Who owns AEON Biopharma (AEON)
Which tracked institutional funds hold AEON, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEON company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 AEON is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 0 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
AEON’s largest tracked holder by dollar value, Dauntless Investment Group, LLC, sizes it at 15.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AEON 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 20 tracked filers holding AEON, 8 increased or opened the position and 7 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 AEON 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.
Largest adds
- Dauntless Investment Group, LLC$6M
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 |
|---|---|---|---|---|
| Dauntless Investment Group, LLC added | 12,490,154 | $9M | 95.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 95,311 | $69K | 0.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 90,529 | $65K | 0.7% | 2026-Q2 |
| Blue Owl Capital Holdings LP | 42,353 | $30K | 0.3% | 2026-Q2 |
| Formidable Asset Management, LLC | 20,024 | $20K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 18,953 | $15K | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 13,713 | $10K | 0.1% | 2026-Q2 |
| LPL Financial LLC | 11,507 | $8K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 7,315 | $5K | 0.1% | 2026-Q2 |
| UBS Group AG added | 5,062 | $4K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 2,567 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,100 | $791 | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC | 567 | $408 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 232 | $167 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 150 | $108 | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 95 | $69 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 90 | $65 | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 59 | $42 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.0% | 2026-Q2 |
| DANSKE BANK A/S | 1 | $1 | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 20,424 | $20K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 16,376 | $16K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 2,834 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| DUPONT CAPITAL MANAGEMENT CORP | 170 | $167 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vanguard Global Advisers, LLC new | 102 | $100 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 58 | $58 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 100,333 | $110K | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Laird Norton Wetherby Trust Company, LLC new | 15,000 | $16K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 13,180 | $14K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 11,642 | $13K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 2,382 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 33 | $36 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| METEORA CAPITAL, LLC new | 4 | $4 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 45,258 | $34K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.