Who Owns ACIO?
Aptus Collared Income Opportunity ETF — Institutional Ownership & 13F Holdings
$45.13
+0.12 (+0.27%)
Market Cap
$2.2B
Shares Outstanding
46,822,255
Institutional Holders
106
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+64
Institutional data as of Q1 2025
New Positions
38
Closed Positions
15
Increased
43
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $209.4M | 5,411,427 |
| 2 | RAYMOND JAMES FINANCIAL INC | $180.5M | 4,665,430 |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $154.1M | 3,983,609 |
| 4 | BROGAN FINANCIAL, INC. | $74.9M | 1,935,771 |
| 5 | KFG WEALTH MANAGEMENT, LLC | $53.1M | 1,373,229 |
| 6 | Second Line Capital, LLC | $45.1M | 1,165,331 |
| 7 | Clarus Group, Inc.New | $43.6M | 1,126,987 |
| 8 | Bienville Capital Management, LLC | $41.0M | 1,060,353 |
| 9 | Sunburst Financial Group, LLCNew | $33.3M | 859,881 |
| 10 | First Heartland Consultants, Inc. | $32.5M | 839,558 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | +127K | $209.4M |
| RAYMOND JAMES FINANCIAL INC | +294K | $180.5M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +86K | $154.1M |
| BROGAN FINANCIAL, INC. | +20K | $74.9M |
| KFG WEALTH MANAGEMENT, LLC | +108K | $53.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Delta Investment Management, LLC | -194K | $9.5M |
| MAI Capital Management | -115K | $26.4M |
| MGO ONE SEVEN LLC | -70K | $458K |
| Aptus Capital Advisors, LLC | -38K | $496K |
| JANE STREET GROUP, LLC | -27K | $896K |
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Frequently Asked Questions
How many institutional investors hold ACIO?
As of Q1 2025, 106 institutional investors report holding ACIO (Aptus Collared Income Opportunity ETF) in their 13F filings.
Which hedge fund owns the most ACIO?
The largest institutional holder of ACIO is Integrated Wealth Concepts LLC with $209.4M in shares.
Are institutions buying or selling ACIO?
This quarter, 38 institutions opened new positions in ACIO and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.