Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R707CULLEN ENHANCEDDIVPQ1 2026
Institutional Holders
9
13F filers
Shares Held
344.4K
Aggregate institutional
Institutional Value
$8.93M
Q1 2026
Net New Holders
-5
0 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased4
Decreased3
Sold out5
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 141.3K | $3.67M | +97.6K | Added |
| 2 | Beta Wealth Group, Inc. | 75.8K | $1.97M | −6.2K | Reduced |
| 3 | Cary Street Partners Financial LLC | 48.0K | $1.25M | +16.4K | Added |
| 4 | Farther Finance Advisors, LLC | 31.9K | $826.6K | −220 | Reduced |
| 5 | Steward Partners Investment Advisory, LLC | 19.7K | $510.3K | +10.3K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 16.2K | $420.8K | +4.5K | Added |
| 7 | Tocqueville Asset Management L.P. | 9.8K | $255.5K | −2.0K | Reduced |
| 8 | Harbour Investments, Inc. | 1.7K | $43.9K | 0 | Held |
| 9 | Dhjj Financial Advisors, Ltd. | 20 | $519 | 0 | Held |