Aptus Collared Investment Opportunity ETF (ACIO)
ETF ยท Cboe BZX
Aptus Collared Investment Opportunity ETF (ACIO) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 9, 2019.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- July 9, 2019
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 142 institutions reported holding ACIO, with 65.5 million shares worth $3.0 billion in aggregate. The largest reported holder was Aptus Capital Advisors, with 18.6 million shares worth $857.8 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Aptus Capital Advisors | 18,591,361 | $858M | Added 14.34% |
| Integrated Wealth Concepts | 11,296,079 | $521M | Added 43.74% |
| Guardian Wealth Advisors, LLC / NC | 4,543,323 | $210M | Added 1.59% |
| Corient Private Wealth | 2,467,498 | $114M | Reduced 11.98% |
| Brogan Financial | 1,941,690 | $90M | Reduced 0.22% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is ACIO?
Aptus Collared Investment Opportunity ETF (ACIO) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 9, 2019.
Who are the largest institutional holders of ACIO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of ACIO were Aptus Capital Advisors, Integrated Wealth Concepts and Guardian Wealth Advisors, LLC / NC.
How many institutions own ACIO?
142 institutions reported a position in ACIO for the quarter ended June 30, 2026, worth $3.0 billion in total.
Did institutions buy or sell ACIO last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for ACIO.
Every reported institutional holder, plus insider and congressional trades in ACIO, on SentiSense.