ACIO institutional holders

ETF SER SOLUTIONS · 13F, 2026Q2

Managers holding142
Shares held65,522,577
Reported value$3.0bn
Quarter flows21 new, 55 added, 52 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Aptus Capital Advisors, LLC18,591,361$857.8m5.9%
Integrated Wealth Concepts LLC11,296,079$521.2m2.5%
GUARDIAN WEALTH ADVISORS, LLC / NC4,543,323$209.6m11.8%
Corient Private Wealth LP2,467,498$113.9m0.2%
BROGAN FINANCIAL, INC.1,941,690$89.6m35.9%
ENVESTNET ASSET MANAGEMENT INC1,716,685$79.2m0.0%
KFG WEALTH MANAGEMENT, LLC1,645,489$75.9m8.6%
RAYMOND JAMES FINANCIAL INC1,520,681$70.2m0.0%
Signal Advisors Wealth, LLC1,453,023$67.0m3.4%
Second Line Capital, LLC1,292,312$59.6m11.1%
First Heartland Consultants, Inc.1,157,430$53.4m3.5%
Bienville Capital Management, LLC1,119,148$51.6m6.9%
Sunburst Financial Group, LLC1,115,295$51.5m8.3%
Advisory Services Network, LLC1,107,603$51.1m0.6%
Park Place Capital Corp1,073,905$49.6m7.9%
Clarus Group, Inc.1,057,313$48.8m16.5%
Diversified Enterprises, LLC990,184$45.7m2.2%
Waterloo Capital, L.P.742,913$34.3m1.9%
WELLS FARGO & COMPANY/MN677,328$31.3m0.0%
6th Street Advisors, LLC644,684$29.7m17.1%
Compass Ion Advisors, LLC618,393$28.5m2.5%
LPL Financial LLC465,715$21.5m0.0%
Purewater Capital LLC428,145$19.8m14.3%
Wealth Advisory Team LLC416,378$19.2m15.6%
United Advisor Group, LLC379,043$17.5m1.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ACIO"). ACIO price history · All 13F data

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