Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free ACIO Stock Alerts

Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

Aptus Collared Investment Opportunity ETF logo
$46.92 -0.09 (-0.19%)
Closing price 09/30/2026 04:10 PM Eastern
Extended Trading
$46.10 -0.82 (-1.75%)
As of 09/30/2026 07:30 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 Massive. Learn more.
Compare

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)
$46.41M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$59.49M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Compass Financial Management LLC1,601$74K0.0%N/A0.003%
8/12/2026Compass Financial Management LLC1,601$74K0.0%N/A0.003%
7/9/2026Valeo Financial Advisors LLC11,393$526K0.0%N/A0.024%
6/3/2026CoreFirst Bank & Trust157,857$6.62M3.5%+30.4%0.335%
6/3/2026Parallel Advisors LLC8,410$353K0.0%+10.2%0.018%
5/7/2026Parallel Advisors LLC8,410$353K0.0%+10.2%0.018%
5/5/2026Bank of New York Mellon Corp8,674$364K0.0%N/A0.018%
5/5/2026Advisors Preferred LLC1,532$64K0.0%+1,078.5%0.003%
2/18/2026Virtue Capital Management LLC8,494$371K0.0%+922.1%0.018%
2/17/2026Advisory Services Network LLC1,039,861$45.44M0.6%+7.5%2.209%
2/13/2026Integrated Wealth Concepts LLC6,079,499$265.67M3.2%-17.1%12.913%
2/11/2026Mascagni Wealth Management Inc.12,569$549K0.4%-5.2%0.027%
2/11/2026Parallel Advisors LLC7,631$333K0.0%+18.9%0.016%
2/10/2026Waterloo Capital L.P.759,401$33.19M2.4%-9.7%1.613%
2/4/2026Pandora Wealth Inc.325,843$14.24M8.7%-0.2%0.692%
1/28/2026Confluence Wealth Services Inc.5,580$244K0.0%N/A0.012%
1/23/2026Farther Finance Advisors LLC26,073$1.14M0.0%+32.3%0.055%
1/20/2026Princeton Global Asset Management LLC4,303$188K0.0%N/A0.009%
1/9/2026Park Place Capital Corp1,082,349$47.30M9.8%+6.3%2.299%
1/1/2026JPMorgan Chase & Co.3,457$150K0.0%+110.4%0.007%
11/17/2025Integrated Wealth Concepts LLC7,335,218$318.57M2.8%+9.9%15.580%
11/13/2025BOKF NA4,326$188K0.0%-79.8%0.009%
11/13/2025Parallel Advisors LLC6,416$279K0.0%+670.2%0.014%
11/10/2025Advisors Preferred LLC1,089$47K0.0%-68.4%0.002%
11/7/2025JPMorgan Chase & Co.3,457$150K0.0%+110.4%0.007%
11/5/2025Waterloo Capital L.P.841,167$36.53M2.7%+0.2%1.787%
11/4/2025Transcendent Capital Group LLC4,700$204K0.1%N/A0.010%
10/22/2025Park Place Capital Corp1,018,213$44.22M9.3%+19.5%2.163%
10/14/2025Farther Finance Advisors LLC19,711$856K0.0%-2.9%0.042%
8/13/2025Virtue Capital Management LLC15,393$637K0.1%+78.9%0.033%
8/12/2025Waterloo Capital L.P.839,594$34.76M2.8%+9.0%1.783%
8/12/2025JPMorgan Chase & Co.1,643$68K0.0%-91.1%0.003%
8/6/2025Mascagni Wealth Management Inc.13,255$549K0.5%+4.2%0.028%
8/5/2025Advisors Preferred LLC3,447$143K0.0%-75.8%0.007%
7/25/2025Pandora Wealth Inc.326,421$13.51M8.3%-1.4%0.693%
7/18/2025Magnolia Private Wealth LLC7,203$298K0.2%-19.1%0.015%
7/17/2025Park Place Capital Corp852,039$35.26M8.0%+11.8%1.810%
7/11/2025Farther 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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%


ACIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($265.67M), Park Place Capital Corp ($47.30M), Advisory Services Network LLC ($45.44M), Sugarloaf Wealth Management LLC ($44.96M), Waterloo Capital L.P. ($33.19M), MAI Capital Management ($29.12M), and ORG Partners LLC ($28.15M).Learn more on Aptus Collared Investment Opportunity ETF's institutional investors.

Of the 25 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: Integrated Wealth Concepts LLC ($1.75M), Park Place Capital Corp ($647.52K), Pandora Wealth Inc. ($331.17K), MAI Capital Management ($158.38K), Maripau Wealth Management LLC ($106.96K), Waterloo Capital L.P. ($88.60K), and Advisory Services Network LLC ($72.52K).

Institutional investors have bought a total of 1,066,725 shares in the last 24 months. This purchase volume represents approximately $46.41M in transactions.

The following institutional investors have sold Aptus Collared Investment Opportunity ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($1.26M), Waterloo Capital L.P. ($81.77K), BOKF NA ($17.13K), Advisors Preferred LLC ($2.36K), Mascagni Wealth Management Inc. ($688.00), Pandora Wealth Inc. ($671.00), and Farther Finance Advisors LLC ($597.00).

Institutional investors have sold a total of 1,358,929 shares in the last 24 months. This volume of shares sold represents approximately $59.49M in transactions.


Related Companies

Institutional ownership data for BATS:ACIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel