Who owns AQLT (AQLT)
Which tracked institutional funds hold AQLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AQLT 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
3 tracked funds added or opened AQLT while 6 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
AQLT’s largest tracked holder by dollar value, Balentine LLC, sizes it at 7.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AQLT 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 14 tracked filers holding AQLT, 7 increased or opened the position and 9 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 AQLT 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 1
- FLOW TRADERS U.S. LLC$748K
Full exits 3
- BlackRock, Inc.$2M
- OLD MISSION CAPITAL LLC$1M
- JANE STREET GROUP, LLC$783K
Largest adds
- NATIONAL BANK OF CANADA /FI/$1M
- Empire Life Investments Inc.$948K
Largest trims
- Balentine LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$604K
- CITADEL ADVISORS LLC$399K
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 |
|---|---|---|---|---|
| Balentine LLC added | 6,657,001 | $184M | 90.7% | 2026-Q1 |
| Advocacy Wealth Management, LLC | 143,239 | $4M | 2.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 123,169 | $3M | 1.7% | 2026-Q1 |
| Empire Life Investments Inc. added | 57,217 | $2M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 46,136 | $1M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 27,057 | $748K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 24,306 | $672K | 0.3% | 2026-Q1 |
| Ameliora Wealth Management Ltd. | 12,997 | $359K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 10,249 | $283K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC new | 9,660 | $267K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,212 | $61K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC new | 900 | $25K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 81 | $2K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 39 | $1K | 0.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 85,000 | $2M | 1.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 50,083 | $1M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 36,351 | $986K | 0.5% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 27,872 | $783K | 0.4% | 2025-Q4 stale |
| Strategic Blueprint, LLC new | 11,645 | $327K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC new | 7,346 | $206K | 0.1% | 2025-Q4 stale |
| Colonial Trust Advisors new | 265 | $6K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.