Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on ACIO is one-sided between 2026-Q1 and 2026-Q2: 60 added or opened and 15 trimmed or exited — on balance accumulating.
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 6.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 6.0pp 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 2026-Q1 and 2026-Q2, across 139 tracked filers holding ACIO, 74 increased or opened the position and 66 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 2026-Q1 and 2026-Q2 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 7
- Wealth Advisory Team LLC$19M
- Lansing Street Advisors$3M
- CITADEL ADVISORS LLC$1M
- NewEdge Advisors, LLC$745K
- JANE STREET GROUP, LLC$738K
- Manhattan West Asset Management, LLC$719K
Full exits 4
- CWM, LLC$8M
- Talon Private Wealth, LLC$2M
- Betterment LLC$900K
- Town Capital LLC$660K
Largest adds
- Integrated Wealth Concepts LLC$191M
- Aptus Capital Advisors, LLC$176M
- GUARDIAN WEALTH ADVISORS, LLC / NC$22M
- Signal Advisors Wealth, LLC$17M
- ENVESTNET ASSET MANAGEMENT INC$10M
- KFG WEALTH MANAGEMENT, LLC$10M
Largest trims
- Independent Advisor Alliance$4M
- Corient Private Wealth LP$4M
- MAI Capital Management$2M
- Quantinno Capital Management LP$1M
- Uniting Wealth Partners, LLC$900K
- WealthShield Partners, LLC$810K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 18,591,361 | $858M | 28.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 11,296,079 | $521M | 17.3% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 4,543,323 | $210M | 7.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 2,467,498 | $114M | 3.8% | 2026-Q2 |
| BROGAN FINANCIAL, INC. trimmed | 1,941,690 | $90M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,716,685 | $79M | 2.6% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 1,645,489 | $76M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,520,681 | $70M | 2.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 1,453,023 | $67M | 2.2% | 2026-Q2 |
| Second Line Capital, LLC added | 1,292,312 | $60M | 2.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 1,157,430 | $53M | 1.8% | 2026-Q2 |
| Bienville Capital Management, LLC added | 1,119,148 | $52M | 1.7% | 2026-Q2 |
| Sunburst Financial Group, LLC added | 1,115,295 | $51M | 1.7% | 2026-Q2 |
| Advisory Services Network, LLC added | 1,107,603 | $51M | 1.7% | 2026-Q2 |
| Park Place Capital Corp added | 1,073,905 | $50M | 1.6% | 2026-Q2 |
| Clarus Group, Inc. trimmed | 1,057,313 | $49M | 1.6% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 990,184 | $46M | 1.5% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 742,913 | $34M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 677,328 | $31M | 1.0% | 2026-Q2 |
| 6th Street Advisors, LLC trimmed | 644,684 | $30M | 1.0% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 618,393 | $29M | 0.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 465,715 | $21M | 0.7% | 2026-Q2 |
| Purewater Capital LLC added | 428,145 | $20M | 0.7% | 2026-Q2 |
| Wealth Advisory Team LLC added | 416,378 | $19M | 0.6% | 2026-Q2 |
| United Advisor Group, LLC added | 379,043 | $17M | 0.6% | 2026-Q2 |
| GERBER, LLC added | 331,625 | $15M | 0.5% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 313,908 | $14M | 0.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 306,808 | $14M | 0.5% | 2026-Q2 |
| MAI Capital Management trimmed | 295,182 | $14M | 0.5% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 290,565 | $13M | 0.4% | 2026-Q2 |
| MBE Wealth Management, LLC trimmed | 280,648 | $13M | 0.4% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 280,213 | $13M | 0.4% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 274,284 | $13M | 0.4% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 268,008 | $12M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 250,056 | $12M | 0.4% | 2026-Q2 |
| EdgeRock Capital LLC added | 236,592 | $11M | 0.4% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 227,941 | $11M | 0.4% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 202,165 | $9M | 0.3% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 202,141 | $9M | 0.3% | 2026-Q2 |
| Sunpointe, LLC trimmed | 173,696 | $8M | 0.3% | 2026-Q2 |
| CoreFirst Bank & Trust added | 164,239 | $8M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 156,720 | $7M | 0.2% | 2026-Q2 |
| RENASANT BANK added | 138,612 | $6M | 0.2% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 129,564 | $6M | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC trimmed | 126,503 | $6M | 0.2% | 2026-Q2 |
| UBS Group AG added | 123,404 | $6M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 117,339 | $5M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 113,879 | $5M | 0.2% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 95,165 | $4M | 0.1% | 2026-Q2 |
| Mendel Money Management added | 92,681 | $4M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 92,509 | $4M | 0.1% | 2026-Q2 |
| NCM Capital Management, LLC added | 92,058 | $4M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 83,861 | $4M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 82,921 | $4M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 82,333 | $4M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 81,672 | $4M | 0.1% | 2026-Q2 |
| Second Half Financial Partners, LLC trimmed | 79,291 | $4M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 64,444 | $3M | 0.1% | 2026-Q2 |
| Lansing Street Advisors new | 63,760 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 57,236 | $3M | 0.1% | 2026-Q2 |
| Visionary Horizons, LLC added | 56,821 | $3M | 0.1% | 2026-Q2 |
| Delta Investment Management, LLC trimmed | 53,592 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 51,570 | $2M | 0.1% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 50,253 | $2M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 47,172 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 46,076 | $2M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 44,602 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 41,408 | $2M | 0.1% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 33,006 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 32,956 | $2M | 0.1% | 2026-Q2 |
| CPR Investments Inc. trimmed | 31,120 | $1M | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 30,977 | $1M | 0.0% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 29,740 | $1M | 0.0% | 2026-Q2 |
| Schorn Wealth LLC | 28,565 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 25,342 | $1M | 0.0% | 2026-Q2 |
| Prosperity Bancshares Inc added | 21,564 | $995K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,441 | $943K | 0.0% | 2026-Q2 |
| Legacy Trust | 19,632 | $906K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 18,010 | $831K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 17,232 | $795K | 0.0% | 2026-Q2 |
| Brookwood Investment Group LLC added | 16,465 | $760K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 16,142 | $745K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,998 | $738K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 15,671 | $723K | 0.0% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 15,588 | $719K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,817 | $591K | 0.0% | 2026-Q2 |
| Mascagni Wealth Management, Inc. | 12,540 | $579K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 11,393 | $526K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 11,248 | $519K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC | 9,202 | $425K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 8,994 | $415K | 0.0% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. new | 8,974 | $414K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 8,663 | $400K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 8,294 | $383K | 0.0% | 2026-Q2 |
| Moors & Cabot, Inc. added | 7,610 | $351K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 7,490 | $346K | 0.0% | 2026-Q2 |
| XY Planning Network, Inc. added | 7,425 | $343K | 0.0% | 2026-Q2 |
| Thompson David Blair | 7,170 | $331K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,294 | $290K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 6,131 | $283K | 0.0% | 2026-Q2 |
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.