Institutional Holders (2026 Q2)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACEI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Delta Investment Management, LLC | 0.68% | 177,437 | $4.1M |
| 2 | Winnacle Wealth LLC | 0.45% | 28,805 | $667K |
| 3 | Signal Advisors Wealth, LLC | 0.24% | 201,606 | $4.7M |
| 4 | Soltis Investment Advisors LLC | 0.15% | 117,787 | $2.7M |
| 5 | Trek Financial, LLC | 0.09% | 79,531 | $1.8M |
| 6 | Maia Wealth LLC | 0.09% | 25,845 | $598K |
| 7 | Brown Wealth Management, LLC | 0.07% | 14,488 | $335K |
| 8 | Noble Wealth Management PBC | 0.07% | 6,500 | $150K |
| 9 | WealthPlan Investment Management, LLC | 0.06% | 56,183 | $1.3M |
| 10 | Strategic Blueprint, LLC | 0.05% | 44,481 | $1.0M |
| 11 | Red Reef Advisors LLC | 0.05% | 2,274 | $53K |
| 12 | Diligent Investors, LLC | 0.05% | 9,063 | $210K |
| 13 | Silver Oak Securities, Incorporated | 0.02% | 16,765 | $388K |
| 14 | Triad Wealth Partners, LLC | 0.02% | 17,187 | $398K |
| 15 | Brookstone Capital Management | 0.02% | 67,673 | $1.6M |
| 16 | Koshinski Asset Management, Inc. | 0.01% | 9,577 | $222K |
| 17 | Beacon Pointe Advisors, LLC | 0.01% | 90,954 | $2.1M |
| 18 | Old Mission Capital LLC | 0.01% | 19,703 | $456K |
| 19 | CreativeOne Wealth, LLC | 0.01% | 11,300 | $262K |
| 20 | Commonwealth Equity Services, LLC | 0.00% | 58,714 | $1.4M |
| 21 | Mariner, LLC | 0.00% | 29,369 | $680K |
| 22 | AE Wealth Management LLC | 0.00% | 4,905 | $114K |
| 23 | Ashton Thomas Private Wealth, LLC | 0.00% | 502 | $12K |
| 24 | IFP Advisors, Inc | 0.00% | 222 | $5K |
| 25 | CENTRAL TRUST Co | 0.00% | 164 | $4K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|