Institutional Holders (2026 Q2)
141 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACIO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Brogan Financial, INC. | 35.90% | 1,941,690 | $89.6M |
| 2 | 6th Street Advisors, LLC | 17.09% | 644,684 | $29.7M |
| 3 | Clarus Group, Inc. | 16.54% | 1,057,313 | $48.8M |
| 4 | Wealth Advisory Team LLC | 15.62% | 416,378 | $19.2M |
| 5 | Purewater Capital LLC | 14.26% | 428,145 | $19.8M |
| 6 | Guardian Wealth Advisors, LLC / Nc | 11.77% | 4,543,323 | $209.6M |
| 7 | Second Line Capital, LLC | 11.10% | 1,292,312 | $59.6M |
| 8 | Cushing Capital Partners, LLC | 9.97% | 313,908 | $14.5M |
| 9 | Lord & Richards Wealth Management, LLC | 9.68% | 268,008 | $12.4M |
| 10 | Kfg Wealth Management, LLC | 8.57% | 1,645,489 | $75.9M |
| 11 | Sunburst Financial Group, LLC | 8.34% | 1,115,295 | $51.5M |
| 12 | Strong Retirement Solutions LLC | 8.04% | 290,565 | $13.4M |
| 13 | Park Place Capital Corp | 7.87% | 1,073,905 | $49.6M |
| 14 | Gerber, LLC | 7.20% | 331,625 | $15.3M |
| 15 | Bienville Capital Management, LLC | 6.89% | 1,119,148 | $51.6M |
| 16 | Aptus Capital Advisors, LLC | 5.87% | 18,591,361 | $857.8M |
| 17 | Tailwinds Wealth, LLC | 5.51% | 202,141 | $9.3M |
| 18 | Financial Guidance Group, Inc. | 4.73% | 274,284 | $12.7M |
| 19 | MBE Wealth Management, LLC | 4.55% | 280,648 | $12.9M |
| 20 | Renasant Bank | 4.11% | 138,612 | $6.4M |
| 21 | Maripau Wealth Management LLC | 3.77% | 227,941 | $10.6M |
| 22 | CoreFirst Bank & Trust | 3.77% | 164,239 | $7.6M |
| 23 | First Heartland Consultants, Inc. | 3.46% | 1,157,430 | $53.4M |
| 24 | Signal Advisors Wealth, LLC | 3.39% | 1,453,023 | $67.0M |
| 25 | Uniting Wealth Partners, LLC | 2.63% | 280,213 | $12.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|