Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $40.72 +0.79 (+1.98%) As of 01/17/2025 03:59 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$87.28MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$262.02K 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. Email Address 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 CompanyDetails1/17/2025Park Place Capital Corp685,536$27.59M7.7%+27.9%2.812% 1/10/2025 Sugarloaf 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% 12/26/2024JPMorgan 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% 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. 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% 10/11/2024 ORG Partners LLC686,480$27.28M4.4%+9.5%2.816% 10/8/2024 Sugarloaf 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% 7/16/2024 ORG Partners LLC627,130$23.70M3.0%N/A2.572% 7/8/2024 Sugarloaf 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% 4/23/2024 Sugarloaf 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% 1/29/2024 ORG Partners LLC503,995$16.71M2.8%+6,456.5%2.739% 1/10/2024 Sugarloaf Wealth Management LLC954,744$31.66M6.9%-4.6%5.189% 11/13/2023 Sugarloaf 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% 8/2/2023MAI Capital Management262,466$8.17M0.1%-2.5%1.356% 7/18/2023Virtue Capital Management LLC17,522$546K0.1%-5.2%0.091% 7/13/2023 Sugarloaf 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% 4/26/2023 Sugarloaf 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% 2/3/2023 Sugarloaf 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, 17 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($44.96M), MAI Capital Management ($29.12M), ORG Partners LLC ($28.15M), Park Place Capital Corp ($27.59M), Waterloo Capital L.P. ($21.44M), United Advisor Group LLC ($9.27M), and Spotlight Asset Group Inc. ($7.37M).Learn more on ACIO's institutional investors. Which institutional investors have been buying Aptus Collared Investment Opportunity ETF stock? Of the 14 institutional investors that purchased Aptus Collared Investment Opportunity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.20M), Park Place Capital Corp ($685.54K), Sugarloaf Wealth Management LLC ($425.51K), MAI Capital Management ($290.09K), Silver Oak Securities Incorporated ($41.73K), Maripau Wealth Management LLC ($36.78K), and United Advisor Group LLC ($35.70K). How much institutional buying is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have bought a total of 2,773,527 shares in the last 24 months. This purchase volume represents approximately $99.80M in transactions. Which Aptus Collared Investment Opportunity ETF major shareholders have been selling company stock? The following institutional investors have sold Aptus Collared Investment Opportunity ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($748.71K), MAI Capital Management ($13.80K), Waterloo Capital L.P. ($3.47K), Captrust Financial Advisors ($3.31K), Virtue Capital Management LLC ($963.00), and Avior Wealth Management LLC ($384.00). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 770,632 shares in the last 24 months. This volume of shares sold represents approximately $23.61M in transactions. 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