§ EQUITY
USDACIO
APTUS COLLARED INVEST OPP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
76 increased/new, 52 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 16.3M | 5.4% | +7% |
| Integrated Wealth Concepts LLC | 7.9M | 2.6% | +29% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.5M | 11.8% | +2% |
| Corient Private Wealth LP | 2.8M | 0.2% | −12% |
| BROGAN FINANCIAL, INC. | 1.9M | 35.9% | +1% |
| ENVESTNET ASSET MANAGEMENT INC | 1.6M | 0.0% | +15664% |
◇ AC INTELLIGENCE
Top institutional owners for ACIO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.8% · 116 holders
DEALER / BANK1.6% · 10 holders
INCOME / DEFENSIVE0.5% · 2 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ACIO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ACIO yet.