ADVISORS INNER CIRCLE FD II (FGSM)

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 15 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

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.4x

34th percentile

4 buying10 selling

+2

New

-2

Closed

-271,965

Net shares

Ownership Concentration

Top 5: 96.6%Top 10: 99.6%

JPMORGAN CHASE &47.6%

ENVESTNET ASSET MANAGEMENT23.0%

Frontier Asset Management,22.6%

SIGNATURE ESTATE & INVESTMENT ADVISORS2.3%

JANE STREET GROUP,1.1%

Others (9)3.4%

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.31%Max: 2.67%High conviction (>1%): 1

JPMORGAN CHASE &

ENVESTNET ASSET MANAGEMENT

Frontier Asset Management,

SIGNATURE ESTATE & INVESTMENT ADVISORS

JANE STREET GROUP,

Arete Wealth Advisors,

Urban Wealth Management,

Envestnet Portfolio Solutions,

Strategic Blueprint,

PRINCIPAL SECURITIES,

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.4x

34th percentile

4 buying10 selling

+2

New

-2

Closed

-271,965

Net shares

Ownership Concentration

Top 5: 96.6%Top 10: 99.6%

JPMORGAN CHASE &47.6%

ENVESTNET ASSET MANAGEMENT23.0%

Frontier Asset Management,22.6%

SIGNATURE ESTATE & INVESTMENT ADVISORS2.3%

JANE STREET GROUP,1.1%

Others (9)3.4%

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.4x

34th percentile

4 buying10 selling

+2

New

-2

Closed

-271,965

Net shares

Ownership Concentration

Top 5: 96.6%Top 10: 99.6%

JPMORGAN CHASE &47.6%

ENVESTNET ASSET MANAGEMENT23.0%

Frontier Asset Management,22.6%

SIGNATURE ESTATE & INVESTMENT ADVISORS2.3%

JANE STREET GROUP,1.1%

Others (9)3.4%

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

Ownership Map

Top 15 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 15 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