ProFrac Holding Corp. (ACDC) — Institutional Holders, Q2 2026
145 institutional investment managers reported a ACDC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $187.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ACDC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AQR CAPITAL MANAGEMENTAdded · +1,115,245 sh+$6.5M
- VANGUARD CAPITAL MANAGEMENTAdded · +894,619 sh+$5.2M
- Point72 Asset Management, L.P.Added · +593,406 sh+$3.4M
- MILLENNIUM MANAGEMENTAdded · +584,709 sh+$3.4M
- OSAICAdded · +555,493 sh+$3.2M
Biggest sellers
- Crestview Partners III GP, L.P.Sold out · -1,439,218 sh-$8.4M
- SIR Capital Management, L.P.Sold out · -1,104,261 sh-$6.4M
- HRT FINANCIALSold out · -719,656 sh-$4.2M
- Walleye CapitalSold out · -347,911 sh-$2.0M
- Aventail Capital GroupSold out · -298,063 sh-$1.7M
ACDC 13F holders ranked 1–100 of 145
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FIRST FINANCIAL BANKSHARES#1 · 3,855,952 sh | 3,855,952 | $22.4M | 0.42% | -0.9% |
| 2 | AQR CAPITAL MANAGEMENT#2 · 2,644,484 sh | 2,644,484 | $15.4M | <0.01% | +72.9% |
| 3 | BlackRock#3 · 1,960,650 sh | 1,960,650 | $11.4M | <0.01% | +5.4% |
| 4 | D. E. Shaw#4 · 1,567,698 sh | 1,567,698 | $9.1M | <0.01% | +34.8% |
| 5 | BNP PARIBAS FINANCIAL MARKETS#5 · 1,397,852 sh | 1,397,852 | $8.1M | <0.01% | +39.3% |
| 6 | MILLENNIUM MANAGEMENT#6 · 1,380,865 sh | 1,380,865 | $8.0M | <0.01% | +73.4% |
| 7 | VANGUARD CAPITAL MANAGEMENT#7 · 1,133,863 sh | 1,133,863 | $6.6M | <0.01% | +373.9% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT#8 · 1,101,318 sh | 1,101,318 | $6.4M | 0.11% | +3.9% |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#9 · 1,017,980 sh | 1,017,980 | $5.9M | 0.02% | -18.7% |
| 10 | Point72 Asset Management, L.P.#10 · 982,370 sh | 982,370 | $5.7M | <0.01% | +152.6% |
| 11 | AMERICAN CENTURY COMPANIES#11 · 923,147 sh | 923,147 | $5.4M | <0.01% | +5.9% |
| 12 | DIMENSIONAL FUND ADVISORS#12 · 896,296 sh | 896,296 | $5.2M | <0.01% | +129.6% |
| 13 | GEODE CAPITAL MANAGEMENT#13 · 824,513 sh | 824,513 | $4.8M | <0.01% | +4.6% |
| 14 | WELLS FARGO & COMPANY#14 · 814,027 sh | 814,027 | $4.7M | <0.01% | -23.8% |
| 15 | Empowered Funds#15 · 743,818 sh | 743,818 | $4.3M | 0.02% | +5.8% |
| 16 | OSAIC#16 · 645,237 sh | 645,237 | $3.7M | <0.01% | +619.0% |
| 17 | JPMORGAN CHASE#17 · 627,260 sh | 627,260 | $3.6M | <0.01% | +21.3% |
| 18 | TWO SIGMA INVESTMENTS#18 · 595,679 sh | 595,679 | $3.5M | <0.01% | +382.9% |
| 19 | STATE STREET#19 · 548,571 sh | 548,571 | $3.2M | <0.01% | +3.1% |
| 20 | MORGAN STANLEY#20 · 534,734 sh | 534,734 | $3.1M | <0.01% | -1.2% |
| 21 | Jump Financial#21 · 501,558 sh | 501,558 | $2.9M | 0.02% | New |
| 22 | CITADEL ADVISORS#22 · 461,106 sh | 461,106 | $2.7M | <0.01% | -28.4% |
| 23 | Trexquant Investment#23 · 449,744 sh | 449,744 | $2.6M | 0.02% | +773.9% |
| 24 | TUDOR INVESTMENT ET AL#24 · 416,889 sh | 416,889 | $2.4M | <0.01% | -12.3% |
| 25 | UBS Group AG#25 · 322,638 sh | 322,638 | $1.9M | <0.01% | +64.8% |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 317,459 sh | 317,459 | $1.8M | <0.01% | +49.8% |
| 27 | Sagefield Capital#27 · 304,749 sh | 304,749 | $1.8M | 0.13% | +0.4% |
| 28 | NORTHERN#28 · 276,660 sh | 276,660 | $1.6M | <0.01% | +3.4% |
| 29 | IEQ CAPITAL#29 · 259,653 sh | 259,653 | $1.5M | <0.01% | +44.2% |
| 30 | BANK OF AMERICA#30 · 259,439 sh | 259,439 | $1.5M | <0.01% | +47.7% |
| 31 | Mariner#31 · 212,858 sh | 212,858 | $1.2M | <0.01% | +37.1% |
| 32 | VANGUARD PORTFOLIO MANAGEMENT#32 · 192,505 sh | 192,505 | $1.1M | <0.01% | +16.4% |
| 33 | Russell Investments Group, Ltd.#33 · 191,293 sh | 191,293 | $1.1M | <0.01% | New |
| 34 | Engineers Gate Manager#34 · 177,306 sh | 177,306 | $1.0M | 0.01% | -6.9% |
| 35 | VANGUARD FIDUCIARY#35 · 146,608 sh | 146,608 | $851.8K | <0.01% | +16.4% |
| 36 | SEI INVESTMENTS#36 · 132,664 sh | 132,664 | $770.8K | <0.01% | +32.7% |
| 37 | GOLDMAN SACHS GROUP#37 · 132,224 sh | 132,224 | $768.2K | <0.01% | -66.8% |
| 38 | ALGERT GLOBAL#38 · 122,910 sh | 122,910 | $714.1K | <0.01% | New |
| 39 | BARCLAYS PLC#39 · 118,388 sh | 118,388 | $687.8K | <0.01% | -33.1% |
| 40 | XTX Topco Ltd#40 · 111,975 sh | 111,975 | $650.6K | <0.01% | +826.7% |
| 41 | Creative Planning#41 · 109,351 sh | 109,351 | $635.3K | <0.01% | +116.0% |
| 42 | Quantinno Capital Management#42 · 104,571 sh | 104,571 | $607.6K | <0.01% | +117.5% |
| 43 | Penn Capital Management Company#43 · 103,859 sh | 103,859 | $603.4K | 0.04% | New |
| 44 | Cerity Partners#44 · 103,531 sh | 103,531 | $601.5K | <0.01% | +159.9% |
| 45 | Dynamic Technology Lab Private Ltd#45 · 99,797 sh | 99,797 | $580.0K | 0.13% | +45.4% |
| 46 | SummerHaven Investment Management#46 · 94,525 sh | 94,525 | $549.2K | — | 0.0% |
| 47 | ACADIAN ASSET MANAGEMENT#47 · 94,121 sh | 94,121 | $545.0K | <0.01% | +262.1% |
| 48 | JANE STREET GROUP#48 · 92,662 sh | 92,662 | $538.4K | 0.00% | -35.8% |
| 49 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#49 · 91,304 sh | 91,304 | $530.5K | <0.01% | New |
| 50 | AMERIPRISE FINANCIAL#50 · 90,815 sh | 90,815 | $527.6K | <0.01% | -20.8% |
| 51 | Susquehanna Portfolio Strategies#51 · 87,544 sh | 87,544 | $508.6K | <0.01% | 0.0% |
| 52 | Nuveen#52 · 87,000 sh | 87,000 | $505.5K | <0.01% | +50.3% |
| 53 | VARCOV#53 · 84,208 sh | 84,208 | $489.2K | 0.19% | New |
| 54 | ALLIANCEBERNSTEIN L.P.#54 · 75,830 sh | 75,830 | $470.1K | <0.01% | +69.2% |
| 55 | MERCER GLOBAL ADVISORS#55 · 80,729 sh | 80,729 | $469.0K | <0.01% | +77.1% |
| 56 | Bank of New York Mellon#56 · 77,435 sh | 77,435 | $449.9K | <0.01% | -3.1% |
| 57 | BALYASNY ASSET MANAGEMENT L.P.#57 · 75,100 sh | 75,100 | $436.3K | <0.01% | +87.0% |
| 58 | Invesco Ltd.#58 · 71,736 sh | 71,736 | $416.8K | 0.00% | +41.3% |
| 59 | Corient Private Wealth#59 · 63,292 sh | 63,292 | $367.7K | <0.01% | New |
| 60 | Coppell Advisory Solutions#60 · 2 sh | 2 | $367.3K | 0.03% | New |
| 61 | WEALTH ENHANCEMENT ADVISORY SERVICES#61 · 73,988 sh | 73,988 | $364.0K | — | +63.2% |
| 62 | BOOTHBAY FUND MANAGEMENT#62 · 61,201 sh | 61,201 | $355.6K | <0.01% | New |
| 63 | Rangeley Capital#63 · 59,578 sh | 59,578 | $346.1K | 0.32% | New |
| 64 | CANADA PENSION PLAN INVESTMENT BOARD#64 · 58,100 sh | 58,100 | $337.6K | <0.01% | +72.4% |
| 65 | GUGGENHEIM CAPITAL#65 · 50,217 sh | 50,217 | $291.8K | <0.01% | +141.3% |
| 66 | Dockside#66 · 49,634 sh | 49,634 | $288.4K | 0.07% | New |
| 67 | AXQ CAPITAL#67 · 45,301 sh | 45,301 | $263.2K | 0.03% | +11.0% |
| 68 | HENNESSY ADVISORS#68 · 43,182 sh | 43,182 | $250.9K | <0.01% | -26.2% |
| 69 | Inscription Capital#69 · 36,321 sh | 36,321 | $211.0K | 0.02% | 0.0% |
| 70 | CAPTRUST FINANCIAL ADVISORS#70 · 35,096 sh | 35,096 | $203.9K | <0.01% | +71.8% |
| 71 | WELLINGTON MANAGEMENT GROUP LLP#71 · 31,991 sh | 31,991 | $185.9K | 0.00% | -83.3% |
| 72 | RHUMBLINE ADVISERS#72 · 27,075 sh | 27,075 | $157.3K | <0.01% | +57.9% |
| 73 | Entropy Technologies#73 · 27,022 sh | 27,022 | $157.0K | <0.01% | New |
| 74 | SRS Capital Advisors#74 · 26,402 sh | 26,402 | $153.4K | <0.01% | New |
| 75 | DEUTSCHE BANK AG\#75 · 25,500 sh | 25,500 | $148.2K | 0.00% | +3.4% |
| 76 | ZACKS INVESTMENT MANAGEMENT#76 · 25,074 sh | 25,074 | $145.7K | <0.01% | New |
| 77 | BRIGHTON JONES#77 · 24,507 sh | 24,507 | $142.4K | <0.01% | +82.5% |
| 78 | Merit Financial Group#78 · 22,801 sh | 22,801 | $132.5K | <0.01% | +58.1% |
| 79 | Quantbot Technologies#79 · 22,577 sh | 22,577 | $131.2K | <0.01% | New |
| 80 | DRW Securities#80 · 21,432 sh | 21,432 | $124.5K | <0.01% | New |
| 81 | State of Wyoming#81 · 21,028 sh | 21,028 | $122.2K | 0.01% | New |
| 82 | PRICE T ROWE ASSOCIATES#82 · 20,888 sh | 20,888 | $122.0K | 0.00% | 0.0% |
| 83 | Quadrature Capital Ltd#83 · 20,771 sh | 20,771 | $120.7K | <0.01% | New |
| 84 | Pallas Capital Advisors#84 · 20,498 sh | 20,498 | $119.1K | <0.01% | +80.5% |
| 85 | Savant Capital#85 · 18,200 sh | 18,200 | $109.2K | <0.01% | New |
| 86 | Focus Partners Wealth#86 · 18,487 sh | 18,487 | $107.4K | <0.01% | +55.5% |
| 87 | ROYAL BANK OF CANADA#87 · 17,229 sh | 17,229 | $100.0K | 0.00% | +91.4% |
| 88 | Orion Porfolio Solutions#88 · 16,037 sh | 16,037 | $93.2K | <0.01% | +0.3% |
| 89 | FOX RUN MANAGEMENT, L.L.C.#89 · 15,771 sh | 15,771 | $91.6K | 0.02% | New |
| 90 | CITIGROUP#90 · 15,558 sh | 15,558 | $90.4K | 0.00% | +62.4% |
| 91 | FEDERATED HERMES#91 · 13,480 sh | 13,480 | $78.3K | <0.01% | New |
| 92 | MIRAE ASSET GLOBAL ETFS Ltd.#92 · 13,329 sh | 13,329 | $77.4K | <0.01% | -2.4% |
| 93 | Integrated Wealth Concepts#93 · 11,676 sh | 11,676 | $67.8K | <0.01% | New |
| 94 | JONES FINANCIAL COMPANIES LLLP#94 · 11,600 sh | 11,600 | $67.6K | 0.00% | 0.0% |
| 95 | Schonfeld Strategic Advisors#95 · 11,134 sh | 11,134 | $64.7K | <0.01% | -12.2% |
| 96 | Krilogy Financial#96 · 11,025 sh | 11,025 | $64.1K | — | New |
| 97 | Focus Partners Advisor Solutions#97 · 10,746 sh | 10,746 | $62.4K | <0.01% | -9.9% |
| 98 | PDT Partners#98 · 10,425 sh | 10,425 | $60.6K | <0.01% | 0.0% |
| 99 | INTECH INVESTMENT MANAGEMENT#99 · 10,309 sh | 10,309 | $59.9K | <0.01% | -17.7% |
| 100 | Police & Firemen's Retirement System of New Jersey#100 · 9,999 sh | 9,999 | $58.1K | <0.01% | 0.0% |
Funds that sold out of ACDC in Q2 2026 (26)
Held ACDC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Crestview Partners III GP, L.P.1,439,218 sh | 1,439,218 | $8.9M |
| SIR Capital Management, L.P.1,104,261 sh | 1,104,261 | $6.8M |
| HRT FINANCIAL719,656 sh | 719,656 | $4.5M |
| Walleye Capital347,911 sh | 347,911 | $2.2M |
| Aventail Capital Group298,063 sh | 298,063 | $1.8M |
| Lighthouse Investment Partners290,000 sh | 290,000 | $1.8M |
| MARSHALL WACE, LLP281,149 sh | 281,149 | $1.7M |
| RENAISSANCE TECHNOLOGIES140,700 sh | 140,700 | $872.3K |
| Brevan Howard Capital Management96,120 sh | 96,120 | $595.9K |
| CAXTON ASSOCIATES LLP69,890 sh | 69,890 | $433.3K |
| Jain Global68,044 sh | 68,044 | $421.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP48,651 sh | 48,651 | $301.6K |
| Virtu Financial47,097 sh | 47,097 | $292.0K |
| MIRABELLA FINANCIAL SERVICES LLP25,128 sh | 25,128 | $155.8K |
| Jaffetilchin Investment Partners22,200 sh | 22,200 | $137.6K |
| WINTON GROUP Ltd22,000 sh | 22,000 | $136.4K |
| Voleon Capital Management21,689 sh | 21,689 | $134.5K |
| Private Advisor Group16,751 sh | 16,751 | $103.9K |
| HSBC PLC14,167 sh | 14,167 | $88.4K |
| SG Americas Securities13,883 sh | 13,883 | $86.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE11,015 sh | 11,015 | $68.3K |
| Delta Investment Management10,469 sh | 10,469 | $64.9K |
| Kemnay Advisory Services10,342 sh | 10,342 | $64.1K |
| MAI Capital Management1,587 sh | 1,587 | $9.8K |
| Root Financial Partners460 sh | 460 | $2.9K |
| Wealth Preservation Advisors258 sh | 258 | $1.6K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.