Who owns ACLC
Which tracked institutional funds hold ACLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACLC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
3 tracked funds added or opened ACLC while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
ACLC’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACLC 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 23 tracked filers holding ACLC, 11 increased or opened the position and 13 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 ACLC 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 2
- AMERICAN CENTURY COMPANIES INC$14M
- FIFTH THIRD BANCORP$515K
Full exits 3
- Pursuit Wealth Management LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$816K
- COMERICA BANK$513K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- Focus Partners Wealth$1M
- Sunpointe, LLC$316K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 3,117,940 | $230M | 80.1% | 2026-Q1 |
| Focus Partners Wealth | 293,283 | $22M | 7.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 184,612 | $14M | 4.7% | 2026-Q1 |
| Sunpointe, LLC | 68,305 | $5M | 1.8% | 2026-Q1 |
| Midwest Trust Co added | 26,458 | $2M | 0.7% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 8,450 | $623K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,984 | $515K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,298 | $464K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,298 | $464K | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,294 | $390K | 0.1% | 2026-Q1 |
| New Hampshire Trust trimmed | 5,256 | $387K | 0.1% | 2026-Q1 |
| Summit Asset Management, LLC | 4,860 | $358K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 4,648 | $343K | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC | 4,471 | $330K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 4,386 | $323K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,346 | $320K | 0.1% | 2026-Q1 |
| FMR LLC | 2,690 | $198K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 1,800 | $129K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,173 | $86K | 0.0% | 2026-Q1 |
| Caldwell Trust Co | 974 | $72K | 0.0% | 2026-Q1 |
| RETIREMITTEN FINANCIAL LLC new | 882 | $65K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 120 | $9K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 4 | $295 | 0.0% | 2026-Q1 |
| Pursuit Wealth Management LLC new | 43,954 | $3M | 1.2% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 27,363 | $2M | 0.6% | 2025-Q1 stale |
| FINANCIAL COUNSELORS INC added | 24,349 | $2M | 0.6% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,411 | $816K | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 6,546 | $513K | 0.2% | 2025-Q4 stale |
| WIN ADVISORS, INC new | 6,444 | $498K | 0.2% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,759 | $290K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 2,787 | $215K | 0.1% | 2025-Q3 stale |
| Thrivent Financial for Lutherans new | 2,565 | $203K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 2,456 | $192K | 0.1% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,237 | $162K | 0.1% | 2025-Q2 stale |
| Meramec Financial Planners, LLC new | 393 | $31K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 176 | $14K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. | 52 | $4K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 1 | $78 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.