§ EQUITY
USDPRIV
SS IG PUBL PRIV CRED ETF-USD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
17 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 29.5M | 27.5% | n/a |
| Gradient Investments LLC | 895K | 0.3% | +16% |
| Apollo Management Holdings, L.P. | 790K | 0.3% | +4% |
| Beaumont Financial Advisors, LLC | 331K | 0.6% | +1113% |
| Reflection Asset Management | 102K | n/a | −2% |
| Mattson Financial Services, LLC | 98K | 0.6% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for PRIV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.9% · 20 holders
DEALER / BANK0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PRIV in the last 180 days.