Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00764Q579FRONTIER ASSET UFLCEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
10
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 1.11M | $29.63M |
| 2 | Frontier Asset Management, LLC | 775.0K | $21.18M |
| 3 | Envestnet Asset Management Inc | 416.1K | $11.37M |
| 4 | Signature Estate & Investment Advisors LLC | 90.2K | $2.47M |
| 5 | Arete Wealth Advisors, LLC | 28.2K | $769.0K |
| 6 | Strategic Blueprint, LLC | 13.2K | $360.4K |
| 7 | Envestnet Portfolio Solutions, Inc. | 11.9K | $324.3K |
| 8 | Corecap Advisors, LLC | 11.7K | $320.1K |
| 9 | Urban Wealth Management, LLC | 11.3K | $309.0K |
| 10 | Assetmark, Inc | 212 | $5.8K |