Who owns AAEQ
Which tracked institutional funds hold AAEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAEQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AAEQ is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AAEQ’s largest tracked holder by dollar value, Cache Advisors, LLC, sizes it at 16.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 16.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AAEQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 41 tracked filers holding AAEQ, 6 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AAEQ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Vise Technologies, Inc.$12M
- MERCER GLOBAL ADVISORS INC /ADV$936K
- BLAIR WILLIAM & CO/IL$808K
Full exits 2
- One Degree Advisors Inc$2M
- M Holdings Securities, Inc.$1M
Largest adds
- Cache Advisors, LLC$24M
- Beacon Pointe Advisors, LLC$2M
- Everest Private Wealth$2M
- Quantinno Capital Management LP$2M
- JPL Wealth Management, LLC$2M
- Truepoint, Inc.$2M
Largest trims
- Ethos Financial Group, LLC$510K
- QUARRY HILL ADVISORS, LLC$267K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cache Advisors, LLC | 3,631,067 | $193M | 57.6% | 2026-Q2 |
| Everest Private Wealth trimmed | 375,942 | $20M | 6.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 359,759 | $19M | 5.7% | 2026-Q2 |
| Vise Technologies, Inc. new | 233,703 | $12M | 3.7% | 2026-Q2 |
| Truepoint, Inc. trimmed | 232,542 | $12M | 3.7% | 2026-Q2 |
| JPL Wealth Management, LLC | 229,355 | $12M | 3.6% | 2026-Q2 |
| Flatrock Wealth Partners LLC | 101,682 | $5M | 1.6% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 91,183 | $5M | 1.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83,311 | $4M | 1.3% | 2026-Q2 |
| Soundwatch Capital LLC | 83,311 | $4M | 1.3% | 2026-Q2 |
| Meredith Wealth Planning trimmed | 80,965 | $4M | 1.3% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 80,056 | $4M | 1.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 65,131 | $3M | 1.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 53,441 | $3M | 0.8% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $3M | 0.8% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2M | 0.7% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39,418 | $2M | 0.6% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 37,219 | $2M | 0.6% | 2026-Q2 |
| FIDELITY D & D BANCORP INC | 32,817 | $2M | 0.5% | 2026-Q2 |
| Magnolia Private Wealth, LLC trimmed | 31,966 | $2M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 29,555 | $2M | 0.5% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 27,580 | $1M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 20,340 | $1M | 0.3% | 2026-Q2 |
| Family CFO Inc | 19,852 | $1M | 0.3% | 2026-Q2 |
| Sherman Wealth Management LLC | 17,799 | $947K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 17,607 | $936K | 0.3% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC | 15,437 | $821K | 0.2% | 2026-Q2 |
| Prairiewood Capital, LLC | 15,388 | $818K | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL new | 15,195 | $808K | 0.2% | 2026-Q2 |
| Creative Planning | 14,259 | $758K | 0.2% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC trimmed | 14,235 | $757K | 0.2% | 2026-Q2 |
| MilWealth Group LLC trimmed | 12,789 | $680K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 12,154 | $646K | 0.2% | 2026-Q2 |
| Schiavi & Co LLC | 9,817 | $522K | 0.2% | 2026-Q2 |
| Cerity Partners LLC | 9,378 | $499K | 0.1% | 2026-Q2 |
| Midwest Capital Advisors, LLC | 6,605 | $351K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 6,605 | $351K | 0.1% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC | 5,104 | $271K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 4,385 | $233K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,430 | $182K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 449 | $24K | 0.0% | 2026-Q2 |
| One Degree Advisors Inc new | 50,944 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. trimmed | 30,463 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Empowered Funds, LLC new | 6,642 | $309K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| L2 Asset Management, LLC new | 6,516 | $303K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Perigon Wealth Management, LLC new | 7,502 | $370K | 0.1% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.