ACLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -0.2% ·
net new positions -7.7%
— 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 | 16 | +3 | 3.29M | $276.97M | +4 | −1 |
| Q1 2026 | 13 | 0 | 3.64M | $268.32M | +4 | −4 |
| Q4 2025 | 13 | -1 | 3.23M | $252.70M | — | −1 |
| Q3 2025 | 4 | 0 | 11.85K | $915,264 | — | — |
| Q2 2025 | 2 | +1 | 6.07K | $438,887 | +1 | — |
| Q4 2024 | 2 | +1 | 31.27K | $2.21M | +1 | — |
| Q3 2024 | 1 | +1 | 41.90K | $2.95M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.89M | — | $226.34M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 293.28K | — | $22.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 10.41K | — | $815,702 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 7.69K | — | $602,817 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 6.79K | — | $531,840 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 4.54K | — | $355,474 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 4.35K | — | $340,509 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 2.86K | -45.2% | $224,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 2.69K | +0.5% | $210,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.46K | — | $192,428 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.46K | — | $192,428 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 2.46K | — | $192,428 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.46K | — | $192,428 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.17K | 0.0% | $91,918 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.17K | 0.0% | $91,918 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 176 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 1 | — | $78 | 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
| Goldman Sachs Group | $215,218 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 3.76M shares, $277.02M 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.