31 tracked 13F filers disclose a position in AAEQ as of the latest SEC 13F filings, a combined $263.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | $193.1M | 3.6M | —Held | Q2 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $16.7M | 360K | —Held | Q1 2026 | |
| 3 | Truepoint, Inc. | $12.4M | 233K | ▼−0.3% Reduced · −731 sh | Q2 2026 | |
| 4 | Flatrock Wealth Partners LLC | $4.7M | 102K | —Held | Q1 2026 | |
| 5 | Seed Wealth Management, Inc. | $4.8M | 91K | ▼−0.3% Reduced · −271 sh | Q2 2026 | |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.9M | 83K | —Held | Q1 2026 | |
| 7 | Meredith Wealth Planning | $4.3M | 81K | ▼−0.4% Reduced · −307 sh | Q2 2026 | |
| 8 | Ledyard National Bank | $3.5M | 65K | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 9 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2.3M | 43K | —Held | Q2 2026 | |
| 10 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.1M | 39K | —Held | Q2 2026 | |
| 11 | Revolve Wealth Partners, LLC | $2.0M | 37K | ▼−1.3% Reduced · −473 sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $1.4M | 29K | ▲+90% Added · +14K sh | Q1 2026 | |
| 13 | REGIONS FINANCIAL CORP | $1.3M | 28K | ▲New +28K sh | Q1 2026 | |
| 14 | Quantinno Capital Management LP | $1.2M | 25K | ▲New +25K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $1.0M | 22K | ▲New +22K sh | Q1 2026 | |
| 16 | Family CFO Inc | $1.1M | 20K | —Held | Q2 2026 | |
| 17 | Sherman Wealth Management LLC | $947K | 18K | —Held | Q2 2026 | |
| 18 | CONTINUUM WEALTH ADVISORS, LLC | $821K | 15K | —Held | Q2 2026 | |
| 19 | Prairiewood Capital, LLC | $818K | 15K | —Held | Q2 2026 | |
| 20 | Creative Planning | $663K | 14K | —Held | Q1 2026 | |
| 21 | QUARRY HILL ADVISORS, LLC | $757K | 14K | ▼−29% Reduced · −6K sh | Q2 2026 | |
| 22 | Savvy Advisors, Inc. | $618K | 13K | ▲New +13K sh | Q1 2026 | |
| 23 | MilWealth Group LLC | $680K | 13K | ▼−7.5% Reduced · −1K sh | Q2 2026 | |
| 24 | Cerity Partners LLC | $436K | 9K | —Held | Q1 2026 | |
| 25 | Empowered Funds, LLC | $309K | 7K | ▲New +7K sh | Q1 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 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 17 funds | $8.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $1.7B |
| TESLA INCTSLA | 16 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $1.5B |
| NVIDIA CORPNVDA | 15 funds | $10.7B |
| MICROSOFT CORPMSFT | 15 funds | $6.9B |
| AMAZON.COM INCAMZN | 15 funds | $4.2B |
| BROADCOM INCAVGO | 15 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 15 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 15 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 14 funds | $4.4B |
Ranked by how many of AAEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQthis pageETF | 31 funds | $263.2M |
| AAUACom | 30 funds | $225.9M |
| ORRMILITIA LONG/SHO | 27 funds | $67.1M |
| USEWExchange Traded Fund | 26 funds | $113.6M |
| AAUSETF | 23 funds | $330.7M |
| FMTMmc | 18 funds | $29.1M |
| GEWETF | 17 funds | $38.4M |
| TOVJLENS 500 JEWISH | 16 funds | $16.0M |
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.