FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.2°C
UV7.2
Feels33.1°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:34 PM
13F QoQ Ownership Changes

AEF Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 11 new · 14 added · 37 reduced · 10 exited

New Positions(11)

ManagerSharesΔ SharesValueΔ Value% Δ
EVOLVE PRIVATE WEALTH, LLC109,043+109,043$782.9K+$782.9K
Closed-End Fund Advisors, Inc.77,299+77,299$541.1K+$541.1K
Invesco Ltd.39,210+39,210$274.5K+$274.5K
DECISION INVESTMENTS, INC20,760+20,760$145.3K+$145.3K
Focus Partners Wealth11,795+11,795$82.6K+$82.6K
BARD ASSOCIATES INC7,971+7,971$57.2K+$57.2K
Global Retirement Partners, LLC2,774+2,774$19.4K+$19.4K
Kilter Group LLC1,891+1,891$13.2K+$13.2K
Pinnacle Wealth Planning Services, Inc.1,075+1,075$7.5K+$7.5K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO540+540$3.8K+$3.8K
IFP Advisors, Inc364+364$2.5K+$2.5K

Added To(14)

ManagerSharesΔ SharesValueΔ Value% Δ
MORGAN STANLEY1,756,326+565,887$12.3M+$4.6M47.5%
LPL Financial LLC143,509+108,738$1.0M+$779.2K312.7%
GUGGENHEIM CAPITAL LLC171,690+87,965$1.2M+$659.3K105.1%
BANK OF AMERICA CORP /DE/194,843+75,764$1.4M+$592.3K63.6%
North Ground Capital152,370+14,332$1.1M+$172.1K10.4%
Private Advisor Group, LLC178,544+6,000$1.2M+$131.7K3.5%
TrueMark Investments, LLC97,049+2,387$679.3K+$65.9K2.5%
RAYMOND JAMES FINANCIAL INC18,078+3,501$126.5K+$32.1K24.0%
MML INVESTORS SERVICES, LLC18,318+770$128.2K+$14.5K4.4%
BLAIR WILLIAM & CO/IL16,547+14$115.8K+$8.7K0.1%
Cetera Investment Advisers10,398+284$72.8K+$7.2K2.8%
Thomas J. Herzfeld Advisors, Inc.2,124+130$14.9K+$1.9K6.5%
WPG Advisers, LLC437+159$3.1K+$1.3K57.2%
Penserra Capital Management LLC737,157+68,199$5.2K+$82610.2%

Reduced(37)

ManagerSharesΔ SharesValueΔ Value% Δ
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD11,368,507-623,465$79.6M+$1.9M-5.2%
RIVERNORTH CAPITAL MANAGEMENT, LLC266,786-256,958$1.9M-$1.5M-49.1%
Vanguard Capital Wealth Advisors451,709-195,276$3.2M-$1.0M-30.2%
LAZARD ASSET MANAGEMENT LLC1,444,413-5,972$10.1M+$712.4K-0.4%
COMMONWEALTH EQUITY SERVICES, LLC62,522-467$437.6K+$437.2K-0.7%
Allspring Global Investments Holdings, LLC2,840,745-279,702$19.9M-$335.3K-9.0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO404,9380$2.8M+$210.6K0.0%
Uncommon Cents Investing LLC323,7260$2.3M+$168.3K0.0%
UBS Group AG2,049-13,876$14.3K-$88.9K-87.1%
1607 Capital Partners, LLC1,518,526-109,862$10.6M+$77.7K-6.7%
Shaker Financial Services, LLC94,3310$677.3K+$66.0K0.0%
ENVESTNET ASSET MANAGEMENT INC220,877-8,891$1.5M+$57.2K-3.9%
Alpine Global Management, LLC100,0000$700.0K+$52.0K0.0%
Royal Bank of Canada12,971-9,195$91.0K-$28.0K-41.5%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,558-676$332.9K+$20.4K-1.4%
WELLS FARGO & COMPANY/MN1,137-3,049$8.0K-$19.2K-72.8%
UHLMANN PRICE SECURITIES, LLC38,730-410$271.1K+$17.5K-1.0%
INTEGRATED CAPITAL MANAGEMENT, INC.33,754-141$236.3K+$16.6K-0.4%
Rockefeller Capital Management L.P.47,139-1,465$330.0K+$15.0K-3.0%
JANE STREET GROUP, LLC11,929-2,965$83.5K-$13.0K-19.9%
Clearstead Advisors, LLC20,0000$140.0K+$10.4K0.0%
Paragon Capital Management Ltd15,2150$106.5K+$7.9K0.0%
WESBANCO BANK INC14,8000$103.6K+$7.7K0.0%
Creative Planning11,7330$82.1K+$6.1K0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,067-1,687$73.6K-$2.9K-14.3%
OSAIC HOLDINGS, INC.9,664-345$67.7K+$2.9K-3.4%
Provida Pension Fund Administrator19,2020$124.5K-$2.6K0.0%
Alexander Randolph Advisory, Inc.83,682-6,420$585.8K+$1.9K-7.1%
US BANCORP \DE\3,3950$23.8K+$1.8K0.0%
Arax Advisory Partners1,0700$7.5K+$5570.0%
PNC Financial Services Group, Inc.2,770-201$19.4K+$138-6.8%
PARK AVENUE SECURITIES LLC195,847-10,883$1.4K+$31-5.3%
PEAPACK GLADSTONE FINANCIAL CORP14,5200$102+$80.0%
Glen Eagle Advisors, LLC100$71+$50.0%
GABLES CAPITAL MANAGEMENT INC.60$42+$30.0%
CIBC Private Wealth Group LLC00$0-$3
CWM, LLC1,4860$10$00.0%

Sold Out(10)

ManagerSharesΔ SharesValueΔ Value% Δ
ABSOLUTE INVESTMENT ADVISERS, LLC0-175,241$0-$1.1M
NATIONAL BANK OF CANADA /FI/0-140,524$0-$910.5K
Quarry LP0-82,097$0-$532.0K
CSS LLC/IL0-31,688$0-$205.3K
Matisse Capital0-23,050$0-$149.4K
Quantedge Capital Pte Ltd0-17,000$0-$110.2K
Kovitz Investment Group Partners, LLC0-11,395$0-$73.8K
Tortoise Investment Management, LLC0-2,895$0-$18.8K
Larson Financial Group LLC0-563$0-$3.6K
HIGHLINE WEALTH PARTNERS LLC0-450$0-$2.9K