There is a long list of 55 institutional holders of ACIO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ACIO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ACIO table below, the initial column indicates the name of each top institutional holder of ACIO, with a link to that fund's top holdings. The next columns indicate the amount of ACIO stock held by each of the institutional holders of ACIO, followed by the ACIO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
See All: Funds Holding ACIO
See Details: Top 10 Hedge Funds Holding ACIO
Also See: ACIO Holdings Changes
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