AI Financial Corp (AIFC) Institutional Shareholders

AI Financial Corp (AIFC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $23.22M in AIFC holdings during the latest filing period.

Crcm Lp is currently the largest disclosed institutional shareholder of AIFC tracked by InsiderSet, reporting ownership valued at approximately $7.43M in its June 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 $6.49M, representing an estimated loss of -12.65% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed AIFC value among the investors covered in this analysis. Major shareholders include Crcm Lp, Vanguard Capital Management Llc, Diametric Capital, Lp, and several other long-term asset managers with concentrated positions in AI Financial Corp (AIFC).

This page ranks the largest institutional AIFC 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

73

Total Reported Value

$23.22M

Largest Holder

Crcm Lp

Largest Position

$7.43M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

108

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Crcm Lp4.88%12,701,530$7,431,665$6,491,752-$939,913-12.65%
Vanguard Capital Management Llc0.00%6,156,643$3,601,636$3,146,660-$454,976-12.63%
Diametric Capital, Lp0.34%5,394,578$3,156,367$2,757,169-$399,198-12.65%
Blackrock, Inc.0.00%2,489,615$1,456,674$1,272,442-$184,232-12.65%
Ubs Group Ag0.00%2,267,328$1,326,386$1,158,831-$167,555-12.63%
Exoduspoint Capital Management, Lp0.01%2,170,301$1,269,843$1,109,241-$160,602-12.65%
Geode Capital Management, Llc0.00%1,597,432$935,049$816,447-$118,602-12.68%
Jump Financial, Llc0.01%1,000,000$585,100$511,100-$74,000-12.65%
Prelude Capital Management, Llc0.03%799,389$467,723$408,568-$59,155-12.65%
Vanguard Fiduciary Trust Co0.00%778,862$455,634$398,076-$57,558-12.63%
Charles Schwab Investment Management Inc0.00%599,969$351,042$306,644-$44,398-12.65%
State Street Corp0.00%522,996$306,005$267,303-$38,702-12.65%
Barclays Plc0.00%465,153$272,161$237,740-$34,421-12.65%
Millennium Management Llc0.00%345,419$202,105$176,544-$25,561-12.65%
Northern Trust Corp0.00%276,452$161,752$141,295-$20,457-12.65%
Sg Americas Securities, Llc0.00%226,231$132,000$115,627-$16,373-12.40%
Susquehanna International Group, Llp0.00%211,026$123,471$107,855-$15,616-12.65%
Persistent Asset Partners Ltd0.04%190,191$111,281$97,207-$14,074-12.65%
Mitsubishi Ufj Asset Management Co., Ltd.0.00%161,651$94,582$82,620-$11,962-12.65%
Morgan Stanley0.00%126,259$73,874$64,531-$9,343-12.65%
Jpmorgan Chase & Co0.00%108,871$64,234$55,644-$8,590-13.37%
Citigroup Inc0.00%96,218$56,297$49,177-$7,120-12.65%
Private Advisor Group, Llc0.00%94,857$55,500$48,481-$7,019-12.65%
Bank Of America Corp0.00%85,660$50,111$43,781-$6,330-12.63%
Virtu Financial Llc0.00%72,400$42,000$37,004-$4,996-11.90%
Vanguard Global Advisers, Llc0.00%52,461$30,690$26,813-$3,877-12.63%
Shay Capital Llc0.00%50,558$29,581$25,840-$3,741-12.65%
Lpl Financial Llc0.00%44,059$25,779$22,519-$3,260-12.65%
Arkadios Wealth Advisors0.00%43,520$25,464$22,243-$3,221-12.65%
Engineers Gate Manager Lp0.00%35,697$20,886$18,245-$2,641-12.65%
Savvy Advisors, Inc.0.00%35,112$20,544$17,946-$2,598-12.65%
Federation Des Caisses Desjardins Du Quebec0.00%33,400$19,539$17,071-$2,468-12.63%
Goldman Sachs Group Inc0.00%30,840$18,044$15,762-$2,282-12.65%
Bank Of Montreal0.00%28,810$16,856$14,725-$2,131-12.64%
Rangeley Capital, Llc0.01%25,000$14,628$12,778-$1,851-12.65%
Two Sigma Securities, Llc0.00%24,877$14,556$12,715-$1,841-12.65%
Perennial Investment Advisors, Llc0.00%21,839$12,778$11,162-$1,616-12.65%
Signature Estate & Investment Advisors Llc0.00%19,672$11,510$10,054-$1,456-12.65%
Bridgeway Capital Management, Llc0.00%19,509$11,415$9,971-$1,444-12.65%
Empowered Funds, Llc0.00%19,509$11,415$9,971-$1,444-12.65%
Harvest Portfolios Group Inc.0.00%19,186$11,226$9,806-$1,420-12.65%
Hrt Financial Lp0.00%20,304$11,000$10,377-$623-5.66%
Stonex Group Inc.0.00%11,455$9,748$5,855-$3,893-39.94%
Commonwealth Equity Services, Llc0.00%16,500$9,650$8,433-$1,217-12.61%
Victory Capital Management Inc0.00%15,793$9,240$8,072-$1,168-12.64%
Mai Capital Management0.00%15,131$8,854$7,733-$1,121-12.66%
Captrust Financial Advisors0.00%14,800$8,659$7,564-$1,095-12.64%
Schonfeld Strategic Advisors Llc0.00%14,796$8,657$7,562-$1,095-12.65%
National Bank Of Canada0.00%14,920$8,653$7,626-$1,027-11.87%
Bank Of New York Mellon Corp0.00%14,318$8,378$7,318-$1,060-12.65%
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Frequently asked questions about AIFC

  • Who owns the most AIFC stock?

    The largest holders of AIFC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AI Financial Corp (AIFC).

  • Is AIFC widely held by superinvestors?

    Many widely followed stocks like AIFC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AIFC is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.