FOPC ADVISORS INNER CIRCLE FD II
FollowCOM (fund)
12 managers (12 13F filers) reported a position in FOPC shares at 2026-06-30, 1,305,613 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 2
- Reduced
- 6
- Sold out
- 2
- Shares held by filers
- 1,305,613
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 543,480 | $13.8M | <0.01% | +12,374 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 392,097 | $9.95M | <0.01% | -1,874 | 13F-HRTimelineGroup |
| Frontier Asset Management, LLC | 278,180 | $7.06M | 1.26% | -1,302 | 13F-HRTimeline |
| SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT… | 29,642 | $752K | 0.01% | +37 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 21,387 | $542K | <0.01% | -267 | 13F-HRTimelineGroup |
| Arete Wealth Advisors, LLC | 18,855 | $479K | 0.03% | -1,210 | 13F-HR/ATimeline |
| GTS SECURITIES LLC | 15,832 | $402K | 0.01% | -15,040 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 4,982 | $126K | <0.01% | -66 | 13F-HRTimeline |
| Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen… | 537 | $13.6K | <0.01% | new | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 401 | $10.2K | <0.01% | 0 | 13F-HRTimelineGroup |
| AMERIFLEX GROUP, INC. | 143 | $3.63K | <0.01% | 0 | 13F-HRTimeline |
| Global Retirement Partners, LLC | 77 | $1.96K | <0.01% | 13F-HRTimeline |