Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACLC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sunpointe, LLC | 1.63% | 68,305 | $5.7M |
| 2 | Cary Street Partners Financial LLC | 0.09% | 47,303 | $4.0M |
| 3 | New Hampshire Trust | 0.07% | 4,414 | $371K |
| 4 | Envestnet Asset Management Inc | 0.06% | 3,034,122 | $255.2M |
| 5 | Summit Asset Management, LLC | 0.05% | 4,860 | $409K |
| 6 | CRA Financial Services, LLC | 0.04% | 4,471 | $376K |
| 7 | SteelPeak Wealth, LLC | 0.02% | 8,883 | $747K |
| 8 | American Century Companies Inc | 0.01% | 203,336 | $17.1M |
| 9 | Caldwell Trust Co | 0.01% | 974 | $82K |
| 10 | Midwest Trust Co | 0.00% | 5,100 | $429K |
| 11 | Mml Investors Services, LLC | 0.00% | 7,051 | $593K |
| 12 | Focus Partners Wealth | 0.00% | 11,610 | $976K |
| 13 | Fifth Third Bancorp | 0.00% | 6,929 | $583K |
| 14 | Cetera Investment Advisers | 0.00% | 4,797 | $403K |
| 15 | Northwestern Mutual Wealth Management Co | 0.00% | 4,283 | $360K |
| 16 | LPL Financial LLC | 0.00% | 5,080 | $427K |
| 17 | Raymond James Financial Inc | 0.00% | 2,580 | $217K |
| 18 | Citadel Advisors LLC | 0.00% | 4,382 | $369K |
| 19 | Mercer Global Advisors Inc /Adv | 0.00% | 296 | $25K |
| 20 | Susquehanna International Group, LLP | 0.00% | 3,427 | $288K |
| 21 | Fmr LLC | 0.00% | 3,518 | $296K |
| 22 | UBS Group AG | 0.00% | 571 | $48K |
| 23 | Morgan Stanley | 0.00% | 1,173 | $99K |
| 24 | Royal Bank of Canada | 0.00% | 80 | $7K |
| 25 | Jpmorgan Chase & Co | 0.00% | 137 | $11K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|