ACIO
Aptus Collared Income Opportunity ETF$42.69-0.17 (-0.40%)Financial ServicesBATS
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$6.130002650001914e+227T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 14,028,639 | $613.0M | 4.39% | Share |
| 2 | Integrated Wealth Concepts LLC | 6,079,499 | $265.0M | 3.15% | Share |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4,380,579 | $191.4M | 11.89% | Share |
| 4 | Corient Private Wealth LLC | 3,193,770 | $139.6M | 0.19% | Share |
| 5 | BROGAN FINANCIAL, INC. | 1,921,316 | $84.0M | 36.69% | Share |
| 6 | KFG WEALTH MANAGEMENT, LLC | 1,792,607 | $78.3M | 10.48% | Share |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,479,215 | $64.0M | 0.02% | Share |
| 8 | Second Line Capital, LLC | 1,251,085 | $54.7M | 11.24% | Share |
| 9 | Aptus Capital Advisors, LLC | 1,222,636 | $53.0M | 0.38% | Share |
| 10 | Signal Advisors Wealth, LLC | 1,124,239 | $49.1M | 3.91% | Share |
| 11 | Clarus Group, Inc. | 1,083,645 | $47.4M | 17.06% | Share |
| 12 | Park Place Capital Corp | 1,082,349 | $47.3M | 9.85% | Share |
| 13 | First Heartland Consultants, Inc. | 1,072,556 | $46.9M | 3.55% | Share |
| 14 | Sunburst Financial Group, LLC | 1,044,797 | $45.7M | 9.24% | Share |
| 15 | Bienville Capital Management, LLC | 944,286 | $41.3M | 6.55% | Share |
| 16 | Diversified Enterprises, LLC | 923,017 | $40.3M | 2.40% | Share |
| 17 | Waterloo Capital, L.P. | 759,401 | $33.0M | 2.38% | Share |
| 18 | Advisory Services Network, LLC | 700,173 | $30.0M | 0.42% | Share |
| 19 | Compass Ion Advisors, LLC | 605,993 | $26.5M | 2.52% | Share |
| 20 | MAI Capital Management | 616,761 | $26.0M | 0.15% | Share |
| 21 | LPL Financial LLC | 544,920 | $23.0M | 0.01% | Share |
| 22 | WELLS FARGO & COMPANY/MN | 427,586 | $18.0M | 0.00% | Share |
| 23 | Wealth Advisory Team LLC | 359,182 | $15.7M | 13.88% | Share |
| 24 | United Advisor Group, LLC | 342,673 | $15.0M | 1.87% | Share |
| 25 | Pandora Wealth, Inc. | 325,843 | $14.2M | 8.65% | Share |
| 26 | SILVER OAK SECURITIES, INCORPORATED | 321,073 | $14.1M | 0.95% | Share |
| 27 | Strong Retirement Solutions LLC | 320,939 | $14.0M | 9.45% | Share |
| 28 | Advisory Services Network, LLC | 336,703 | $14.0M | 0.20% | Share |
| 29 | Cushing Capital Partners, LLC | 318,619 | $13.9M | 10.31% | Share |
| 30 | GERBER, LLC | 299,438 | $13.1M | 7.30% | Share |
| 31 | MBE Wealth Management, LLC | 282,974 | $12.4M | 5.18% | Share |
| 32 | Financial Guidance Group, Inc. | 269,471 | $11.8M | 4.82% | Share |
| 33 | WELLS FARGO & COMPANY/MN | 259,918 | $11.0M | 0.00% | Share |
| 34 | TrueWealth Advisors, LLC | 224,210 | $9.8M | 2.54% | Share |
| 35 | EdgeRock Capital LLC | 223,480 | $9.8M | 2.60% | Share |
| 36 | Savvy Advisors, Inc. | 217,209 | $9.5M | 0.31% | Share |
| 37 | CWM, LLC | 194,757 | $8.5M | 0.02% | Share |
| 38 | MARIPAU WEALTH MANAGEMENT LLC | 192,796 | $8.4M | 3.88% | Share |
| 39 | Lord & Richards Wealth Management, LLC | 186,943 | $8.2M | 7.02% | Share |
| 40 | LEVEL FOUR ADVISORY SERVICES, LLC | 198,183 | $8.0M | 0.26% | Share |
| 41 | Prime Capital Investment Advisors, LLC | 168,645 | $7.4M | 0.09% | Share |
| 42 | Delta Investment Management, LLC | 168,268 | $7.4M | 1.28% | Share |
| 43 | Sunpointe, LLC | 167,993 | $7.3M | 2.43% | Share |
| 44 | Wealthcare Advisory Partners LLC | 151,501 | $6.6M | 0.13% | Share |
| 45 | UBS Group AG | 148,177 | $6.5M | 0.00% | Share |
| 46 | Renasant Bank | 129,045 | $5.6M | 3.82% | Share |
| 47 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 122,073 | $5.3M | 2.46% | Share |
| 48 | CoreFirst Bank & Trust | 120,065 | $5.2M | 2.84% | Share |
| 49 | Regal Investment Advisors LLC | 114,079 | $5.0M | 0.30% | Share |
| 50 | Peak Planning Group, LLC | 104,472 | $4.6M | 1.28% | Share |