial Group, Inc. | 67 | $3K |
| PNC Financial Services Group, Inc. | 48 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| True Vision MN LLC | 55,929 | $3M |
| Lifeworks Advisors, LLC | 29,817 | $1M |
| Town Capital LLC | 15,728 | $743K |
| BANK OF AMERICA CORP /DE | 12,370 | $584K |
| Thrivent Financial for Lutherans | 11,811 | $558K |
| Kathmere Capital Management, LLC | 10,487 | $495K |
| Belpointe Asset Management LLC | 10,417 | $492K |
| IMC-Chicago, LLC | 9,881 | $467K |
| Gladstone Institutional Advisory LL | 9,600 | $454K |
| Bank of New York Mellon Corp | 8,674 | $410K |
| Virtue Capital Management, LLC | 7,511 | $355K |
| Capital Group Private Client Servic | 6,685 | $316K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,400 | $302K |
| Cordgrass Capital Advisors, LLC | 6,112 | $289K |
| Compound Planning, Inc. | 5,235 | $247K |
| Axim Planning & Wealth | 4,618 | $218K |
| OPTIMA CAPITAL LLC | 3,442 | $163K |
| Advisors Preferred, LLC | 1,532 | $72K |
| Allworth Financial LP | 494 | $23K |
| JONES FINANCIAL COMPANIES LLLP | 325 | $15K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -335,847 | -12.0% | 2,467,498 |
| Independent Advisor Alliance | -114,025 | -54.5% | 95,165 |
| MAI Capital Management | -84,771 | -22.3% | 295,182 |
| Uniting Wealth Partners, LLC | -49,172 | -14.9% | 280,213 |
| Quantinno Capital Management LP | -34,861 | -65.9% | 18,010 |
| LPL Financial LLC | -31,012 | -6.2% | 465,715 |
| Wealthcare Advisory Partners LLC | -28,705 | -20.1% | 113,879 |
| Savvy Advisors, Inc. | -24,848 | -23.1% | 82,921 |
| Clarus Group, Inc. | -20,834 | -1.9% | 1,057,313 |
| WealthShield Partners, LLC | -19,876 | -77.9% | 5,648 |
| Waterloo Capital, L.P. | -19,099 | -2.5% | 742,913 |
| MBL Wealth, LLC | -17,782 | -37.4% | 29,740 |
| RFG Advisory, LLC | -15,169 | -46.8% | 17,232 |
| Diversified Enterprises, LLC | -11,154 | -1.1% | 990,184 |
| Financial Guidance Group, Inc. | -10,665 | -3.7% | 274,284 |
| Peak Planning Group, LLC | -7,556 | -57.7% | 5,540 |
| MML INVESTORS SERVICES, LLC | -6,054 | -9.6% | 57,236 |
| Compass Ion Advisors, LLC | -5,962 | -1.0% | 618,393 |
| AQR CAPITAL MANAGEMENT LLC | -5,952 | -11.4% | 46,076 |
| Orion Porfolio Solutions, LLC | -5,856 | -6.6% | 82,333 |