132 tracked 13F filers disclose a position in ACIO as of the latest SEC 13F filings, a combined $2.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $857.8M | 18.6M | ▲+14% Added · +2.3M sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | $521.2M | 11.3M | ▲+44% Added · +3.4M sh | Q2 2026 | |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $187.7M | 4.5M | ▲+2.1% Added · +92K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $117.6M | 2.8M | ▼−12% Reduced · −390K sh | Q1 2026 | |
| 5 | BROGAN FINANCIAL, INC. | $89.6M | 1.9M | ▼−0.2% Reduced · −4K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $69.1M | 1.6M | ▲158× Added · +1.6M sh | Q1 2026 | |
| 7 | KFG WEALTH MANAGEMENT, LLC | $75.9M | 1.6M | ▲+4.0% Added · +63K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $63.8M | 1.5M | ▲+2.2% Added · +33K sh | Q1 2026 | |
| 9 | Signal Advisors Wealth, LLC | $67.0M | 1.5M | ▲+21% Added · +251K sh | Q2 2026 | |
| 10 | Second Line Capital, LLC | $59.6M | 1.3M | ▲+2.0% Added · +26K sh | Q2 2026 | |
| 11 | First Heartland Consultants, Inc. | $53.4M | 1.2M | ▲+5.5% Added · +60K sh | Q2 2026 | |
| 12 | Sunburst Financial Group, LLC | $51.5M | 1.1M | ▲+4.3% Added · +46K sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | $44.5M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 14 | Clarus Group, Inc. | $48.8M | 1.1M | ▼−1.9% Reduced · −21K sh | Q2 2026 | |
| 15 | Bienville Capital Management, LLC | $41.5M | 1.0M | ▲+15% Added · +133K sh | Q4 2024 | |
| 16 | Diversified Enterprises, LLC | $45.7M | 990K | ▼−1.1% Reduced · −11K sh | Q2 2026 | |
| 17 | Waterloo Capital, L.P. | $34.3M | 743K | ▼−2.5% Reduced · −19K sh | Q2 2026 | |
| 18 | 6th Street Advisors, LLC | $29.7M | 645K | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $27.0M | 644K | ▼−6.3% Reduced · −43K sh | Q1 2026 | |
| 20 | Compass Ion Advisors, LLC | $28.5M | 618K | ▼−0.9% Reduced · −6K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $20.8M | 497K | ▼−8.8% Reduced · −48K sh | Q1 2026 | |
| 22 | Purewater Capital LLC | $19.8M | 428K | ▲+32% Added · +104K sh | Q2 2026 | |
| 23 | Wealth Advisory Team LLC | $19.2M | 416K | ▲+16% Added · +57K sh | Q2 2026 | |
| 24 | MAI Capital Management | $15.9M | 380K | ▼−38% Reduced · −237K sh | Q1 2026 | |
| 25 | United Advisor Group, LLC | $17.5M | 379K | ▲+4.0% Added · +15K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ACIO and 28 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 68 funds | $13.8B |
| APPLE INCAAPL | 68 funds | $12.2B |
| MICROSOFT CORPMSFT | 67 funds | $8.1B |
| AMAZON.COM INCAMZN | 67 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 66 funds | $4.9B |
| BROADCOM INCAVGO | 66 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 65 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 64 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $3.5B |
| WALMART INCWMT | 64 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 64 funds | $2.3B |
| VANGUARD S&P 500 ETFVOO | 63 funds | $3.9B |
Ranked by how many of ACIO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 492 funds | $1.3B |
| UFOXmc | 179 funds | $152.6M |
| JETSmc | 159 funds | $419.6M |
| DSTLmc | 134 funds | $1.3B |
| ACIOthis pagemc | 132 funds | $2.9B |
| DRSKmc | 85 funds | $1.9B |
| OSCVcommon | 74 funds | $903.3M |
| PFLDmc | 55 funds | $227.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ACIO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACIO/capital-change-brief"
Use Arkolith's capital_change_brief for ACIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ACIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.