CUSIP: 003011111 | US | Financial Services · Asset Management | Micro Cap | 36 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 469,385 | 4.8% | Newly reported | Sep 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,541,046 | $19.3M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 46,499 | $582.2K | 0.2% | Yield | High | Arlington, VA | 2026-10-14 | |
| 27,050 | $338.7K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 25,552 | $319.9K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 16,668 | $208.7K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 15,035 | $188.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 11,745 | $147.0K | 0.0% | ETF | Low | Fresno, CA | 2026-11-09 | |
| 10,074 | $126.1K | 0.1% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 2,389 | $29.9K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 1,768 | $22.1K | 0.0% | Core | Very Low | Providence, RI | 2026-10-16 | |
| 1,200 | $15.0K | 0.0% | Index | Low | Chicago, IL | 2026-11-10 | |
| 1,130 | $14.1K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-11-10 | |
| 587 | $7.3K | 0.0% | Growth | Medium | Boston, MA | 2026-11-10 | |
| 333 | $4.2K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 118 | $1.4K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 100 | $1.3K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 |