Who Holds AI Financial Corp (AIFC)? 75 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 75 holders, $23 million in total.
Largest holders
The 75 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| CRCM LP | 12,701,530 | $7 million | +1% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,156,643 | $4 million | +12% | 13F |
| Diametric Capital, LP | 5,394,578 | $3 million | -13% | 13F |
| BlackRock, Inc. | 2,489,615 | $1 million | -11% | 13F |
| UBS Group AG | 2,267,328 | $1 million | +20% | 13F |
| ExodusPoint Capital Management, LP | 2,170,301 | $1 million | -4% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 1,597,432 | $935,049 | +7% | 13F |
| Jump Financial, LLC | 1,000,000 | $585,100 | +0% | 13F |
| PRELUDE CAPITAL MANAGEMENT, LLC | 799,389 | $467,723 | -73% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 778,862 | $455,634 | +1% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 599,969 | $351,042 | -17% | 13F |
| STATE STREET CORP | 522,996 | $306,005 | +0% | 13F |
| BARCLAYS PLC | 465,153 | $272,161 | -23% | 13F |
| MILLENNIUM MANAGEMENT LLC | 345,419 | $202,105 | -77% | 13F |
| NORTHERN TRUST CORP | 276,452 | $161,752 | +2% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 211,026 | $123,471 | -69% | 13F |
| Persistent Asset Partners Ltd | 190,191 | $111,281 | New | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 161,651 | $94,582 | New | 13F |
| MORGAN STANLEY | 126,259 | $73,874 | -7% | 13F |
| JPMORGAN CHASE & CO | 108,871 | $64,234 | New | 13F |
| CITIGROUP INC | 96,218 | $56,297 | -62% | 13F |
| Private Advisor Group, LLC | 94,857 | $55,500 | +0% | 13F |
| BANK OF AMERICA CORP /DE/ | 85,660 | $50,111 | -73% | 13F |
| Vanguard Global Advisers, LLC | 52,461 | $30,690 | +0% | 13F |
| Shay Capital LLC | 50,558 | $29,581 | +0% | 13F |
| LPL Financial LLC | 44,059 | $25,779 | -2% | 13F |
| Arkadios Wealth Advisors | 43,520 | $25,464 | +0% | 13F |
| Engineers Gate Manager LP | 35,697 | $20,886 | +31% | 13F |
| Savvy Advisors, Inc. | 35,112 | $20,544 | +72% | 13F |
| Federation des caisses Desjardins du Quebec | 33,400 | $19,539 | 0% | 13F |
| GOLDMAN SACHS GROUP INC | 30,840 | $18,044 | -96% | 13F |
| BANK OF MONTREAL /CAN/ | 28,810 | $16,856 | +19% | 13F |
| Rangeley Capital, LLC | 25,000 | $14,628 | -4% | 13F |
| TWO SIGMA SECURITIES, LLC | 24,877 | $14,556 | -80% | 13F |
| Perennial Investment Advisors, LLC | 21,839 | $12,778 | New | 13F |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,672 | $11,510 | New | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 19,509 | $11,415 | +0% | 13F |
| Empowered Funds, LLC | 19,509 | $11,415 | +0% | 13F |
| Harvest Portfolios Group Inc. | 19,186 | $11,226 | -8% | 13F |
| StoneX Group Inc. | 11,455 | $9,748 | New | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,500 | $9,650 | +22% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 15,793 | $9,240 | +12% | 13F |
| MAI Capital Management | 15,131 | $8,854 | +195% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 14,800 | $8,659 | +0% | 13F |
| Schonfeld Strategic Advisors LLC | 14,796 | $8,657 | -83% | 13F |
| NATIONAL BANK OF CANADA /FI/ | 14,920 | $8,653 | +0% | 13F |
| Bank of New York Mellon Corp | 14,318 | $8,378 | +0% | 13F |
| FIRST CITIZENS BANK & TRUST CO | 13,000 | $7,606 | +0% | 13F |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 12,000 | $7,022 | +0% | 13F |
| FMR LLC | 11,703 | $6,847 | New | 13F |
| RAYMOND JAMES FINANCIAL INC | 10,702 | $6,261 | -32% | 13F |
| SCOTIA CAPITAL INC. | 10,000 | $5,850 | +0% | 13F |
| GROUP ONE TRADING LLC | 9,273 | $5,426 | -86% | 13F |
| WELLS FARGO & COMPANY/MN | 5,000 | $2,926 | -19% | 13F |
| TD Waterhouse Canada Inc. | 4,262 | $2,574 | +0% | 13F |
| Tower Research Capital LLC (TRC) | 3,784 | $2,214 | -95% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 3,300 | $1,815 | +57% | 13F |
| DELTA ASSET MANAGEMENT LLC/TN | 1,400 | $819 | +0% | 13F |
| OSAIC HOLDINGS, INC. | 1,300 | $767 | +0% | 13F |
| IFG Advisory, LLC | 460 | $269 | New | 13F |
| SIGNATUREFD, LLC | 400 | $234 | +0% | 13F |
| Steward Partners Investment Advisory, LLC | 400 | $234 | +0% | 13F |
| SG Americas Securities, LLC | 226,231 | $132 | -38% | 13F |
| Truvestments Capital LLC | 168 | $98 | +0% | 13F |
| HighMark Wealth Management LLC | 100 | $58 | +0% | 13F |
| Transamerica Financial Advisors, LLC | 97 | $56 | New | 13F |
| Virtu Financial LLC | 72,400 | $42 | -15% | 13F |
| Golden State Wealth Management, LLC | 30 | $18 | +0% | 13F |
| HRT FINANCIAL LP | 20,304 | $11 | -70% | 13F |
| GILL CAPITAL PARTNERS, LLC | 10 | $6 | +0% | 13F |
| FNY Investment Advisers, LLC | 9,300 | $5 | 0% | 13F |
| WOLFF WIESE MAGANA LLC | 1 | $1 | +0% | 13F |
| SBI Securities Co., Ltd. | 1 | $1 | New | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | $1 | New | 13F |
| ROYAL BANK OF CANADA | 183 | $0 | -90% | 13F |
Questions and answers
- How many institutions hold AI Financial Corp?
- 75 managers reported AI Financial Corp on Form 13F for the quarter ended 30 June 2026, against 90 the quarter before.
- Who is the largest institutional holder of AI Financial Corp?
- CRCM LP, with 12,701,530 shares worth $7 million on its 13F for Q2 2026.
- How many institutions bought or sold out of AI Financial Corp in Q2 2026?
- 11 managers reported a new position and 26 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds AI Financial Corp, Q2 2026", https://app.tamarly.ai/holders/ai-financial, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.