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FCBD Institutional Ownership

The Advisors' Inner Circle Fund II - Frontier Asset Core Bond ETF
1W: -0.2% 1M: -2.4% YTD: -2.8%
$24.55
-0.03 (-0.12%)
 
Weekly Expected Move ±0.6%
$24 $24 $25 $25 $25
ETF AMEX · AUM $39.3M

Institutional Ownership — FCBD

15
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
4
New Positions
2
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 802,086 20M +10,887 +1.4% 7Q SEC ↗
2 MLG Wealth Management DBA Pine Grove F 795,456 20M +12,379 +1.6% 3Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 399,466 10M -46,252 -10.4% 7Q SEC ↗
4 Frontier Asset Management, LLC 307,201 8M -28,983 -8.6% 7Q SEC ↗
5 Arete Wealth Advisors, LLC 39,269 964K -2,110 -5.1% 7Q SEC ↗
6 SIGNATURE ESTATE & INVESTMENT ADVISORS 29,448 723K -3,216 -9.8% 7Q SEC ↗
7 CoreCap Advisors, LLC 11,302 277K -146 -1.3% 6Q SEC ↗
8 PRINCIPAL SECURITIES, INC. NEW 7,930 195K — +0.0% 1Q SEC ↗
9 ASSETMARK, INC 814 20K — +0.0% 5Q SEC ↗
10 Rockefeller Capital Management L.P. NEW 170 4K — +0.0% 1Q SEC ↗
11 UBS Group AG NEW 147 4K — +0.0% 1Q SEC ↗
12 Global Retirement Partners, LLC NEW 69 2K — +0.0% 1Q SEC ↗
13 AMERIFLEX GROUP, INC. 33 1K — +0.0% 6Q SEC ↗
14 Kestra Advisory Services, LLC 0 0K -1,929 -100.0% 1Q SEC ↗
15 CITADEL ADVISORS LLC 0 0K -31,909 -100.0% 6Q SEC ↗
16 MORGAN STANLEY 0 0K -2,153 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (3)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 31,909 783K
MORGAN STANLEY 2,153 53K
Kestra Advisory Services, LLC 1,929 47K
Biggest Increases (2)
HolderAddedChange %Total Shares
MLG Wealth Management DBA Pine Grov +12,379 +1.6% 795,456
JPMORGAN CHASE & CO +10,887 +1.4% 802,086
Biggest Decreases (5)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -46,252 -10.4% 399,466
Frontier Asset Management, LLC -28,983 -8.6% 307,201
SIGNATURE ESTATE & INVESTMENT ADVIS -3,216 -9.8% 29,448
Arete Wealth Advisors, LLC -2,110 -5.1% 39,269
CoreCap Advisors, LLC -146 -1.3% 11,302

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms