← All institutions

Institutional Holdings

AARD

Ownership Summary

Institutions Holding
92
Total Shares Held
9,544,827
Total Value Held
$54,996,745
Quarter
2026-06-30

Active Positions

Increased Positions
20
2,214,570 shares
Decreased Positions
23
771,169 shares
Held Positions
8
5,329,785 shares
New Positions
20
1,229,303 shares
Sold Out Positions
21
612,353 shares
Institution Shares Value Change % of Portfolio Reported
Decheng Capital LLC 3,917,299 $22,563,642 Unchanged 3.08% 2026-06-30
CITADEL ADVISORS LLC 1,342,266 $7,731,453 ▲ +46,589 0.00% 2026-06-30
Laurion Capital Management LP 1,034,459 $5,958,484 Unchanged 0.15% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 562,877 $3,242,172 New position 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 480,249 $2,766,234 ▲ +345,754 0.00% 2026-06-30
EcoR1 Capital, LLC 410,894 $2,366,749 New position 0.12% 2026-06-30
ADAGE CAPITAL PARTNERS GP, L.L.C. 300,000 $1,728,000 Unchanged 0.00% 2026-06-30
BlackRock, Inc. 187,045 $1,077,378 ▼ -605,526 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 149,844 $863,529 ▼ -159,605 0.00% 2026-06-30
CANTOR FITZGERALD, L. P. 116,582 $671,512 ▲ +49,900 0.01% 2026-06-30
TWO SIGMA INVESTMENTS, LP 108,377 $624,252 ▼ -54,978 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 79,284 $456,676 ▲ +68,394 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 75,172 $432,991 New position 0.00% 2026-06-30
Woodline Partners LP 72,429 $417,191 Unchanged 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 69,948 $402,900 ▼ -28,386 0.00% 2026-06-30
STATE STREET CORP 59,273 $341,412 ▼ -140,049 0.00% 2026-06-30
SIMPLEX TRADING, LLC 50,417 $290,401 ▲ +36,074 0.00% 2026-06-30
JANE STREET GROUP, LLC 45,664 $263,024 ▲ +25,664 0.00% 2026-06-30
J. Goldman & Co LP 40,500 $233,280 New position 0.01% 2026-06-30
IEQ CAPITAL, LLC 38,382 $221,080 ▲ +21,897 0.00% 2026-06-30
UBS Group AG 35,639 $205,281 ▼ -122,249 0.00% 2026-06-30
MORGAN STANLEY 30,177 $173,820 ▲ +12,615 0.00% 2026-06-30
NORTHERN TRUST CORP 28,080 $161,741 ▼ -60,519 0.00% 2026-06-30
CITIGROUP INC 26,299 $151,482 ▼ -19,966 0.00% 2026-06-30
Cresset Asset Management, LLC 24,033 $138,430 ▼ -19,226 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,025 $138,384 New position 0.00% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 24,000 $138,240 ▼ -3,000 0.00% 2026-06-30
Point72 Asset Management, L.P. 22,872 $131,743 New position 0.00% 2026-06-30
Mariner, LLC 21,784 $125,408 New position 0.00% 2026-06-30
SMITH, MOORE & CO. 20,000 $115,200 New position 0.01% 2026-06-30
XTX Topco Ltd 19,888 $114,555 ▼ -27 0.00% 2026-06-30
FMR LLC 18,904 $108,887 ▲ +9,946 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,434 $79,298 New position 0.00% 2026-06-30
PRELUDE CAPITAL MANAGEMENT, LLC 12,426 $71,574 ▼ -18,211 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 12,241 $70,508 ▼ -7,163 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 11,464 $66,033 New position 0.00% 2026-06-30
Cerity Partners LLC 10,771 $62,042 New position 0.00% 2026-06-30
Abel Hall, LLC 10,066 $57,980 New position 0.01% 2026-06-30
Arax Advisory Partners 8,374 $48,234 ▲ +8,350 0.00% 2026-06-30
Vanguard Global Advisers, LLC 5,893 $33,944 New position 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 4,150 $23,904 Unchanged 0.00% 2026-06-30
China Universal Asset Management Co., Ltd. 3,472 $19,999 ▼ -392 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 2,501 $14,406 ▼ -2,966 0.00% 2026-06-30
BARCLAYS PLC 2,259 $13,012 ▼ -1,362 0.00% 2026-06-30
Integrated Wealth Concepts LLC 1,943 $11,194 New position 0.00% 2026-06-30
JPMORGAN CHASE & CO 1,784 $9,241 ▼ -4,833 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 1,308 $7,534 ▼ -1,926 0.00% 2026-06-30
Russell Investments Group, Ltd. 1,239 $7,137 ▲ +770 0.00% 2026-06-30
Stone House Investment Management, LLC 1,000 $5,760 Unchanged 0.00% 2026-06-30
Mirae Asset Global Investments Co., Ltd. 976 $5,622 ▼ -160 0.00% 2026-06-30
Allworth Financial LP 813 $4,683 ▲ +606 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 774 $4,459 ▲ +473 0.00% 2026-06-30
FEDERATED HERMES, INC. 646 $3,721 ▼ -437 0.00% 2026-06-30
Essential Partners LLC 509 $2,932 ▼ -559 0.00% 2026-06-30
GF FUND MANAGEMENT CO. LTD. 452 $2,604 ▼ -31 0.00% 2026-06-30
IFP Advisors, Inc 447 $2,575 ▲ +426 0.00% 2026-06-30
Hilton Head Capital Partners, LLC 434 $2,500 Unchanged 0.00% 2026-06-30
GAMMA Investing LLC 388 $2,235 New position 0.00% 2026-06-30
PNC Financial Services Group, Inc. 349 $2,010 ▲ +321 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 265 $1,526 ▲ +188 0.00% 2026-06-30
ROYAL BANK OF CANADA 169 $1,000 ▼ -11 0.00% 2026-06-30
True Wealth Design, LLC 162 $934 ▲ +113 0.00% 2026-06-30
Farther Finance Advisors, LLC 153 $867 ▲ +125 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 70 $403 New position 0.00% 2026-06-30
Fortitude Family Office, LLC 56 $323 New position 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 53 $304 ▲ +33 0.00% 2026-06-30
Wealth Enhancement Trust Services, Inc. 48 $276 New position 0.00% 2026-06-30
Clearstead Advisors, LLC 39 $226 New position 0.00% 2026-06-30
SJS Investment Consulting Inc. 16 $93 ▲ +14 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 14 $80 Unchanged 0.00% 2026-06-30
JPL Wealth Management, LLC 7 $41 New position 0.00% 2026-06-30
Tetragon Partners GP Ltd 0 $0 Sold out 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 0 $0 Sold out 2026-06-30
SILVERARC CAPITAL MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Bank of New York Mellon Corp 0 $0 Sold out 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0 $0 Sold out 2026-06-30
GSA CAPITAL PARTNERS LLP 0 $0 Sold out 2026-06-30
Centiva Capital, LP 0 $0 Sold out 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 0 $0 Sold out 2026-06-30
ALPS ADVISORS INC 0 $0 Sold out 2026-06-30
Nuveen, LLC 0 $0 Sold out 2026-06-30
BANK OF AMERICA CORP /DE/ 0 $0 Sold out 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 $0 Sold out 2026-06-30
WELLS FARGO & COMPANY/MN 0 $0 Sold out 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 0 $0 Sold out 2026-06-30
Police & Firemen's Retirement System of New Jersey 0 $0 Sold out 2026-06-30
Legal & General Group Plc 0 $0 Sold out 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0 $0 Sold out 2026-06-30
Ameritas Investment Partners, Inc. 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Sterling Capital Management LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30