13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ACIO

ETF SER SOLUTIONS

142 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922a222·142 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.0%
vs prior quarter
13F value held
$2.1B
48.0% inst. owned
of float
Holders
142
+84 QoQ
filers reporting
Activity
+40 / −88
+897 added · −758 reduced
this quarter
Concentration
32.22%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported ACIO in Q1 2026. Aptus Capital Advisors, LLC leads at 32.2% of the visible book. +84 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$682M16.3M5.36%Q1 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$330M7.9M2.63%Q1 202603
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$188M4.5M11.82%Q1 202604
Corient Private Wealth LLC
CIK 0001948780
$118M2.8M0.17%Q1 202605
BROGAN FINANCIAL, INC.
CIK 0001889918
$82M1.9M35.91%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$69M1.6M0.02%Q1 202607
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$66M1.6M8.58%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M1.5M0.02%Q1 202609
Second Line Capital, LLC
CIK 0001992879
$57M1.3M10.85%Q1 202610
Signal Advisors Wealth, LLC
CIK 0002010926
$50M1.2M3.46%Q1 202611
First Heartland Consultants, Inc.
CIK 0001428793
$46M1.1M3.53%Q1 202612
Clarus Group, Inc.
CIK 0001844568
$45M1.1M16.22%Q1 202613
Sugarloaf Wealth Management, LLC
CIK 0001664864
$45M1.1M8.50%Q4 202414
Sunburst Financial Group, LLC
CIK 0001800158
$45M1.1M8.26%Q1 202615
Advisory Services Network, LLC
CIK 0001573876
$44M1.1M0.59%Q1 202616
Park Place Capital Corp
CIK 0001965810
$43M1.0M8.69%Q1 202617
Bienville Capital Management, LLC
CIK 0001605070
$43M1.0M7.86%Q1 202618
Diversified Enterprises, LLC
CIK 0002037264
$40M923K2.40%Q4 202519
Waterloo Capital, L.P.
CIK 0001730942
$32M762K2.25%Q1 202620
6th Street Advisors, LLC
CIK 0002102803
$27M648K17.11%Q1 2026
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