Who owns ACP
Which tracked institutional funds hold ACP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACP 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
The tracked-fund tape on ACP is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 17 trimmed or exited — on balance reducing.
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
ACP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ACP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ACP 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 126 tracked filers holding ACP, 51 increased or opened the position and 70 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 ACP 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 1
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
Full exits 2
- NewEdge Advisors, LLC$1M
- Aptus Capital Advisors, LLC$572K
Largest adds
- GUGGENHEIM CAPITAL LLC$315K
- Kovack Advisors, Inc.$299K
Largest trims
- ABSOLUTE INVESTMENT ADVISERS, LLC$6M
- MORGAN STANLEY$4M
- SIT INVESTMENT ASSOCIATES INC$3M
- Quarry LP$2M
- Penserra Capital Management LLC$2M
- Shaker Financial Services, LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 12,582,704 | $64M | 35.4% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 3,420,462 | $17M | 9.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 3,266,252 | $17M | 9.2% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 3,154,332 | $16M | 8.9% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 1,035,965 | $5M | 2.9% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 958,833 | $5M | 2.7% | 2026-Q1 |
| COHEN & STEERS, INC. | 705,500 | $4M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 610,979 | $3M | 1.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 589,777 | $3M | 1.7% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. trimmed | 529,153 | $3M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 485,971 | $2M | 1.4% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 482,719 | $2M | 1.4% | 2026-Q1 |
| Quarry LP trimmed | 432,341 | $2M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 404,333 | $2M | 1.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 388,341 | $2M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 348,095 | $2M | 1.0% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 326,311 | $2M | 0.9% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 236,313 | $1M | 0.7% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 203,971 | $1M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 198,337 | $1M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 169,195 | $862K | 0.5% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 161,911 | $826K | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 144,014 | $734K | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 142,635 | $727K | 0.4% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 140,492 | $717K | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 125,568 | $640K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 108,704 | $554K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 108,207 | $552K | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 103,502 | $528K | 0.3% | 2026-Q1 |
| North Ground Capital trimmed | 100,000 | $510K | 0.3% | 2026-Q1 |
| CHOREO, LLC trimmed | 97,423 | $497K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 91,531 | $467K | 0.3% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 85,578 | $436K | 0.2% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC | 85,049 | $434K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 80,293 | $409K | 0.2% | 2026-Q1 |
| Oxinas Partners, LLC trimmed | 77,653 | $396K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 68,185 | $348K | 0.2% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. added | 64,568 | $329K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 61,811 | $315K | 0.2% | 2026-Q1 |
| Permanens Capital L.P. added | 60,550 | $309K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 59,382 | $303K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 59,305 | $299K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 55,778 | $284K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 53,890 | $275K | 0.2% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 51,719 | $264K | 0.1% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 51,285 | $262K | 0.1% | 2026-Q1 |
| Calamos Advisors LLC added | 50,607 | $258K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co new | 49,804 | $254K | 0.1% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 49,739 | $254K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 45,215 | $231K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 44,918 | $229K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 42,285 | $216K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,020 | $204K | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 38,517 | $198K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 36,585 | $187K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 35,843 | $183K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 35,587 | $181K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 34,042 | $174K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 31,078 | $158K | 0.1% | 2026-Q1 |
| Bey-Douglas LLC | 29,509 | $150K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 28,463 | $145K | 0.1% | 2026-Q1 |
| Oxbow Advisors, LLC | 27,604 | $141K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 27,278 | $139K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 26,697 | $136K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 26,274 | $134K | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 25,000 | $128K | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC | 24,076 | $123K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC new | 24,000 | $122K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,304 | $119K | 0.1% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 23,205 | $118K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC | 22,237 | $114K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 21,345 | $109K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 21,046 | $107K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 21,045 | $107K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 20,922 | $107K | 0.1% | 2026-Q1 |
| Resurgent Financial Advisors LLC new | 20,033 | $102K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 19,474 | $99K | 0.1% | 2026-Q1 |
| Uncommon Cents Investing LLC trimmed | 19,333 | $99K | 0.1% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. new | 196,259 | $1M | 0.6% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 209,286 | $1M | 0.6% | 2025-Q4 stale |
| Baird Financial Group, Inc. trimmed | 164,266 | $953K | 0.5% | 2025-Q3 stale |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 124,553 | $722K | 0.4% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 123,158 | $714K | 0.4% | 2025-Q3 stale |
| Aptus Capital Advisors, LLC trimmed | 105,639 | $572K | 0.3% | 2025-Q4 stale |
| SFI Advisors, LLC added | 75,950 | $447K | 0.2% | 2025-Q1 stale |
| Logan Stone Capital, LLC new | 80,274 | $434K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 56,267 | $304K | 0.2% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 55,755 | $302K | 0.2% | 2025-Q4 stale |
| Worth Asset Management, LLC | 46,071 | $271K | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 48,638 | $263K | 0.1% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 42,199 | $249K | 0.1% | 2025-Q2 stale |
| Advisor Resource Council new | 40,623 | $239K | 0.1% | 2025-Q1 stale |
| Closed-End Fund Advisors, Inc. new | 43,953 | $238K | 0.1% | 2025-Q4 stale |
| TrueMark Investments, LLC trimmed | 29,796 | $173K | 0.1% | 2025-Q3 stale |
| Elequin Capital, LP added | 26,643 | $157K | 0.1% | 2025-Q2 stale |
| Pine Valley Investments Ltd Liability Co added | 27,700 | $152K | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC added | 24,112 | $130K | 0.1% | 2025-Q4 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 21,300 | $126K | 0.1% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC added | 18,511 | $109K | 0.1% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 17,705 | $103K | 0.1% | 2025-Q3 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.