Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00764Q579FRONTIER ASSET UFLCEQ1 2026
Institutional Holders
10
13F filers
Shares Held
2.47M
Aggregate institutional
Institutional Value
$66.73M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased7
Decreased1
Sold out2
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 1.11M | $29.63M | +127.1K | Added |
| 2 | Frontier Asset Management, LLC | 775.0K | $21.18M | +102.1K | Added |
| 3 | Envestnet Asset Management Inc | 416.1K | $11.37M | +145.5K | Added |
| 4 | Signature Estate & Investment Advisors LLC | 90.2K | $2.47M | +13.7K | Added |
| 5 | Arete Wealth Advisors, LLC | 28.2K | $769.0K | −850 | Reduced |
| 6 | Strategic Blueprint, LLC | 13.2K | $360.4K | +1.3K | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | 11.9K | $324.3K | +3.7K | Added |
| 8 | Corecap Advisors, LLC | 11.7K | $320.1K | +448 | Added |
| 9 | Urban Wealth Management, LLC | 11.3K | $309.0K | +11.3K | New |
| 10 | Assetmark, Inc | 212 | $5.8K | 0 | Held |