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ARS Core Equity Portf ETF (ACEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ARS Investment Partners, LLC
INCREASED
Shares4,140,005 from 4,138,407
Change+1,598 (+0%)
Value$82.1M (+$437.7K)
Filed 2026-11-05
NewEdge Advisors, LLC
N/A
Shares— from 236,310
Change-236,310 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 54,654
Change-54,654 (-100%)
Value—
Status
ARS Investment Partners, LLC
INCREASED4,140,0054,138,407+1,598+0%$81.7M$82.1M+$437.7K2026-11-05
NewEdge Advisors, LLC
N/A—236,310-236,310-100%$4.7M———
Fortress Private Ledger, LLC
N/A—54,654-54,654-100%$1.1M———
Showing 3 of 3 institutions