ACIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow -1.2% ·
net new positions -4.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +3 | 7.32M | $337.67M | +7 | −4 |
| Q1 2026 | 24 | +2 | 7.74M | $324.90M | +6 | −4 |
| Q4 2025 | 22 | -1 | 9.77M | $427.15M | — | −1 |
| Q3 2025 | 4 | +1 | 187.65K | $8.15M | +1 | — |
| Q2 2025 | 1 | +1 | 33.00K | $1.37M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 6.39M | — | $279.14M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 6.39M | — | $279.14M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.49M | — | $65.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.49M | — | $65.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 687.50K | — | $30.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 687.50K | — | $30.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 544.92K | — | $23.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 194.76K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 150.39K | — | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 150.39K | — | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 64.14K | +75.1% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 63.42K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 63.42K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 63.31K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 43.41K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 35.21K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 12.37K | — | $540,569 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 10.44K | — | $456,218 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 6.64K | -4.0% | $290,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 6.64K | -4.0% | $290,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 5.53K | — | $243,454 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 5.51K | — | $240,702 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 4.74K | — | $207,052 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.50K | — | $152,950 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.62K | 0.0% | $70,771 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.62K | 0.0% | $70,771 | 0.0% | Held | 2 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 1.33K | — | $58,121 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 203 | — | $8,871 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 37 | — | $1,617 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $6.19M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 58.69M shares, $2.47B 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.