ACIO Institutional Ownership & Shareholders
APTUS COLLARED INVESTMENT OP (ACIO) is currently held by 136 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.92B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of ACIO tracked by InsiderSet, reporting ownership valued at approximately $857.81M in its June 30, 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 $860.78M, representing an estimated gain of +0.35% 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
136
Total Reported Value
$2.92B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$857.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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 | 6.27% | 18,591,361 | $857,805,410 | $860,780,014 | +$2,974,604 | +0.35% | |
| Integrated Wealth Concepts Llc | 2.41% | 7,974,173 | $367,928,354 | $369,204,210 | +$1,275,856 | +0.35% | |
| Guardian Wealth Advisors, Llc / Nc | 11.87% | 4,543,323 | $209,628,926 | $210,355,855 | +$726,929 | +0.35% | |
| Corient Private Wealth Llc | 0.16% | 2,467,498 | $113,850,339 | $114,245,157 | +$394,818 | +0.35% | |
| Brogan Financial, Inc. | 35.90% | 1,941,690 | $89,589,592 | $89,900,247 | +$310,655 | +0.35% | |
| Kfg Wealth Management, Llc | 8.60% | 1,689,683 | $79,279,915 | $78,232,323 | -$1,047,592 | -1.32% | |
| Envestnet Asset Management Inc | 0.02% | 1,716,685 | $79,207,824 | $79,482,516 | +$274,692 | +0.35% | |
| Signal Advisors Wealth, Llc | 3.24% | 1,568,599 | $73,598,671 | $72,626,134 | -$972,537 | -1.32% | |
| Raymond James Financial Inc | 0.02% | 1,520,681 | $70,164,229 | $70,407,530 | +$243,301 | +0.35% | |
| Second Line Capital, Llc | 11.10% | 1,292,312 | $59,627,254 | $59,834,046 | +$206,792 | +0.35% | |
| First Heartland Consultants, Inc. | 3.70% | 1,186,632 | $55,676,776 | $54,941,062 | -$735,714 | -1.32% | |
| Sunburst Financial Group, Llc | 8.92% | 1,163,061 | $54,570,803 | $53,849,724 | -$721,079 | -1.32% | |
| Bienville Capital Management, Llc | 7.45% | 1,119,148 | $51,637,500 | $51,816,552 | +$179,052 | +0.35% | |
| Advisory Services Network, Llc | 0.58% | 1,107,603 | $51,104,773 | $51,282,019 | +$177,246 | +0.35% | |
| Park Place Capital Corp | 7.87% | 1,071,880 | $49,456,628 | $49,628,044 | +$171,416 | +0.35% | |
| Clarus Group, Inc. | 15.70% | 1,015,115 | $47,629,206 | $46,999,825 | -$629,382 | -1.32% | |
| Diversified Enterprises, Llc | 2.17% | 1,000,750 | $46,955,206 | $46,334,725 | -$620,481 | -1.32% | |
| Concurrent Investment Advisors, Llc | 0.30% | 910,576 | $42,724,224 | $42,159,669 | -$564,555 | -1.32% | |
| Waterloo Capital, L.P. | 1.93% | 742,913 | $34,278,011 | $34,396,872 | +$118,861 | +0.35% | |
| Wells Fargo & Company/Mn | 0.01% | 677,328 | $31,251,915 | $31,360,286 | +$108,371 | +0.35% | |
| 6Th Street Advisors, Llc | 17.40% | 641,523 | $30,100,258 | $29,702,515 | -$397,743 | -1.32% | |
| Compass Ion Advisors, Llc | 2.52% | 637,734 | $29,922,479 | $29,527,084 | -$395,395 | -1.32% | |
| Lpl Financial Llc | 0.00% | 465,715 | $21,488,070 | $21,562,605 | +$74,535 | +0.35% | |
| Purewater Capital Llc | 15.82% | 431,839 | $20,261,909 | $19,994,146 | -$267,763 | -1.32% | |
| Gerber, Llc | 8.09% | 378,643 | $17,765,930 | $17,531,171 | -$234,759 | -1.32% | |
| United Advisor Group, Llc | 1.86% | 379,043 | $17,489,032 | $17,549,691 | +$60,659 | +0.35% | |
| Cushing Capital Partners, Llc | 9.10% | 316,241 | $14,838,008 | $14,641,958 | -$196,050 | -1.32% | |
| Silver Oak Securities, Incorporated | 0.86% | 306,808 | $14,156,101 | $14,205,210 | +$49,109 | +0.35% | |
| Financial Guidance Group, Inc. | 5.04% | 300,068 | $14,079,205 | $13,893,148 | -$186,057 | -1.32% | |
| Mai Capital Management | 0.05% | 295,182 | $13,619,684 | $13,666,927 | +$47,243 | +0.35% | |
| Prime Capital Investment Advisors, Llc | 0.13% | 282,845 | $13,271,097 | $13,095,724 | -$175,374 | -1.32% | |
| Strong Retirement Solutions Llc | 7.33% | 277,875 | $13,037,897 | $12,865,613 | -$172,285 | -1.32% | |
| Uniting Wealth Partners, Llc | 2.63% | 280,213 | $12,929,034 | $12,973,862 | +$44,828 | +0.35% | |
| Mbe Wealth Management, Llc | 4.54% | 274,609 | $12,884,663 | $12,714,397 | -$170,266 | -1.32% | |
| Edgerock Capital Llc | 2.47% | 236,592 | $10,916,355 | $10,954,210 | +$37,855 | +0.35% | |
| Maripau Wealth Management Llc | 3.77% | 227,941 | $10,580,715 | $10,553,668 | -$27,047 | -0.26% | |
| Lord & Richards Wealth Management, Llc | 8.08% | 225,459 | $10,578,525 | $10,438,752 | -$139,773 | -1.32% | |
| Capital Investment Advisory Services, Llc | 0.60% | 205,068 | $9,652,091 | $9,494,648 | -$157,443 | -1.63% | |
| Level Four Advisory Services, Llc | 0.26% | 202,165 | $9,327,923 | $9,360,240 | +$32,317 | +0.35% | |
| Tailwinds Wealth, Llc | 5.51% | 202,141 | $9,326,800 | $9,359,128 | +$32,328 | +0.35% | |
| Cwm, Llc | 0.02% | 189,539 | $7,953,041 | $8,775,656 | +$822,615 | +10.34% | |
| Corefirst Bank & Trust | 3.77% | 164,239 | $7,577,987 | $7,604,266 | +$26,279 | +0.35% | |
| Sunpointe, Llc | 2.24% | 156,662 | $7,350,572 | $7,253,451 | -$97,121 | -1.32% | |
| Renasant Bank | 4.11% | 138,612 | $6,395,557 | $6,417,736 | +$22,179 | +0.35% | |
| One Plus One Wealth Management, Llc | 2.60% | 131,287 | $6,159,986 | $6,078,588 | -$81,398 | -1.32% | |
| Truewealth Advisors, Llc | 1.34% | 127,245 | $5,970,341 | $5,891,444 | -$78,898 | -1.32% | |
| Ubs Group Ag | 0.00% | 123,404 | $5,693,861 | $5,713,605 | +$19,744 | +0.35% | |
| Regal Investment Advisors Llc | 0.28% | 117,339 | $5,414,022 | $5,432,796 | +$18,774 | +0.35% | |
| Independent Advisor Alliance | 0.10% | 95,165 | $4,390,910 | $4,406,140 | +$15,230 | +0.35% | |
| Atria Investments, Inc | 0.04% | 91,939 | $4,313,759 | $4,256,776 | -$56,983 | -1.32% |
Frequently asked questions about ACIO
Who are the largest institutional holders of ACIO?
The largest institutional holders of ACIO reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Guardian Wealth Advisors, Llc / Nc, Corient Private Wealth Llc, and Brogan Financial, Inc.. InsiderSet ranks institutional holders by their latest reported ACIO position.
What is ACIO institutional ownership?
This page tracks ACIO positions reported by institutional investment managers through SEC Form 13F. APTUS COLLARED INVESTMENT OP (ACIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ACIO?
InsiderSet currently tracks 136 institutional managers reporting ACIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ACIO shareholders.
How much ACIO stock do institutions own?
Institutional investment managers disclosed approximately $2.92B in ACIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ACIO institutional ownership last updated?
The latest ACIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ACIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ACIO position after the reporting date.
Are institutions buying or selling ACIO?
Institutional buying and selling can be analyzed by comparing ACIO positions across consecutive 13F reporting periods. InsiderSet's ACIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ACIO ownership changes.
How has ACIO institutional ownership changed over time?
InsiderSet tracks ACIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.