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Funds Holding AIEQ

On this page, we present all of the funds holding AIEQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AIEQ, with a link to that fund's top holdings. The next columns indicate the amount of AIEQ stock held by each of the funds holding AIEQ, followed by the AIEQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding AIEQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding AIEQ), click the fund name in the "Holder" column of the funds-holding-AIEQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC142,692$5,081 12/31/2023
     AIEQ142,692$5,081 12/31/2023
FinTrust Capital Advisors LLC141,133$5,025 12/31/2023
     AIEQ141,133$5,025 12/31/2023
Citadel Advisors LLC $709 12/31/2023
     AIEQ10,884$388 12/31/2023
     TREATMENTS TSTNG16,395$321 12/31/2023
Advisor Group Holdings Inc.11,485$409 12/31/2023
     AIEQ11,485$409 12/31/2023
Wedbush Securities Inc.10,020$357 12/31/2023
     AIEQ10,020$357 12/31/2023
Commonwealth Equity Services LLC6,130$218 12/31/2023
     AIEQ6,130$218 12/31/2023
HCR Wealth Advisors6,002$214 12/31/2023
     AIEQ6,002$214 12/31/2023
Bank of Montreal Can1,724$62 12/31/2023
     AIEQ1,724$62 12/31/2023
Royal Bank of Canada1,649$59 12/31/2023
     AIEQ1,649$59 12/31/2023
Morgan Stanley1,566$56 12/31/2023
     AIEQ1,566$56 12/31/2023
UBS Group AG1,394$50 12/31/2023
     AIEQ1,394$50 12/31/2023
TD Waterhouse Canada Inc.1,033$37 12/31/2023
     AIEQ1,033$37 12/31/2023
Migdal Insurance & Financial Holdings Ltd.870$31 12/31/2023
     AIEQ870$31 12/31/2023
Financial Perspectives Inc565$21 03/31/2024
     AIEQ565$21 03/31/2024
Northwestern Mutual Wealth Management Co.200$7 12/31/2023
     AIEQ200$7 12/31/2023
Blue Bell Private Wealth Management LLC170$6 12/31/2023
     AIEQ170$6 12/31/2023
Tradition Wealth Management LLC182$6 12/31/2023
     AIEQ182$6 12/31/2023
Steward Partners Investment Advisory LLC130$5 12/31/2023
     AIEQ130$5 12/31/2023
JPMorgan Chase & Co.97$3 12/31/2023
     AIEQ97$3 12/31/2023
GHP Investment Advisors Inc.60$2 12/31/2023
     AIEQ60$2 12/31/2023
Cutler Group LP $1 03/31/2024
     Call600$1 03/31/2024
Wells Fargo & Company MN2$0 12/31/2023
     AIEQ2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     AIEQ0$0 12/31/2023
Coppell Advisory Solutions LLC1$0 12/31/2023
     AIEQ1$0 12/31/2023
Private Wealth Management Group LLC2$0 12/31/2023
     AIEQ2$0 12/31/2023

See Summary: Institutional Holders of AIEQ
See Details: Top 10 Hedge Funds Holding AIEQ

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