Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $39.14 +0.55 (+1.42%) Closing price 03/27/2025 03:59 PM EasternExtended Trading$39.10 -0.03 (-0.09%) As of 03/27/2025 04:05 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 Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)Number ofInstitutional Buyers(last 12 months)14TotalInstitutional Inflows(last 12 months)$114.48MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$279.14K Get ACIO Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Collared Investment Opportunity ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data ACIO Institutional Buying and Selling by Quarter Remove Ads Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/24/2025Mascagni Wealth Management Inc.12,717$512K0.4%N/A0.029% 2/26/2025 Virtue Capital Management LLC7,994$322K0.1%-11.6%0.033% 2/14/2025 Integrated Wealth Concepts LLC5,284,684$212.66M2.5%+22.4%21.676% 2/13/2025 Waterloo Capital L.P.611,906$24.62M2.6%+3.0%2.510% 2/12/2025 JPMorgan Chase & Co.3,593$145K0.0%-30.6%0.015% 2/10/2025 Parallel Advisors LLC8,940$360K0.0%+17.6%0.037% 2/10/2025 Farther Finance Advisors LLC15,487$623K0.0%-4.0%0.064% 2/5/2025 Maripau Wealth Management LLC149,000$6.00M3.6%+89.0%0.611% 2/5/2025 Magnolia Private Wealth LLC15,196$611K0.3%N/A0.062% 1/17/2025 Park Place Capital Corp685,536$27.59M7.7%+27.9%2.812% 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. 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% 12/26/2024 JPMorgan Chase & Co.5,175$206K0.0%+87.7%0.021% 11/14/2024 Captrust Financial Advisors26,552$1.06M0.0%-11.1%0.109% 11/8/2024 Avior Wealth Management LLC2,741$109K0.0%-12.3%0.011% 11/7/2024 MAI Capital Management732,686$29.12M0.3%+27.6%3.005% 10/30/2024 United Advisor Group LLC233,268$9.27M2.1%+18.1%0.957% 10/29/2024 Farther Finance Advisors LLC16,131$641K0.0%+52.4%0.066% 10/22/2024 Maripau 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% 10/8/2024 Park Place Capital Corp536,190$21.31M6.1%+23.3%2.199% 8/12/2024 Waterloo Capital L.P.569,718$21.44M2.6%+0.2%2.337% 7/31/2024 Farther 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% 7/2/2024 Park Place Capital Corp434,834$16.36M5.2%+255.8%1.784% 5/15/2024 Transcendent Capital Group LLC4,700$169K0.1%N/A0.019% 5/8/2024 MAI 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% 4/18/2024 Park Place Capital Corp122,224$4.40M1.6%N/A0.568% 2/14/2024 Waterloo 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% 8/2/2023 MAI Capital Management262,466$8.17M0.1%-2.5%1.356% 7/18/2023 Virtue 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% Caught on Camera: Elon Musk’s “Area 51” (Ad)You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see this footage.) A lot of people believe the U.S. government is hiding aliens at the highly classified U.S. Air Force facility in Nevada known as “Area 51.” Click here now because after May 1st, it could be too late.5/10/2023 MAI Capital Management269,324$8.13M0.1%+36.8%1.392% 5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,874$208K0.0%N/A0.036% 5/5/2023 Silver 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% 2/10/2023 CoreCap Advisors LLC2,214$64K0.0%N/A0.000% 2/9/2023 MAI 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% 2/2/2023 Silver Oak Securities Incorporated227,477$6.56M1.2%+15.2%0.000% (Data available from 1/1/2016 forward)Remove Ads ACIO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ACIO shares? During the previous two years, 20 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($212.66M), 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. ($24.62M), and United Advisor Group LLC ($9.27M).Learn more on ACIO's institutional investors. Which institutional investors have been buying Aptus Collared Investment Opportunity ETF stock? Of the 17 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), Integrated Wealth Concepts LLC ($965.77K), Park Place Capital Corp ($685.54K), MAI Capital Management ($290.09K), Sugarloaf Wealth Management LLC ($272.63K), Maripau Wealth Management LLC ($106.96K), 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 3,671,593 shares in the last 24 months. This purchase volume represents approximately $138.12M 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 ($6.86K), Waterloo Capital L.P. ($3.47K), Captrust Financial Advisors ($3.31K), Virtue Capital Management LLC ($2.02K), JPMorgan Chase & Co. ($1.58K), and Farther Finance Advisors LLC ($644.00). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 766,975 shares in the last 24 months. This volume of shares sold represents approximately $23.55M in transactions. Related Companies QQQI Major Shareholders BUYW Major Shareholders GPIX Major Shareholders GPIQ Major Shareholders SPYI Major Shareholders IDUB Major Shareholders PAPI Major Shareholders GQI Major Shareholders DJIA Major Shareholders QYLG Major Shareholders This page (BATS:ACIO) was last updated on 3/28/2025 by MarketBeat.com Staff From Our PartnersA $6.9 Trillion Cash Tsunami Is Coming – Move Your Money NOWExpert: "Prepare For the Mother of All Melt-Ups" In the wake of Wall Street volatility, stock-picking legen...Stansberry Research | SponsoredElon Warns: Exec Order 14024 Targets DollarExecutive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...Priority Gold | SponsoredWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. 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