Who owns AAXJ (AAXJ)
Which tracked institutional funds hold AAXJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAXJ 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
47 tracked funds added or opened AAXJ while 32 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
AAXJ’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AAXJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AAXJ 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 214 tracked filers holding AAXJ, 81 increased or opened the position and 92 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 AAXJ 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 13
- CIBC Bancorp USA Inc.$67M
- CITADEL ADVISORS LLC$12M
- FLOW TRADERS U.S. LLC$9M
- OLD MISSION CAPITAL LLC$7M
- Cerity Partners LLC$2M
- Squarepoint Ops LLC$1M
Full exits 7
- CIBC Private Wealth Group LLC$66M
- Allianz Asset Management GmbH$8M
- BANK OF NOVA SCOTIA$8M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$4M
- Tolleson Wealth Management, Inc.$4M
- SOL Capital Management CO$2M
Largest adds
- Analyst IMS Investment Management Services Ltd.$112M
- GOLDMAN SACHS GROUP INC$54M
- PRAGMA GESTAO DE PATRIMONIO LTD$17M
- MARSHALL WACE, LLP$10M
- BANK OF AMERICA CORP /DE/$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
Largest trims
- OVERSEA-CHINESE BANKING Corp Ltd$21M
- ALLIANCEBERNSTEIN L.P.$17M
- PRUDENTIAL PLC$16M
- JPMORGAN CHASE & CO$13M
- GFS Advisors, LLC$9M
- ROYAL BANK OF CANADA$8M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 2,793,698 | $260M | 15.9% | 2026-Q1 |
| Analyst IMS Investment Management Services Ltd. added | 2,221,114 | $214M | 13.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,175,437 | $113M | 6.9% | 2026-Q1 |
| J.Safra Asset Management Corp added | 872,029 | $84M | 5.1% | 2026-Q1 |
| PRAGMA GESTAO DE PATRIMONIO LTD added | 820,300 | $79M | 4.8% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 699,489 | $67M | 4.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 658,276 | $63M | 3.9% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 418,480 | $40M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 358,336 | $35M | 2.1% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 348,928 | $34M | 2.1% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 327,266 | $32M | 1.9% | 2026-Q1 |
| BFI Infinity Ltd. added | 306,962 | $30M | 1.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 293,420 | $27M | 1.7% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 262,702 | $25M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 236,189 | $23M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 214,088 | $21M | 1.3% | 2026-Q1 |
| Global Endowment Management, LP trimmed | 157,970 | $15M | 0.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 157,723 | $15M | 0.9% | 2026-Q1 |
| Saudi Central Bank | 144,151 | $14M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP added | 133,116 | $13M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 133,104 | $13M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 126,320 | $12M | 0.7% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 123,930 | $12M | 0.7% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 122,532 | $12M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 109,488 | $11M | 0.6% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 93,001 | $9M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 90,070 | $9M | 0.5% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. trimmed | 89,902 | $9M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 87,813 | $8M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 81,400 | $8M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 80,136 | $8M | 0.5% | 2026-Q1 |
| Activest Wealth Management added | 79,823 | $8M | 0.5% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 79,720 | $8M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 72,962 | $7M | 0.4% | 2026-Q1 |
| Kera Capital Partners, Inc. trimmed | 72,316 | $7M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 69,827 | $7M | 0.4% | 2026-Q1 |
| EFG International AG trimmed | 68,791 | $7M | 0.4% | 2026-Q1 |
| Journey Advisory Group, LLC trimmed | 65,961 | $6M | 0.4% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC added | 63,482 | $6M | 0.4% | 2026-Q1 |
| DRW Securities, LLC added | 61,103 | $6M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 60,648 | $6M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 60,249 | $6M | 0.4% | 2026-Q1 |
| James Hambro & Partners LLP added | 57,265 | $6M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 54,562 | $5M | 0.3% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 50,372 | $5M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 48,135 | $5M | 0.3% | 2026-Q1 |
| BAILARD, INC. trimmed | 47,289 | $5M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 42,943 | $4M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 42,121 | $4M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 41,946 | $4M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 40,865 | $4M | 0.2% | 2026-Q1 |
| Banque Cantonale Vaudoise added | 40,594 | $4M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 38,150 | $4M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 37,434 | $4M | 0.2% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 36,837 | $4M | 0.2% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. | 36,352 | $4M | 0.2% | 2026-Q1 |
| iA Global Asset Management Inc. added | 35,080 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 33,346 | $3M | 0.2% | 2026-Q1 |
| Moneda S.A. Administradora General de Fondos trimmed | 31,077 | $3M | 0.2% | 2026-Q1 |
| Pathway Financial Advisors LLC added | 31,087 | $3M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 30,968 | $3M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC | 27,000 | $3M | 0.2% | 2026-Q1 |
| National Philanthropic Trust | 26,852 | $3M | 0.2% | 2026-Q1 |
| Evercore Wealth Management, LLC | 25,985 | $3M | 0.2% | 2026-Q1 |
| FPC INVESTMENT ADVISORY, INC. trimmed | 22,851 | $2M | 0.2% | 2026-Q1 |
| Rathbones Group PLC added | 25,580 | $2M | 0.2% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC | 24,720 | $2M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 24,322 | $2M | 0.1% | 2026-Q1 |
| COMMERCE BANK trimmed | 24,241 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 24,070 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 22,989 | $2M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 22,382 | $2M | 0.1% | 2026-Q1 |
| Gruss & Co., LLC trimmed | 22,000 | $2M | 0.1% | 2026-Q1 |
| Union Bancaire Privee, UBP SA added | 21,332 | $2M | 0.1% | 2026-Q1 |
| swisspartners Advisors Ltd | 20,425 | $2M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 20,264 | $2M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 19,292 | $2M | 0.1% | 2026-Q1 |
| Proficio Capital Partners LLC | 19,346 | $2M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,241 | $2M | 0.1% | 2026-Q1 |
| Climber Capital SA trimmed | 18,569 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 17,053 | $2M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 17,027 | $2M | 0.1% | 2026-Q1 |
| MMBG INVESTMENT ADVISORS CO. | 16,360 | $2M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 15,632 | $2M | 0.1% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 25,000 | $1M | 0.1% | 2026-Q1 |
| CIBC Private Wealth Group LLC trimmed | 707,924 | $66M | 4.0% | 2025-Q4 stale |
| Arvest Bank Trust Division trimmed | 121,254 | $11M | 0.7% | 2025-Q3 stale |
| Allianz Asset Management GmbH added | 90,300 | $8M | 0.5% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA added | 87,740 | $8M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 80,886 | $7M | 0.5% | 2025-Q3 stale |
| EFG Asset Management (Americas) Corp. added | 67,829 | $6M | 0.4% | 2025-Q3 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 42,200 | $4M | 0.2% | 2025-Q4 stale |
| Tolleson Wealth Management, Inc. trimmed | 41,688 | $4M | 0.2% | 2025-Q4 stale |
| ARVEST INVESTMENTS, INC. trimmed | 39,797 | $4M | 0.2% | 2025-Q3 stale |
| SOL Capital Management CO trimmed | 23,019 | $2M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 20,033 | $2M | 0.1% | 2025-Q2 stale |
| Groupe la Francaise new | 20,955 | $2M | 0.1% | 2025-Q3 stale |
| Fullerton Fund Management Co Ltd. added | 15,867 | $1M | 0.1% | 2025-Q3 stale |
| Strategic Financial Concepts, LLC trimmed | 19,493 | $1M | 0.1% | 2025-Q1 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 16,900 | $1M | 0.1% | 2025-Q2 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.