APTUS COLLARED INVESTMENT OP (ACIO) Institutional Shareholders
APTUS COLLARED INVESTMENT OP (ACIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.55B in ACIO holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of ACIO tracked by InsiderSet, reporting ownership valued at approximately $682.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $746.81M, representing an estimated gain of +9.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed ACIO value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Guardian Wealth Advisors, Llc / Nc, and several other long-term asset managers with concentrated positions in APTUS COLLARED INVESTMENT OP (ACIO).
This page ranks the largest institutional ACIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$2.55B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$682.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 5.74% | 16,259,682 | $682,256,249 | $746,807,194 | +$64,550,945 | +9.46% | |
| Integrated Wealth Concepts Llc | 2.63% | 7,858,581 | $329,746,049 | $360,944,625 | +$31,198,576 | +9.46% | |
| Guardian Wealth Advisors, Llc / Nc | 11.93% | 4,472,403 | $187,662,013 | $205,417,470 | +$17,755,457 | +9.46% | |
| Corient Private Wealth Llc | 0.17% | 2,803,345 | $117,628,338 | $128,757,636 | +$11,129,298 | +9.46% | |
| Brogan Financial, Inc. | 35.91% | 1,945,963 | $81,652,608 | $89,378,081 | +$7,725,473 | +9.46% | |
| Envestnet Asset Management Inc | 0.02% | 1,716,685 | $79,207,824 | $78,847,342 | -$360,482 | -0.46% | |
| Kfg Wealth Management, Llc | 8.57% | 1,645,489 | $75,922,859 | $75,577,310 | -$345,549 | -0.46% | |
| Raymond James Financial Inc | 0.02% | 1,521,528 | $63,843,304 | $69,883,781 | +$6,040,477 | +9.46% | |
| Second Line Capital, Llc | 10.85% | 1,266,731 | $57,294,250 | $58,180,955 | +$886,705 | +1.55% | |
| First Heartland Consultants, Inc. | 3.46% | 1,157,430 | $53,403,815 | $53,160,760 | -$243,055 | -0.46% | |
| Sunburst Financial Group, Llc | 8.60% | 1,115,295 | $51,459,699 | $51,225,499 | -$234,200 | -0.46% | |
| Signal Advisors Wealth, Llc | 3.46% | 1,201,571 | $50,417,920 | $55,188,156 | +$4,770,236 | +9.46% | |
| Clarus Group, Inc. | 16.54% | 1,057,313 | $48,784,405 | $48,562,386 | -$222,019 | -0.46% | |
| Diversified Enterprises, Llc | 2.21% | 990,184 | $45,687,106 | $45,479,151 | -$207,955 | -0.46% | |
| Advisory Services Network, Llc | 0.59% | 1,060,001 | $44,477,662 | $48,685,846 | +$4,208,184 | +9.46% | |
| Park Place Capital Corp | 8.69% | 1,032,980 | $43,343,861 | $47,444,771 | +$4,100,910 | +9.46% | |
| Bienville Capital Management, Llc | 8.21% | 1,030,595 | $43,243,780 | $47,335,228 | +$4,091,448 | +9.46% | |
| Waterloo Capital, L.P. | 1.93% | 742,913 | $34,278,011 | $34,121,994 | -$156,017 | -0.46% | |
| 6Th Street Advisors, Llc | 17.09% | 644,684 | $29,745,702 | $29,610,336 | -$135,366 | -0.46% | |
| Wells Fargo & Company/Mn | 0.01% | 644,305 | $27,035,027 | $29,592,929 | +$2,557,902 | +9.46% | |
| Compass Ion Advisors, Llc | 2.50% | 624,355 | $26,197,943 | $28,676,625 | +$2,478,682 | +9.46% | |
| Lpl Financial Llc | 0.01% | 496,727 | $20,842,684 | $22,814,671 | +$1,971,987 | +9.46% | |
| Purewater Capital Llc | 14.26% | 428,145 | $19,754,610 | $19,664,700 | -$89,910 | -0.46% | |
| United Advisor Group, Llc | 1.86% | 379,043 | $17,489,032 | $17,409,445 | -$79,587 | -0.46% | |
| Mai Capital Management | 0.09% | 379,953 | $15,942,815 | $17,451,241 | +$1,508,426 | +9.46% | |
| Gerber, Llc | 7.20% | 331,625 | $15,301,189 | $15,231,536 | -$69,653 | -0.46% | |
| Cushing Capital Partners, Llc | 9.97% | 313,908 | $14,483,738 | $14,417,794 | -$65,944 | -0.46% | |
| Uniting Wealth Partners, Llc | 2.94% | 329,385 | $13,828,553 | $15,128,653 | +$1,300,100 | +9.40% | |
| Strong Retirement Solutions Llc | 8.04% | 290,565 | $13,406,672 | $13,345,650 | -$61,022 | -0.46% | |
| Mbe Wealth Management, Llc | 4.55% | 280,648 | $12,949,084 | $12,890,163 | -$58,921 | -0.46% | |
| Financial Guidance Group, Inc. | 4.73% | 274,284 | $12,655,449 | $12,597,864 | -$57,585 | -0.46% | |
| Lord & Richards Wealth Management, Llc | 9.68% | 268,008 | $12,365,934 | $12,309,607 | -$56,327 | -0.46% | |
| Silver Oak Securities, Incorporated | 0.90% | 293,465 | $12,313,784 | $13,478,847 | +$1,165,063 | +9.46% | |
| Edgerock Capital Llc | 2.47% | 236,592 | $10,916,355 | $10,866,671 | -$49,684 | -0.46% | |
| Tailwinds Wealth, Llc | 5.51% | 202,141 | $9,326,800 | $9,284,336 | -$42,464 | -0.46% | |
| Independent Advisor Alliance | 0.09% | 209,190 | $8,777,635 | $9,608,097 | +$830,462 | +9.46% | |
| Maripau Wealth Management Llc | 3.80% | 206,200 | $8,652,150 | $9,470,766 | +$818,616 | +9.46% | |
| Prime Capital Investment Advisors, Llc | 0.10% | 205,054 | $8,604,079 | $9,418,130 | +$814,051 | +9.46% | |
| Level Four Advisory Services, Llc | 0.27% | 197,842 | $8,301,453 | $9,086,883 | +$785,430 | +9.46% | |
| Sunpointe, Llc | 2.28% | 173,696 | $8,014,347 | $7,977,857 | -$36,490 | -0.46% | |
| Cwm, Llc | 0.02% | 189,539 | $7,953,041 | $8,705,526 | +$752,485 | +9.46% | |
| Capital Investment Advisory Services, Llc | 0.45% | 156,720 | $7,231,061 | $7,198,150 | -$32,911 | -0.46% | |
| One Plus One Wealth Management, Llc | 2.62% | 129,564 | $5,978,083 | $5,950,875 | -$27,208 | -0.46% | |
| Truewealth Advisors, Llc | 1.32% | 126,503 | $5,836,861 | $5,810,283 | -$26,578 | -0.46% | |
| Renasant Bank | 4.00% | 134,637 | $5,649,369 | $6,183,877 | +$534,508 | +9.46% | |
| Wealthcare Advisory Partners Llc | 0.10% | 113,879 | $5,254,386 | $5,230,462 | -$23,924 | -0.46% | |
| Regal Investment Advisors Llc | 0.28% | 117,486 | $4,929,713 | $5,396,132 | +$466,419 | +9.46% | |
| Ubs Group Ag | 0.00% | 113,047 | $4,743,452 | $5,192,249 | +$448,797 | +9.46% | |
| Mendel Money Management | 1.57% | 92,681 | $4,276,301 | $4,256,838 | -$19,463 | -0.46% | |
| Meridian Wealth Management, Llc | 0.14% | 92,857 | $3,896,285 | $4,264,922 | +$368,637 | +9.46% |
Frequently asked questions about ACIO
Who owns the most ACIO stock?
The largest holders of ACIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APTUS COLLARED INVESTMENT OP (ACIO).
Is ACIO widely held by superinvestors?
Many widely followed stocks like ACIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ACIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.