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Institutional Holdings

AEON

Ownership Summary

Institutions Holding
25
Total Shares Held
12,802,787
Total Value Held
$9,215,671
Quarter
2026-06-30

Active Positions

Increased Positions
6
12,600,641 shares
Decreased Positions
0
0 shares
Held Positions
11
78,891 shares
New Positions
5
123,255 shares
Sold Out Positions
3
36,858 shares
Institution Shares Value Change % of Portfolio Reported
Dauntless Investment Group, LLC 12,490,154 $8,984,168 ▲ +9,962,379 7.06% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 95,311 $68,556 ▲ +8,249 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 90,529 $65,090 New position 0.00% 2026-06-30
Blue Owl Capital Holdings LP 42,353 $30,494 Unchanged 0.00% 2026-06-30
Formidable Asset Management, LLC 20,024 $19,724 Unchanged 0.00% 2026-06-30
StoneX Group Inc. 18,953 $14,942 New position 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 13,713 $9,860 New position 0.00% 2026-06-30
LPL Financial LLC 11,507 $8,277 Unchanged 0.00% 2026-06-30
CITIGROUP INC 7,315 $5,262 ▲ +6,573 0.00% 2026-06-30
UBS Group AG 5,062 $3,640 ▲ +880 0.00% 2026-06-30
BlackRock, Inc. 2,834 $2,038 Unchanged 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 2,567 $1,846 ▲ +2,097 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 1,100 $791 Unchanged 0.00% 2026-06-30
WOLFF WIESE MAGANA LLC 567 $408 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 232 $167 ▲ +127 0.00% 2026-06-30
DUPONT CAPITAL MANAGEMENT CORP 170 $122 Unchanged 0.01% 2026-06-30
MORGAN STANLEY 150 $108 Unchanged 0.00% 2026-06-30
GHP Investment Advisors, Inc. 95 $69 Unchanged 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 90 $65 Unchanged 0.00% 2026-06-30
BARCLAYS PLC 59 $42 New position 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 1 $1 Unchanged 0.00% 2026-06-30
DANSKE BANK A/S 1 $1 New position 0.00% 2026-06-30
XTX Topco Ltd 0 $0 Sold out 2026-06-30
JANE STREET GROUP, LLC 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30