Who Owns APTUS COLLARED INVEST OPP (ACIO)? -- Institutional Holders (2026-06-30)

154 institutions reported holding $2.87B of APTUS COLLARED INVEST OPP (ACIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($857.8M), Integrated Wealth Concepts LLC ($367.9M), GUARDIAN WEALTH ADVISORS, LLC / NC ($209.6M), Corient Private Wealth LLC ($113.9M), BROGAN FINANCIAL, INC. ($89.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$857.8M18.6MAdded
2Integrated Wealth Concepts LLC$367.9M8.0MAdded
3GUARDIAN WEALTH ADVISORS, LLC / NC$209.6M4.5MAdded
4Corient Private Wealth LLC$113.9M2.5MTrimmed
5BROGAN FINANCIAL, INC.$89.6M1.9MTrimmed
6ENVESTNET ASSET MANAGEMENT INC$79.2M1.7MAdded
7KFG WEALTH MANAGEMENT, LLC$75.9M1.6MAdded
8RAYMOND JAMES FINANCIAL INC$70.2M1.5MTrimmed
9Signal Advisors Wealth, LLC$67.0M1.5MAdded
10Second Line Capital, LLC$59.6M1.3MAdded
11First Heartland Consultants, Inc.$53.4M1.2MAdded
12Bienville Capital Management, LLC$51.6M1.1MAdded
13Sunburst Financial Group, LLC$51.5M1.1MAdded
14Advisory Services Network, LLC$51.1M1.1MAdded
15Park Place Capital Corp$49.6M1.1MAdded
16Clarus Group, Inc.$48.8M1.1MTrimmed
17Diversified Enterprises, LLC$45.7M990,184Trimmed
18Waterloo Capital, L.P.$34.3M742,913Trimmed
19WELLS FARGO & COMPANY/MN$31.3M677,328Added
206th Street Advisors, LLC$29.7M644,684Trimmed
21Compass Ion Advisors, LLC$28.5M618,393Trimmed
22LPL Financial LLC$21.5M465,715Trimmed
23Purewater Capital LLC$19.8M428,145Added
24Wealth Advisory Team LLC$19.2M416,378Added
25United Advisor Group, LLC$17.5M379,043Added

来源：SEC 13F 申报文件 · 截至 2026-06-30