Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $42.65 +5.29 (+14.15%) Closing price 03:58 PM EasternExtended Trading$42.64 -0.01 (-0.03%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)17TotalInstitutional Inflows(last 12 months)$97.41MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$2.60M Get ACIO Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Collared Investment Opportunity ETF stock? 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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 CompanyDetails8/13/2025 Virtue Capital Management LLC15,393$637K0.1%+78.9%0.033% 8/12/2025 Waterloo Capital L.P.839,594$34.76M2.8%+9.0%1.783% 8/12/2025 JPMorgan Chase & Co.1,643$68K0.0%-91.1%0.003% 8/6/2025 Mascagni Wealth Management Inc.13,255$549K0.5%+4.2%0.028% 8/5/2025 Advisors Preferred LLC3,447$143K0.0%-75.8%0.007% 7/25/2025 Pandora Wealth Inc.326,421$13.51M8.3%-1.4%0.693% 7/18/2025 Magnolia Private Wealth LLC7,203$298K0.2%-19.1%0.015% 7/17/2025 Park Place Capital Corp852,039$35.26M8.0%+11.8%1.810% 7/11/2025 Farther Finance Advisors LLC20,308$841K0.0%+142.9%0.043% 5/22/2025 Rollins Financial Advisors LLC6,469$250K0.0%N/A0.014% 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. 5/16/2025 Integrated Wealth Concepts LLC5,411,427$209.37M2.4%+2.4%11.777% 5/12/2025 Pandora Wealth Inc.331,173$12.81M8.4%N/A0.739% 5/6/2025 Advisors Preferred LLC14,232$552K0.1%N/A0.032% 4/24/2025 Park Place Capital Corp762,096$29.49M8.0%+11.2%1.700% 4/23/2025 Mascagni Wealth Management Inc.12,717$512K0.5%-14.8%0.028% 4/15/2025 Magnolia 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% 3/24/2025 Mascagni Wealth Management Inc.12,717$512K0.4%N/A0.029% 2/26/2025 Virtue Capital Management LLC7,994$322K0.1%-11.6%0.033% 2/14/2025 Integrated Wealth Concepts LLC5,284,684$212.66M2.5%+22.4%21.676% 2/13/2025 Waterloo Capital L.P.611,906$24.62M2.6%+3.0%2.510% 2/12/2025 JPMorgan 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% 2/5/2025 Maripau Wealth Management LLC149,000$6.00M3.6%+89.0%0.611% 2/5/2025 Magnolia Private Wealth LLC15,196$611K0.3%N/A0.062% 1/17/2025 Park 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% 1/10/2025 ORG Partners LLC699,439$28.15M3.8%+1.9%2.869% 12/26/2024 JPMorgan Chase & Co.5,175$206K0.0%+87.7%0.021% 11/14/2024 Captrust Financial Advisors26,552$1.06M0.0%-11.1%0.109% 11/8/2024 Avior Wealth Management LLC2,741$109K0.0%-12.3%0.011% 11/7/2024 MAI Capital Management732,686$29.12M0.3%+27.6%3.005% 10/30/2024 United 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% 10/22/2024 Maripau Wealth Management LLC78,821$3.13M2.7%+87.5%0.323% 10/11/2024 ORG 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% 10/8/2024 Park Place Capital Corp536,190$21.31M6.1%+23.3%2.199% What Are Some Strategies to Help Lower RMD Taxes? 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Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.Click here to see the six strategies and get your free advisor matches today.8/12/2024 Waterloo 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% 7/16/2024 ORG Partners LLC627,130$23.70M3.0%N/A2.572% 7/8/2024Sugarloaf Wealth Management LLC1,054,886$39.70M8.0%+1.4%4.327% 7/2/2024 Park Place Capital Corp434,834$16.36M5.2%+255.8%1.784% 5/15/2024 Transcendent Capital Group LLC4,700$169K0.1%N/A0.019% 5/8/2024 MAI 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% 4/18/2024 Park Place Capital Corp122,224$4.40M1.6%N/A0.568% 2/14/2024 Waterloo Capital L.P.549,487$18.22M2.9%-0.6%2.986% 1/29/2024 ORG 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% 11/3/2023 ORG Partners LLC7,687$234K0.1%N/A0.042% 8/9/2023Spotlight Asset Group Inc.236,942$7.37M6.6%+13.0%1.288% 8/2/2023 MAI Capital Management262,466$8.17M0.1%-2.5%1.356% 7/18/2023 Virtue 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% 5/10/2023 MAI Capital Management269,324$8.13M0.1%+36.8%1.392% 5/10/2023 Nelson 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% 2/10/2023 CoreCap Advisors LLC2,214$64K0.0%N/A0.000% 2/9/2023 MAI 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, 20 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 ($35.26M), Waterloo Capital L.P. ($34.76M), MAI Capital Management ($29.12M), ORG Partners LLC ($28.15M), and Pandora Wealth Inc. ($13.51M).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 ($852.04K), 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 2,440,742 shares in the last 24 months. This purchase volume represents approximately $97.41M in transactions. Which of Aptus Collared Investment Opportunity ETF's major shareholders have been selling company stock? Of the 10 institutional investors that sold Aptus Collared Investment Opportunity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($18.40K), Advisors Preferred LLC ($10.79K), Parallel Advisors LLC ($8.11K), Magnolia Private Wealth LLC ($7.99K), Farther Finance Advisors LLC ($7.77K), Pandora Wealth Inc. ($4.75K), and Captrust Financial Advisors ($3.31K). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 64,759 shares in the last 24 months. This volume of shares sold represents approximately $2.60M in transactions. Related Companies GPIX Major Shareholders GPIQ Major Shareholders BUYW Major Shareholders IDUB Major Shareholders PAPI Major Shareholders GQI Major Shareholders DJIA Major Shareholders QYLG Major Shareholders TCAL Major Shareholders QQQI Major Shareholders This page (BATS:ACIO) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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