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Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

Aptus Collared Investment Opportunity ETF logo
$41.72 +4.36 (+11.67%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$114.41M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.20M
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ACIO Institutional Buying and Selling by Quarter

Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/14/2025Farther Finance Advisors LLC8,361$324K0.0%-46.0%0.019%
4/8/2025Parallel Advisors LLC833$32K0.0%-90.7%0.002%
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%
2/10/2025Parallel Advisors LLC8,940$360K0.0%+17.6%0.037%
2/10/2025Farther 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%
10/29/2024Farther 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%
7/31/2024Farther 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%
4/18/2024Park Place Capital Corp122,224$4.40M1.6%N/A0.568%
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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%
5/5/2023Silver 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%
2/2/2023Silver 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 ($196.69K), 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 2,909,873 shares in the last 24 months. This purchase volume represents approximately $114.41M 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.


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This page (BATS:ACIO) was last updated on 7/4/2025 by MarketBeat.com Staff
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