Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00764Q629FRONTIER ASSET CFCBDQ1 2026
Institutional Holders
10
13F filers
Shares Held
1.69M
Aggregate institutional
Institutional Value
$42.89M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased7
Sold out2
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 791.2K | $20.01M | −31.7K | Reduced |
| 2 | Envestnet Asset Management Inc | 445.7K | $11.30M | −14.9K | Reduced |
| 3 | Frontier Asset Management, LLC | 336.2K | $8.52M | +25.3K | Added |
| 4 | Arete Wealth Advisors, LLC | 41.4K | $1.05M | −2.3K | Reduced |
| 5 | Signature Estate & Investment Advisors LLC | 32.7K | $828.2K | −425 | Reduced |
| 6 | Citadel Advisors LLC | 31.9K | $809.1K | −915 | Reduced |
| 7 | Corecap Advisors, LLC | 11.4K | $290.3K | −234 | Reduced |
| 8 | Morgan Stanley | 2.2K | $54.6K | −6.3K | Reduced |
| 9 | Assetmark, Inc | 814 | $20.6K | 0 | Held |
| 10 | Ameriflex Group, Inc. | 33 | $837 | 0 | Held |