ACIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow -20.8% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 2.80M | -56.1% | $117.63M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.65M | +15664.2% | $69.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.52M | +2.2% | $63.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 644.30K | -6.3% | $27.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 496.73K | -8.8% | $20.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 189.54K | -2.7% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 113.05K | -24.8% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 75.67K | +19.3% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Mml Investors Services, Llc | 63.29K | 0.0% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 52.87K | +21.8% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 52.03K | -18.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 30.85K | -12.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | IMC-Chicago, LLC | 9.88K | New | $414,607 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 8.67K | New | $363,977 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Hrt Financial Lp | 7.17K | New | $300,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 6.40K | New | $268,544 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.61K | -15.5% | $231,214 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 5.16K | New | $216,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Captrust Financial Advisors | 4.77K | +0.7% | $200,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 4.76K | +36.1% | $199,912 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 1.33K | 0.0% | $56,113 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 325 | New | $13,449 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 104 | -93.6% | $4,391 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Assetmark, Inc | 37 | 0.0% | $1,553 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $414,607 | 0.0% |
| Bank of New York Mellon Corp | $363,977 | 0.0% |
| Hrt Financial Lp | $300,000 | 0.0% |
| Susquehanna International… | $268,544 | 0.0% |
| Royal Bank Of Canada | $216,000 | 0.0% |
| Jones Financial Companies Lllp | $13,449 | 0.0% |
Exited
| Bank Of America Corp /De/ | $540,569 | was 0.0% |
| Wealth Enhancement Advisory… | $243,454 | was 0.0% |
| Cetera Investment Advisers | $240,702 | was 0.0% |
| Rockefeller Capital… | $8,871 | 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.