Among active 13F managers last quarter, 3 added and 2 reduced; the largest holder to move was Empowered Funds, LLC (+9.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
20 tracked 13F filers disclose a position in AEI as of the latest SEC 13F filings, a combined $3.4M 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 | BlackRock, Inc. | 519K | $748K | ▲+2.2% Added · +11K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 462K | $665K | ▼−2.4% Reduced · −12K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 422K | $608K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 195K | $281K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 5 | State Street Corp | 171K | $246K | —Held | Q2 2026 | |
| 6 | Bridgeway Capital Management, LLC | 132K | $189K | ▲+8.3% Added · +10K sh | Q2 2026 | |
| 7 | Empowered Funds, LLC | 121K | $223K | ▲+9.2% Added · +10K sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 107K | $197K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 9 | Northern Trust Corp | 103K | $189K | —Held | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 22K | $40K | ▼−31% Reduced · −10K sh | Q1 2026 | |
| 11 | Vanguard Global Advisers, LLC | 13K | $19K | —Held | Q2 2026 | |
| 12 | Dimensional Fund Advisors LP | 10K | $19K | ▼−51% Reduced · −10K sh | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | 3K | $5K | ▲+209% Added · +2K sh | Q1 2026 | |
| 14 | Morgan Stanley | 2K | $4K | —Held | Q1 2026 | |
| 15 | SBI Securities Co., Ltd. | 1K | $2K | —Held | Q2 2026 | |
| 16 | UBS Group AG | 39 | $72 | ▼−98% Reduced · −2K sh | Q1 2026 | |
| 17 | BNP Paribas Financial Markets | 21 | $39 | ▼−16% Reduced · −4 sh | Q1 2026 | |
| 18 | FMR LLC | 15 | $22 | ▲New +15 sh | Q2 2026 | |
| 19 | Citigroup Inc | 1 | $2 | ▲New +1 sh | Q1 2026 | |
| 20 | Danske Bank A/s | 1 | $1 | —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, 3 funds added to an existing position in AEI, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $3.5B |
| Apple IncAAPL | 6 funds | $3.0B |
| Palantir Technologies Inc-APLTR | 6 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.9B |
| Tesla IncTSLA | 6 funds | $1.4B |
| JPMorgan Chase & CoJPM | 6 funds | $1.4B |
| Broadcom IncAVGO | 6 funds | $1.3B |
| United Therapeutics CorpUTHR | 6 funds | $1.1B |
| Mastercard Inc - AMA | 6 funds | $1.0B |
| Adobe IncADBE | 6 funds | $1.0B |
| Microsoft CorpMSFT | 6 funds | $1.0B |
| Costco Wholesale CorpCOST | 6 funds | $1.0B |
Ranked by how many of AEI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 12, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Sell (S) | 500K | $1.3M |
| Aug 18, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 33K | $43K |
| Feb 13, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 50K | $62K |
| Feb 12, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 20K | $22K |
| Feb 7, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 150K | $155K |
| Feb 6, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 141K | $140K |
| Jan 27, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 100K | $93K |
| Jan 22, 2025 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 50K | $43K |
| Aug 22, 2024 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 13K | $15K |
| Aug 20, 2024 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 3K | $3K |
| Aug 19, 2024 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 20K | $19K |
| Aug 16, 2024 | Chan Heng Fai Ambrose | Chief Executive Officer, Director, 10% Owner | Buy (P) | 7K | $7K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AEI
This stock 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/AEI/capital-change-brief"
Use Arkolith's capital_change_brief for AEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.