Institutional Holders (2026 Q2)
19 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIBZ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | K2 Principal Fund, L.P. | 0.14% | 282,631 | $1.9M |
| 2 | Bank Julius Baer & Co. Ltd, Zurich | 0.06% | 2,833,334 | $21.5M |
| 3 | Griffin Asset Management, INC. | 0.01% | 12,015 | $82K |
| 4 | Marshall & Sterling Wealth Advisors Inc. | 0.00% | 1,000 | $7K |
| 5 | Hurley Capital, LLC | 0.00% | 1,111 | $8K |
| 6 | DHJJ Financial Advisors, Ltd. | 0.00% | 390 | $3K |
| 7 | Integrated Wealth Concepts LLC | 0.00% | 10,000 | $68K |
| 8 | Baird Financial Group, Inc. | 0.00% | 28,311 | $194K |
| 9 | Crewe Advisors LLC | 0.00% | 400 | $3K |
| 10 | Creative Capital Management Investments LLC | 0.00% | 100 | — |
| 11 | Bank of Montreal /Can/ | 0.00% | 36,806 | $249K |
| 12 | UBS Group AG | 0.00% | 83,475 | $571K |
| 13 | Mercer Global Advisors Inc /Adv | 0.00% | 1,190 | $8K |
| 14 | Morgan Stanley | 0.00% | 17,024 | $116K |
| 15 | TD Waterhouse Canada Inc. | 0.00% | 220 | $1K |
| 16 | Osaic Holdings, INC. | 0.00% | 440 | $3K |
| 17 | Royal Bank of Canada | 0.00% | 2,059 | $14K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|