Who owns AAUAWhat AAUA owns — n/a
Who owns AAUA?
Institutional ownership of AAUA from SEC Form 13F filings across 19 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AAUA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | Relyea Zuckerberg Hanson LLC | 679,400 | $38.7M | 3.2% | — | +100.0% |
| 2 | Quantinno Capital Management LPNEW | 173,666 | $9.9M | 0.0% | — | new |
| 3 | HighTower Advisors, LLC | 83,800 | $4.8M | 0.0% | — | 0.0% |
| 4 | JPL Wealth Management, LLC | 36,070 | $2.1M | 0.4% | — | -50.0% |
| 5 | Creative Planning | 35,500 | $2.0M | 0.0% | — | 0.0% |
| 6 | Downshift Financial, LLCNEW | 35,307 | $2.0M | 0.9% | — | new |
| 7 | Meridian Wealth Management, LLC | 34,568 | $2.0M | 0.1% | — | 0.0% |
| 8 | ROYAL BANK OF CANADA | 28,201 | $1.6M | 0.0% | — | +478.7% |
| 9 | Almanack Investment Partners, LLC. | 25,485 | $1.5M | 0.2% | — | 0.0% |
| 10 | NewEdge Advisors, LLC | 23,467 | $1.3M | 0.0% | — | 0.0% |
| 11 | Meredith Wealth Planning | 19,556 | $1.1M | 0.3% | — | 0.0% |
| 12 | MERCER GLOBAL ADVISORS INC /ADVNEW | 19,462 | $1.1M | 0.0% | — | new |
| 13 | Perigon Wealth Management, LLC | 14,316 | $814,916 | 0.0% | — | 0.0% |
| 14 | DHJJ Financial Advisors, Ltd. | 10,633 | $605,240 | 0.2% | — | -0.2% |
| 15 | Cerity Partners LLC | 9,672 | $550,580 | 0.0% | — | -2.0% |
| 16 | CITADEL ADVISORS LLCNEW | 8,654 | $492,610 | 0.0% | — | new |
| 17 | Snowden Capital Advisors LLC | 6,776 | $385,693 | 0.0% | — | 0.0% |
| 18 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,550 | $315,936 | 0.0% | — | 0.0% |
| 19 | SouthState Bank Corp | 621 | $35,361 | 0.0% | — | -41.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
