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Disclosery

ACIO ETF SER SOLUTIONS

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APTUS COLLRD INV (fund)

133 managers (134 13F filers) reported a position in ACIO shares at 2026-03-31, 58,879,987 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
133
13F filers
134
New
16
Added
51
Reduced
49
Sold out
14
Shares held by filers
58,879,987

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC16,259,682$682M5.74%+1,008,40713F-HRTimeline
Integrated Wealth Concepts LLC7,858,581$330M2.63%+1,779,08213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,472,403$188M11.93%+91,82413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,803,345$118M0.17%-390,42513F-HRTimelineGroup
BROGAN FINANCIAL, INC.1,945,963$81.7M35.91%+24,64713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,645,786$69.1M0.02%+1,635,34613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC1,582,391$66.4M8.58%-210,21613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,521,528$63.8M0.02%+33,40613F-HRTimelineGroup
Second Line Capital, LLC1,266,731$57.3M10.85%+15,64613F-HRTimeline
Signal Advisors Wealth, LLC1,201,571$50.4M3.46%+77,33213F-HRTimeline
First Heartland Consultants, Inc.1,097,223$46M3.53%+24,66713F-HRTimeline
Clarus Group, Inc.1,078,147$45.2M16.22%-5,49813F-HRTimeline
Sunburst Financial Group, LLC1,069,252$44.9M8.63%+24,45513F-HR/ATimeline
Advisory Services Network, LLC1,060,001$44.5M0.59%+20,14013F-HRTimeline
Park Place Capital Corp1,032,980$43.3M8.69%-49,36913F-HRTimeline
Bienville Capital Management, LLC1,030,595$43.2M8.21%+86,30913F-HRTimeline
Diversified Enterprises, LLC1,001,338$42M2.3%+78,32113F-HRTimeline
Waterloo Capital, L.P.762,012$32M2.25%+2,61113F-HRTimeline
6th Street Advisors, LLC648,238$27.2M17.11%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN644,305$27M0.01%-43,19913F-HR/ATimelineGroup
Compass Ion Advisors, LLC624,355$26.2M2.5%+18,36213F-HRTimeline
LPL Financial LLC496,727$20.8M0.01%-48,19313F-HRTimeline
MAI Capital Management379,953$15.9M0.09%-236,80813F-HRTimeline
United Advisor Group, LLC364,503$15.3M1.89%+21,83013F-HRTimeline
Uniting Wealth Partners, LLC329,385$13.8M2.94%new13F-HRTimeline
Purewater Capital LLC323,690$13.6M13.02%13F-HRTimeline
GERBER, LLC317,453$13.3M7.53%+18,01513F-HRTimeline
Cushing Capital Partners, LLC301,778$12.7M9.73%-16,84113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED293,465$12.3M0.9%-27,60813F-HRTimeline
Financial Guidance Group, Inc.284,949$12M4.81%+15,47813F-HRTimeline
MBE Wealth Management, LLC283,436$11.9M4.94%+46213F-HRTimeline
Strong Retirement Solutions LLC278,258$11.7M8.18%-42,68113F-HRTimeline
Lord & Richards Wealth Management, LLC259,536$10.9M9.55%+2,49713F-HRTimeline
EdgeRock Capital LLC230,896$9.7M2.62%+7,41613F-HRTimeline
Independent Advisor Alliance209,190$8.78M0.09%+118,42313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC206,200$8.65M3.8%+13,40413F-HR/ATimeline
Prime Capital Investment Advisors, LLC205,054$8.6M0.1%+36,40913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…197,842$8.3M0.27%-34113F-HRTimelineGroup
CWM, LLCin group CWM, LLC189,539$7.95M0.02%-5,21813F-HRTimelineGroup
Sunpointe, LLC174,551$7.32M2.4%+6,55813F-HRTimeline
CoreFirst Bank & Trust157,857$6.62M3.51%+36,79213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …142,584$5.98M0.12%-8,91713F-HRTimelineGroup
RENASANT BANK134,637$5.65M4%-26,37013F-HRTimeline
TrueWealth Advisors, LLC128,403$5.39M1.36%-95,80713F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC127,895$5.37M2.26%+5,82213F-HRTimeline
Regal Investment Advisors LLC117,486$4.93M0.28%+3,40713F-HRTimeline
UBS Group AGin group UBS Group AG113,047$4.74M<0.01%-37,34313F-HRTimelineGroup
Savvy Advisors, Inc.107,769$4.52M0.12%-109,44013F-HRTimeline
Meridian Wealth Management, LLC92,857$3.9M0.14%+39,21613F-HRTimeline
Tailwinds Wealth, LLC91,428$3.84M9.41%+9,81213F-HRTimeline
Orion Porfolio Solutions, LLC88,189$3.7M0.03%-12,78313F-HRTimeline
NCM Capital Management, LLC86,557$3.63M1.3%+11,95213F-HRTimeline
Second Half Financial Partners, LLC82,357$3.46M1.56%+6,43213F-HRTimeline
Atria Investments, Inc81,847$3.43M0.04%-1,37113F-HRTimeline
Mendel Money Management76,144$3.2M1.34%+16,21213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,670$3.18M<0.01%+12,25013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC63,290$2.66M0.01%-1613F-HRTimeline
Cyndeo Wealth Partners, LLC59,707$2.51M0.13%+2,99413F-HRTimeline
Delta Investment Management, LLC56,806$2.38M0.43%-111,46213F-HRTimeline
Quantinno Capital Management LP52,871$2.22M<0.01%+9,45713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,028$2.18M<0.01%-12,10913F-HRTimelineGroup
TFR Capital, LLC.51,630$2.17M0.66%013F-HRTimeline
Geneos Wealth Management Inc.51,401$2.16M0.05%new13F-HRTimeline
Talon Private Wealth, LLC47,968$2.01M0.27%13F-HRTimeline
MBL Wealth, LLC47,522$1.99M0.15%-12,60913F-HRTimeline
Legacy Capital Wealth Partners, LLC46,909$1.97M0.41%-6,77913F-HRTimeline
Visionary Horizons, LLC44,863$1.88M0.93%+5,65913F-HRTimeline
DIVERSIFIED TRUST CO41,408$1.74M0.03%013F-HRTimeline
Farther Finance Advisors, LLC37,993$1.6M0.02%+11,92013F-HRTimeline
Lunt Capital Management, Inc.34,258$1.44M0.55%+28,63813F-HRTimeline
RFG Advisory, LLC32,401$1.36M0.02%new13F-HRTimeline
CPR Investments Inc.32,021$1.34M0.9%+6,68113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,849$1.29M<0.01%-4,36013F-HRTimeline
Schorn Wealth LLC28,565$1.2M0.36%-5,33213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,923$1.17M-1,468Timeline
WealthShield Partners, LLC25,524$1.07M0.12%+13713F-HRTimeline
Betterment LLC21,439$900K<0.01%-7,20013F-HRTimeline
Legacy Trust19,632$824K0.16%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC19,328$811K0.15%+1,04213F-HRTimeline
Town Capital LLC15,728$660K0.53%-13,51113F-HRTimeline
Prosperity Bancshares Inc15,450$648K0.52%-21,70913F-HRTimeline
Brookwood Investment Group LLC14,305$600K0.08%-2,73013F-HRTimeline
Perigon Wealth Management, LLC14,244$598K0.01%-60813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,217$578K<0.01%-18313F-HRTimelineGroup
Peak Planning Group, LLC13,096$549K0.15%-91,37613F-HRTimeline
Mascagni Wealth Management, Inc.12,540$526K0.37%-2913F-HRTimeline
Kathmere Capital Management, LLC10,487$440K0.03%+1713F-HRTimeline
IMC-Chicago, LLC9,881$415K0.01%new13F-HRTimeline
GTS SECURITIES LLC9,202$386K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,875$372K0.01%-12,33813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,674$364K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,648$363K0.01%+22813F-HRTimelineGroup
NewEdge Advisors, LLC8,607$361K<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC8,410$353K0.01%+77913F-HR/ATimeline
Virtue Capital Management, LLC7,511$309K0.05%-98313F-HRTimeline
XY Planning Network, Inc.7,168$302K0.05%new13F-HRTimeline
Thompson David Blair7,170$301K0.17%-1,21913F-HRTimeline
HRT FINANCIAL LP7,173$300K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC6,900$290K0.01%-17913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,685$281K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.6,500$273K0.01%-40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,400$269K<0.01%new13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC6,112$256K0.06%new13F-HRTimeline
Able Wealth Management LLC5,885$247K0.07%-2,17513F-HRTimeline
OLD MISSION CAPITAL LLC5,771$242K0.01%new13F-HRTimeline
Confluence Wealth Services, Inc.5,580$234K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,612$231K<0.01%-1,02713F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,321$223K0.01%013F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC5,184$218K0.06%-68013F-HRTimeline
Forefront Wealth Partners, LLC5,167$217K0.09%+23613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,155$216K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,769$200K<0.01%+3113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,764$200K<0.01%+1,26413F-HRTimelineGroup
Princeton Global Asset Management LLC4,103$172K0.03%-20013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,090$172K0.5%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,827$161K<0.01%-12,02813F-HRTimeline
WHITTIER TRUST CO3,596$152K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,247$141K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,413$101K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,282$95.8K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,532$64.3K0.01%+1,40213F-HRTimelineGroup
TD Waterhouse Canada Inc.1,330$56.1K<0.01%013F-HRTimeline
AE Wealth Management LLC1,087$45.6K<0.01%+113F-HRTimeline
Allworth Financial LP494$20.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC334$14K<0.01%-1,05213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP325$13.4K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC312$13.1K<0.01%new13F-HRTimeline
Dunhill Financial, LLC308$12.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC242$10.2K<0.01%-113F-HRTimeline
IFP Advisors, Inc225$9.44K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY104$4.39K<0.01%-1,51513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37$1.55K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC13$556<0.01%-1413F-HRTimeline