ACES
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.0% ·
share flow +3.0% ·
net new positions -4.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -1 | 2.00M | $70.87M | +2 | −3 |
| Q1 2026 | 25 | +4 | 1.94M | $65.08M | +6 | −2 |
| Q4 2025 | 20 | -3 | 369.41K | $11.98M | — | −3 |
| Q3 2025 | 7 | +2 | 192.38K | $6.14M | +2 | — |
| Q2 2025 | 2 | 0 | 59.53K | $1.54M | +1 | −1 |
| Q1 2025 | 2 | 0 | 109.23K | $2.50M | — | — |
| Q4 2024 | 2 | -1 | 121.75K | $3.17M | — | −1 |
| Q3 2024 | 3 | +1 | 111.20K | $3.27M | +1 | — |
| Q2 2024 | 2 | — | 164.25K | $4.63M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 1.47M | +6.0% | $52.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | CIBC Bancorp USA Inc. | 1.47M | +6.0% | $52.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wealthfront Advisers LLC | 107.75K | +11.0% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 100.00K | -4.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 70.13K | +11.8% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 70.13K | +11.8% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 39.82K | +11.5% | $1.41M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | Focus Partners Wealth | 35.12K | -5.6% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 24.00K | -20.8% | $850,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 21.14K | +15.7% | $748,859 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 21.14K | +15.7% | $748,859 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | LPL Financial LLC | 20.27K | +0.4% | $718,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 19.86K | +43.6% | $703,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 19.86K | +43.6% | $703,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citigroup Inc | 19.21K | New | $680,752 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 18.59K | -11.3% | $658,636 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 13.21K | +15.5% | $467,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 13.21K | +15.5% | $467,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 11.52K | -71.7% | $408,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 8.11K | +12.0% | $287,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 8.11K | +12.0% | $287,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 7.76K | +22.8% | $275,051 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 7.24K | +384.4% | $256,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 7.24K | +384.4% | $256,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.92K | +329.5% | $68,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 267 | 0.0% | $9,495 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 44 | -74.0% | $1,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 9 | +28.6% | $319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 3 | -96.4% | $106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1 | 0.0% | $64 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1 | New | $35 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $680,752 | 0.0% |
| Fifth Third Bancorp | $35 | 0.0% |
Exited
| Citadel Advisors | $970,584 | was 0.0% |
| Hrt Financial Lp | $328,000 | was 0.0% |
| Belvedere Trading LLC | $110,583 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 2.01M shares, $66.87M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.