Who owns ACKY
Which tracked institutional funds hold ACKY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACKY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
1 tracked fund added or opened ACKY while 2 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
ACKY’s largest tracked holder by dollar value, Brookwood Investment Group LLC, 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 ACKY 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 12 tracked filers holding ACKY, 6 increased or opened the position and 7 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 ACKY 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 1
- Financial Gravity Companies, Inc.$1M
Full exits 1
- Financial Gravity Asset Management, Inc.$854K
Largest trims
- Brookwood Investment Group LLC$5M
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 |
|---|---|---|---|---|
| Brookwood Investment Group LLC trimmed | 109,530 | $2M | 22.0% | 2026-Q2 |
| Miller Global Investments, LLC | 100,076 | $2M | 20.1% | 2026-Q2 |
| Financial Gravity Companies, Inc. new | 65,319 | $1M | 13.1% | 2026-Q2 |
| Larson Financial Group LLC new | 28,377 | $491K | 5.7% | 2026-Q2 |
| ELEVATUS WELATH MANAGEMENT | 27,123 | $469K | 5.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,001 | $242K | 2.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,100 | $227K | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 12,925 | $224K | 2.6% | 2026-Q2 |
| Brookstone Capital Management new | 10,053 | $174K | 2.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,500 | $26K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,315 | $23K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $10 | 0.0% | 2026-Q2 |
| Financial Gravity Asset Management, Inc. new | 49,092 | $854K | 9.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 16,082 | $316K | 3.7% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 12,724 | $254K | 2.9% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 13,957 | $243K | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC added | 13,000 | $226K | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 3,865 | $76K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management | 1,474 | $26K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc new | 200 | $3K | 0.0% | 2026-Q1 stale (1 quarter 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.