Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 AAXJ is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 28 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 210 tracked filers holding AAXJ, 91 increased or opened the position and 103 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 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 14
- MEITAV INVESTMENT HOUSE LTD$78M
- Horizon Investments, LLC$78M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$47M
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$15M
- Cetera Investment Advisers$7M
- BANK OF NOVA SCOTIA$4M
Full exits 19
- Analyst IMS Investment Management Services Ltd.$214M
- PRAGMA GESTAO DE PATRIMONIO LTD$79M
- ALLIANCEBERNSTEIN L.P.$27M
- CITADEL ADVISORS LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- FLOW TRADERS U.S. LLC$9M
Largest adds
- JPMORGAN CHASE & CO$114M
- MORGAN STANLEY$40M
- ENVESTNET ASSET MANAGEMENT INC$24M
- PGIM Custom Harvest LLC$24M
- J.Safra Asset Management Corp$20M
- LPL Financial LLC$14M
Largest trims
- GOLDMAN SACHS GROUP INC$38M
- PRUDENTIAL PLC$28M
- OVERSEA-CHINESE BANKING Corp Ltd$16M
- ROYAL BANK OF CANADA$12M
- DRW Securities, LLC$6M
- Journey Advisory Group, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 3,183,009 | $374M | 22.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,281,315 | $153M | 9.3% | 2026-Q2 |
| J.Safra Asset Management Corp added | 874,689 | $104M | 6.4% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 655,751 | $78M | 4.8% | 2026-Q2 |
| Horizon Investments, LLC added | 650,335 | $78M | 4.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 594,808 | $71M | 4.3% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 482,898 | $58M | 3.5% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new | 397,864 | $47M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 348,109 | $42M | 2.5% | 2026-Q2 |
| BFI Infinity Ltd. added | 315,265 | $38M | 2.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 267,295 | $31M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 258,176 | $31M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 221,238 | $26M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 213,109 | $25M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 208,265 | $25M | 1.5% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 200,040 | $24M | 1.5% | 2026-Q2 |
| Global Endowment Management, LP trimmed | 150,034 | $18M | 1.1% | 2026-Q2 |
| Saudi Central Bank | 144,151 | $16M | 1.0% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 130,740 | $16M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 130,606 | $16M | 0.9% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new | 127,436 | $15M | 0.9% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 124,900 | $15M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 122,966 | $15M | 0.9% | 2026-Q2 |
| GFS Advisors, LLC added | 101,080 | $12M | 0.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 98,508 | $11M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 98,477 | $12M | 0.7% | 2026-Q2 |
| Banco Santander, S.A. added | 94,725 | $11M | 0.7% | 2026-Q2 |
| James Hambro & Partners LLP added | 88,915 | $11M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 85,342 | $10M | 0.6% | 2026-Q2 |
| Activest Wealth Management added | 82,935 | $10M | 0.6% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 79,720 | $10M | 0.6% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 79,372 | $9M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 74,842 | $9M | 0.5% | 2026-Q2 |
| INVICTUS PRIVATE WEALTH, LLC added | 73,253 | $9M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 69,768 | $8M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 60,921 | $7M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 60,099 | $7M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 59,584 | $7M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 59,210 | $7M | 0.4% | 2026-Q2 |
| EFG International AG trimmed | 55,763 | $7M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 48,415 | $6M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 48,381 | $6M | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 46,855 | $6M | 0.3% | 2026-Q2 |
| BAILARD, INC. trimmed | 46,317 | $6M | 0.3% | 2026-Q2 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 44,713 | $5M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 43,637 | $5M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 42,576 | $5M | 0.3% | 2026-Q2 |
| Moneda S.A. Administradora General de Fondos added | 42,108 | $5M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41,946 | $5M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 36,840 | $4M | 0.3% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. | 36,352 | $4M | 0.3% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 35,020 | $4M | 0.3% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 33,957 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 33,364 | $4M | 0.2% | 2026-Q2 |
| Rathbones Group PLC added | 31,844 | $4M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 30,000 | $4M | 0.2% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 28,251 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 27,075 | $3M | 0.2% | 2026-Q2 |
| National Philanthropic Trust | 26,852 | $3M | 0.2% | 2026-Q2 |
| Evercore Wealth Management, LLC | 25,985 | $3M | 0.2% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 25,862 | $3M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 25,050 | $3M | 0.2% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 25,048 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 23,966 | $3M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 23,958 | $3M | 0.2% | 2026-Q2 |
| COMMERCE BANK trimmed | 23,954 | $3M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 23,864 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 23,810 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 22,964 | $3M | 0.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 21,946 | $3M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 21,623 | $3M | 0.2% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 21,352 | $3M | 0.2% | 2026-Q2 |
| Climber Capital SA added | 21,087 | $2M | 0.1% | 2026-Q2 |
| swisspartners Advisors Ltd trimmed | 20,255 | $2M | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC | 19,346 | $2M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 19,203 | $2M | 0.1% | 2026-Q2 |
| Gruss & Co., LLC trimmed | 19,000 | $2M | 0.1% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 18,578 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 17,981 | $2M | 0.1% | 2026-Q2 |
| FPC INVESTMENT ADVISORY, INC. trimmed | 17,048 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 16,607 | $2M | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. added | 16,482 | $2M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 16,230 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 15,884 | $2M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 14,955 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 14,744 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 13,161 | $2M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 13,059 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 12,859 | $2M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 12,545 | $1M | 0.1% | 2026-Q2 |
| Tranquilli Financial Advisor LLC new | 11,800 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 11,789 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 11,745 | $1M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 10,979 | $1M | 0.1% | 2026-Q2 |
| BANQUE PICTET & CIE SA | 10,655 | $1M | 0.1% | 2026-Q2 |
| First Growth Capital LLC trimmed | 10,589 | $1M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 10,546 | $1M | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 10,085 | $1M | 0.1% | 2026-Q2 |
| Regatta Research & Money Management new | 8,983 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 8,764 | $1M | 0.1% | 2026-Q2 |
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.