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Aeluma Inc (ALMU)

CUSIP: 00776X109 | NYSE | Technology · Semiconductors | Micro Cap | 136 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ALee McCarthy270,0641.5%Newly reportedAug 1, 2024No 13F filer matched
13D/ALee McCarthy270,064
1.5% of class · Aug 1, 2024

Institutional Holders — Q3 2026

Geode Capital Management, LLC378,703
0.0% of portfolio›$4.7M
Wedbush Securities Inc352,775
0.3% of portfolio›$4.4M
Bank of New York Mellon Corp119,020
0.0% of portfolio›$1.5M
Westside Investment Management, Inc.60,425
0.1% of portfolio›$746.9K
Thompson Siegel & Walmsley LLC41,057
0.0% of portfolio›$507.0K
LPL Financial LLC37,048
0.0% of portfolio›$457.9K
Fortitude Advisory Group L.L.C.35,954
0.2% of portfolio›$444.4K
Bfsg, LLC35,602
0.0% of portfolio›$440.0K
SEB Asset Management AB23,094
0.0% of portfolio›$285.4K
Cambridge Investment Research Advisors, Inc.15,523
0.0% of portfolio›$192.0K
Integrity Wealth Advisors, Inc.14,645
0.1% of portfolio›$181.0K
Imc-Chicago, LLC14,131
0.0% of portfolio›$174.7K
Mission Wealth Management, LP13,989
0.0% of portfolio›$172.9K
Pension & Wealth Management Advisors, Inc.13,650
0.0% of portfolio›$168.7K
Intesa Sanpaolo Wealth Management13,000
0.0% of portfolio›$160.7K
ProShare Advisors LLC12,303
0.0% of portfolio›$152.1K
Deutsche Bank Ag\11,590
0.0% of portfolio›$143.3K
Russell Investments Group, Ltd.11,536
0.0% of portfolio›$142.6K
Secure Asset Management, LLC10,976
0.0% of portfolio›$135.7K
Caitong International Asset Management Co., Ltd8,143
0.0% of portfolio›$100.6K
Barclays PLC6,076
0.0% of portfolio›$75.1K
Allworth Financial LP4,858
0.0% of portfolio›$107.3K
Jnba Financial Advisors3,340
0.0% of portfolio›$41.3K
Citigroup Inc1,406
0.0% of portfolio›$17.4K
Simplex Trading, LLC1,205
0.0% of portfolio›$14.9K
Albion Financial Group1,000
0.0% of portfolio›$12.4K
IFP Advisors, Inc619
0.0% of portfolio›$7.7K
Sterling Capital Management LLC570
0.0% of portfolio›$7.0K
Lanark Financial, Inc.525
0.0% of portfolio›$6.5K
Gamma Investing LLC442
0.0% of portfolio›$5.5K
Accordant Advisory Group Inc400
0.0% of portfolio›$4.9K
PNC Financial Services Group, Inc.361
0.0% of portfolio›$4.5K
Farther Finance Advisors, LLC223
0.0% of portfolio›$2.8K
Fortitude Family Office, LLC179
0.0% of portfolio›$2.2K
Fairway Wealth LLC30
0.0% of portfolio›$371
Root Financial Partners, LLC28
0.0% of portfolio›$346
Valley National Advisers Inc26
0.0% of portfolio›$322
SJS Investment Consulting Inc.7
0.0% of portfolio›$87
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Geode Capital Management, LLC
378,703$4.7M0.0%IndexVery LowBoston, MA2026-11-06
Wedbush Securities Inc
352,775$4.4M0.3%CoreLowPasadena, CA2026-10-22
Bank of New York Mellon Corp
119,020$1.5M0.0%CoreLowNew York, NY2026-11-05
Westside Investment Management, Inc.
60,425$746.9K0.1%GrowthLowSanta Monica, CA2026-11-02
Thompson Siegel & Walmsley LLC
41,057$507.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
LPL Financial LLC
37,048$457.9K0.0%IndexVery LowFort Mill, SC2026-11-06
Fortitude Advisory Group L.L.C.
35,954$444.4K0.2%GrowthMediumGig Harbor, WA2026-10-15
Bfsg, LLC
35,602$440.0K0.0%CoreLowIrvine, CA2026-10-30
SEB Asset Management AB
23,094$285.4K0.0%CoreN/AStockholm, Sweden2026-11-04
Cambridge Investment Research Advisors, Inc.
15,523$192.0K0.0%ETFLowFairfield, IA2026-11-02
Integrity Wealth Advisors, Inc.
14,645$181.0K0.1%ETFMediumVentura, CA2026-10-29
Imc-Chicago, LLC
14,131$174.7K0.0%GARPVery HighChicago, IL2026-11-05
Mission Wealth Management, LP
13,989$172.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Pension & Wealth Management Advisors, Inc.
13,650$168.7K0.0%ETFLowWaltham, MA2026-10-16
Intesa Sanpaolo Wealth Management
13,000$160.7K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
ProShare Advisors LLC
12,303$152.1K0.0%GrowthLowBethesda, MD2026-10-29
Deutsche Bank Ag\
11,590$143.3K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Russell Investments Group, Ltd.
11,536$142.6K0.0%CoreLowSeattle, WA2026-11-06
Secure Asset Management, LLC
10,976$135.7K0.0%GrowthMediumTroy, MI2026-10-19
Caitong International Asset Management Co., Ltd
8,143$100.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Barclays PLC
6,076$75.1K0.0%CoreMediumLondon, United Kingdom2026-11-06
Allworth Financial LP
4,858$107.3K0.0%IndexLowFolsom, CA2026-11-06
Jnba Financial Advisors
3,340$41.3K0.0%ETFMediumBloomington, MN2026-11-03
Citigroup Inc
1,406$17.4K0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
1,205$14.9K0.0%CoreVery HighChicago, IL2026-11-04
Albion Financial Group
1,000$12.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
IFP Advisors, Inc
619$7.7K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
570$7.0K0.0%GARPMediumCharlotte, NC2026-10-22
Lanark Financial, Inc.
525$6.5K0.0%CoreMediumBirmingham, AL2026-10-26
Gamma Investing LLC
442$5.5K0.0%IndexVery LowFoster City, CA2026-10-08
Accordant Advisory Group Inc
400$4.9K0.0%ValueMediumAnnapolis, MD2026-10-29
PNC Financial Services Group, Inc.
361$4.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Farther Finance Advisors, LLC
223$2.8K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
179$2.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Fairway Wealth LLC
30$3710.0%ETFLowIndependence, OH2026-10-30
Root Financial Partners, LLC
28$3460.0%ETFMediumEncinitas, CA2026-10-21
Valley National Advisers Inc
26$3220.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
7$870.0%ETFVery LowSylvania, OH2026-10-26
Silver Grove Financial Group, Inc.
2$250.0%CoreMediumOrchard Park, NY2026-11-05
Newly reported
No 13F filer matched