% of shares outstanding is not shown for AUMI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for AUMI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 31,92031,920 | $3M | — | ADD 304% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,39426,394 | $3M | — | ADD 52% |
| 3 | Visionary Wealth Advisors | 14,10714,107 | $1M | — | ADD 102% |
| 4 | Kestra Advisory Services, LLC | 9,9109,910 | $957,697 | — | ADD 175% |
| 5 | Garden State Investment Advisory Services LLC | 4,0704,070 | $393,307 | — | ADD 2% |
| 6 | Advyzon Investment Management, LLC | 2,9912,991 | $289,037 | — | NEW |
| 7 | Advisory Services Network, LLC | 500500 | $48,318 | — | NEW |
| 8 | HARBOUR INVESTMENTS, INC. | 369369 | $35,659 | — | NEW |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 115115 | $11,687 | — | — |
| 10 | OSAIC HOLDINGS, INC. | 5050 | $4,832 | — | — |
| 11 | UBS Group AG | 1313 | $1,256 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 11K | 12K | 23K | — | 8K | 32K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 17K | 26K | $3M |
| Visionary Wealth Advisors | — | — | — | 3K | 7K | 14K | $1M |
| Kestra Advisory Services, LLC | — | — | — | — | 4K | 10K | $957,697 |
| Garden State Investment Advisory Services LLC | — | 19K | — | 4K | 4K | 4K | $393,307 |
| Advyzon Investment Management, LLC | — | — | — | — | — | 3K | $289,037 |
| Advisory Services Network, LLC | — | — | — | 200 | — | 500 | $48,318 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 369 | $35,659 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 115 | 115 | $11,687 |
| OSAIC HOLDINGS, INC. | 50 | 50 | 50 | 50 | 50 | 50 | $4,832 |
| UBS Group AG | 100 | — | — | — | — | 13 | $1,256 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 11 | 90,439 | — | $9M |
| 2025-Q4 | 8 | 42,465 | — | $4M |
| 2025-Q3 | 4 | 7,020 | — | $561,680 |
| 2025-Q2 | 2 | 23,413 | — | $1M |
| 2025-Q1 | 4 | 56,527 | — | $3M |
| 2024-Q4 | 4 | 11,584 | — | $406,713 |
| 2024-Q3 | 2 | 6,113 | — | $228,637 |
| 2024-Q1 | 1 | 38,609 | — | $1M |
| 2023-Q4 | 1 | 43,604 | — |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | +24,017 | $2M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +9,014 | $871,077 | ADD |
| Visionary Wealth Advisors | +7,109 | $686,985 | ADD |
| Kestra Advisory Services, LLC | +6,301 | $608,903 | ADD |
| Advyzon Investment Management, LLC | +2,991 | $289,038 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Client First Investment Management LLC | −2,437 | $235,502 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| $1M |
