APTUS COLLARED INVESTMENT OP (ACIO) Institutional Ownership and Insiders Activity
APTUS COLLARED INVESTMENT OP (ACIO) is widely held by institutional investors, with 137 firms reporting positions valued at approximately $2.86B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is the largest disclosed holder, reporting approximately $857.81M in ACIO holdings in its latest filing.
Institutional Holders
137
Total Reported Value
$2.86B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$857.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
12
Top Institutional Owners
View allInvestorReported Balance
- Aptus Capital Advisors, Llc$857.81M
- Integrated Wealth Concepts Llc$367.93M
- Guardian Wealth Advisors, Llc / Nc$209.63M
- Corient Private Wealth Llc$113.85M
- Brogan Financial, Inc.$89.59M
ACIO News
All news- Integrated Wealth Concepts Llc Investment Activity in Q3 2026
Sep 12, 2026 · valut.ai
- Corefirst Bank & Trust Investment Activity Q3 2026
Aug 9, 2026 · valut.ai
- Strong Retirement Solutions Llc Buys ETFs and Tech Stocks in Q2 2026
Jul 22, 2026 · valut.ai
- Tailwinds Wealth LLC Investment Activity Q2 2026: Significant Purchases & Sales
Jul 14, 2026 · valut.ai
- Quarterly Portfolio Shifts by OnePlusOne Wealth Management
Jul 14, 2026 · valut.ai
- First Heartland Consultants Portfolio Analysis: Q2 2026 Changes
Jul 10, 2026 · valut.ai
- Sunburst Financial Group LLC Q2 2026 Portfolio Activity Report
Jul 10, 2026 · valut.ai