Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / APTUS COLLRD INV
-
Number of holders
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15
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Total 13F shares, excl. options
-
7,236,439
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Shares change
-
+1,032,075
-
Total reported value, excl. options
-
$216,743,000
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Value change
-
+$30,895,400
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Number of buys
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13
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Number of sells
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-3
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Price
-
$29.95
Significant Holders of ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) as of Q3 2021
18 filings reported holding ACIO - ETF SER SOLUTIONS - APTUS COLLRD INV as of Q3 2021.
ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,236,439 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (4,393,329 shares), Sugarloaf Wealth Management, LLC (1,128,983 shares), Fiduciary Planning LLC (640,034 shares), Menard Financial Group LLC (449,447 shares), Precision Wealth Strategies, LLC (312,632 shares), ADVISOR GROUP HOLDINGS, INC. (93,670 shares), JANE STREET GROUP, LLC (73,599 shares), One + One Wealth Management, LLC (69,815 shares), Raymond James Financial Services Advisors, Inc. (33,068 shares), and LPL Financial LLC (18,169 shares).
This table shows the top 15 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.