14 institutions reported holding $57.4M of ADVISORS INNER CIRCLE FD II (ARP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Latitude Advisors, LLC ($24.0M), PMV Capital Advisers, LLC ($19.9M), Castleview Partners, LLC ($3.8M), Ausdal Financial Partners, Inc. ($2.1M), Advyzon Investment Management, LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Latitude Advisors, LLC | $24.0M | 739,875 | Trimmed |
| 2 | PMV Capital Advisers, LLC | $19.9M | 613,521 | Added |
| 3 | Castleview Partners, LLC | $3.8M | 117,314 | Trimmed |
| 4 | Ausdal Financial Partners, Inc. | $2.1M | 65,415 | Added |
| 5 | Advyzon Investment Management, LLC | $2.1M | 64,463 | Added |
| 6 | INTEGRITY ALLIANCE, LLC. | $2.0M | 61,851 | Added |
| 7 | Accurate Wealth Management, LLC | $1.7M | 51,515 | Added |
| 8 | Innovative Wealth Building LLC | $913,800 | 28,142 | Added |
| 9 | Souders Financial Advisors | $477,327 | 14,700 | New |
| 10 | Balefire, LLC | $284,350 | 8,757 | Trimmed |
| 11 | UBS Group AG | $3,897 | 120 | Trimmed |
| 12 | MORGAN STANLEY | $32 | 1 | Hold |
| 13 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 14 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30