Among active 13F managers last quarter, 4 opened and 7 added, while 1 reduced; the largest holder to move was Soltis Investment Advisors LLC (+196%).
27 tracked 13F filers disclose a position in ACEI as of the latest SEC 13F filings, a combined $24.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | 222K | $5.1M | ▲+37% Added · +60K sh | Q2 2026 | |
| 2 | Signal Advisors Wealth, LLC | 202K | $4.7M | ▲+24% Added · +39K sh | Q2 2026 | |
| 3 | Soltis Investment Advisors LLC | 118K | $2.7M | ▲+196% Added · +78K sh | Q2 2026 | |
| 4 | Beacon Pointe Advisors, LLC | 91K | $2.1M | ▲+2.6% Added · +2K sh | Q2 2026 | |
| 5 | Trek Financial, LLC | 80K | $1.8M | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 6 | CWM, LLC | 61K | $1.4M | ▲+37% Added · +17K sh | Q1 2026 | |
| 7 | WealthPlan Investment Management, LLC | 56K | $1.3M | ▲+0.9% Added · +515 sh | Q2 2026 | |
| 8 | Strategic Blueprint, LLC | 44K | $1.0M | ▲+29% Added · +10K sh | Q2 2026 | |
| 9 | Winnacle Wealth LLC | 29K | $667K | ▲+61% Added · +11K sh | Q2 2026 | |
| 10 | Maia Wealth LLC | 26K | $598K | ▼−0.5% Reduced · −137 sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 20K | $464K | ▲+136% Added · +12K sh | Q1 2026 | |
| 12 | Triad Wealth Partners, LLC | 17K | $398K | ▲New +17K sh | Q2 2026 | |
| 13 | Silver Oak Securities, Incorporated | 17K | $388K | ▲+2.1% Added · +345 sh | Q2 2026 | |
| 14 | Old Mission Capital LLC | 16K | $368K | ▲New +16K sh | Q1 2026 | |
| 15 | Brown Wealth Management, LLC | 14K | $335K | ▲New +14K sh | Q2 2026 | |
| 16 | CreativeOne Wealth, LLC | 11K | $262K | —Held | Q2 2026 | |
| 17 | Diligent Investors, LLC | 9K | $210K | ▲+1.0% Added · +93 sh | Q2 2026 | |
| 18 | Noble Wealth Management PBC | 7K | $150K | ▲New +7K sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | 3K | $60K | ▲New +3K sh | Q1 2026 | |
| 20 | Red Reef Advisors LLC | 2K | $53K | ▲+1.7% Added · +38 sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 1K | $33K | ▲New +1K sh | Q1 2026 | |
| 22 | AE Wealth Management LLC | 618 | $14K | ▲New +618 sh | Q1 2026 | |
| 23 | Ashton Thomas Private Wealth, LLC | 502 | $12K | ▼−20% Reduced · −122 sh | Q2 2026 | |
| 24 | IFP Advisors, Inc | 222 | $5K | ▲+11% Added · +22 sh | Q2 2026 | |
| 25 | Bullseye Investment Management, LLC | 120 | $3K | ▲New +120 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ACEI and 7 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 12 funds | $773.8M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $408.4M |
| Tesla IncTSLA | 12 funds | $196.0M |
| Apple IncAAPL | 11 funds | $830.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $686.2M |
| Ishares Core S&P 500 ETFIVV | 11 funds | $580.9M |
| Microsoft CorpMSFT | 11 funds | $447.0M |
| Amazon.com IncAMZN | 11 funds | $378.4M |
| Alphabet Inc-CL AGOOGL | 11 funds | $320.6M |
| Vanguard Total Stock MKT ETFVTI | 11 funds | $246.2M |
| Broadcom IncAVGO | 11 funds | $217.1M |
| Alphabet Inc-CL CGOOG | 11 funds | $211.2M |
Ranked by how many of ACEI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACEI.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ACEI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACEI/capital-change-brief"
Use Arkolith's capital_change_brief for ACEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ACEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.