FGSM ADVISORS INNER CIRCLE FD II: institutional ownership and insider trading

14 funds reported holding $69.1M of ADVISORS INNER CIRCLE FD II in their latest 13F filings; in Q2 2026 funds net sold $20.5M, with 2 new positions and 3 funds selling out.

Largest institutional holders of FGSM

  1. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $23.9M
  2. MLG Wealth Management DBA Pine Grove Financial Group — $21.2M
  3. ENVESTNET ASSET MANAGEMENT INC — $11.0M
  4. Frontier Asset Management, LLC — $10.8M
  5. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC — $1.00M
  6. JANE STREET GROUP, LLC — $365K
  7. Envestnet Portfolio Solutions, Inc. — $337K
  8. Urban Wealth Management, LLC — $298K
  9. CoreCap Advisors, LLC — $85.0K
  10. AMERIFLEX GROUP, INC. — $17.4K

All FGSM 13F holders