Aptus Collared Investment Oppor (ACIO) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling ACIO?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Aptus Collared Investment Oppor, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on ACIO?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Aptus Collared Investment Oppor.

Is institutional money flowing into ACIO?

34 institutional investors hold Aptus Collared Investment Oppor (ACIO). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about ACIO?

Track institutional sentiment and conviction scores for Aptus Collared Investment Oppor (ACIO) including Smart Money Verdict and position changes on HoldingsIntel.

Aptus Collared Investment Oppor

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

APTUS COLLRD INV

ACIO (Aptus Collared Investment Oppor) is held by 34 institutional investors as of Q4 2025. Largest holders: Aptus Capital Advisors, LLC ($666.5M), Integrated Wealth Concepts LLC ($265.7M), Corient Private Wealth LLC ($139.6M). Net institutional sentiment: Mixed.

Holders

Avg rating(4 Elite)

$1.2B

Total Value

59% (36)

Fund Consensus

19 buying - 13 selling

Smart Money VerdictView all

58Mixed MomentumSingle Source

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

Held by 34 funds

4 elite

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

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	15.3M(+10.6%)	$666.5M	4.8%	+28.15%	64
Integrated Wealth Concepts LLC	Decreased	6.1M(-17.1%)	$265.7M	3.2%	+12.09%	0
Corient Private Wealth LLC	Decreased	3.2M(-0.7%)	$139.6M	0.2%	0.00%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.5M(-0.8%)	$65M	0.0%	+8.04%	0
WELLS FARGO & COMPANY/MN	Increased	687,504(+16.6%)	$30M	0.0%	+7.55%	33
MAI Capital Management	Decreased	616,761(-12.6%)	$27M	0.2%	+19.42%	0
LPL Financial LLC	Decreased	544,920(-0.7%)	$23.8M	0.0%	+14.52%	0
UBS Group AG	Increased	150,390(+0.9%)	$6.6M	0.0%	+14.88%	27
Orion Porfolio Solutions, LLC	Decreased	100,972(-3.1%)	$4.4M	0.0%	+9.48%	0
AQR CAPITAL MANAGEMENT LLC	Increased	64,137(+75.1%)	$2.8M	0.0%	-0.70%	40
OSAIC HOLDINGS, INC.	Increased	63,420(+1.2%)	$2.8M	0.0%	+6.28%	27
MML INVESTORS SERVICES, LLC	Decreased	63,306(-0.4%)	$2.8M	0.0%	+12.94%	0
Quantinno Capital Management LP	New	43,414	$1.9M	0.0%	-1.61%	36
MERCER GLOBAL ADVISORS INC /ADV	Decreased	35,209(-3.4%)	$1.5M	0.0%	+12.53%	0
Farther Finance Advisors, LLC	Increased	26,073(+32.3%)	$1.1M	0.0%	+6.99%	32
Kestra Advisory Services, LLC	Increased	22,540(+1.1%)	$985,013	0.0%	+7.71%	25
Equitable Holdings, Inc.	Decreased	13,400(-2.3%)	$585,580	0.0%	+9.83%	0
BANK OF AMERICA CORP /DE/	New	12,370	$540,569	0.0%	-1.61%	37
ENVESTNET ASSET MANAGEMENT INC	Decreased	10,440(-99.5%)	$456,218	0.0%	+16.34%	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	7,475(+0.1%)	$326,676	0.0%	0.00%	23
JPMORGAN CHASE & CO	Increased	6,639(+92.0%)	$290,125	0.0%	+1.82%	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	5,526(+0.0%)	$243,454	0.0%	+5.17%	23
Cetera Investment Advisers	Decreased	5,508(-33.7%)	$240,702	0.0%	0.00%	0
CAPTRUST FINANCIAL ADVISORS	Increased	4,738(+0.1%)	$207,052	0.0%	0.00%	23
WHITTIER TRUST CO	New	3,596	$158,440	0.0%	-1.61%	31
FIFTH THIRD BANCORP	Unchanged	3,500	$152,950	0.0%	+12.53%	0
COMERICA BANK	Increased	3,405(+0.0%)	$148,803	0.0%	+9.86%	22
MORGAN STANLEY	Unchanged	1,619	$70,771	0.0%	+15.71%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	1,386(+49.2%)	$60,568	0.0%	+2.84%	29
TD Waterhouse Canada Inc.	Unchanged	1,330	$58,121	0.0%	+7.85%	0
AE Wealth Management LLC	Increased	1,086(+256.1%)	$47,447	0.0%	+0.68%	33
Allworth Financial LP	Increased	494(+21.7%)	$21,588	0.0%	-0.29%	23
Rockefeller Capital Management L.P.	New	203	$8,871	0.0%	-1.61%	26
ASSETMARK, INC	Unchanged	37	$1,617	0.0%	+7.85%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$6.2M	0.0%	+2.81%	0
PNC FINANCIAL SERVICES GROUP, INC.	Exited	0(-100.0%)	$17,633	0.0%	+1.64%	0

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