Who owns ACIO (ACIO)
Which tracked institutional funds hold ACIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACIO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
24 tracked funds added or opened ACIO while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACIO’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 5.7% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACIO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 130 tracked filers holding ACIO, 68 increased or opened the position and 67 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACIO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- 6th Street Advisors, LLC$27M
- Uniting Wealth Partners, LLC$14M
- Purewater Capital LLC$14M
- Geneos Wealth Management Inc.$2M
- Talon Private Wealth, LLC$2M
- RFG Advisory, LLC$1M
Full exits 8
- Wealth Advisory Team LLC$16M
- Pandora Wealth, Inc.$14M
- CoreFirst Bank & Trust$5M
- True Vision MN LLC$2M
- Lifeworks Advisors, LLC$1M
- ROVIN CAPITAL /UT/ /ADV$780K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$69M
- Integrated Wealth Concepts LLC$64M
- Aptus Capital Advisors, LLC$16M
- Independent Advisor Alliance$5M
- Second Line Capital, LLC$3M
- Bienville Capital Management, LLC$2M
Largest trims
- Corient Private Wealth LLC$22M
- KFG WEALTH MANAGEMENT, LLC$12M
- MAI Capital Management$11M
- Savvy Advisors, Inc.$5M
- Delta Investment Management, LLC$5M
- TrueWealth Advisors, LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 16,259,682 | $682M | 27.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 7,858,581 | $330M | 13.0% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 4,472,403 | $188M | 7.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,803,345 | $118M | 4.6% | 2026-Q1 |
| BROGAN FINANCIAL, INC. added | 1,945,963 | $82M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,645,786 | $69M | 2.7% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 1,582,391 | $66M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,521,528 | $64M | 2.5% | 2026-Q1 |
| Second Line Capital, LLC added | 1,266,731 | $57M | 2.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 1,201,571 | $50M | 2.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 1,097,223 | $46M | 1.8% | 2026-Q1 |
| Clarus Group, Inc. trimmed | 1,078,147 | $45M | 1.8% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 1,069,252 | $45M | 1.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,060,001 | $44M | 1.8% | 2026-Q1 |
| Park Place Capital Corp trimmed | 1,032,980 | $43M | 1.7% | 2026-Q1 |
| Bienville Capital Management, LLC added | 1,030,595 | $43M | 1.7% | 2026-Q1 |
| Diversified Enterprises, LLC added | 1,001,338 | $42M | 1.7% | 2026-Q1 |
| Waterloo Capital, L.P. added | 762,012 | $32M | 1.3% | 2026-Q1 |
| 6th Street Advisors, LLC new | 648,238 | $27M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 644,305 | $27M | 1.1% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 624,355 | $26M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 496,727 | $21M | 0.8% | 2026-Q1 |
| MAI Capital Management trimmed | 379,953 | $16M | 0.6% | 2026-Q1 |
| United Advisor Group, LLC added | 364,503 | $15M | 0.6% | 2026-Q1 |
| Uniting Wealth Partners, LLC trimmed | 329,385 | $14M | 0.5% | 2026-Q1 |
| Purewater Capital LLC new | 323,690 | $14M | 0.5% | 2026-Q1 |
| GERBER, LLC added | 317,453 | $13M | 0.5% | 2026-Q1 |
| Cushing Capital Partners, LLC trimmed | 301,778 | $13M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 293,465 | $12M | 0.5% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 284,949 | $12M | 0.5% | 2026-Q1 |
| MBE Wealth Management, LLC added | 283,436 | $12M | 0.5% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 278,258 | $12M | 0.5% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 259,536 | $11M | 0.4% | 2026-Q1 |
| EdgeRock Capital LLC added | 230,896 | $10M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 209,190 | $9M | 0.3% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 206,200 | $9M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 205,054 | $9M | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 197,842 | $8M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 189,539 | $8M | 0.3% | 2026-Q1 |
| Sunpointe, LLC added | 174,551 | $7M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 142,584 | $6M | 0.2% | 2026-Q1 |
| RENASANT BANK trimmed | 134,637 | $6M | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC trimmed | 128,403 | $5M | 0.2% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 127,895 | $5M | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC added | 117,486 | $5M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 113,047 | $5M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 107,769 | $5M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 92,857 | $4M | 0.2% | 2026-Q1 |
| Tailwinds Wealth, LLC added | 91,428 | $4M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 88,189 | $4M | 0.1% | 2026-Q1 |
| NCM Capital Management, LLC added | 86,557 | $4M | 0.1% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 82,357 | $3M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 81,847 | $3M | 0.1% | 2026-Q1 |
| Mendel Money Management added | 76,144 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 75,670 | $3M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 63,290 | $3M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 59,707 | $3M | 0.1% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 56,806 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 52,871 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 52,028 | $2M | 0.1% | 2026-Q1 |
| TFR Capital, LLC. | 51,630 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 51,401 | $2M | 0.1% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 47,968 | $2M | 0.1% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 47,522 | $2M | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC trimmed | 46,909 | $2M | 0.1% | 2026-Q1 |
| Visionary Horizons, LLC added | 44,863 | $2M | 0.1% | 2026-Q1 |
| Diversified Trust Co | 41,408 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 37,993 | $2M | 0.1% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 34,258 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC new | 32,401 | $1M | 0.1% | 2026-Q1 |
| CPR Investments Inc. added | 32,021 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 30,849 | $1M | 0.1% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 28,565 | $1M | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC added | 25,524 | $1M | 0.0% | 2026-Q1 |
| Betterment LLC trimmed | 21,439 | $900K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 21,067 | $884K | 0.0% | 2026-Q1 |
| Legacy Trust | 19,632 | $824K | 0.0% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 19,328 | $811K | 0.0% | 2026-Q1 |
| Prosperity Bancshares Inc trimmed | 15,450 | $648K | 0.0% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 14,305 | $600K | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 14,244 | $598K | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 13,217 | $578K | 0.0% | 2026-Q1 |
| Peak Planning Group, LLC trimmed | 13,096 | $549K | 0.0% | 2026-Q1 |
| Mascagni Wealth Management, Inc. trimmed | 12,540 | $526K | 0.0% | 2026-Q1 |
| Wealth Advisory Team LLC added | 359,182 | $16M | 0.6% | 2025-Q4 stale |
| Pandora Wealth, Inc. trimmed | 325,843 | $14M | 0.6% | 2025-Q4 stale |
| Naviter Wealth, LLC added | 358,884 | $14M | 0.5% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP added | 142,500 | $6M | 0.2% | 2025-Q3 stale |
| CoreFirst Bank & Trust new | 121,065 | $5M | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 99,104 | $4M | 0.2% | 2025-Q1 stale |
| Golden State Equity Partners added | 92,253 | $4M | 0.1% | 2025-Q1 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 63,627 | $3M | 0.1% | 2025-Q2 stale |
| True Vision MN LLC trimmed | 55,929 | $2M | 0.1% | 2025-Q4 stale |
| Lifeworks Advisors, LLC added | 29,817 | $1M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 23,164 | $896K | 0.0% | 2025-Q1 stale |
| Advisor Resource Council trimmed | 19,180 | $794K | 0.0% | 2025-Q2 stale |
| ROVIN CAPITAL /UT/ /ADV added | 17,844 | $780K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 12,370 | $541K | 0.0% | 2025-Q4 stale |
| Fermata Advisors, LLC trimmed | 13,853 | $536K | 0.0% | 2025-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 11,811 | $516K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.