Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $37.62 +0.27 (+0.71%) Closing price 03:56 PM EasternExtended Trading$37.60 -0.02 (-0.05%) As of 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)6TotalInstitutional Outflows(last 12 months)$868.80K 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 CompanyDetails4/14/2025Farther Finance Advisors LLC8,361$324K0.0%-46.0%0.019% 4/8/2025 Parallel 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% 2/10/2025 Parallel 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% 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. 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% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a7/18/2023Virtue 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% 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% (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? Of the 10 institutional investors that sold Aptus Collared Investment Opportunity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sugarloaf Wealth Management LLC ($748.71K), Parallel Advisors LLC ($8.11K), Farther Finance Advisors LLC ($7.77K), MAI Capital Management ($6.86K), Magnolia Private Wealth LLC ($6.29K), Waterloo Capital L.P. ($3.47K), and Captrust Financial Advisors ($3.31K). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 788,501 shares in the last 24 months. This volume of shares sold represents approximately $24.38M in transactions. 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