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Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

Aptus Collared Investment Opportunity ETF logo
$46.95 +0.21 (+0.45%)
As of 12:12 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)
$46.33M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$59.49M
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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
8/12/2026 Compass Financial Management LLC1,601$74K0.0%N/A0.003%
7/9/2026 Valeo Financial Advisors LLC11,393$526K0.0%N/A0.024%
6/3/2026 CoreFirst Bank & Trust157,857$6.62M3.5%+30.4%0.335%
6/3/2026 Parallel Advisors LLC8,410$353K0.0%+10.2%0.018%
5/7/2026 Parallel Advisors LLC8,410$353K0.0%+10.2%0.018%
5/5/2026 Bank of New York Mellon Corp8,674$364K0.0%N/A0.018%
5/5/2026 Advisors Preferred LLC1,532$64K0.0%+1,078.5%0.003%
2/18/2026 Virtue Capital Management LLC8,494$371K0.0%+922.1%0.018%
2/17/2026 Advisory Services Network LLC1,039,861$45.44M0.6%+7.5%2.209%
2/13/2026 Integrated Wealth Concepts LLC6,079,499$265.67M3.2%-17.1%12.913%
2/11/2026 Mascagni Wealth Management Inc.12,569$549K0.4%-5.2%0.027%
2/11/2026 Parallel Advisors LLC7,631$333K0.0%+18.9%0.016%
2/10/2026 Waterloo 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%
1/28/2026 Confluence Wealth Services Inc.5,580$244K0.0%N/A0.012%
1/23/2026 Farther Finance Advisors LLC26,073$1.14M0.0%+32.3%0.055%
1/20/2026 Princeton Global Asset Management LLC4,303$188K0.0%N/A0.009%
1/9/2026 Park Place Capital Corp1,082,349$47.30M9.8%+6.3%2.299%
1/1/2026 JPMorgan Chase & Co.3,457$150K0.0%+110.4%0.007%
11/17/2025 Integrated Wealth Concepts LLC7,335,218$318.57M2.8%+9.9%15.580%
11/13/2025 BOKF NA4,326$188K0.0%-79.8%0.009%
11/13/2025 Parallel Advisors LLC6,416$279K0.0%+670.2%0.014%
11/10/2025 Advisors Preferred LLC1,089$47K0.0%-68.4%0.002%
11/7/2025 JPMorgan Chase & Co.3,457$150K0.0%+110.4%0.007%
11/5/2025 Waterloo Capital L.P.841,167$36.53M2.7%+0.2%1.787%
11/4/2025 Transcendent Capital Group LLC4,700$204K0.1%N/A0.010%
10/22/2025 Park Place Capital Corp1,018,213$44.22M9.3%+19.5%2.163%
10/14/2025 Farther Finance Advisors LLC19,711$856K0.0%-2.9%0.042%
8/13/2025 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%
7/25/2025Pandora 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%
5/22/2025Rollins 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%
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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%
4/26/2023Sugarloaf Wealth Management LLC1,669,179$50.39M12.4%+4.8%9.121%
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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 1,065,124 shares in the last 24 months. This purchase volume represents approximately $46.33M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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