Who owns ACIO?
Aptus Collared Investment Opportunity ETF · Aptus
142 institutions reported holding ACIO, worth $3.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ACIO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $857.8M | 18,591,361 | +2,331,679 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $521.2M | 11,296,079 | +3,437,498 shares |
| Guardian Wealth Advisors, LLC | Raleigh, NC | $209.6M | 4,543,323 | +70,920 shares |
| Corient Private Wealth LP | Miami, FL | $113.9M | 2,467,498 | −335,847 shares |
| Brogan Financial, Inc. | Knoxville, TN | $89.6M | 1,941,690 | −4,273 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $79.2M | 1,716,685 | +70,899 shares |
| KFG Wealth Management, LLC | Granger, IN | $75.9M | 1,645,489 | +63,098 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $70.2M | 1,520,681 | −847 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $67.0M | 1,453,023 | +251,452 shares |
| Second Line Capital, LLC | Metairie, LA | $59.6M | 1,292,312 | +25,581 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ACIO?
142 institutional managers reported holding ACIO in Form 13F filings for June 30, 2026, worth $3.0B in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $857.8M.
Did institutions buy or sell ACIO last quarter?
Reported 13F value rose 23.1% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ACIO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.