Institutional Holders (2026 Q1)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AAEQ. Verified SEC 13F-HR filings.
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Active managers
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| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 19.51% | 3,631,067 | $168.9M |
| 2 | Seed Wealth Management, Inc. | 2.93% | 91,454 | $4.3M |
| 3 | Flatrock Wealth Partners LLC | 2.13% | 101,682 | $4.7M |
| 4 | Meredith Wealth Planning | 1.02% | 81,272 | $3.8M |
| 5 | Magnolia Private Wealth, LLC | 1.02% | 32,766 | $1.5M |
| 6 | Sherman Wealth Management LLC | 0.71% | 17,799 | $828K |
| 7 | One Degree Advisors Inc | 0.62% | 50,944 | $2K |
| 8 | FIDELITY D & D BANCORP INC | 0.61% | 32,817 | $1.5M |
| 9 | QUARRY HILL ADVISORS, LLC | 0.42% | 20,168 | $1.0M |
| 10 | Family CFO Inc | 0.41% | 19,852 | $923K |
| 11 | Ledyard National Bank | 0.27% | 66,536 | $3.1M |
| 12 | Revolve Wealth Partners, LLC | 0.23% | 37,692 | $1.8M |
| 13 | Prairiewood Capital, LLC | 0.21% | 15,388 | $716K |
| 14 | MilWealth Group LLC | 0.15% | 13,834 | $644K |
| 15 | Midwest Capital Advisors, LLC | 0.14% | 6,605 | $307K |
| 16 | XY Planning Network, Inc. | 0.06% | 8,501 | $398K |
| 17 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.02% | 43,122 | $2.1M |
| 18 | ZWJ INVESTMENT COUNSEL INC | 0.01% | 5,104 | $237K |
| 19 | Farther Finance Advisors, LLC | 0.00% | 3,430 | $161K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|