DOSSIER · 13F Holders · Q2 2026
ACIO

ETF SER SOLUTIONS

147 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A222·147 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.5B
visible holders
Holders
147
filers reporting
Concentration
34.78%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

147 institutions reported ACIO in Q2 2026. Aptus Capital Advisors, LLC leads at 34.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$858M18.6M5.87%Q2 2026
02
Integrated Wealth Concepts LLC
CIK 0001737109
$368M8.0M2.41%Q2 2026
03
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$210M4.5M11.77%Q2 2026
04
Corient Private Wealth LLC
CIK 0001948780
$114M2.5M0.15%Q2 2026
05
BROGAN FINANCIAL, INC.
CIK 0001889918
$90M1.9M35.90%Q2 2026
06
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$79M1.7M8.60%Q3 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$79M1.7M0.02%Q2 2026
08
Signal Advisors Wealth, LLC
CIK 0002010926
$74M1.6M3.24%Q3 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$70M1.5M0.02%Q2 2026
10
Second Line Capital, LLC
CIK 0001992879
$60M1.3M11.10%Q2 2026
11
First Heartland Consultants, Inc.
CIK 0001428793
$56M1.2M3.70%Q3 2026
12
Sunburst Financial Group, LLC
CIK 0001800158
$55M1.2M8.64%Q3 2026
13
Bienville Capital Management, LLC
CIK 0001605070
$52M1.1M6.89%Q2 2026
14
Advisory Services Network, LLC
CIK 0001573876
$51M1.1M0.58%Q2 2026
15
Park Place Capital Corp
CIK 0001965810
$50M1.1M7.87%Q2 2026
16
Clarus Group, Inc.
CIK 0001844568
$48M1.0M15.70%Q3 2026
17
Diversified Enterprises, LLC
CIK 0002037264
$47M1.0M2.17%Q3 2026
18
Concurrent Investment Advisors, LLC
CIK 0002001015
$43M911K0.30%Q3 2026
19
Waterloo Capital, L.P.
CIK 0001730942
$34M743K1.93%Q2 2026
20
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M677K0.01%Q2 2026
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