Who owns Aptus Collared Income Opportunity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ACIO from SEC Form 13F filings across 143 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.
As of the 2026-06-30 reporting period, 143 institutions disclosed 62.2M shares of Aptus Collared Income Opportunity ETF worth $2.87B — about 121% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
143
13F holders
$2.87B
value, 2026 filers
121%
of shares outstanding (62.2M sh)
25
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 | 8.0M | $367.9M | 2.4% | 15.5% | +1.5% |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4.5M | $209.6M | 11.8% | 8.8% | +1.6% |
| 4 | Corient Private Wealth LP | 2.5M | $113.9M | 0.2% | 4.8% | -12.0% |
| 5 | BROGAN FINANCIAL, INC. | 1.9M | $89.6M | 35.9% | 3.8% | -0.2% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $79.2M | 0.0% | 3.3% | +4.3% |
| 7 | KFG WEALTH MANAGEMENT, LLC | 1.6M | $75.9M | 8.6% | 3.2% | +4.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 1.5M | $70.2M | 0.0% | 3% | -0.1% |
| 9 | Signal Advisors Wealth, LLC | 1.5M | $67.0M | 3.4% | 2.8% | +20.9% |
| 10 | Second Line Capital, LLC | 1.3M | $59.6M | 11.1% | 2.5% | +2.0% |
| 11 | First Heartland Consultants, Inc. | 1.2M | $53.4M | 3.5% | 2.2% | +5.5% |
| 12 | Bienville Capital Management, LLC | 1.1M | $51.6M | 6.9% | 2.2% | +8.6% |
| 13 | Sunburst Financial Group, LLC | 1.1M | $51.5M | 8.3% | 2.2% | +4.3% |
| 14 | Advisory Services Network, LLC | 1.1M | $51.1M | 0.6% | 2.2% | +4.5% |
| 15 | Park Place Capital Corp | 1.1M | $49.6M | 7.9% | 2.1% | +4.0% |
| 16 | Clarus Group, Inc. | 1.1M | $48.8M | 16.5% | 2.1% | -1.9% |
| 17 | Diversified Enterprises, LLC | 990,184 | $45.7M | 2.2% | 1.9% | -1.1% |
| 18 | Waterloo Capital, L.P. | 742,913 | $34.3M | 1.9% | 1.4% | -2.5% |
| 19 | WELLS FARGO & COMPANY/MN | 677,328 | $31.3M | 0.0% | 1.3% | +5.1% |
| 20 | 6th Street Advisors, LLC | 644,684 | $29.7M | 17.1% | 1.3% | -0.5% |
| 21 | Compass Ion Advisors, LLC | 618,393 | $28.5M | 2.5% | 1.2% | -1.0% |
| 22 | LPL Financial LLC | 465,715 | $21.5M | 0.0% | 0.9% | -6.2% |
| 23 | Purewater Capital LLC | 428,145 | $19.8M | 14.3% | 0.8% | +32.3% |
| 24 | Wealth Advisory Team LLCNEW | 416,378 | $19.2M | 15.6% | 0.8% | new |
| 25 | United Advisor Group, LLC | 379,043 | $17.5M | 1.8% | 0.7% | +4.0% |
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.