# APTUS COLLARED INV (ACIO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ACIO/

- Reporting holders: 7
- Reported value: $132.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $55.7M | 1,186,632 | 3.7% | 20 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $54.6M | 1,163,061 | 8.6% | 11 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $13.0M | 277,875 | 7.3% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $6.0M | 127,245 | 1.3% | 15 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 57,833 | 0.0% | 13 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $532.3K | 11,345 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.8K | 166 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $132.5M |
| Q2 2026 | 143 | $3.6B |
| Q1 2026 | 132 | $2.5B |
| Q4 2025 | 133 | $2.5B |
| Q3 2025 | 119 | $2.2B |
| Q2 2025 | 114 | $2.2B |
| Q1 2025 | 110 | $1.9B |
| Q4 2024 | 105 | $1.9B |
| Q3 2024 | 85 | $1.5B |
| Q2 2024 | 74 | $1.2B |
| Q1 2024 | 64 | $850.6M |
| Q4 2023 | 52 | $702.5M |