ARP institutional holders
ADVISORS INNER CIRCLE FD II · 13F, 2026Q2
| Managers holding | 12 |
|---|---|
| Shares held | 1,765,674 |
| Reported value | $57.4m |
| Quarter flows | 1 new, 6 added, 4 trimmed, 2 exited |
Top 12 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Latitude Advisors, LLC | 739,875 | $24.0m | 9.6% |
| PMV Capital Advisers, LLC | 613,521 | $19.9m | 29.9% |
| Castleview Partners, LLC | 117,314 | $3.8m | 1.7% |
| Ausdal Financial Partners, Inc. | 65,415 | $2.1m | 0.1% |
| Advyzon Investment Management, LLC | 64,463 | $2.1m | 0.2% |
| INTEGRITY ALLIANCE, LLC. | 61,851 | $2.0m | 0.1% |
| Accurate Wealth Management, LLC | 51,515 | $1.7m | 0.2% |
| Innovative Wealth Building LLC | 28,142 | $913,800 | 0.5% |
| Souders Financial Advisors | 14,700 | $477,327 | 0.0% |
| Balefire, LLC | 8,757 | $284,350 | 0.0% |
| UBS Group AG | 120 | $3,897 | 0.0% |
| MORGAN STANLEY | 1 | $32 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ARP"). ARP price history · All 13F data