Security record
ACIO
name pending profile ingest
26Tracked holders
+3Δ holders
7.32MShares held
$337.67MReported value
+7New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow -3.1% ·
net new positions +11.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 2.47M | -12.0% | $113.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.72M | +4.3% | $79.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.52M | -0.1% | $70.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.52M | -0.1% | $70.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 677.33K | +5.1% | $31.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 677.33K | +5.1% | $31.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 465.71K | -6.2% | $21.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 123.40K | +9.2% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 123.40K | +9.2% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 81.67K | +7.9% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 81.67K | +7.9% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 81.67K | +7.9% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 57.24K | -9.6% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 46.08K | -11.4% | $2.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 30.98K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 30.22K | +321.3% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 25.34K | -17.9% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 18.01K | -65.9% | $831,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 16.00K | New | $738,148 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 5.38K | New | $248,146 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 5.25K | +1.9% | $242,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.15K | -8.3% | $236,047 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 4.83K | New | $225,460 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 4.78K | +0.1% | $220,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 4.69K | New | $216,467 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 4.57K | -4.0% | $211,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 4.54K | New | $209,420 | 0.0% | New | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 1.33K | 0.0% | $61,366 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 898 | +2327.0% | $41,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 48 | New | $2,215 | 0.0% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1 | -99.0% | $63 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.43M | 0.0% |
| Jane Street Group, Llc | $738,148 | 0.0% |
| Cetera Investment Advisers | $248,146 | 0.0% |
| Wealth Enhancement Advisory… | $225,460 | 0.0% |
| Truist Financial Corp | $216,467 | 0.0% |
| Commonwealth Equity Services… | $209,420 | 0.0% |
| Pnc Financial Services Group… | $2,215 | 0.0% |
Exited
| IMC-Chicago, LLC | $414,607 | was 0.0% |
| Bank of New York Mellon Corp | $363,977 | was 0.0% |
| Susquehanna International… | $268,544 | was 0.0% |
| Jones Financial Companies Lllp | $13,449 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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