Among active 13F managers last quarter, 6 opened and 5 reduced; the largest holder to move was Vise Technologies, Inc. (new position).
39 tracked 13F filers disclose a position in AAEQ as of the latest SEC 13F filings, a combined $311.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 3.6M | $193.1M | —Held | Q2 2026 | |
| 2 | Everest Private Wealth | 376K | $20.0M | ▼−1.2% Reduced · −5K sh | Q2 2026 | |
| 3 | Beacon Pointe Advisors, LLC | 360K | $19.1M | —Held | Q2 2026 | |
| 4 | Vise Technologies, Inc. | 234K | $12.4M | ▲New +234K sh | Q2 2026 | |
| 5 | Truepoint, Inc. | 233K | $12.4M | ▼−0.3% Reduced · −731 sh | Q2 2026 | |
| 6 | Flatrock Wealth Partners LLC | 102K | $5.4M | —Held | Q2 2026 | |
| 7 | Seed Wealth Management, Inc. | 91K | $4.8M | ▼−0.3% Reduced · −271 sh | Q2 2026 | |
| 8 | United Capital Financial Advisors, LLC | 83K | $4.4M | —Held | Q2 2026 | |
| 9 | Meredith Wealth Planning | 81K | $4.3M | ▼−0.4% Reduced · −307 sh | Q2 2026 | |
| 10 | Ethos Financial Group, LLC | 80K | $4.2M | ▼−20% Reduced · −20K sh | Q2 2026 | |
| 11 | Ledyard National Bank | 65K | $3.5M | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 12 | Twin Peaks Wealth Advisors, LLC | 49K | $2.6M | —Held | Q2 2026 | |
| 13 | Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43K | $2.3M | —Held | Q2 2026 | |
| 14 | Summit Wealth & Retirement Planning, Inc. | 39K | $2.1M | —Held | Q2 2026 | |
| 15 | Revolve Wealth Partners, LLC | 37K | $2.0M | ▼−1.3% Reduced · −473 sh | Q2 2026 | |
| 16 | Fidelity D & D Bancorp Inc | 33K | $1.7M | —Held | Q2 2026 | |
| 17 | Magnolia Private Wealth, LLC | 32K | $1.7M | ▼−2.4% Reduced · −800 sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 29K | $1.4M | ▲+90% Added · +14K sh | Q1 2026 | |
| 19 | Regions Financial Corp | 28K | $1.5M | —Held | Q2 2026 | |
| 20 | Quantinno Capital Management LP | 25K | $1.2M | ▲New +25K sh | Q1 2026 | |
| 21 | AQR Capital Management LLC | 22K | $1.0M | ▲New +22K sh | Q1 2026 | |
| 22 | Family CFO Inc | 20K | $1.1M | —Held | Q2 2026 | |
| 23 | Sherman Wealth Management LLC | 18K | $947K | —Held | Q2 2026 | |
| 24 | Continuum Wealth Advisors, LLC | 15K | $821K | —Held | Q2 2026 | |
| 25 | Prairiewood Capital, LLC | 15K | $818K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in AAEQ, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 19 funds | $10.6B |
| Vanguard Total Stock MKT ETFVTI | 19 funds | $1.6B |
| Nvidia CorpNVDA | 18 funds | $13.3B |
| Microsoft CorpMSFT | 18 funds | $8.5B |
| Amazon.com IncAMZN | 18 funds | $6.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $2.3B |
| Johnson & JohnsonJNJ | 18 funds | $2.2B |
| Tesla IncTSLA | 18 funds | $2.1B |
| Vanguard S&P 500 ETFVOO | 18 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $1.8B |
| Ishares Core S&P 500 ETFIVV | 17 funds | $16.1B |
| Alphabet Inc-CL AGOOGL | 17 funds | $5.7B |
Ranked by how many of AAEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AAEQ.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQthis pageExchange Traded Fund | 39 funds | $311.0M |
| USEWExchange Traded Fund | 35 funds | $131.7M |
| AAUACom | 34 funds | $233.8M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 26 funds | $76.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 25 funds | $37.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AAEQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AAEQ/capital-change-brief"
Use Arkolith's capital_change_brief for AAEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AAEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.