HoldingsChannel.com
Funds Holding ACIO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Aptus Capital Advisors LLC7,538,424$249,974 12/31/2023
     ACIO7,538,424$249,974 12/31/2023
Guardian Wealth Advisors LLC NC2,528,876$83,857 12/31/2023
     ACIO2,528,876$83,857 12/31/2023
Brogan Financial Inc.1,781,177$59,064 12/31/2023
     ACIO1,781,177$59,064 12/31/2023
Raymond James Financial Services Advisors Inc.1,125,463$40,552 03/31/2024
     ACIO1,125,463$40,552 03/31/2024
Sugarloaf Wealth Management LLC1,040,355$37,486 03/31/2024
     ACIO1,040,355$37,486 03/31/2024
Integrated Wealth Concepts LLC1,060,568$35,168 12/31/2023
     ACIO1,060,568$35,168 12/31/2023
Second Line Capital LLC961,326$31,878 12/31/2023
     ACIO961,326$31,878 12/31/2023
First Heartland Consultants Inc.825,114$27,361 12/31/2023
     ACIO825,114$27,361 12/31/2023
Waterloo Capital L.P.549,487$18,221 12/31/2023
     ACIO549,487$18,221 12/31/2023
Compass Ion Advisors LLC498,931$17,977 03/31/2024
     ACIO498,931$17,977 03/31/2024
ORG Partners LLC503,995$16,712 12/31/2023
     ACIO503,995$16,712 12/31/2023
Envestnet Asset Management Inc.442,976$14,689 12/31/2023
     ACIO442,976$14,689 12/31/2023
TrueWealth Advisors LLC404,968$14,592 03/31/2024
     ACIO404,968$14,592 03/31/2024
Bienville Capital Management LLC361,130$11,975 12/31/2023
     ACIO361,130$11,975 12/31/2023
Sunburst Financial Group LLC291,211$10,472 03/31/2024
     ACIO291,211$10,472 03/31/2024
Advisory Services Network LLC315,404$10,459 12/31/2023
     ACIO315,404$10,459 12/31/2023
MAI Capital Management306,074$10,149 12/31/2023
     ACIO306,074$10,149 12/31/2023
Spotlight Asset Group Inc.258,603$7,869 12/31/2023
     ACIO258,603$7,869 12/31/2023
Menard Financial Group LLC193,527$6,417 12/31/2023
     ACIO193,527$6,417 12/31/2023
Level Four Advisory Services LLC173,584$5,756 12/31/2023
     ACIO173,584$5,756 12/31/2023
SILVER OAK SECURITIES Inc162,414$5,386 12/31/2023
     ACIO162,414$5,386 12/31/2023
CWM LLC141,485$5,098 03/31/2024
     ACIO141,485$5,098 03/31/2024
Park Place Capital Corp122,224$4,404 03/31/2024
     ACIO122,224$4,404 03/31/2024
One One Wealth Management LLC108,154$3,897 03/31/2024
     ACIO108,154$3,897 03/31/2024
MBE Wealth Management LLC91,547$3,299 03/31/2024
     ACIO91,547$3,299 03/31/2024
LPL Financial LLC72,968$2,420 12/31/2023
     ACIO72,968$2,420 12/31/2023
Atria Investments LLC52,124$1,728 12/31/2023
     ACIO52,124$1,728 12/31/2023
UBS Group AG45,979$1,525 12/31/2023
     ACIO45,979$1,525 12/31/2023
Diversified LLC42,963$1,425 12/31/2023
     ACIO42,963$1,425 12/31/2023
We Are One Seven LLC42,914$1,423 12/31/2023
     ACIO42,914$1,423 12/31/2023
IFP Advisors Inc37,092$1,230 12/31/2023
     ACIO37,092$1,230 12/31/2023
Advisor Resource Council36,466$1,209 03/31/2024
     ACIO36,466$1,209 03/31/2024
Private Advisor Group LLC35,975$1,193 12/31/2023
     ACIO35,975$1,193 12/31/2023
Kure Advisory LLC35,975$1,193 12/31/2023
     ACIO35,975$1,193 12/31/2023
Fiduciary Planning LLC35,591$1,180 12/31/2023
     ACIO35,591$1,180 12/31/2023
Atomi Financial Group Inc.31,355$1,040 12/31/2023
     ACIO31,355$1,040 12/31/2023
Signal Advisors Wealth LLC22,326$804 03/31/2024
     ACIO22,326$804 03/31/2024
Belpointe Asset Management LLC22,032$731 12/31/2023
     ACIO22,032$731 12/31/2023
Financial Advisory Corp UT ADV17,902$645 03/31/2024
     ACIO17,902$645 03/31/2024
Axim Planning & Wealth15,096$544 03/31/2024
     ACIO15,096$544 03/31/2024
Captrust Financial Advisors16,308$541 12/31/2023
     ACIO16,308$541 12/31/2023
Golden State Equity Partners10,792$358 12/31/2023
     ACIO10,792$358 12/31/2023
Coppell Advisory Solutions LLC9,250$307 12/31/2023
     ACIO9,250$307 12/31/2023
GTS Securities LLC9,202$305 12/31/2023
     ACIO9,202$305 12/31/2023
Clarus Group Inc.8,385$302 03/31/2024
     ACIO8,385$302 03/31/2024
Virtue Capital Management LLC7,283$239 12/31/2023
     ACIO7,283$239 12/31/2023
Citadel Advisors LLC6,628$220 12/31/2023
     ACIO6,628$220 12/31/2023
Global Retirement Partners LLC5,988$216 03/31/2024
     ACIO5,988$216 03/31/2024
Perigon Wealth Management LLC6,434$213 12/31/2023
     ACIO6,434$213 12/31/2023
JPMorgan Chase & Co.2,757$91 12/31/2023
     ACIO2,757$91 12/31/2023
Farther Finance Advisors LLC2,338$78 12/31/2023
     ACIO2,338$78 12/31/2023
Smartleaf Asset Management LLC475$16 12/31/2023
     ACIO475$16 12/31/2023
Bank of America Corp DE34$1 12/31/2023
     ACIO34$1 12/31/2023
Wells Fargo & Company MN2$0 12/31/2023
     ACIO2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     ACIO0$0 12/31/2023
Morgan Stanley8$0 12/31/2023
     ACIO8$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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