12 institutions reported holding $42.9M of ADVISORS INNER CIRCLE FD II (FCBD) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($20.0M), ENVESTNET ASSET MANAGEMENT INC ($11.3M), Frontier Asset Management, LLC ($8.5M), Arete Wealth Advisors, LLC ($1.0M), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($828,219). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $20.0M | 791,199 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 445,718 | Trimmed |
| 3 | Frontier Asset Management, LLC | $8.5M | 336,184 | Added |
| 4 | Arete Wealth Advisors, LLC | $1.0M | 41,379 | Trimmed |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $828,219 | 32,664 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $809,075 | 31,909 | Trimmed |
| 7 | CoreCap Advisors, LLC | $290,272 | 11,448 | Trimmed |
| 8 | MORGAN STANLEY | $54,591 | 2,153 | Trimmed |
| 9 | ASSETMARK, INC | $20,640 | 814 | Hold |
| 10 | AMERIFLEX GROUP, INC. | $837 | 33 | Hold |
| 11 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31