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Institutional Ownership · SEC Form 13F

Who owns Alliance Entertainment Holding Corporation (AENT)


Which tracked institutional funds hold AENT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AENT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

30
Institutional holders
3M
Shares held (tracked funds)
5.4%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on AENT is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 4 trimmed or exited — on balance reducing.

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

AENT’s largest tracked holder by dollar value, Clarity Capital Partners LLC, sizes it at 31.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 31.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AENT 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 29 tracked filers holding AENT, 13 increased or opened the position and 15 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 AENT 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.

Full exits 3

  • MILLENNIUM MANAGEMENT LLC$603K
  • Perritt Capital Management Inc$525K
  • Rothschild Wealth LLC$525K

Largest adds

  • North Star Investment Management Corp.$430K

Largest trims

  • MARSHALL WACE, LLP$352K

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).

FundSharesReported value% of valueQuarter
North Star Investment Management Corp. added168,000$1M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added158,037$1M1.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added140,544$921K0.9%2026-Q1
Empowered Funds, LLC added135,837$890K0.9%2026-Q1
Oasis Management Co Ltd.100,000$655K0.7%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added96,479$632K0.6%2026-Q1
Summit Financial, LLC trimmed81,028$531K0.5%2026-Q1
ARISTEIA CAPITAL, L.L.C. trimmed733,296$455K0.5%2026-Q1
Apollon Wealth Management, LLC added36,980$242K0.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added27,515$180K0.2%2026-Q1
MMCAP International Inc. SPC294,000$176K0.2%2026-Q1
XTX Topco Ltd added18,701$122K0.1%2026-Q1
Bleichroeder LP200,000$120K0.1%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed182,165$109K0.1%2026-Q1
MARSHALL WACE, LLP trimmed10,692$70K0.1%2026-Q1
Kathmere Capital Management, LLC new10,345$68K0.1%2026-Q1
GOLDMAN SACHS GROUP INC104,275$63K0.1%2026-Q1
VR Advisory Services Ltd100,000$60K0.1%2026-Q1
K2 PRINCIPAL FUND, L.P. trimmed69,325$42K0.0%2026-Q1
Yakira Capital Management, Inc.30,164$18K0.0%2026-Q1
Clear Street Group Inc.27,567$17K0.0%2026-Q1
DRW Securities, LLC new13,452$8K0.0%2026-Q1
UBS Group AG trimmed708$5K0.0%2026-Q1
BlackRock, Inc. new300$2K0.0%2026-Q1
SBI Securities Co., Ltd. added212$1K0.0%2026-Q1
Moisand Fitzgerald Tamayo, LLC200$1K0.0%2026-Q1
MORGAN STANLEY trimmed189$1K0.0%2026-Q1
Truvestments Capital LLC100$6550.0%2026-Q1
NFSG Corp trimmed175$1050.0%2026-Q1
Clarity Capital Partners LLC added23,476,001$89M89.3%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed74,612$603K0.6%2025-Q4 stale
Rothschild Wealth LLC new65,000$525K0.5%2025-Q4 stale
Perritt Capital Management Inc added65,000$525K0.5%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC new28,300$193K0.2%2025-Q3 stale
Manatuck Hill Partners, LLC new25,000$170K0.2%2025-Q3 stale
CITADEL ADVISORS LLC added19,256$156K0.2%2025-Q4 stale
Quadrature Capital Ltd new17,727$143K0.1%2025-Q4 stale
Royal Bank of Canada trimmed34,000$128K0.1%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC added32,800$124K0.1%2025-Q2 stale
SHEETS SMITH WEALTH MANAGEMENT25,000$94K0.1%2025-Q2 stale
OMERS ADMINISTRATION Corp added27,900$93K0.1%2025-Q1 stale
Kestra Advisory Services, LLC11,000$89K0.1%2025-Q4 stale
SkyView Investment Advisors, LLC72,031$61K0.1%2025-Q4 stale
LPL Financial LLC trimmed13,200$44K0.0%2025-Q1 stale
Shaolin Capital Management LLC trimmed48,100$41K0.0%2025-Q4 stale
TWO SIGMA SECURITIES, LLC new17,262$15K0.0%2025-Q4 stale
Biltmore Family Office, LLC19,002$11K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added2,440$8K0.0%2025-Q1 stale
CLEAR STREET LLC37,567$7K0.0%2025-Q2 stale
Tabor Asset Management, LP new30,164$6K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership