HolderBook

ADVISORS INNER CIRCLE FD II (VNIE)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

3
Reporting holders
$8.6M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Vontobel Holding Ltd.$8.3M309,5870.03%5qHELD
Ashton Thomas Private Wealth, LLC$355.0K13,2880.01%3q+2.0%+$7.0K
UBS Group AG$2710.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$8.6M322,8761100.0%
Q1 20262$7.8M322,6140000.0%
Q4 20253$8.3M333,6501010.0%
Q3 20253$9.6M379,7360020.0%
Q2 20253$11.3M428,3573000.0%