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Institutional Holdings

AIBZ

Ownership Summary

Institutions Holding
18
Total Shares Held
3,355,780
Total Value Held
$24,935,262
Quarter
2026-06-30

Active Positions

Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
18
3,355,780 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
Bank Julius Baer & Co. Ltd, Zurich 2,833,334 $21,533,343 New position 0.06% 2026-06-30
K2 PRINCIPAL FUND, L.P. 282,631 $1,933,196 New position 0.14% 2026-06-30
UBS Group AG 83,475 $570,969 New position 0.00% 2026-06-30
BANK OF MONTREAL /CAN/ 36,806 $248,809 New position 0.00% 2026-06-30
Baird Financial Group, Inc. 28,311 $193,647 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 21,919 $149,925 New position 0.00% 2026-06-30
MORGAN STANLEY 17,024 $116,445 New position 0.00% 2026-06-30
GRIFFIN ASSET MANAGEMENT, INC. 12,015 $82,183 New position 0.01% 2026-06-30
Integrated Wealth Concepts LLC 10,000 $67,600 New position 0.00% 2026-06-30
ROYAL BANK OF CANADA 2,059 $14,000 New position 0.00% 2026-06-30
Hurley Capital, LLC 1,111 $7,599 New position 0.00% 2026-06-30
Marshall & Sterling Wealth Advisors Inc. 1,000 $6,840 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 440 $2,974 New position 0.00% 2026-06-30
Crewe Advisors LLC 400 $2,736 New position 0.00% 2026-06-30
DHJJ Financial Advisors, Ltd. 390 $2,668 New position 0.00% 2026-06-30
TD Waterhouse Canada Inc. 220 $1,476 New position 0.00% 2026-06-30
Creative Capital Management Investments LLC 100 $684 New position 0.00% 2026-06-30
Virtu Financial LLC 24,545 $168 New position 0.01% 2026-06-30