ACCV · Company research
Accelevation Holdings Corp. Class A Ordinary Shares (ACCV): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Montgomery Financial Services LLC | 2149844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22698 | 626238 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WADDELL & ASSOCIATES, LLC | 1776757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150701 | 1240160 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BOS Asset Management, LLC | 1965814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54645 | 1623814 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Golden Reserve Retirement LLC | 2066488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40450 | 1116016 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38646 | 1148386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Joel Isaacson & Co., LLC | 1599330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15768 | 589371 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 1608826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27213 | 223946 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| VANGUARD ADVISERS INC | 947529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 654 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20282 | 920241 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Wealth Advisors, LLC | 2001765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3176 | 204940 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Outlook Wealth Advisors, LLC | 1767151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43944 | 1045859 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WBI INVESTMENTS, LLC | 1397424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10428 | 478216 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74059 | 2200722 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165617 | 4921417 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 16132 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6794 | 308240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 2972 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 258 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 827723 | 6811582 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10406 | 354391 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| EAGLE GLOBAL ADVISORS LLC | 1130787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40500 | 1268590 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| POM Investment Strategies, LLC | 1906322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215521 | 5946224 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Great Lakes Retirement, Inc. | 1801667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92484 | 2551630 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Acorn Wealth Advisors, LLC | 1730610 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7072 | 456340 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Able Wealth Management LLC | 2011908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11362 | 386948 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| VALLEY NATIONAL ADVISERS INC | 773411 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 839 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| LaSalle St. Investment Advisors, LLC | 1966193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11346 | 400042 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Richmond Brothers, Inc. | 1540462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98061 | 2705505 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| M3 Advisory Group, LLC | 2014826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20355 | 760844 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Weaver Consulting Group | 1780055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 910463 | 34031478 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Alchemi Wealth, LLC | 2110606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11107 | 581638 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1980 | 127765 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28000 | 1270340 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Integrated Wealth Management | 2113155 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157722 | 4351545 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Capital Investment Advisory Services, LLC | 1659203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32281 | 1464551 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Values First Advisors, Inc. | 1913608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6154 | 20861 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Networth Advisors, LLC | 2099019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76330 | 2105954 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| TrueMark Investments, LLC | 1974457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 793030 | 29072480 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49075 | 1353976 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Atria Investments, Inc | 1535865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26593 | 790230 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Institute for Wealth Management, LLC. | 1533954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4248 | 34956 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Kestra Advisory Services, LLC | 1830819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15911 | 130940 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Sloy Dahl & Holst, LLC | 1690295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8175 | 527514 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Key Capital Management, INC | 2107249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16081 | 382728 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Whipplewood Advisors, LLC | 2052510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 437689 | 12154624 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103294 | 850037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TITLEIST ASSET MANAGEMENT, LLC | 1977759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 396150 | 14807392 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| PARK AVENUE SECURITIES LLC | 1071640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653816 | 5380 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4632 | 275306 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Centennial Advisors, LLC | 1951376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77868 | 2148390 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DHJJ Financial Advisors, Ltd. | 1844716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1847 | 83945 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18553 | 696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management, Inc. | 2096565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43310 | 1087947 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14048 | 736000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Decker Retirement Planning Inc. | 1975700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6138 | 169347 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8246 | 227507 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Blackston Financial Advisory Group, LLC | 1910984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26225 | 723548 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LifeWealth Investments, LLC | 2033794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77154 | 2128693 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11819 | 406101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364221 | 12404056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545649 | 18582857 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALONGSIDE, LLC | 2113496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434705 | 16248488 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8278 | 534160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11307 | 512 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLUTION WEALTH MANAGEMENT INC. | 2010029 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23734 | 596198 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| OneAscent Family Office, LLC | 2055812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9637 | 286370 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1120927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7035 | 209050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2015 | 130023 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17159 | 584374 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| OLD MISSION CAPITAL LLC | 1455915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37588 | 1717628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B.O.S.S. Retirement Advisors, LLC | 1964810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196263 | 5414906 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21507 | 593378 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6778 | 307410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60281 | 1616134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11876 | 97733 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3093 | 199584 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mid-American Wealth Advisory Group, Inc. | 1911264 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1811587 | 45507064 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20973 | 173 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| FWG Investments, LLC. | 1944877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187004 | 5159451 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88595 | 4639173 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.