Who Owns FLCE?
ADVISORS INNER CIRCLE FD II — Institutional Ownership & 13F Holdings
$29.71
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
16
Total Inst. Value
$43.4M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
4
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $22.3M | 922,107 |
| 2 | Frontier Asset Management, LLC | $12.5M | 514,549 |
| 3 | CAMBIAR INVESTORS LLC | $4.1M | 135,000 |
| 4 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.4M | 58,315 |
| 5 | Arete Wealth Advisors, LLC | $695K | 28,726 |
| 6 | GOLDMAN SACHS GROUP INCNew | $662K | 27,369 |
| 7 | Kohmann Bosshard Financial Services, LLC | $345K | 11,482 |
| 8 | Steward Partners Investment Advisory, LLC | $327K | 10,868 |
| 9 | WADDELL & ASSOCIATES, LLC | $319K | 10,604 |
| 10 | CoreCap Advisors, LLCNew | $260K | 10,750 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Frontier Asset Management, LLC | +42K | $12.5M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | +3K | $1.4M |
| Arete Wealth Advisors, LLC | +4K | $695K |
| GOLDMAN SACHS GROUP INCNew | +27K | $662K |
| CoreCap Advisors, LLCNew | +11K | $260K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -80K | $22.3M |
| WADDELL & ASSOCIATES, LLC | -200 | $319K |
Frequently Asked Questions
How many institutional investors hold FLCE?
As of Q1 2025, 16 institutional investors report holding FLCE (ADVISORS INNER CIRCLE FD II) in their 13F filings.
Which hedge fund owns the most FLCE?
The largest institutional holder of FLCE is JPMORGAN CHASE & CO with $22.3M in shares.
Are institutions buying or selling FLCE?
This quarter, 4 institutions opened new positions in FLCE and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.