ADVISORS INNER CIRCLE FD II (FCBD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 11 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.1x

22th percentile

1 buying10 selling

+0

New

-3

Closed

-33,634

Net shares

Ownership Concentration

Top 5: 97.3%Top 10: 100.0%

JPMORGAN CHASE &46.7%

ENVESTNET ASSET MANAGEMENT26.3%

Frontier Asset Management,19.9%

Arete Wealth Advisors,2.4%

SIGNATURE ESTATE & INVESTMENT ADVISORS1.9%

Others (5)2.7%

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.1x

22th percentile

1 buying10 selling

+0

New

-3

Closed

-33,634

Net shares

Ownership Concentration

Top 5: 97.3%Top 10: 100.0%

JPMORGAN CHASE &46.7%

ENVESTNET ASSET MANAGEMENT26.3%

Frontier Asset Management,19.9%

Arete Wealth Advisors,2.4%

SIGNATURE ESTATE & INVESTMENT ADVISORS1.9%

Others (5)2.7%

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.1x

22th percentile

1 buying10 selling

+0

New

-3

Closed

-33,634

Net shares

Ownership Concentration

Top 5: 97.3%Top 10: 100.0%

JPMORGAN CHASE &46.7%

ENVESTNET ASSET MANAGEMENT26.3%

Frontier Asset Management,19.9%

Arete Wealth Advisors,2.4%

SIGNATURE ESTATE & INVESTMENT ADVISORS1.9%

Others (5)2.7%

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.19%Max: 1.79%High conviction (>1%): 1

JPMORGAN CHASE &

ENVESTNET ASSET MANAGEMENT

Frontier Asset Management,

Arete Wealth Advisors,

SIGNATURE ESTATE & INVESTMENT ADVISORS

Ownership Map

Top 11 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 11 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)