ETF SER SOLUTIONS

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ACIO·26922A222·US·etf·Unknown - Unknown

APTUS COLLRD INV

ACIO (ETF SER SOLUTIONS) is held by 34 institutional investors as of Q1 2026. Largest holders: Aptus Capital Advisors, LLC ($682.3M), Integrated Wealth Concepts LLC ($329.7M), Corient Private Wealth LLC ($117.6M). Net institutional sentiment: Mixed.

34

Holders

Avg rating(5 Elite)

$1.4B

Total Value

46% (39)

Fund Consensus

16 buying - 19 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ACIO's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

14

★★★★

Strong

14

★★★

Solid

5

★★

Below

1

★

Weak

Held by 34 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (34)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	16.3M(+6.6%)	$682.3M	5.4%	+34.31%	66
IWIntegrated Wealth Concepts LLC	Increased	7.9M(+29.3%)	$329.7M	2.6%	+16.33%	67
Corient Private Wealth LLC	Decreased	2.8M(-12.2%)	$117.6M	0.2%	+6.63%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.6M(+157x)	$69.1M	0.0%	+6.72%	48
RAYMOND JAMES FINANCIAL INC	Increased	1.5M(+2.2%)	$63.8M	0.0%	+15.00%	30
WELLS FARGO & COMPANY/MN	Decreased	644,305(-6.3%)	$27M	0.0%	+14.68%	0
LPL Financial LLC	Decreased	496,727(-8.8%)	$20.8M	0.0%	+22.11%	0
MAI Capital Management	Decreased	379,953(-38.4%)	$15.9M	0.1%	+27.34%	0
UBS Group AG	Decreased	113,047(-24.8%)	$4.7M	0.0%	+22.50%	0
OPOrion Porfolio Solutions, LLC	Decreased	88,189(-12.7%)	$3.7M	0.0%	+16.73%	0
OSAIC HOLDINGS, INC.	Increased	75,670(+19.3%)	$3.2M	0.0%	+12.19%	31
MML INVESTORS SERVICES, LLC	Decreased	63,290(-0.0%)	$2.7M	0.0%	+20.43%	0
Quantinno Capital Management LP	Increased	52,871(+21.8%)	$2.2M	0.0%	+5.21%	31
AQR CAPITAL MANAGEMENT LLC	Decreased	52,028(-18.9%)	$2.2M	0.0%	+5.88%	0
Farther Finance Advisors, LLC	Increased	37,993(+45.7%)	$1.6M	0.0%	+11.64%	35
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	30,849(-12.4%)	$1.3M	0.0%	+19.99%	0
Kestra Advisory Services, LLC	Decreased	21,067(-6.5%)	$883,983	0.0%	+14.85%	0
Equitable Holdings, Inc.	Decreased	13,217(-1.4%)	$577,583	0.0%	+17.12%	0
IMC-Chicago, LLC	New	9,881	$414,607	0.0%	+6.63%	33
Bank of New York Mellon Corp	New	8,674	$363,977	0.0%	+6.63%	33

Showing 1-20 of 39

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer