AOCT — IN EQU D PR ETF - 2 Y O 2026
As of Q2 2026, 4 SEC-registered investment managers reported holding AOCT (IN EQU D PR ETF - 2 Y O 2026) in their latest 13F filings, with a combined reported value of $871.72K across 31.94K shares. That is +1467.8% by share count (+29.90K shares) versus the previous quarter, while reported value moved +1517.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 22.58K | $615.79K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 7.88K | $215.61K | 0.00% | New |
| UBS Group AG history | Q1 2026 | 1.86K | $49.23K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1.30K | $35.51K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 176 | $4.81K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.58K sh · $615.79K
- Citadel Advisors 7.88K sh · $215.61K
- Wells Fargo & Co 1.30K sh · $35.51K
Fully Exited (vs previous quarter)
- UBS Group AG sold 1.86K sh · $49.23K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|
| JPMorgan Chase & Co | 1.47K | 13.67K | — | 22.58K |
| Citadel Advisors | — | — | — | 7.88K |
| Wells Fargo & Co | — | — | — | 1.30K |
| Morgan Stanley | 176 | 176 | 176 | 176 |
| UBS Group AG | — | 3.63K | 1.86K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details