Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / APTUS COLLRD INV
-
Number of holders
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73
-
Total 13F shares, excl. options
-
31,911,238
-
Shares change
-
+8,319,894
-
Total reported value, excl. options
-
$1,200,122,719
-
Value change
-
+$313,312,571
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Number of buys
-
49
-
Number of sells
-
-23
-
Price
-
$37.63
Significant Holders of ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) as of Q2 2024
77 filings reported holding ACIO - ETF SER SOLUTIONS - APTUS COLLRD INV as of Q2 2024.
ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) has 73 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 31,911,238 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (8,686,305 shares), Raymond James Financial Services Advisors, Inc. (3,651,158 shares), Integrated Wealth Concepts LLC (2,915,507 shares), GUARDIAN WEALTH ADVISORS, LLC / NC (2,710,739 shares), BROGAN FINANCIAL, INC. (1,888,068 shares), Second Line Capital, LLC (1,072,533 shares), Sugarloaf Wealth Management, LLC (1,054,886 shares), ENVESTNET ASSET MANAGEMENT INC (992,739 shares), Bienville Capital Management, LLC (881,468 shares), and Clarus Group, Inc. (859,517 shares).
This table shows the top 73 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.