Who owns ASHR
Which tracked institutional funds hold ASHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASHR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
46 tracked funds added or opened ASHR while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ASHR’s largest tracked holder by dollar value, MORGAN STANLEY, 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 ASHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ASHR 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 137 tracked filers holding ASHR, 71 increased or opened the position and 71 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 ASHR 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
- SCHRODER INVESTMENT MANAGEMENT GROUP$41M
- Robinhood Asset Management, LLC$34M
- Squarepoint Ops LLC$17M
- Bank Julius Baer & Co. Ltd, Zurich$4M
- Tidal Investments LLC$4M
- Itau Unibanco Holding S.A.$3M
Full exits 19
- Varma Mutual Pension Insurance Co$55M
- OLD MISSION CAPITAL LLC$30M
- Harel Insurance Investments & Financial Services Ltd.$24M
- SUN LIFE FINANCIAL INC$17M
- Analyst IMS Investment Management Services Ltd.$11M
- SIH Partners, LLLP$6M
Largest adds
- GOLDMAN SACHS GROUP INC$76M
- BANK OF AMERICA CORP /DE/$40M
- Castle Hook Partners LP$29M
- Delphi Financial Group, Inc.$17M
- CI INVESTMENTS INC.$8M
- CITADEL ADVISORS LLC$6M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$68M
- BNP PARIBAS FINANCIAL MARKETS$29M
- FRANKLIN RESOURCES INC$18M
- Qube Research & Technologies Ltd$10M
- CAPITAL FUND MANAGEMENT S.A.$8M
- JANE STREET GROUP, LLC$5M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 4,522,440 | $166M | 15.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,329,612 | $85M | 8.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,827,273 | $67M | 6.3% | 2026-Q2 |
| CI INVESTMENTS INC. added | 1,425,880 | $52M | 4.9% | 2026-Q2 |
| ICICI Prudential Asset Management Co Ltd trimmed | 1,402,210 | $51M | 4.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,355,364 | $50M | 4.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,181,185 | $43M | 4.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,135,000 | $41M | 3.9% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 1,067,840 | $39M | 3.7% | 2026-Q2 |
| UBS Group AG added | 1,060,203 | $39M | 3.7% | 2026-Q2 |
| Castle Hook Partners LP added | 1,036,482 | $38M | 3.6% | 2026-Q2 |
| Delphi Financial Group, Inc. added | 992,880 | $36M | 3.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 942,260 | $35M | 3.3% | 2026-Q2 |
| Robinhood Asset Management, LLC new | 932,468 | $34M | 3.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 823,536 | $30M | 2.8% | 2026-Q2 |
| Fosun International Ltd trimmed | 511,946 | $19M | 1.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 456,052 | $17M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 400,202 | $15M | 1.4% | 2026-Q2 |
| Rovida Investment Management Ltd added | 375,000 | $14M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 374,814 | $14M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 365,940 | $13M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 355,336 | $13M | 1.2% | 2026-Q2 |
| BARCLAYS PLC added | 313,316 | $11M | 1.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 297,900 | $11M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 296,855 | $11M | 1.0% | 2026-Q2 |
| STRS OHIO trimmed | 236,503 | $9M | 0.8% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 139,510 | $5M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 132,389 | $5M | 0.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich new | 119,408 | $4M | 0.4% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 115,310 | $4M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 115,210 | $4M | 0.4% | 2026-Q2 |
| Tidal Investments LLC new | 110,201 | $4M | 0.4% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 90,446 | $3M | 0.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 90,277 | $3M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 84,000 | $3M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 83,215 | $3M | 0.3% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 80,863 | $3M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. added | 79,863 | $3M | 0.3% | 2026-Q2 |
| Galaxy Digital Inc. trimmed | 78,750 | $3M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 78,025 | $3M | 0.3% | 2026-Q2 |
| FIL Ltd trimmed | 72,856 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 66,220 | $2M | 0.2% | 2026-Q2 |
| Corecam AG trimmed | 63,800 | $2M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 60,225 | $2M | 0.2% | 2026-Q2 |
| Summit Place Financial Advisors, LLC added | 53,094 | $2M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 52,757 | $2M | 0.2% | 2026-Q2 |
| Jain Global LLC trimmed | 49,114 | $2M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 46,870 | $2M | 0.2% | 2026-Q2 |
| SELDON CAPITAL LP | 44,106 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 42,629 | $2M | 0.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 41,738 | $2M | 0.1% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. trimmed | 40,000 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 38,114 | $1M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 37,777 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc new | 35,455 | $1M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 31,200 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 30,635 | $1M | 0.1% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 29,643 | $1M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 29,521 | $1M | 0.1% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD new | 28,255 | $1M | 0.1% | 2026-Q2 |
| WASHINGTON GROWTH STRATEGIES LLC | 27,852 | $1M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 27,845 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 27,000 | $990K | 0.1% | 2026-Q2 |
| Global Endowment Management, LP added | 26,000 | $953K | 0.1% | 2026-Q2 |
| Absolute Gestao de Investimentos Ltda. new | 25,000 | $916K | 0.1% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 24,232 | $888K | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 23,975 | $879K | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 23,153 | $849K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 23,033 | $844K | 0.1% | 2026-Q2 |
| Corecam Pte. Ltd. added | 23,000 | $843K | 0.1% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 21,404 | $785K | 0.1% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management | 20,450 | $750K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC | 18,247 | $669K | 0.1% | 2026-Q2 |
| Phraction Management LLC | 17,610 | $646K | 0.1% | 2026-Q2 |
| Algorithmic Investment Models, LLC trimmed | 17,039 | $625K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 16,079 | $589K | 0.1% | 2026-Q2 |
| DRW Securities, LLC trimmed | 14,339 | $526K | 0.0% | 2026-Q2 |
| DV Trading LLC trimmed | 14,000 | $513K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 13,950 | $511K | 0.0% | 2026-Q2 |
| Mondrian Investment Partners LTD trimmed | 13,385 | $491K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 13,152 | $482K | 0.0% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 12,600 | $462K | 0.0% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 12,478 | $457K | 0.0% | 2026-Q2 |
| National Philanthropic Trust | 11,594 | $425K | 0.0% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 11,508 | $422K | 0.0% | 2026-Q2 |
| Capula Management Ltd trimmed | 11,004 | $403K | 0.0% | 2026-Q2 |
| WAYSTONE ADVISORS LLC trimmed | 10,822 | $397K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC added | 10,522 | $386K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 10,190 | $374K | 0.0% | 2026-Q2 |
| PING CAPITAL MANAGEMENT, INC. trimmed | 10,000 | $367K | 0.0% | 2026-Q2 |
| VestGen Investment Management added | 9,859 | $361K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 9,786 | $359K | 0.0% | 2026-Q2 |
| Ascent Group, LLC trimmed | 9,501 | $348K | 0.0% | 2026-Q2 |
| Cerity Partners LLC | 9,135 | $335K | 0.0% | 2026-Q2 |
| Creative Planning added | 8,286 | $304K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 7,804 | $286K | 0.0% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC | 7,500 | $275K | 0.0% | 2026-Q2 |
| Legacy Wealth Partners, LLC new | 7,456 | $273K | 0.0% | 2026-Q2 |
| Invenomic Capital Management LP | 7,388 | $271K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 7,000 | $257K | 0.0% | 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.