Who owns ProFrac Holding Corp. (ACDC)
Which tracked institutional funds hold ACDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACDC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ACDC is one-sided between 2025-Q4 and 2026-Q1: 42 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACDC’s largest tracked holder by dollar value, First Financial Bankshares Inc, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACDC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 137 tracked filers holding ACDC, 93 increased or opened the position and 58 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACDC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- SIR Capital Management, L.P.$7M
- Lighthouse Investment Partners, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- Engineers Gate Manager LP$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$872K
Full exits 4
- VANGUARD GROUP INC$2M
- Webs Creek Capital Management LP$2M
- Arete Wealth Advisors, LLC$526K
- DARK FOREST CAPITAL MANAGEMENT LP$505K
Largest adds
- First Financial Bankshares Inc$9M
- BNP PARIBAS FINANCIAL MARKETS$6M
- BlackRock, Inc.$5M
- MILLENNIUM MANAGEMENT LLC$4M
- D. E. Shaw & Co., Inc.$3M
- JPMORGAN CHASE & CO$3M
Largest trims
- Crestview Partners III GP, L.P.$4M
- Invesco Ltd.$621K
- UBS Group AG$604K
- CANADA PENSION PLAN INVESTMENT BOARD$367K
- JANE STREET GROUP, LLC$354K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| First Financial Bankshares Inc trimmed | 3,889,478 | $24M | 12.5% | 2026-Q1 |
| BlackRock, Inc. added | 1,859,463 | $12M | 6.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,497,605 | $9M | 4.8% | 2026-Q1 |
| Crestview Partners III GP, L.P. trimmed | 1,439,218 | $9M | 4.6% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,252,080 | $8M | 4.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,162,917 | $7M | 3.7% | 2026-Q1 |
| SIR Capital Management, L.P. added | 1,104,261 | $7M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,067,776 | $7M | 3.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 1,060,488 | $7M | 3.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,003,809 | $6M | 3.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 871,681 | $5M | 2.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 796,156 | $5M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 788,262 | $5M | 2.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 719,656 | $4M | 2.3% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 702,988 | $4M | 2.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 644,159 | $4M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 541,489 | $3M | 1.7% | 2026-Q1 |
| STATE STREET CORP added | 532,230 | $3M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 517,318 | $3M | 1.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 475,618 | $3M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 398,202 | $2M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 390,420 | $2M | 1.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 388,964 | $2M | 1.3% | 2026-Q1 |
| Walleye Capital LLC added | 347,911 | $2M | 1.1% | 2026-Q1 |
| Sagefield Capital LP trimmed | 303,510 | $2M | 1.0% | 2026-Q1 |
| Aventail Capital Group, LP added | 298,063 | $2M | 1.0% | 2026-Q1 |
| Lighthouse Investment Partners, LLC new | 290,000 | $2M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 267,655 | $2M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 254,058 | $2M | 0.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 239,244 | $1M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 211,955 | $1M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 195,796 | $1M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 191,870 | $1M | 0.6% | 2026-Q1 |
| Engineers Gate Manager LP added | 190,522 | $1M | 0.6% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 180,075 | $1M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 176,948 | $1M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 175,664 | $1M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 165,438 | $1M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 155,311 | $963K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 144,424 | $895K | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 140,700 | $872K | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 125,981 | $781K | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 123,343 | $765K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 114,610 | $711K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 99,986 | $620K | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 96,120 | $596K | 0.3% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 94,525 | $586K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 89,744 | $556K | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 87,544 | $543K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 79,914 | $495K | 0.3% | 2026-Q1 |
| CWM, LLC added | 72,393 | $449K | 0.2% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 69,890 | $433K | 0.2% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd added | 68,637 | $426K | 0.2% | 2026-Q1 |
| Jain Global LLC added | 68,044 | $422K | 0.2% | 2026-Q1 |
| HENNESSY ADVISORS INC added | 58,500 | $363K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 57,876 | $359K | 0.2% | 2026-Q1 |
| Trexquant Investment LP new | 51,466 | $319K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 50,771 | $315K | 0.2% | 2026-Q1 |
| Creative Planning added | 50,616 | $314K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,651 | $302K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 48,072 | $298K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 47,097 | $292K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 45,592 | $283K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 45,345 | $276K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP added | 40,814 | $253K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 40,154 | $249K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 39,840 | $247K | 0.1% | 2026-Q1 |
| Inscription Capital, LLC added | 36,321 | $225K | 0.1% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd added | 35,407 | $220K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 33,700 | $209K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 44,830 | $174K | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 25,990 | $159K | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 25,128 | $156K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 24,658 | $153K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 526,542 | $2M | 1.1% | 2025-Q4 stale |
| Covalis Capital LLP new | 529,711 | $2M | 1.0% | 2025-Q3 stale |
| Webs Creek Capital Management LP added | 502,961 | $2M | 1.0% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 71,229 | $553K | 0.3% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC trimmed | 135,126 | $526K | 0.3% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 129,703 | $505K | 0.3% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC new | 135,409 | $501K | 0.3% | 2025-Q3 stale |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 110,000 | $428K | 0.2% | 2025-Q4 stale |
| Bleakley Financial Group, LLC trimmed | 48,805 | $379K | 0.2% | 2025-Q2 stale |
| STRS OHIO | 90,000 | $350K | 0.2% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 39,270 | $305K | 0.2% | 2025-Q2 stale |
| Hara Capital LLC | 31,616 | $240K | 0.1% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 62,700 | $232K | 0.1% | 2025-Q3 stale |
| Brooklyn Investment Group trimmed | 27,023 | $219K | 0.1% | 2025-Q3 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,792 | $219K | 0.1% | 2025-Q1 stale |
| Tweedy, Browne Co LLC added | 27,632 | $214K | 0.1% | 2025-Q2 stale |
| EXCHANGE TRADED CONCEPTS, LLC added | 27,632 | $214K | 0.1% | 2025-Q2 stale |
| Dockside LLC new | 54,820 | $213K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC | 52,250 | $203K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 24,588 | $187K | 0.1% | 2025-Q1 stale |
| Sanctuary Advisors, LLC new | 23,891 | $185K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 23,252 | $176K | 0.1% | 2025-Q1 stale |
| STIFEL FINANCIAL CORP added | 42,670 | $158K | 0.1% | 2025-Q3 stale |
| Corton Capital Inc. added | 40,496 | $150K | 0.1% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 37,868 | $147K | 0.1% | 2025-Q4 stale |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 37,186 | $145K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.