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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
42 filers reported a long position in AAEQ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Cache Advisors, LLC | $193.1M | 3.6M | Unchanged |
| Everest Private Wealth | $20M | 375.9K | -1.2% |
| Beacon Pointe Advisors, LLC | $19.1M | 359.8K | Unchanged |
| Vise Technologies, Inc. | $12.4M | 233.7K | New |
| Truepoint, Inc. | $12.4M | 232.5K | -0.3% |
| JPL Wealth Management, LLC | $12.2M | 229.4K | Unchanged |
| Flatrock Wealth Partners LLC | $5.4M | 101.7K | Unchanged |
| Seed Wealth Management, Inc. | $4.8M | 91.2K | -0.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.4M | 83.3K | Unchanged |
| Soundwatch Capital LLC | $4.4M | 83.3K | Unchanged |
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