On this page, we present all of the funds holding ACIO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ACIO, with a link to that fund's top holdings. The next columns indicate the amount of ACIO stock held by each of the funds holding ACIO, followed by the ACIO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 55 funds holding ACIO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Aptus Capital Advisors LLC. For more details on the positions held by Aptus Capital Advisors LLC (or by any of the other funds holding ACIO), click the fund name in the "Holder" column of the funds-holding-ACIO table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Aptus Capital Advisors LLC | 7,538,424 | $249,974 | 12/31/2023 |
ACIO | 7,538,424 | $249,974 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 2,528,876 | $83,857 | 12/31/2023 |
ACIO | 2,528,876 | $83,857 | 12/31/2023 |
Brogan Financial Inc. | 1,781,177 | $59,064 | 12/31/2023 |
ACIO | 1,781,177 | $59,064 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,125,463 | $40,552 | 03/31/2024 |
ACIO | 1,125,463 | $40,552 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 1,040,355 | $37,486 | 03/31/2024 |
ACIO | 1,040,355 | $37,486 | 03/31/2024 |
Integrated Wealth Concepts LLC | 1,060,568 | $35,168 | 12/31/2023 |
ACIO | 1,060,568 | $35,168 | 12/31/2023 |
Second Line Capital LLC | 961,326 | $31,878 | 12/31/2023 |
ACIO | 961,326 | $31,878 | 12/31/2023 |
First Heartland Consultants Inc. | 825,114 | $27,361 | 12/31/2023 |
ACIO | 825,114 | $27,361 | 12/31/2023 |
Waterloo Capital L.P. | 549,487 | $18,221 | 12/31/2023 |
ACIO | 549,487 | $18,221 | 12/31/2023 |
Compass Ion Advisors LLC | 498,931 | $17,977 | 03/31/2024 |
ACIO | 498,931 | $17,977 | 03/31/2024 |
ORG Partners LLC | 503,995 | $16,712 | 12/31/2023 |
ACIO | 503,995 | $16,712 | 12/31/2023 |
Envestnet Asset Management Inc. | 442,976 | $14,689 | 12/31/2023 |
ACIO | 442,976 | $14,689 | 12/31/2023 |
TrueWealth Advisors LLC | 404,968 | $14,592 | 03/31/2024 |
ACIO | 404,968 | $14,592 | 03/31/2024 |
Bienville Capital Management LLC | 361,130 | $11,975 | 12/31/2023 |
ACIO | 361,130 | $11,975 | 12/31/2023 |
Sunburst Financial Group LLC | 291,211 | $10,472 | 03/31/2024 |
ACIO | 291,211 | $10,472 | 03/31/2024 |
Advisory Services Network LLC | 315,404 | $10,459 | 12/31/2023 |
ACIO | 315,404 | $10,459 | 12/31/2023 |
MAI Capital Management | 306,074 | $10,149 | 12/31/2023 |
ACIO | 306,074 | $10,149 | 12/31/2023 |
Spotlight Asset Group Inc. | 258,603 | $7,869 | 12/31/2023 |
ACIO | 258,603 | $7,869 | 12/31/2023 |
Menard Financial Group LLC | 193,527 | $6,417 | 12/31/2023 |
ACIO | 193,527 | $6,417 | 12/31/2023 |
Level Four Advisory Services LLC | 173,584 | $5,756 | 12/31/2023 |
ACIO | 173,584 | $5,756 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 162,414 | $5,386 | 12/31/2023 |
ACIO | 162,414 | $5,386 | 12/31/2023 |
CWM LLC | 141,485 | $5,098 | 03/31/2024 |
ACIO | 141,485 | $5,098 | 03/31/2024 |
Park Place Capital Corp | 122,224 | $4,404 | 03/31/2024 |
ACIO | 122,224 | $4,404 | 03/31/2024 |
One One Wealth Management LLC | 108,154 | $3,897 | 03/31/2024 |
ACIO | 108,154 | $3,897 | 03/31/2024 |
MBE Wealth Management LLC | 91,547 | $3,299 | 03/31/2024 |
ACIO | 91,547 | $3,299 | 03/31/2024 |
LPL Financial LLC | 72,968 | $2,420 | 12/31/2023 |
ACIO | 72,968 | $2,420 | 12/31/2023 |
Atria Investments LLC | 52,124 | $1,728 | 12/31/2023 |
ACIO | 52,124 | $1,728 | 12/31/2023 |
UBS Group AG | 45,979 | $1,525 | 12/31/2023 |
ACIO | 45,979 | $1,525 | 12/31/2023 |
Diversified LLC | 42,963 | $1,425 | 12/31/2023 |
ACIO | 42,963 | $1,425 | 12/31/2023 |
We Are One Seven LLC | 42,914 | $1,423 | 12/31/2023 |
ACIO | 42,914 | $1,423 | 12/31/2023 |
IFP Advisors Inc | 37,092 | $1,230 | 12/31/2023 |
ACIO | 37,092 | $1,230 | 12/31/2023 |
Advisor Resource Council | 36,466 | $1,209 | 03/31/2024 |
ACIO | 36,466 | $1,209 | 03/31/2024 |
Private Advisor Group LLC | 35,975 | $1,193 | 12/31/2023 |
ACIO | 35,975 | $1,193 | 12/31/2023 |
Kure Advisory LLC | 35,975 | $1,193 | 12/31/2023 |
ACIO | 35,975 | $1,193 | 12/31/2023 |
Fiduciary Planning LLC | 35,591 | $1,180 | 12/31/2023 |
ACIO | 35,591 | $1,180 | 12/31/2023 |
Atomi Financial Group Inc. | 31,355 | $1,040 | 12/31/2023 |
ACIO | 31,355 | $1,040 | 12/31/2023 |
Signal Advisors Wealth LLC | 22,326 | $804 | 03/31/2024 |
ACIO | 22,326 | $804 | 03/31/2024 |
Belpointe Asset Management LLC | 22,032 | $731 | 12/31/2023 |
ACIO | 22,032 | $731 | 12/31/2023 |
Financial Advisory Corp UT ADV | 17,902 | $645 | 03/31/2024 |
ACIO | 17,902 | $645 | 03/31/2024 |
Axim Planning & Wealth | 15,096 | $544 | 03/31/2024 |
ACIO | 15,096 | $544 | 03/31/2024 |
Captrust Financial Advisors | 16,308 | $541 | 12/31/2023 |
ACIO | 16,308 | $541 | 12/31/2023 |
Golden State Equity Partners | 10,792 | $358 | 12/31/2023 |
ACIO | 10,792 | $358 | 12/31/2023 |
Coppell Advisory Solutions LLC | 9,250 | $307 | 12/31/2023 |
ACIO | 9,250 | $307 | 12/31/2023 |
GTS Securities LLC | 9,202 | $305 | 12/31/2023 |
ACIO | 9,202 | $305 | 12/31/2023 |
Clarus Group Inc. | 8,385 | $302 | 03/31/2024 |
ACIO | 8,385 | $302 | 03/31/2024 |
Virtue Capital Management LLC | 7,283 | $239 | 12/31/2023 |
ACIO | 7,283 | $239 | 12/31/2023 |
Citadel Advisors LLC | 6,628 | $220 | 12/31/2023 |
ACIO | 6,628 | $220 | 12/31/2023 |
Global Retirement Partners LLC | 5,988 | $216 | 03/31/2024 |
ACIO | 5,988 | $216 | 03/31/2024 |
Perigon Wealth Management LLC | 6,434 | $213 | 12/31/2023 |
ACIO | 6,434 | $213 | 12/31/2023 |
JPMorgan Chase & Co. | 2,757 | $91 | 12/31/2023 |
ACIO | 2,757 | $91 | 12/31/2023 |
Farther Finance Advisors LLC | 2,338 | $78 | 12/31/2023 |
ACIO | 2,338 | $78 | 12/31/2023 |
Smartleaf Asset Management LLC | 475 | $16 | 12/31/2023 |
ACIO | 475 | $16 | 12/31/2023 |
Bank of America Corp DE | 34 | $1 | 12/31/2023 |
ACIO | 34 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 2 | $0 | 12/31/2023 |
ACIO | 2 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
ACIO | 0 | $0 | 12/31/2023 |
Morgan Stanley | 8 | $0 | 12/31/2023 |
ACIO | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ACIO
See Details: Top 10 Hedge Funds Holding ACIO
Also See: ACIO Holdings Changes
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