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Institutional Holdings

AIDX

Ownership Summary

Institutions Holding
17
Total Shares Held
540,620
Total Value Held
$248,170
Quarter
2026-06-30

Active Positions

Increased Positions
2
23,377 shares
Decreased Positions
3
240,225 shares
Held Positions
0
0 shares
New Positions
10
277,018 shares
Sold Out Positions
2
11,329 shares
Institution Shares Value Change % of Portfolio Reported
Cresset Asset Management, LLC 240,122 $131,995 ▼ -24,246 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 52,087 $28,648 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 49,141 $27,012 New position 0.00% 2026-06-30
Atlantic Union Bankshares Corp 35,099 $19,294 New position 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 24,530 $13,492 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 23,205 $12,756 ▲ +6,978 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 13,024 $7,150 New position 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,014 $5,505 New position 0.00% 2026-06-30
MCDONALD PARTNERS LLC 2,800 $1,539 New position 0.00% 2026-06-30
SIGNATUREFD, LLC 767 $422 New position 0.00% 2026-06-30
MORGAN STANLEY 283 $156 New position 0.00% 2026-06-30
Allworth Financial LP 172 $95 ▲ +142 0.00% 2026-06-30
TOTH FINANCIAL ADVISORY CORP 100 $55 ▼ -57 0.00% 2026-06-30
HRT FINANCIAL LP 89,273 $49 New position 0.00% 2026-06-30
UBS Group AG 3 $2 ▼ -8,311 0.00% 2026-06-30
XTX Topco Ltd 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30