Aptus Collared Invest Opp
$46.90-0.8%
+$327.7M
Net Activity
+11.68% total shares
Institutions Holding
143
Popularity Rank
#3800
Avg Weight
1.86%
Total Value
$3.0B
143 institutions currently hold ACIO, with 79 net buyers and 66 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
66
Net Buying Institutions
79
Top 5 by Value
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Across its top 20 institutional holders, ACIO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 23/100).
ACIO ranks #3800 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
ACIO is a top-conviction position for Brogan Financial, Inc. — at 35.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in ACIO belongs to Aptus Capital Advisors, LLC, but the position matters far more to Brogan Financial, Inc., who has 35.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Signal Advisors Wealth, LLC has added to its ACIO position for two straight quarters, increasing it by $23.2M to reach $73.6M today.
ACIO is down 0.8% today, but institutions show net buying of $327.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$357.6M
Total Buy Value
$75.2M
Total Sell Value
79
Net Buyers
66
Net Sellers
ACIO
Q2 2026
Top 5 Institutional Movers
+$191.5M
+$175.5M
+$22.0M
+$19.2M
+$16.6M
ACIO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
26922A222
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access ACIO's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ACIOCLI
npx alphasmo stocks get ACIO