Institutional shares held 61.2 Million
0 calls
0 puts
Total value of holdings $2.67B
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in ACIO

Top Purchases

Q4 2025
Park Place Capital Corp Shares Held: 1.08M ($47.2M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 56.7K ($2.47M)
Q4 2025
Diversified Trust CO Shares Held: 41.4K ($1.8M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 1.07M ($46.7M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.53K ($241K)

Top Sells

Q4 2025
True Wealth Advisors, LLC Shares Held: 224K ($9.77M)
Q3 2025
Raymond James Financial Inc Shares Held: 1.5M ($65.4M)
Q3 2025
Aptus Capital Advisors, LLC Shares Held: 13.8M ($601M)
Q3 2025
Wealthcare Advisory Partners LLC Shares Held: 154K ($6.71M)
Q3 2025
Delta Investment Management, LLC Shares Held: 187K ($8.17M)

About ACIO

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