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Public ownership evidence

Aptus Collared Investment Opportunity ETF (ACIO) Ownership Disclosures

Read ACIO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-282,467,498$113,850,339None
Forefront Wealth Partners, LLC2026-06-302026-08-215,362$247,403None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,342$1,169,262None
Corient Private Wealth LP2026-06-302026-08-182,467,498$113,850,340None
Equitable Holdings, Inc.2026-06-302026-08-1812,817$591,396None
Thompson David Blair2024-12-312026-08-155,604$225,496None
Thompson David Blair2026-06-302026-08-157,170$330,824None
Thompson David Blair2025-12-312026-08-158,389$366,595None
Thompson David Blair2026-03-312026-08-157,170$300,853None
NCM Capital Management, LLC2026-06-302026-08-1592,058$4,247,575None
Ameritas Advisory Services, LLC2026-06-302026-08-155,321$245,511None
Western Wealth Management, LLC2026-06-302026-08-155,203$240,066None
IFG Advisory, LLC2026-06-302026-08-1524$1,107None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,311$106,630None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,186$839,103None
OSAIC HOLDINGS, INC.2026-06-302026-08-1561,175$2,822,818None
Betterment LLC2026-06-302026-08-1520,621$951,000None
JANE STREET GROUP, LLC2026-06-302026-08-1515,998$738,148None
Orion Porfolio Solutions, LLC2026-06-302026-08-1582,333$3,798,833None
Regal Investment Advisors LLC2026-06-302026-08-15117,339$5,414,022None
HRT FINANCIAL LP2026-06-302026-08-1530,221$1,394,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1515,671$723,059None
GTS SECURITIES LLC2026-06-302026-08-159,202$424,580None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-154,543,323$209,628,926None
Prosperity Bancshares Inc2026-06-302026-08-1521,564$994,963None
MAI Capital Management2026-06-302026-08-15295,182$13,619,684None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1546,076$2,125,947None
Park Place Capital Corp2026-06-302026-08-15127$5,878None
Park Place Capital Corp2026-06-302026-08-15718$33,114None
Park Place Capital Corp2026-06-302026-08-15793$36,582None
Park Place Capital Corp2026-06-302026-08-152,300$106,138None
Park Place Capital Corp2026-06-302026-08-15311$14,372None
Park Place Capital Corp2026-06-302026-08-152,405$110,947None
Park Place Capital Corp2026-06-302026-08-15289$13,320None
Park Place Capital Corp2026-06-302026-08-15258$11,894None
Park Place Capital Corp2026-06-302026-08-15269$12,394None
Park Place Capital Corp2026-06-302026-08-15153$7,076None
Park Place Capital Corp2026-06-302026-08-15365$16,834None
Park Place Capital Corp2026-06-302026-08-153,803$175,448None
Park Place Capital Corp2026-06-302026-08-151,042$48,097None
Park Place Capital Corp2026-06-302026-08-1530$1,389None
Park Place Capital Corp2026-06-302026-08-1529$1,341None
Park Place Capital Corp2026-06-302026-08-152,353$108,589None
Park Place Capital Corp2026-06-302026-08-1546$2,122None
Park Place Capital Corp2026-06-302026-08-15344$15,863None
Park Place Capital Corp2026-06-302026-08-1589$4,106None
Park Place Capital Corp2026-06-302026-08-15380$17,528None
Park Place Capital Corp2026-06-302026-08-15854$39,424None
Park Place Capital Corp2026-06-302026-08-1565$3,006None
Park Place Capital Corp2026-06-302026-08-151,006$46,432None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Forefront Wealth Partners, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Thompson David Blair ↗Thompson David Blair ↗Thompson David Blair ↗Thompson David Blair ↗NCM Capital Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.