AAAA Institutional Ownership & Shareholders
AMPLIUS AGGRESSIVE A ALL ETF (AAAA) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $280.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Amplius Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of AAAA tracked by InsiderSet, reporting ownership valued at approximately $279.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $275.40M, representing an estimated loss of -1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AAAA value among the investors covered in this analysis. Major shareholders include Amplius Wealth Advisors, Llc, Royal Bank Of Canada, O'Shaughnessy Asset Management, Llc, and several other long-term asset managers with concentrated positions in AMPLIUS AGGRESSIVE A ALL ETF (AAAA).
This page ranks the largest institutional AAAA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$280.07M
Largest Holder
Amplius Wealth Advisors, Llc
Largest Position
$279.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Amplius Wealth Advisors, Llc | 19.20% | 9,189,648 | $279,841,328 | $275,403,642 | -$4,437,686 | -1.59% | |
| Royal Bank Of Canada | 0.00% | 7,022 | $214,000 | $210,442 | -$3,558 | -1.66% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 546 | $16,623 | $16,363 | -$260 | -1.56% |
Frequently asked questions about AAAA
Who are the largest institutional holders of AAAA?
The largest institutional holders of AAAA reported in the latest SEC Form 13F filings include Amplius Wealth Advisors, Llc, Royal Bank Of Canada, and O'Shaughnessy Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported AAAA position.
What is AAAA institutional ownership?
This page tracks AAAA positions reported by institutional investment managers through SEC Form 13F. AMPLIUS AGGRESSIVE A ALL ETF (AAAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAAA?
InsiderSet currently tracks 3 institutional managers reporting AAAA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AAAA shareholders.
How much AAAA stock do institutions own?
Institutional investment managers disclosed approximately $280.07M in AAAA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAAA institutional ownership last updated?
The latest AAAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AAAA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AAAA position after the reporting date.
Are institutions buying or selling AAAA?
Institutional buying and selling can be analyzed by comparing AAAA positions across consecutive 13F reporting periods. InsiderSet's AAAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAAA ownership changes.
How has AAAA institutional ownership changed over time?
InsiderSet tracks AAAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.