Who owns AAUC (AAUC)
Which tracked institutional funds hold AAUC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAUC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
79 tracked funds added or opened AAUC while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
AAUC’s largest tracked holder by dollar value, Helikon Investments Ltd, sizes it at 14.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AAUC 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 2025-Q4 and 2026-Q1, across 112 tracked filers holding AAUC, 82 increased or opened the position and 56 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 AAUC between the 2025-Q4 and 2026-Q1 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 44
- FIL Ltd$153M
- VANGUARD CAPITAL MANAGEMENT LLC$81M
- Magnetar Financial LLC$78M
- LMR Partners LLP$75M
- Man Group plc$55M
- Absolute Gestao de Investimentos Ltda.$51M
Full exits 18
- VANGUARD GROUP INC$38M
- L1 Capital Pty Ltd$34M
- FRANKLIN RESOURCES INC$31M
- MASTERS CAPITAL MANAGEMENT LLC$11M
- ACADIAN ASSET MANAGEMENT LLC$11M
- U S GLOBAL INVESTORS INC$6M
Largest adds
- BARCLAYS PLC$146M
- MORGAN STANLEY$72M
- MILLENNIUM MANAGEMENT LLC$68M
- BANK OF AMERICA CORP /DE/$51M
- Boston Partners$49M
- TWO SIGMA INVESTMENTS, LP$42M
Largest trims
- Nuveen, LLC$24M
- UBS Group AG$13M
- Mudita Advisors LLP$6M
- MACKENZIE FINANCIAL CORP$6M
- GOLDMAN SACHS GROUP INC$6M
- BNP PARIBAS FINANCIAL MARKETS$5M
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 |
|---|---|---|---|---|
| Helikon Investments Ltd trimmed | 12,272,202 | $381M | 13.6% | 2026-Q1 |
| Boston Partners added | 4,037,648 | $174M | 6.2% | 2026-Q1 |
| FIL Ltd new | 4,951,000 | $153M | 5.5% | 2026-Q1 |
| BARCLAYS PLC added | 4,789,827 | $149M | 5.3% | 2026-Q1 |
| MORGAN STANLEY added | 3,771,358 | $117M | 4.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,654,518 | $82M | 2.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,622,481 | $81M | 2.9% | 2026-Q1 |
| UBS Group AG trimmed | 2,562,471 | $80M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,521,475 | $78M | 2.8% | 2026-Q1 |
| Magnetar Financial LLC new | 2,518,867 | $78M | 2.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 2,452,318 | $76M | 2.7% | 2026-Q1 |
| LMR Partners LLP new | 2,409,950 | $75M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,911,002 | $59M | 2.1% | 2026-Q1 |
| Man Group plc new | 1,774,780 | $55M | 2.0% | 2026-Q1 |
| Absolute Gestao de Investimentos Ltda. new | 1,659,991 | $51M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,638,146 | $51M | 1.8% | 2026-Q1 |
| Samson Rock Capital LLP new | 1,425,000 | $44M | 1.6% | 2026-Q1 |
| Capula Management Ltd new | 1,002,000 | $43M | 1.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,794,520 | $41M | 1.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,282,615 | $40M | 1.4% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 1,252,200 | $39M | 1.4% | 2026-Q1 |
| Sand Grove Capital Management LLP new | 1,135,486 | $35M | 1.3% | 2026-Q1 |
| GLAZER CAPITAL, LLC new | 1,112,100 | $34M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,029,936 | $32M | 1.1% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 837,300 | $26M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 794,643 | $25M | 0.9% | 2026-Q1 |
| TORONTO DOMINION BANK added | 749,534 | $23M | 0.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 747,864 | $23M | 0.8% | 2026-Q1 |
| PSquared Asset Management AG new | 740,000 | $23M | 0.8% | 2026-Q1 |
| Alberta Investment Management Corp new | 725,607 | $22M | 0.8% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 673,300 | $21M | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 661,012 | $21M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 603,828 | $19M | 0.7% | 2026-Q1 |
| Weiss Asset Management LP new | 592,425 | $18M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 570,003 | $18M | 0.6% | 2026-Q1 |
| Amundi trimmed | 554,128 | $17M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 518,600 | $16M | 0.6% | 2026-Q1 |
| TD Asset Management Inc added | 436,420 | $13M | 0.5% | 2026-Q1 |
| CIBRA Capital Ltd new | 423,652 | $13M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH new | 312,880 | $10M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 285,101 | $9M | 0.3% | 2026-Q1 |
| Groupe la Francaise new | 274,683 | $9M | 0.3% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 252,523 | $8M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 230,976 | $7M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 211,066 | $7M | 0.2% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 207,217 | $6M | 0.2% | 2026-Q1 |
| Vazirani Asset Management LLC new | 148,400 | $6M | 0.2% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 200,000 | $6M | 0.2% | 2026-Q1 |
| Yakira Capital Management, Inc. new | 195,710 | $6M | 0.2% | 2026-Q1 |
| Alpine Global Management, LLC new | 137,091 | $6M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 187,237 | $6M | 0.2% | 2026-Q1 |
| Mudita Advisors LLP trimmed | 160,234 | $5M | 0.2% | 2026-Q1 |
| Kintayl Capital LP new | 158,261 | $5M | 0.2% | 2026-Q1 |
| ODDO BHF ASSET MANAGEMENT SAS new | 109,400 | $5M | 0.2% | 2026-Q1 |
| Skandinaviska Enskilda Banken AB (publ) new | 131,858 | $4M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 131,595 | $4M | 0.1% | 2026-Q1 |
| Jain Global LLC new | 116,200 | $4M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 113,081 | $4M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 108,520 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 106,666 | $3M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 107,008 | $3M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc added | 92,517 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 87,800 | $3M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 85,931 | $3M | 0.1% | 2026-Q1 |
| DLD Asset Management, LP new | 61,100 | $3M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 81,630 | $3M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 81,020 | $3M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 78,405 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 76,423 | $2M | 0.1% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC new | 72,785 | $2M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 66,224 | $2M | 0.1% | 2026-Q1 |
| SummitTX Capital, L.P. new | 65,100 | $2M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 61,110 | $2M | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 58,300 | $2M | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 45,598 | $1M | 0.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 44,305 | $1M | 0.0% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 41,841 | $1M | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey added | 38,463 | $1M | 0.0% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 35,407 | $1M | 0.0% | 2026-Q1 |
| Orion Resource Partners LP trimmed | 5,612,312 | $98M | 3.5% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 1,658,680 | $38M | 1.4% | 2025-Q4 stale |
| L1 Capital Pty Ltd new | 1,476,184 | $34M | 1.2% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 1,372,438 | $31M | 1.1% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. new | 1,525,230 | $20M | 0.7% | 2025-Q2 stale |
| MASTERS CAPITAL MANAGEMENT LLC new | 500,000 | $11M | 0.4% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 494,192 | $11M | 0.4% | 2025-Q4 stale |
| Ruffer LLP trimmed | 498,940 | $9M | 0.3% | 2025-Q3 stale |
| U S GLOBAL INVESTORS INC trimmed | 242,753 | $6M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 217,751 | $5M | 0.2% | 2025-Q4 stale |
| Invesco Ltd. new | 349,611 | $5M | 0.2% | 2025-Q2 stale |
| JANUS HENDERSON GROUP PLC new | 337,175 | $5M | 0.2% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 219,215 | $4M | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 128,990 | $3M | 0.1% | 2025-Q4 stale |
| Blackstone Inc. new | 119,457 | $3M | 0.1% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC new | 116,061 | $3M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 83,680 | $2M | 0.1% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP trimmed | 71,464 | $2M | 0.1% | 2025-Q4 stale |
| Oak Barrel Wealth Advisory LLC new | 68,464 | $2M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 55,049 | $1M | 0.0% | 2025-Q4 stale |
| Rathbones Group PLC trimmed | 54,211 | $948K | 0.0% | 2025-Q3 stale |
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.