Who Owns Aptus Collared Income Opportunity ETF (ACIO)?Hedge Fund & Institutional Holders

$42.69-0.17 (-0.40%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$36.36$38.40$40.44$42.47$44.51Sep 24Jun 25Mar 26

ACIO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Aptus Capital Advisors, LLCIncreased+1.5M+$66.9B
Clarus Group, Inc.New Position+1.1M+$47.4B
Park Place Capital CorpNew Position+1.1M+$47.3B
Sunburst Financial Group, LLCNew Position+1.0M+$45.7B
Pandora Wealth, Inc.New Position+326K+$14.2B
SILVER OAK SECURITIES, INCORPORATEDNew Position+321K+$14.1B
GERBER, LLCNew Position+299K+$13.1B
MBE Wealth Management, LLCNew Position+283K+$12.4B
Financial Guidance Group, Inc.New Position+269K+$11.8B
EdgeRock Capital LLCNew Position+223K+$9.8B
Savvy Advisors, Inc.New Position+217K+$9.5B
KFG WEALTH MANAGEMENT, LLCIncreased+154K+$7.2B
Renasant BankNew Position+161K+$7.0B
Diversified Enterprises, LLCIncreased+132K+$6.0B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+122K+$5.3B

ACIO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-1.3M-$318.6B
Uniting Wealth Partners, LLCClosed Position-723K-$31.4B
MAI Capital ManagementDecreased-89K-$30.6B
LPL Financial LLCDecreased-4K-$23.8B
TWO SIGMA INVESTMENTS, LPClosed Position-143K-$6.2B
TrueWealth Advisors, LLCDecreased-122K-$5.2B
NCM Capital Management, LLCClosed Position-64K-$2.8B
MML INVESTORS SERVICES, LLCDecreased-269-$2.8B
BROGAN FINANCIAL, INC.Decreased-53K-$1.8B
RAYMOND JAMES FINANCIAL INCDecreased-13K-$1.2B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-12K-$1.1B
Equitable Holdings, Inc.Decreased-313-$595.6M
MERCER GLOBAL ADVISORS INC /ADVDecreased-1K-$582.6M
Orion Porfolio Solutions, LLCDecreased-3K-$526.9M
Cetera Investment AdvisersDecreased-3K-$360.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC14,028,639$613.0B4.39%Share
2GUARDIAN WEALTH ADVISORS, LLC / NC4,380,579$191.4B11.89%Share
3BROGAN FINANCIAL, INC.1,921,316$84.0B36.69%Share
4KFG WEALTH MANAGEMENT, LLC1,792,607$78.3B10.48%Share
5RAYMOND JAMES FINANCIAL INC1,479,215$64.0B0.02%Share
6Second Line Capital, LLC1,251,085$54.7B11.24%Share
7Aptus Capital Advisors, LLC1,222,636$53.0B0.38%Share
8Signal Advisors Wealth, LLC1,124,239$49.1B3.91%Share
9Clarus Group, Inc.1,083,645$47.4B17.06%Share
10Park Place Capital Corp1,082,349$47.3B9.85%Share
11First Heartland Consultants, Inc.1,072,556$46.9B3.55%Share
12Sunburst Financial Group, LLC1,044,797$45.7B9.24%Share
13Diversified Enterprises, LLC923,017$40.3B2.40%Share
14WELLS FARGO & COMPANY/MN427,586$18.0B0.00%Share
15United Advisor Group, LLC342,673$15.0B1.87%Share
16Pandora Wealth, Inc.325,843$14.2B8.65%Share
17SILVER OAK SECURITIES, INCORPORATED321,073$14.1B0.95%Share
18Cushing Capital Partners, LLC318,619$13.9B10.31%Share
19GERBER, LLC299,438$13.1B7.30%Share
20MBE Wealth Management, LLC282,974$12.4B5.18%Share
21Financial Guidance Group, Inc.269,471$11.8B4.82%Share
22WELLS FARGO & COMPANY/MN259,918$11.0B0.00%Share
23TrueWealth Advisors, LLC224,210$9.8B2.54%Share
24EdgeRock Capital LLC223,480$9.8B2.60%Share
25Savvy Advisors, Inc.217,209$9.5B0.31%Share
26MARIPAU WEALTH MANAGEMENT LLC192,796$8.4B3.88%Share
27LEVEL FOUR ADVISORY SERVICES, LLC198,183$8.0B0.26%Share
28Sunpointe, LLC167,993$7.3B2.43%Share
29Wealthcare Advisory Partners LLC151,501$6.6B0.13%Share
30UBS Group AG148,177$6.5B0.00%Share
31Renasant Bank129,045$5.6B3.82%Share
32ONE PLUS ONE WEALTH MANAGEMENT, LLC122,073$5.3B2.46%Share
33CoreFirst Bank & Trust120,065$5.2B2.84%Share
34Regal Investment Advisors LLC114,079$5.0B0.30%Share
35Orion Porfolio Solutions, LLC100,972$4.0B0.03%Share
36Second Half Financial Partners, LLC75,925$3.3B1.47%Share
37Atria Investments, Inc83,218$3.0B0.03%Share
38MBL Wealth, LLC60,131$2.6B0.21%Share
39Mendel Money Management59,932$2.6B1.10%Share
40Cyndeo Wealth Partners, LLC56,713$2.5B0.13%Share
41True Vision MN LLC55,929$2.4B1.24%Share
42Legacy Capital Wealth Partners, LLC53,688$2.3B0.50%Share
43TFR Capital, LLC.51,630$2.3B0.75%Share
44AQR CAPITAL MANAGEMENT LLC64,137$2.0B0.00%Share
45OSAIC HOLDINGS, INC.62,611$2.0B0.00%Share
46Diversified Trust Co41,408$1.8B0.03%Share
47VISIONARY HORIZONS, LLC39,204$1.7B0.89%Share
48Fiduciary Planning LLC33,897$1.5B0.45%Share
49Renasant Bank31,962$1.4B0.95%Share
50Lifeworks Advisors, LLC29,817$1.3B0.17%Share

ACIO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025131$1.7T+58
Q3 202573$1.8T-33
Q2 2025106$2.1T-1
Q1 2025107$1.7T+24
Q4 202483$2.5T+32
Q3 202451$63.4T+4
Q2 202447$38.5T+5
Q1 202442$26.9T—

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As of Q4 2025, 50 institutional investors hold ACIO (Aptus Collared Income Opportunity ETF). The largest holder is Aptus Capital Advisors, LLC with $613.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ACIO?

As of Q4 2025, 50 institutional investors report holding ACIO (Aptus Collared Income Opportunity ETF) in their 13F filings.

Who is the largest institutional holder of ACIO?

The largest institutional holder of ACIO is Aptus Capital Advisors, LLC with $613.0B in shares.

Is institutional ownership of ACIO increasing or decreasing?

This quarter, 12 institutions opened new positions in ACIO and 3 closed their positions.