Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R301PMV ADAPTIVE RSKARPQ1 2026
Institutional Holders
13
13F filers
Shares Held
2.04M
Aggregate institutional
Institutional Value
$63.71M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased10
Decreased1
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Latitude Advisors, LLC | 778.7K | $24.43M | +64.5K | Added |
| 2 | Pmv Capital Advisers, LLC | 596.1K | $18.70M | +61.4K | Added |
| 3 | Gts Securities LLC | 348.0K | $10.92M | +321.1K | Added |
| 4 | Castleview Partners, LLC | 118.2K | $3.71M | +1.0K | Added |
| 5 | Integrity Alliance, LLC. | 55.7K | $1.75M | +37.8K | Added |
| 6 | Accurate Wealth Management, LLC | 33.8K | $1.08M | +23.2K | Added |
| 7 | Ausdal Financial Partners, Inc. | 31.3K | $980.6K | +7.2K | Added |
| 8 | Advyzon Investment Management, LLC | 31.3K | $980.6K | +7.2K | Added |
| 9 | Innovative Wealth Building LLC | 24.3K | $763.9K | +12.0K | Added |
| 10 | Balefire, LLC | 12.3K | $385.8K | −380 | Reduced |
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