APTUS COLLARED INVEST OPP ACIO
$46.15
-0.1% 52w: $40.17 – $47.03
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data40.1743.6047.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
133
+0 QoQ
13F value
$2.47B
-2.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$441K calls / — puts
Institutional value by quarter
Number of holders
Who owns ACIO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 16.3M | $682.3M | 5.7% | +6.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 7.9M | $329.7M | 2.6% | +29.3% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 4.5M | $187.7M | 11.9% | +2.1% |
| Corient Private Wealth LLC | Diversified mechanical | 2.8M | $117.6M | 0.2% | -56.1% |
| BROGAN FINANCIAL, INC. | Wealth advisor | 1.9M | $81.7M | 35.9% | +1.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.6M | $69.1M | 0.0% | +15664.2% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 1.6M | $66.4M | 8.6% | -11.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $63.8M | 0.0% | +2.2% |
| Second Line Capital, LLC | Wealth advisor | 1.3M | $57.3M | 10.9% | +1.3% |
| Signal Advisors Wealth, LLC | Wealth advisor | 1.2M | $50.4M | 3.5% | +6.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 1.1M | $46.0M | 3.5% | +2.3% |
| Clarus Group, Inc. | Wealth advisor | 1.1M | $45.2M | 16.2% | -0.5% |
| Sunburst Financial Group, LLC | Wealth advisor | 1.1M | $44.9M | 8.6% | +2.3% |
| Advisory Services Network, LLC | Diversified mechanical | 1.1M | $44.5M | 0.6% | +1.9% |
| Park Place Capital Corp | Wealth advisor | 1.0M | $43.3M | 8.7% | -4.6% |
| Bienville Capital Management, LLC | Other | 1.0M | $43.2M | 8.2% | +9.1% |
| Diversified Enterprises, LLC | Wealth advisor | 1.0M | $42.0M | 2.3% | +8.5% |
| Waterloo Capital, L.P. | Wealth advisor | 762.0K | $32.0M | 2.2% | +0.3% |
| 6th Street Advisors, LLC | Wealth advisor | 648.2K | $27.2M | 17.1% | — |
| WELLS FARGO & COMPANY/MN | Bank broker | 644.3K | $27.0M | 0.0% | -6.3% |
| Compass Ion Advisors, LLC | Wealth advisor | 624.4K | $26.2M | 2.5% | +3.0% |
| LPL Financial LLC | Bank broker | 496.7K | $20.8M | 0.0% | -8.8% |
| MAI Capital Management | Wealth advisor | 380.0K | $15.9M | 0.1% | -38.4% |
| United Advisor Group, LLC | Wealth advisor | 364.5K | $15.3M | 1.9% | +6.4% |
| Uniting Wealth Partners, LLC | Wealth advisor | 329.4K | $13.8M | 2.9% | New |
| Purewater Capital LLC | Wealth advisor | 323.7K | $13.6M | 13.0% | — |
| GERBER, LLC | Wealth advisor | 317.5K | $13.3M | 7.5% | +6.0% |
| Cushing Capital Partners, LLC | Wealth advisor | 301.8K | $12.7M | 9.7% | -5.3% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 293.5K | $12.3M | 0.9% | -8.6% |
| Financial Guidance Group, Inc. | Wealth advisor | 284.9K | $12.0M | 4.8% | +5.7% |
| MBE Wealth Management, LLC | Wealth advisor | 283.4K | $11.9M | 4.9% | +0.2% |
| Strong Retirement Solutions LLC | Other | 278.3K | $11.7M | 8.2% | -13.3% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 259.5K | $10.9M | 9.6% | +1.0% |
| EdgeRock Capital LLC | Wealth advisor | 230.9K | $9.7M | 2.6% | +3.3% |
| Independent Advisor Alliance | Wealth advisor | 209.2K | $8.8M | 0.1% | +130.5% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 206.2K | $8.7M | 3.8% | +7.0% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 205.1K | $8.6M | 0.1% | +21.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 197.8K | $8.3M | 0.3% | -0.2% |
| CWM, LLC | Wealth advisor | 189.5K | $8.0M | 0.0% | -2.7% |
| Sunpointe, LLC | Other | 174.6K | $7.3M | 2.4% | +3.9% |
| CoreFirst Bank & Trust | Wealth advisor | 157.9K | $6.6M | 3.5% | +30.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 142.6K | $6.0M | 0.1% | -5.9% |
| RENASANT BANK | Wealth advisor | 134.6K | $5.6M | 4.0% | -16.4% |
| TrueWealth Advisors, LLC | Wealth advisor | 128.4K | $5.4M | 1.4% | -42.7% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 127.9K | $5.4M | 2.3% | +4.8% |
| Regal Investment Advisors LLC | Wealth advisor | 117.5K | $4.9M | 0.3% | +3.0% |
| UBS Group AG | Bank broker | 113.0K | $4.7M | 0.0% | -24.8% |
| Savvy Advisors, Inc. | Wealth advisor | 107.8K | $4.5M | 0.1% | -50.4% |
| Meridian Wealth Management, LLC | Other | 92.9K | $3.9M | 0.1% | +73.1% |
| Tailwinds Wealth, LLC | Other | 91.4K | $3.8M | 9.4% | +12.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.