Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / APTUS COLLRD INV
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
5,153,562
-
Shares change
-
-321,856
-
Total reported value, excl. options
-
$158,320,000
-
Value change
-
-$15,616,942
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$28.38
Significant Holders of ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) as of Q1 2021
10 filings reported holding ACIO - ETF SER SOLUTIONS - APTUS COLLRD INV as of Q1 2021.
ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,153,562 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (4,101,851 shares), Sugarloaf Wealth Management, LLC (582,385 shares), Precision Wealth Strategies, LLC (297,383 shares), ADVISOR GROUP HOLDINGS, INC. (108,009 shares), One + One Wealth Management, LLC (42,026 shares), OLD MISSION CAPITAL LLC (9,560 shares), Geneos Wealth Management Inc. (8,864 shares), Patriot Financial Group Insurance Agency, LLC (3,484 shares), WOLVERINE TRADING, LLC (0 shares), and TRUIST FINANCIAL CORP (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.