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Security record

AAEQ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
9Tracked holders
+3Δ holders
164.61KShares held
$8.76MReported value
+3New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 9 +3 164.61K $8.76M +3 n/a
Q1 2026 6 +3 100.85K $4.69M +3 n/a
Q4 2025 3 n/a 38.96K $1.92M n/a n/a
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Quantinno Capital Management LP 53.44K +115.5% $2.84M 0.0% ▲ Add 2 SEC ↗
2 Royal Bank Of Canada 29.55K +1.6% $1.57M 0.0% ▲ Add 3 SEC ↗
3 AQR Capital Management ✦ 20.34K -7.3% $1.08M 0.0% ▼ Trim 2 SEC ↗
4 Mercer Global Advisors Inc /Adv 17.61K New $936,462 0.0% New 1 SEC ↗
5 Blair William & Co/Il 15.20K New $808,175 0.0% New 1 SEC ↗
6 Creative Planning 14.26K 0.0% $758,388 0.0% Held 3 SEC ↗
7 Cerity Partners LLC 9.38K 0.0% $498,779 0.0% Held 3 SEC ↗
8 Citadel Advisors ✦ 4.38K New $233,225 0.0% New 1 SEC ↗
9 UBS Group AG 449 -67.7% $23,881 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Mercer Global Advisors Inc… $936,462 0.0%
Blair William & Co/Il $808,175 0.0%
Citadel Advisors $233,225 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 6.05M shares, $277.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API