Among active 13F managers last quarter, 11 opened and 6 added, while 2 reduced; the largest holder to move was Old Mission Capital LLC (new position).
44 tracked 13F filers disclose a position in ACII as of the latest SEC 13F filings, a combined $65.4M 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 | 936K | $23.8M | ▲+49% Added · +309K sh | Q2 2026 | |
| 2 | CWM, LLC | 254K | $6.4M | ▲+159% Added · +156K sh | Q1 2026 | |
| 3 | Cornerstone Wealth, LLC | 233K | $6.0M | ▲+116% Added · +125K sh | Q2 2026 | |
| 4 | RPg Family Wealth Advisory, LLC | 161K | $4.1M | ▲New +161K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 161K | $4.0M | ▲New +161K sh | Q1 2026 | |
| 6 | Mid-American Wealth Advisory Group, Inc. | 156K | $4.0M | ▲+563% Added · +132K sh | Q2 2026 | |
| 7 | Old Mission Capital LLC | 98K | $2.5M | ▲New +98K sh | Q1 2026 | |
| 8 | Soltis Investment Advisors LLC | 58K | $1.5M | ▲+338% Added · +45K sh | Q2 2026 | |
| 9 | Strategic Blueprint, LLC | 55K | $1.4M | ▲+31% Added · +13K sh | Q2 2026 | |
| 10 | WealthPlan Investment Management, LLC | 54K | $1.4M | ▲+13% Added · +6K sh | Q2 2026 | |
| 11 | Arlington Capital Management, Inc. | 40K | $1.0M | ▲New +40K sh | Q2 2026 | |
| 12 | Bright Futures Wealth Management, LLC. | 31K | $785K | ▼−48% Reduced · −29K sh | Q2 2026 | |
| 13 | Oasis Advisors, LLC | 29K | $747K | ▼−99% Reduced · −2.0M sh | Q2 2026 | |
| 14 | Goldenstone Wealth Management LLC | 28K | $706K | ▼−4.9% Reduced · −1K sh | Q2 2026 | |
| 15 | Winnacle Wealth LLC | 27K | $680K | ▲+62% Added · +10K sh | Q2 2026 | |
| 16 | Orion Porfolio Solutions, LLC | 23K | $587K | ▼−79% Reduced · −89K sh | Q2 2026 | |
| 17 | Authentikos Wealth Advisory, LLC | 21K | $537K | ▲+69% Added · +9K sh | Q2 2026 | |
| 18 | Evolution Wealth Management Inc. | 20K | $518K | ▲+4.8% Added · +941 sh | Q2 2026 | |
| 19 | Maia Wealth LLC | 20K | $512K | ▲New +20K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 19K | $482K | ▲New +19K sh | Q1 2026 | |
| 21 | Triad Wealth Partners, LLC | 15K | $370K | ▲New +15K sh | Q2 2026 | |
| 22 | Brown Wealth Management, LLC | 14K | $354K | ▲New +14K sh | Q2 2026 | |
| 23 | Kingsview Wealth Management, LLC | 14K | $348K | ▲New +14K sh | Q2 2026 | |
| 24 | MML Investors Services, LLC | 12K | $317K | ▲New +12K sh | Q2 2026 | |
| 25 | Rose Capital Advisors LLC | 12K | $312K | ▲New +12K 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, 11 funds opened a new position in ACII and 6 added to an existing one, while 2 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 |
|---|---|---|
| Apple IncAAPL | 19 funds | $1.4B |
| Nvidia CorpNVDA | 19 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 19 funds | $876.8M |
| Ishares Core S&P 500 ETFIVV | 18 funds | $1.3B |
| Microsoft CorpMSFT | 18 funds | $730.7M |
| Vanguard S&P 500 ETFVOO | 18 funds | $674.6M |
| Amazon.com IncAMZN | 18 funds | $600.2M |
| Alphabet Inc-CL CGOOG | 18 funds | $412.8M |
| Tesla IncTSLA | 18 funds | $279.4M |
| Meta Platforms Inc-Class AMETA | 18 funds | $276.6M |
| Ishares Msci USA Quality FacQUAL | 18 funds | $119.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.2B |
Ranked by how many of ACII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACII.
| 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 ACII
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/ACII/capital-change-brief"
Use Arkolith's capital_change_brief for ACII. 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 ACII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.