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Get Institutions for : 
Aptus Collared Income Opportunity Etf (ACIO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    1
Total shares held : 
 21,185,567  
% of shares held : 
 23.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 299,877  
% of shares held change : 
   0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 271,008
 1.28%
 
Increased Positions :
24
 2,483,991
 11.72%
 
Unchanged Positions :
6
 1,236,971
 5.84%
 
Decreased Positions :
16
-2,190,169
-10.34%
 
Closed Positions :
5
-264,953
-1.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 1 - 2023-12-31 7,538,424 $249,974,000 -1,173,828
   FIRST HEARTLAND CONSULTANTS INC 3 - 2024-03-31 788,431 $28,409,000 -36,683
   Waterloo Capital L.P. 2 - 2023-12-31 549,487 $18,221,000 -3,470
   Compass Ion Advisors LLC 7 - 2024-03-31 498,931 $17,977,000 -8,790
   Bienville Capital Management LLC 7 - 2023-12-31 361,130 $11,975,000 -500
   Menard Financial Group LLC 2 - 2023-12-31 193,527 $6,417,000 -21,718
   CWM LLC 413 - 2024-03-31 141,485 $5,098,000 -5,390
   We Are One Seven LLC 253 - 2023-12-31 42,914 $1,423,000 -1,317
   Private Advisor Group LLC 1033 - 2024-03-31 35,629 $1,284,000 -346
   Fiduciary Planning LLC 27 - 2024-03-31 34,744 $1,252,000 -847
   Advisor Resource Council 38 - 2024-03-31 36,466 $1,209,000 -1,761
   Diversified LLC 47 - 2024-03-31 25,301 $912,000 -17,662
   Belpointe Asset Management LLC 355 - 2024-03-31 19,758 $712,000 -2,274
   Virtue Capital Management LLC 300 - 2023-12-31 7,283 $239,000 -10,239
   CITADEL ADVISORS LLC 4336 - 2023-12-31 6,628 $220,000 -1,747
   Global Retirement Partners LLC 760 - 2024-03-31 5,988 $216,000 -1,790
   Smartleaf Asset Management LLC 1389 - 2024-03-31 27 $1,000 -448
   WELLS FARGO & CO/MN 6681 - 2024-03-31 1 $0 -1
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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