Who owns ACII
Which tracked institutional funds hold ACII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACII company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
16 tracked funds added or opened ACII while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
ACII’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACII 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 2026-Q1 and 2026-Q2, across 48 tracked filers holding ACII, 41 increased or opened the position and 14 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 ACII between the 2026-Q1 and 2026-Q2 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 6
- RPg Family Wealth Advisory, LLC$4M
- AE Wealth Management LLC$2M
- Mariner, LLC$1M
- Focus Partners Wealth$1M
- Arlington Capital Management, Inc.$1M
- Maia Wealth LLC$512K
Full exits 5
- Talon Private Wealth, LLC$16M
- CWM, LLC$6M
- VanWeelden Wealth Management, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- OLD MISSION CAPITAL LLC$2M
Largest adds
- Brookstone Capital Management$8M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Mid-American Wealth Advisory Group, Inc.$3M
- Cornerstone Wealth, LLC/TN$3M
- OSAIC HOLDINGS, INC.$3M
- Soltis Investment Advisors LLC$1M
Largest trims
- Oasis Advisors, LLC$3M
- Orion Porfolio Solutions, LLC$2M
- Bright Futures Wealth Management, LLC.$709K
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 |
|---|---|---|---|---|
| Brookstone Capital Management added | 928,979 | $24M | 23.0% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 233,292 | $6M | 5.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 189,423 | $5M | 4.7% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC new | 162,400 | $4M | 4.0% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. added | 155,686 | $4M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 121,064 | $3M | 3.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 112,501 | $3M | 2.8% | 2026-Q2 |
| AE Wealth Management LLC new | 67,542 | $2M | 1.7% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 58,358 | $1M | 1.4% | 2026-Q2 |
| Strategic Blueprint, LLC added | 54,957 | $1M | 1.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 53,731 | $1M | 1.3% | 2026-Q2 |
| Mariner, LLC new | 43,505 | $1M | 1.1% | 2026-Q2 |
| Focus Partners Wealth new | 43,031 | $1M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,558 | $1M | 1.0% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 39,565 | $1M | 1.0% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 30,840 | $785K | 0.8% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 29,358 | $747K | 0.7% | 2026-Q2 |
| Goldenstone Wealth Management LLC trimmed | 27,734 | $706K | 0.7% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 26,714 | $680K | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 23,069 | $587K | 0.6% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 21,093 | $537K | 0.5% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 20,368 | $518K | 0.5% | 2026-Q2 |
| Maia Wealth LLC new | 20,127 | $512K | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 14,613 | $370K | 0.4% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC new | 13,925 | $354K | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 13,692 | $348K | 0.3% | 2026-Q2 |
| MORGAN STANLEY new | 13,230 | $337K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 12,459 | $317K | 0.3% | 2026-Q2 |
| Rose Capital Advisors LLC new | 12,256 | $312K | 0.3% | 2026-Q2 |
| FSA Advisors, Inc. new | 12,130 | $309K | 0.3% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 11,164 | $284K | 0.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC new | 11,078 | $282K | 0.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 10,373 | $264K | 0.3% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 9,851 | $251K | 0.2% | 2026-Q2 |
| Trek Financial, LLC new | 8,017 | $204K | 0.2% | 2026-Q2 |
| Csenge Advisory Group new | 7,974 | $203K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 3,184 | $81K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC new | 3,096 | $79K | 0.1% | 2026-Q2 |
| RED REEF ADVISORS LLC added | 2,388 | $61K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 2,299 | $59K | 0.1% | 2026-Q2 |
| Benson Wealth Management INC new | 1,908 | $49K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 1,351 | $34K | 0.0% | 2026-Q2 |
| Key Capital Management, INC new | 1,009 | $26K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 737 | $19K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 480 | $12K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 200 | $5K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 154 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 28 | $724 | 0.0% | 2026-Q2 |
| Talon Private Wealth, LLC new | 626,952 | $16M | 15.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 253,796 | $6M | 6.2% | 2026-Q1 stale (1 quarter behind) |
| VanWeelden Wealth Management, LLC new | 164,562 | $4M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC new | 161,363 | $4M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 98,204 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC new | 7,877 | $198K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 1,268 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID new | 588 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 427 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 32,707 | $838K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| BIP Wealth, LLC new | 21,881 | $561K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Millington Financial Advisors, LLC new | 13,971 | $348K | 0.3% | 2025-Q3 stale (3 quarters behind) |
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.