Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $41.49 +4.13 (+11.05%) As of 02:05 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$90.76MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$1.20M Get ACIO Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Collared Investment Opportunity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ACIO Institutional Buying and Selling by Quarter Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/11/2025 Farther Finance Advisors LLC20,308$841K0.0%+142.9%0.043% 5/22/2025Rollins Financial Advisors LLC6,469$250K0.0%N/A0.014% 5/16/2025Integrated Wealth Concepts LLC5,411,427$209.37M2.4%+2.4%11.777% 5/12/2025Pandora Wealth Inc.331,173$12.81M8.4%N/A0.739% 5/6/2025Advisors Preferred LLC14,232$552K0.1%N/A0.032% 4/24/2025Park Place Capital Corp762,096$29.49M8.0%+11.2%1.700% 4/23/2025Mascagni Wealth Management Inc.12,717$512K0.5%-14.8%0.028% 4/15/2025Magnolia Private Wealth LLC8,903$344K0.2%-41.4%0.020% 4/14/2025 Farther Finance Advisors LLC8,361$324K0.0%-46.0%0.019% 4/8/2025 Parallel Advisors LLC833$32K0.0%-90.7%0.002% Get the Latest News and Ratings for ACIO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Aptus Collared Investment Opportunity ETF and its competitors with MarketBeat's FREE daily newsletter. 3/24/2025Mascagni Wealth Management Inc.12,717$512K0.4%N/A0.029% 2/26/2025Virtue Capital Management LLC7,994$322K0.1%-11.6%0.033% 2/14/2025Integrated Wealth Concepts LLC5,284,684$212.66M2.5%+22.4%21.676% 2/13/2025Waterloo Capital L.P.611,906$24.62M2.6%+3.0%2.510% 2/12/2025JPMorgan Chase & Co.3,593$145K0.0%-30.6%0.015% 2/10/2025 Parallel Advisors LLC8,940$360K0.0%+17.6%0.037% 2/10/2025 Farther Finance Advisors LLC15,487$623K0.0%-4.0%0.064% 2/5/2025Maripau Wealth Management LLC149,000$6.00M3.6%+89.0%0.611% 2/5/2025Magnolia Private Wealth LLC15,196$611K0.3%N/A0.062% 1/17/2025Park Place Capital Corp685,536$27.59M7.7%+27.9%2.812% 1/10/2025Sugarloaf Wealth Management LLC1,117,167$44.96M7.7%+2.0%4.582% 1/10/2025ORG Partners LLC699,439$28.15M3.8%+1.9%2.869% 12/26/2024JPMorgan Chase & Co.5,175$206K0.0%+87.7%0.021% 11/14/2024Captrust Financial Advisors26,552$1.06M0.0%-11.1%0.109% 11/8/2024Avior Wealth Management LLC2,741$109K0.0%-12.3%0.011% 11/7/2024MAI Capital Management732,686$29.12M0.3%+27.6%3.005% 10/30/2024United Advisor Group LLC233,268$9.27M2.1%+18.1%0.957% 10/29/2024 Farther Finance Advisors LLC16,131$641K0.0%+52.4%0.066% 10/22/2024Maripau Wealth Management LLC78,821$3.13M2.7%+87.5%0.323% 10/11/2024ORG Partners LLC686,480$27.28M4.4%+9.5%2.816% 10/8/2024Sugarloaf Wealth Management LLC1,094,863$43.51M8.2%+3.8%4.491% 10/8/2024Park Place Capital Corp536,190$21.31M6.1%+23.3%2.199% 8/12/2024Waterloo Capital L.P.569,718$21.44M2.6%+0.2%2.337% 7/31/2024 Farther Finance Advisors LLC10,584$400K0.0%+70.9%0.043% 7/16/2024ORG Partners LLC627,130$23.70M3.0%N/A2.572% 7/8/2024Sugarloaf Wealth Management LLC1,054,886$39.70M8.0%+1.4%4.327% 7/2/2024Park Place Capital Corp434,834$16.36M5.2%+255.8%1.784% 5/15/2024Transcendent Capital Group LLC4,700$169K0.1%N/A0.019% 5/8/2024MAI Capital Management365,378$13.17M0.1%+19.4%1.499% 4/23/2024Sugarloaf Wealth Management LLC1,040,355$37.49M7.1%+9.0%4.832% The End of Elon Musk…? 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According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.Click here to see why the "End of Elon" crowd is about to be wrong again.4/18/2024Park Place Capital Corp122,224$4.40M1.6%N/A0.568% 2/14/2024Waterloo Capital L.P.549,487$18.22M2.9%-0.6%2.986% 1/29/2024ORG Partners LLC503,995$16.71M2.8%+6,456.5%2.739% 1/10/2024Sugarloaf Wealth Management LLC954,744$31.66M6.9%-4.6%5.189% 11/13/2023Sugarloaf Wealth Management LLC1,001,120$30.46M6.9%-41.2%5.441% 11/3/2023ORG Partners LLC7,687$234K0.1%N/A0.042% 8/9/2023Spotlight Asset Group Inc.236,942$7.37M6.6%+13.0%1.288% 8/2/2023MAI Capital Management262,466$8.17M0.1%-2.5%1.356% 7/18/2023Virtue Capital Management LLC17,522$546K0.1%-5.2%0.091% 7/13/2023Sugarloaf Wealth Management LLC1,703,450$52.99M12.4%+2.1%8.803% 5/10/2023MAI Capital Management269,324$8.13M0.1%+36.8%1.392% 5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,874$208K0.0%N/A0.036% 5/5/2023 Silver Oak Securities Incorporated239,126$7.22M1.2%+5.1%1.236% 4/26/2023Sugarloaf Wealth Management LLC1,669,179$50.39M12.4%+4.8%9.121% 2/10/2023CoreCap Advisors LLC2,214$64K0.0%N/A0.000% 2/9/2023MAI Capital Management196,922$5.68M0.1%-3.4%0.000% 2/3/2023Sugarloaf Wealth Management LLC1,593,246$45.93M11.5%+10.6%0.000% 2/2/2023 Silver Oak Securities Incorporated227,477$6.56M1.2%+15.2%0.000% (Data available from 1/1/2016 forward) ACIO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ACIO shares? During the previous two years, 21 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($209.37M), Sugarloaf Wealth Management LLC ($44.96M), Park Place Capital Corp ($29.49M), MAI Capital Management ($29.12M), ORG Partners LLC ($28.15M), Waterloo Capital L.P. ($24.62M), and Pandora Wealth Inc. ($12.81M).Learn more on Aptus Collared Investment Opportunity ETF's institutional investors. Which institutional investors have been buying Aptus Collared Investment Opportunity ETF's stock? Of the 18 institutional investors that purchased Aptus Collared Investment Opportunity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.20M), Integrated Wealth Concepts LLC ($1.09M), Park Place Capital Corp ($762.10K), Pandora Wealth Inc. ($331.17K), MAI Capital Management ($217.68K), Sugarloaf Wealth Management LLC ($162.42K), and Maripau Wealth Management LLC ($106.96K). How much institutional buying is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have bought a total of 2,280,159 shares in the last 24 months. This purchase volume represents approximately $90.76M in transactions. Which of Aptus Collared Investment Opportunity ETF's major shareholders have been selling company stock? The following institutional investors have sold Aptus Collared Investment Opportunity ETF stock in the last 24 months: Parallel Advisors LLC ($8.11K), Farther Finance Advisors LLC ($7.77K), Magnolia Private Wealth LLC ($6.29K), Captrust Financial Advisors ($3.31K), Mascagni Wealth Management Inc. ($2.20K), JPMorgan Chase & Co. ($1.58K), and Virtue Capital Management LLC ($1.05K). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 30,708 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions. Related Companies QQQI Major Shareholders GPIQ Major Shareholders GPIX Major Shareholders BUYW Major Shareholders IDUB Major Shareholders PAPI Major Shareholders GQI Major Shareholders DJIA Major Shareholders QYLG Major Shareholders TCAL Major Shareholders This page (BATS:ACIO) was last updated on 7/16/2025 by MarketBeat.com Staff From Our PartnersDrilling With a $3.5B Discovery Partner in Its CornerA small-cap explorer is about to drill for high-grade gold in a region known for multi-million-ounce discoveri...The Tomorrow Investor | SponsoredBank of America Says Gold Could Hit $4,000. Here How to Get Paid“I’ve always hated gold. 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