Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

$39.61

-0.11 (-0.28%)

(As of 09/27/2024 ET)

Number of Institutional Buyers (last 12 months): 7
Total Institutional Inflows (last 12 months): $62.61M

Number of Institutional Sellers (last 12 months): 2
Total Institutional Outflows (last 12 months): $23.02M

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ACIO Institutional Buying and Selling by Quarter

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Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/12/2024	Waterloo Capital L.P.	569,718	$21.44M	2.6%	+0.2%	2.337%
7/31/2024	Farther Finance Advisors LLC	10,584	$400K	0.0%	+70.9%	0.043%
7/16/2024	ORG Partners LLC	627,130	$23.70M	3.0%	N/A	2.572%
7/8/2024	Sugarloaf Wealth Management LLC	1,054,886	$39.70M	8.0%	+1.4%	4.327%
7/2/2024	Park Place Capital Corp	434,834	$16.36M	5.2%	+255.8%	1.784%
5/15/2024	Transcendent Capital Group LLC	4,700	$169K	0.1%	N/A	0.019%
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5/8/2024	MAI Capital Management	365,378	$13.17M	0.1%	+19.4%	1.499%
4/23/2024	Sugarloaf Wealth Management LLC	1,040,355	$37.49M	7.1%	+9.0%	4.832%
4/18/2024	Park Place Capital Corp	122,224	$4.40M	1.6%	N/A	0.568%
2/14/2024	Waterloo Capital L.P.	549,487	$18.22M	2.9%	-0.6%	2.986%
1/29/2024	ORG Partners LLC	503,995	$16.71M	2.8%	+6,456.5%	2.739%
1/10/2024	Sugarloaf Wealth Management LLC	954,744	$31.66M	6.9%	-4.6%	5.189%
11/13/2023	Sugarloaf Wealth Management LLC	1,001,120	$30.46M	6.9%	-41.2%	5.441%
11/3/2023	ORG Partners LLC	7,687	$234K	0.1%	N/A	0.042%
8/9/2023	Spotlight Asset Group Inc.	236,942	$7.37M	6.6%	+13.0%	1.288%
8/2/2023	MAI Capital Management	262,466	$8.17M	0.1%	-2.5%	1.356%
7/18/2023	Virtue Capital Management LLC	17,522	$546K	0.1%	-5.2%	0.091%
7/13/2023	Sugarloaf Wealth Management LLC	1,703,450	$52.99M	12.4%	+2.1%	8.803%
5/10/2023	MAI Capital Management	269,324	$8.13M	0.1%	+36.8%	1.392%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	6,874	$208K	0.0%	N/A	0.036%
5/5/2023	Silver Oak Securities Incorporated	239,126	$7.22M	1.2%	+5.1%	1.236%
4/26/2023	Sugarloaf Wealth Management LLC	1,669,179	$50.39M	12.4%	+4.8%	9.121%
2/10/2023	CoreCap Advisors LLC	2,214	$64K	0.0%	N/A	0.000%
2/9/2023	MAI Capital Management	196,922	$5.68M	0.1%	-3.4%	0.000%
2/3/2023	Sugarloaf Wealth Management LLC	1,593,246	$45.93M	11.5%	+10.6%	0.000%
2/2/2023	Silver Oak Securities Incorporated	227,477	$6.56M	1.2%	+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, 12 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($39.70M), ORG Partners LLC ($23.70M), Waterloo Capital L.P. ($21.44M), Park Place Capital Corp ($16.36M), MAI Capital Management ($13.17M), Spotlight Asset Group Inc. ($7.37M), and Silver Oak Securities Incorporated ($7.22M).Learn more on ACIO's institutional investors.
Which institutional investors have been buying Aptus Collared Investment Opportunity ETF stock?: Of the 11 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 ($1.13M), Park Place Capital Corp ($434.83K), Sugarloaf Wealth Management LLC ($363.23K), MAI Capital Management ($131.71K), Silver Oak Securities Incorporated ($41.73K), Spotlight Asset Group Inc. ($27.32K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($6.87K).
How much institutional buying is happening at Aptus Collared Investment Opportunity ETF?: Institutional investors have bought a total of 2,149,413 shares in the last 24 months. This purchase volume represents approximately $74.90M 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), and Virtue Capital Management LLC ($963.00).
How much institutional selling is happening at Aptus Collared Investment Opportunity ETF?: Institutional investors have sold a total of 766,934 shares in the last 24 months. This volume of shares sold represents approximately $23.47M in transactions.