AIFC Institutional Ownership & Shareholders
AI Financial Corp (AIFC) is currently held by 72 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $3.18M, representing an estimated loss of -57.27% 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
72
Total Reported Value
$23.20M
Largest Holder
Crcm Lp
Largest Position
$7.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crcm Lp | 4.88% | 12,701,530 | $7,431,665 | $3,175,383 | -$4,256,283 | -57.27% | |
| Vanguard Capital Management Llc | 0.00% | 6,156,643 | $3,601,636 | $1,539,161 | -$2,062,475 | -57.26% | |
| Diametric Capital, Lp | 0.34% | 5,394,578 | $3,156,367 | $1,348,645 | -$1,807,723 | -57.27% | |
| Blackrock, Inc. | 0.00% | 2,489,615 | $1,456,674 | $622,404 | -$834,270 | -57.27% | |
| Ubs Group Ag | 0.00% | 2,267,328 | $1,326,386 | $566,832 | -$759,554 | -57.26% | |
| Exoduspoint Capital Management, Lp | 0.01% | 2,170,301 | $1,269,843 | $542,575 | -$727,268 | -57.27% | |
| Geode Capital Management, Llc | 0.00% | 1,597,432 | $935,049 | $399,358 | -$535,691 | -57.29% | |
| Jump Financial, Llc | 0.01% | 1,000,000 | $585,100 | $250,000 | -$335,100 | -57.27% | |
| Prelude Capital Management, Llc | 0.03% | 799,389 | $467,723 | $199,847 | -$267,876 | -57.27% | |
| Vanguard Fiduciary Trust Co | 0.00% | 778,862 | $455,634 | $194,716 | -$260,919 | -57.26% | |
| Charles Schwab Investment Management Inc | 0.00% | 599,969 | $351,042 | $149,992 | -$201,050 | -57.27% | |
| State Street Corp | 0.00% | 522,996 | $306,005 | $130,749 | -$175,256 | -57.27% | |
| Barclays Plc | 0.00% | 465,153 | $272,161 | $116,288 | -$155,873 | -57.27% | |
| Millennium Management Llc | 0.00% | 345,419 | $202,105 | $86,355 | -$115,750 | -57.27% | |
| Northern Trust Corp | 0.00% | 276,452 | $161,752 | $69,113 | -$92,639 | -57.27% | |
| Sg Americas Securities, Llc | 0.00% | 226,231 | $132,000 | $56,558 | -$75,442 | -57.15% | |
| Susquehanna International Group, Llp | 0.00% | 211,026 | $123,471 | $52,757 | -$70,715 | -57.27% | |
| Persistent Asset Partners Ltd | 0.04% | 190,191 | $111,281 | $47,548 | -$63,733 | -57.27% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.00% | 161,651 | $94,582 | $40,413 | -$54,169 | -57.27% | |
| Morgan Stanley | 0.00% | 126,259 | $73,874 | $31,565 | -$42,309 | -57.27% | |
| Jpmorgan Chase & Co | 0.00% | 108,871 | $64,234 | $27,218 | -$37,016 | -57.63% | |
| Citigroup Inc | 0.00% | 96,218 | $56,297 | $24,055 | -$32,243 | -57.27% | |
| Private Advisor Group, Llc | 0.00% | 94,857 | $55,500 | $23,714 | -$31,786 | -57.27% | |
| Bank Of America Corp | 0.00% | 85,660 | $50,111 | $21,415 | -$28,696 | -57.26% | |
| Virtu Financial Llc | 0.00% | 72,400 | $42,000 | $18,100 | -$23,900 | -56.90% | |
| Vanguard Global Advisers, Llc | 0.00% | 52,461 | $30,690 | $13,115 | -$17,575 | -57.27% | |
| Shay Capital Llc | 0.00% | 50,558 | $29,581 | $12,640 | -$16,942 | -57.27% | |
| Lpl Financial Llc | 0.00% | 44,059 | $25,779 | $11,015 | -$14,764 | -57.27% | |
| Arkadios Wealth Advisors | 0.00% | 43,520 | $25,464 | $10,880 | -$14,584 | -57.27% | |
| Engineers Gate Manager Lp | 0.00% | 35,697 | $20,886 | $8,924 | -$11,962 | -57.27% | |
| Savvy Advisors, Inc. | 0.00% | 35,112 | $20,544 | $8,778 | -$11,766 | -57.27% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 33,400 | $19,539 | $8,350 | -$11,189 | -57.26% | |
| Goldman Sachs Group Inc | 0.00% | 30,840 | $18,044 | $7,710 | -$10,334 | -57.27% | |
| Bank Of Montreal | 0.00% | 28,810 | $16,856 | $7,203 | -$9,654 | -57.27% | |
| Signature Estate & Investment Advisors Llc | 0.00% | 31,730 | $15,354 | $7,933 | -$7,422 | -48.34% | |
| Rangeley Capital, Llc | 0.01% | 25,000 | $14,628 | $6,250 | -$8,378 | -57.27% | |
| Two Sigma Securities, Llc | 0.00% | 24,877 | $14,556 | $6,219 | -$8,337 | -57.27% | |
| Perennial Investment Advisors, Llc | 0.00% | 21,839 | $12,778 | $5,460 | -$7,318 | -57.27% | |
| Bridgeway Capital Management, Llc | 0.00% | 19,509 | $11,415 | $4,877 | -$6,538 | -57.27% | |
| Empowered Funds, Llc | 0.00% | 19,509 | $11,415 | $4,877 | -$6,538 | -57.27% | |
| Harvest Portfolios Group Inc. | 0.00% | 19,186 | $11,226 | $4,797 | -$6,430 | -57.27% | |
| Hrt Financial Lp | 0.00% | 20,304 | $11,000 | $5,076 | -$5,924 | -53.85% | |
| Victory Capital Management Inc | 0.00% | 15,793 | $9,240 | $3,948 | -$5,292 | -57.27% | |
| Mai Capital Management | 0.00% | 15,131 | $8,854 | $3,783 | -$5,071 | -57.28% | |
| Captrust Financial Advisors | 0.00% | 14,800 | $8,659 | $3,700 | -$4,959 | -57.27% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 14,796 | $8,657 | $3,699 | -$4,958 | -57.27% | |
| National Bank Of Canada | 0.00% | 14,920 | $8,653 | $3,730 | -$4,923 | -56.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,500 | $8,470 | $4,375 | -$4,095 | -48.35% | |
| Bank Of New York Mellon Corp | 0.00% | 14,318 | $8,378 | $3,580 | -$4,799 | -57.28% | |
| Act Advisors, Llc. | 0.00% | 15,094 | $7,304 | $3,774 | -$3,531 | -48.34% |
Frequently asked questions about AIFC
Who are the largest institutional holders of AIFC?
The largest institutional holders of AIFC reported in the latest SEC Form 13F filings include Crcm Lp, Vanguard Capital Management Llc, Diametric Capital, Lp, Blackrock, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported AIFC position.
What is AIFC institutional ownership?
This page tracks AIFC positions reported by institutional investment managers through SEC Form 13F. AI Financial Corp (AIFC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIFC?
InsiderSet currently tracks 72 institutional managers reporting AIFC 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 AIFC shareholders.
How much AIFC stock do institutions own?
Institutional investment managers disclosed approximately $23.20M in AIFC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIFC institutional ownership last updated?
The latest AIFC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 AIFC 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 AIFC position after the reporting date.
Are institutions buying or selling AIFC?
Institutional buying and selling can be analyzed by comparing AIFC positions across consecutive 13F reporting periods. InsiderSet's AIFC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIFC ownership changes.
How has AIFC institutional ownership changed over time?
InsiderSet tracks AIFC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.