Who owns Aptus Collared Income Opportunity ETF?
Institutional ownership of ACIO from SEC Form 13F filings across 94 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
94
13F holders
$2.24B
value, 2026 filers
94.6%
of shares outstanding (48.7M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ACIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 18.6M | $857.8M | 5.9% | 36.1% | +14.3% |
| 2 | Integrated Wealth Concepts LLC | 11.3M | $521.2M | 2.5% | 22% | +43.7% |
| 3 | Corient Private Wealth LP | 2.5M | $113.9M | 0.1% | 4.8% | -12.0% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $79.2M | 0.0% | 3.3% | +4.3% |
| 5 | KFG WEALTH MANAGEMENT, LLC | 1.6M | $75.9M | 8.6% | 3.2% | +4.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.5M | $70.2M | 0.0% | 3% | -0.1% |
| 7 | Signal Advisors Wealth, LLC | 1.5M | $67.0M | 3.4% | 2.8% | +20.9% |
| 8 | First Heartland Consultants, Inc. | 1.2M | $53.4M | 3.5% | 2.3% | +5.5% |
| 9 | Advisory Services Network, LLC | 1.1M | $51.1M | 0.6% | 2.2% | +4.5% |
| 10 | Park Place Capital Corp | 1.1M | $49.6M | 7.9% | 2.1% | +4.0% |
| 11 | Diversified Enterprises, LLC | 990,184 | $45.7M | 2.2% | 1.9% | -1.1% |
| 12 | Waterloo Capital, L.P. | 742,913 | $34.3M | 1.9% | 1.4% | -2.5% |
| 13 | WELLS FARGO & COMPANY/MN | 677,328 | $31.3M | 0.0% | 1.3% | +5.1% |
| 14 | LPL Financial LLC | 465,715 | $21.5M | 0.0% | 0.9% | -6.2% |
| 15 | United Advisor Group, LLC | 379,043 | $17.5M | 1.8% | 0.7% | +4.0% |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 306,808 | $14.2M | 0.9% | 0.6% | +4.5% |
| 17 | MAI Capital Management | 295,182 | $13.6M | 0.1% | 0.6% | -22.3% |
| 18 | Strong Retirement Solutions LLC | 290,565 | $13.4M | 8.0% | 0.6% | +4.4% |
| 19 | Prime Capital Investment Advisors, LLC | 250,056 | $11.5M | 0.1% | 0.5% | +21.9% |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | 202,165 | $9.3M | 0.3% | 0.4% | +2.2% |
| 21 | Sunpointe, LLC | 173,696 | $8.0M | 2.3% | 0.3% | -0.5% |
| 22 | Capital Investment Advisory Services, LLC | 156,720 | $7.2M | 0.4% | 0.3% | +6767.7% |
| 23 | UBS Group AG | 123,404 | $5.7M | 0.0% | 0.2% | +9.2% |
| 24 | Regal Investment Advisors LLC | 117,339 | $5.4M | 0.3% | 0.2% | -0.1% |
| 25 | Wealthcare Advisory Partners LLC | 113,879 | $5.3M | 0.1% | 0.2% | -20.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.