Who owns ARDT (ARDT)
Which tracked institutional funds hold ARDT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARDT 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
17 tracked funds added or opened ARDT while 23 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
ARDT’s largest tracked holder by dollar value, CHAI TRUST CO LLC, sizes it at 56.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 56.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ARDT 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 135 tracked filers holding ARDT, 81 increased or opened the position and 60 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 ARDT 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- ExodusPoint Capital Management, LP$6M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- Vanguard Global Advisers, LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- Trexquant Investment LP$618K
Full exits 6
- VANGUARD GROUP INC$13M
- Woodline Partners LP$6M
- SageView Advisory Group, LLC$6M
- PEREGRINE CAPITAL MANAGEMENT LLC$3M
- LOS ANGELES CAPITAL MANAGEMENT LLC$1M
- TWO SIGMA ADVISERS, LP$630K
Largest adds
- AMERIPRISE FINANCIAL INC$5M
- AQR CAPITAL MANAGEMENT LLC$3M
- UBS Group AG$3M
- FIRST TRUST ADVISORS LP$2M
- JANE STREET GROUP, LLC$1M
- TWO SIGMA INVESTMENTS, LP$980K
Largest trims
- CHAI TRUST CO LLC$21M
- MILLENNIUM MANAGEMENT LLC$5M
- MORGAN STANLEY$4M
- Ventas, Inc.$3M
- CastleKnight Management LP$1M
- SEI INVESTMENTS CO$1M
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 |
|---|---|---|---|---|
| CHAI TRUST CO LLC | 77,246,499 | $661M | 67.9% | 2026-Q1 |
| Ventas, Inc. | 9,342,501 | $80M | 8.2% | 2026-Q1 |
| GOLDENTREE ASSET MANAGEMENT LP | 2,303,113 | $20M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,776,726 | $15M | 1.6% | 2026-Q1 |
| BlackRock, Inc. added | 1,758,215 | $15M | 1.5% | 2026-Q1 |
| CastleKnight Management LP trimmed | 1,076,967 | $9M | 0.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,008,438 | $9M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 936,856 | $8M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 930,668 | $8M | 0.8% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 657,903 | $6M | 0.6% | 2026-Q1 |
| STATE STREET CORP added | 586,058 | $5M | 0.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 561,443 | $5M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 535,835 | $5M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 478,795 | $4M | 0.4% | 2026-Q1 |
| UBS Group AG added | 450,680 | $4M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 442,596 | $4M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 361,038 | $3M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 292,031 | $2M | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 279,616 | $2M | 0.2% | 2026-Q1 |
| DENALI ADVISORS LLC | 249,450 | $2M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 246,307 | $2M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 245,516 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 241,052 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 219,011 | $2M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 195,571 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 194,021 | $2M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 186,400 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 168,921 | $1M | 0.1% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 166,412 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 168,608 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 161,589 | $1M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 158,676 | $1M | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 151,789 | $1M | 0.1% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. | 121,925 | $1M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 121,374 | $1M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 104,795 | $897K | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 104,009 | $887K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 83,714 | $717K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 73,825 | $632K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 72,243 | $618K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 71,900 | $615K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 70,000 | $599K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 68,300 | $585K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 66,345 | $568K | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 59,600 | $510K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 58,945 | $505K | 0.1% | 2026-Q1 |
| Swiss National Bank | 55,500 | $475K | 0.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 55,192 | $472K | 0.0% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 49,100 | $420K | 0.0% | 2026-Q1 |
| Vestcor Inc added | 48,795 | $418K | 0.0% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 46,868 | $401K | 0.0% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 46,459 | $398K | 0.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 43,875 | $376K | 0.0% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 43,400 | $372K | 0.0% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 42,827 | $367K | 0.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 42,328 | $362K | 0.0% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 39,976 | $342K | 0.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 36,749 | $315K | 0.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 34,530 | $296K | 0.0% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 33,654 | $288K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 32,128 | $275K | 0.0% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 31,106 | $266K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 29,812 | $255K | 0.0% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC trimmed | 29,242 | $250K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,504,368 | $13M | 1.4% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC trimmed | 781,556 | $10M | 1.0% | 2025-Q3 stale |
| Pier Capital, LLC added | 580,620 | $8M | 0.8% | 2025-Q3 stale |
| Woodline Partners LP | 641,232 | $6M | 0.6% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 640,596 | $6M | 0.6% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC trimmed | 237,747 | $3M | 0.3% | 2025-Q2 stale |
| NORGES BANK added | 150,000 | $3M | 0.3% | 2025-Q3 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 297,394 | $3M | 0.3% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 116,175 | $2M | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 104,251 | $1M | 0.1% | 2025-Q2 stale |
| SEVEN GRAND MANAGERS, LLC trimmed | 100,000 | $1M | 0.1% | 2025-Q1 stale |
| FRANKLIN RESOURCES INC trimmed | 103,082 | $1M | 0.1% | 2025-Q3 stale |
| Oliver Luxxe Assets LLC added | 87,639 | $1M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 84,427 | $1M | 0.1% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 77,242 | $1M | 0.1% | 2025-Q4 stale |
| Third Point LLC new | 75,000 | $1M | 0.1% | 2025-Q2 stale |
| Walleye Capital LLC trimmed | 60,375 | $800K | 0.1% | 2025-Q3 stale |
| FORMULA GROWTH LTD trimmed | 56,099 | $743K | 0.1% | 2025-Q3 stale |
| Corient Private Wealth LLC trimmed | 52,771 | $726K | 0.1% | 2025-Q1 stale |
| Baron Wealth Management LLC new | 49,683 | $683K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP new | 71,400 | $630K | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd new | 34,144 | $469K | 0.0% | 2025-Q1 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 30,684 | $422K | 0.0% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 44,653 | $394K | 0.0% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 26,595 | $363K | 0.0% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 26,594 | $352K | 0.0% | 2025-Q3 stale |
| Graham Capital Management, L.P. trimmed | 26,199 | $347K | 0.0% | 2025-Q3 stale |
| ALPS ADVISORS INC added | 35,249 | $311K | 0.0% | 2025-Q4 stale |
| PDT Partners, LLC new | 22,334 | $305K | 0.0% | 2025-Q2 stale |
| ARISTEIA CAPITAL, L.L.C. new | 22,500 | $298K | 0.0% | 2025-Q3 stale |
| Optimize Financial Inc added | 32,748 | $289K | 0.0% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 32,748 | $289K | 0.0% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 20,800 | $284K | 0.0% | 2025-Q2 stale |
| Quantbot Technologies LP added | 31,377 | $277K | 0.0% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 20,825 | $276K | 0.0% | 2025-Q3 stale |
| TBH Global Asset Management, LLC | 20,000 | $265K | 0.0% | 2025-Q3 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.