13 institutions reported holding $19.0M of ADVISORS INNER CIRCLE FD II (DIVP) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($5.9M), Beacon Pointe Advisors, LLC ($3.9M), Janney Montgomery Scott LLC ($3.6M), CARY STREET PARTNERS FINANCIAL LLC ($1.8M), Beta Wealth Group, Inc. ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $5.9M | 220,000 | New |
| 2 | Beacon Pointe Advisors, LLC | $3.9M | 146,955 | Added |
| 3 | Janney Montgomery Scott LLC | $3.6M | 133,736 | New |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $1.8M | 68,571 | Added |
| 5 | Beta Wealth Group, Inc. | $1.8M | 67,665 | Trimmed |
| 6 | Steward Partners Investment Advisory, LLC | $698,217 | 25,985 | Added |
| 7 | Farther Finance Advisors, LLC | $475,465 | 17,695 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $361,333 | 13,257 | Trimmed |
| 9 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $237,800 | 8,850 | Trimmed |
| 10 | MORGAN STANLEY | $51,160 | 1,904 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $45,437 | 1,691 | Hold |
| 12 | OSAIC HOLDINGS, INC. | $28,395 | 1,055 | New |
| 13 | DHJJ Financial Advisors, Ltd. | $538 | 20 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30