IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Aeluma Inc (ALMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares378,703 from 318,018
Change+60,685 (+19%)
Value$4.7M (-$2.3M)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares352,775 from 51,425
Change+301,350 (+586%)
Value$4.4M (+$3.2M)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares119,020 from 92,697
Change+26,323 (+28%)
Value$1.5M (-$575.6K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares60,425 from 52,575
Change+7,850 (+15%)
Value$746.9K (-$414.0K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
INCREASED
Shares41,057 from 33,057
Change+8,000 (+24%)
Value$507.0K (-$223.0K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares37,048 from 38,878
Change-1,830 (-5%)
Value$457.9K (-$400.5K)
Filed 2026-11-06
Fortitude Advisory Group L.L.C.
DECREASED
Shares35,954 from 37,567
Change-1,613 (-4%)
Value$444.4K (-$385.1K)
Filed 2026-10-15
Bfsg, LLC
UNCHANGED
Shares35,602 from 35,602
Change0 (0%)
Value$440.0K (-$346.1K)
Filed 2026-10-30
SEB Asset Management AB
INCREASED
Shares23,094 from 9,640
Change+13,454 (+140%)
Value$285.4K (+$72.6K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,523 from 16,180
Change-657 (-4%)
Value$192.0K (-$165.0K)
Filed 2026-11-02
Integrity Wealth Advisors, Inc.
NEW
Shares14,645
Change+14,645
Value$181.0K
Filed 2026-10-29
Imc-Chicago, LLC
DECREASED
Shares14,131 from 29,895
Change-15,764 (-53%)
Value$174.7K (-$485.4K)
Filed 2026-11-05
Mission Wealth Management, LP
INCREASED
Shares13,989 from 13,983
Change+6 (+0%)
Value$172.9K (-$135.8K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares13,650 from 15,900
Change-2,250 (-14%)
Value$168.7K (-$182.4K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$160.7K (-$126.4K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares12,303 from 13,851
Change-1,548 (-11%)
Value$152.1K (-$153.8K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares11,590 from 13,226
Change-1,636 (-12%)
Value$143.3K (-$148.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares11,536 from 8,190
Change+3,346 (+41%)
Value$142.6K (-$38.2K)
Filed 2026-11-06
Secure Asset Management, LLC
NEW
Shares10,976
Change+10,976
Value$135.7K
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED
Shares8,143 from 1,617
Change+6,526 (+404%)
Value$100.6K (+$64.9K)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares6,076 from 7,979
Change-1,903 (-24%)
Value$75.1K (-$101.1K)
Filed 2026-11-06
Allworth Financial LP
NEW
Shares4,858
Change+4,858
Value$107.3K
Filed 2026-11-06
Jnba Financial Advisors
UNCHANGED
Shares3,340 from 3,340
Change0 (0%)
Value$41.3K (-$32.5K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares1,406 from 10,768
Change-9,362 (-87%)
Value$17.4K (-$220.4K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares1,205
Change+1,205
Value$14.9K
Filed 2026-11-04
Albion Financial Group
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.4K (-$9.7K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares619 from 610
Change+9 (+1%)
Value$7.7K (-$5.8K)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares570 from 45
Change+525 (+1167%)
Value$7.0K (+$6.1K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares525 from 500
Change+25 (+5%)
Value$6.5K (-$4.6K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares442 from 49
Change+393 (+802%)
Value$5.5K (+$4.4K)
Filed 2026-10-08
Accordant Advisory Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.9K (-$3.9K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares361 from 122
Change+239 (+196%)
Value$4.5K (+$1.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares223 from 2,749
Change-2,526 (-92%)
Value$2.8K (-$57.9K)
Filed 2026-10-08
Fortitude Family Office, LLC
NEW
Shares179
Change+179
Value$2.2K
Filed 2026-10-14
Fairway Wealth LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$371 (-$291)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares28
Change+28
Value$346
Filed 2026-10-21
Valley National Advisers Inc
NEW
Shares26
Change+26
Value$322
Filed 2026-10-23
SJS Investment Consulting Inc.
NEW
Shares7
Change+7
Value$87
Filed 2026-10-26
Silver Grove Financial Group, Inc.
NEW
Shares2
Change+2
Value$25
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 15,177
Change-15,177 (-100%)
Value$0 (-$335.1K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 15,077
Change-15,077 (-100%)
Value$0 (-$332.9K)
Filed 2026-10-28
State of Wyoming
CLOSED
Shares0 from 3,682
Change-3,682 (-100%)
Value$0 (-$81.3K)
Filed 2026-10-28
Maytree Asset Management Ltd
CLOSED
Shares0 from 1,633
Change-1,633 (-100%)
Value$0 (-$36.1K)
Filed 2026-10-29
Fifth Third Bancorp
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 973,235
Change-973,235 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 797,983
Change-797,983 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 574,417
Change-574,417 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 529,005
Change-529,005 (-100%)
Value—
State Street Corp
N/A
Shares— from 254,168
Change-254,168 (-100%)
Value—
Apis Capital Advisors, LLC
N/A
Shares— from 194,000
Change-194,000 (-100%)
Value—
AWM Investment Company, Inc.
N/A
Shares— from 131,404
Change-131,404 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 123,505
Change-123,505 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 112,400
Change-112,400 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 95,964
Change-95,964 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 90,586
Change-90,586 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 84,175
Change-84,175 (-100%)
Value—
UBS Group AG
N/A
Shares— from 47,078
Change-47,078 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,219
Change-41,219 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 41,155
Change-41,155 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,571
Change-38,571 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 36,745
Change-36,745 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 32,148
Change-32,148 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 28,834
Change-28,834 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,580
Change-24,580 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,431
Change-24,431 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,074
Change-23,074 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,352
Change-20,352 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
&partners
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,549
Change-9,549 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 977
Change-977 (-100%)
Value—
FMR LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 535
Change-535 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 301
Change-301 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 178
Change-178 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6
Change-6 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED378,703318,018+60,685+19%$7.0M$4.7M-$2.3M2026-11-06
Wedbush Securities Inc
INCREASED352,77551,425+301,350+586%$1.1M$4.4M+$3.2M2026-10-22
Bank of New York Mellon Corp
INCREASED119,02092,697+26,323+28%$2.0M$1.5M-$575.6K2026-11-05
Westside Investment Management, Inc.
INCREASED60,42552,575+7,850+15%$1.2M$746.9K-$414.0K2026-11-02
Thompson Siegel & Walmsley LLC
INCREASED41,05733,057+8,000+24%$730.0K$507.0K-$223.0K2026-11-05
LPL Financial LLC
DECREASED37,04838,878-1,830-5%$858.4K$457.9K-$400.5K2026-11-06
Fortitude Advisory Group L.L.C.
DECREASED35,95437,567-1,613-4%$829.5K$444.4K-$385.1K2026-10-15
Bfsg, LLC
UNCHANGED35,60235,60200%$786.1K$440.0K-$346.1K2026-10-30
SEB Asset Management AB
INCREASED23,0949,640+13,454+140%$212.9K$285.4K+$72.6K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED15,52316,180-657-4%$357.0K$192.0K-$165.0K2026-11-02
Integrity Wealth Advisors, Inc.
NEW14,645—+14,645——$181.0K—2026-10-29
Imc-Chicago, LLC
DECREASED14,13129,895-15,764-53%$660.1K$174.7K-$485.4K2026-11-05
Mission Wealth Management, LP
INCREASED13,98913,983+6+0%$308.7K$172.9K-$135.8K2026-10-15
Pension & Wealth Management Advisors, Inc.
DECREASED13,65015,900-2,250-14%$351.1K$168.7K-$182.4K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED13,00013,00000%$287.0K$160.7K-$126.4K2026-10-28
ProShare Advisors LLC
DECREASED12,30313,851-1,548-11%$305.8K$152.1K-$153.8K2026-10-29
Deutsche Bank Ag\
DECREASED11,59013,226-1,636-12%$292.0K$143.3K-$148.8K2026-11-06
Russell Investments Group, Ltd.
INCREASED11,5368,190+3,346+41%$180.8K$142.6K-$38.2K2026-11-06
Secure Asset Management, LLC
NEW10,976—+10,976——$135.7K—2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED8,1431,617+6,526+404%$35.7K$100.6K+$64.9K2026-10-29
Barclays PLC
DECREASED6,0767,979-1,903-24%$176.2K$75.1K-$101.1K2026-11-06
Allworth Financial LP
NEW4,858—+4,858——$107.3K—2026-11-06
Jnba Financial Advisors
UNCHANGED3,3403,34000%$73.7K$41.3K-$32.5K2026-11-03
Citigroup Inc
DECREASED1,40610,768-9,362-87%$237.8K$17.4K-$220.4K2026-11-04
Simplex Trading, LLC
NEW1,205—+1,205——$14.9K—2026-11-04
Albion Financial Group
UNCHANGED1,0001,00000%$22.1K$12.4K-$9.7K2026-10-21
IFP Advisors, Inc
INCREASED619610+9+1%$13.5K$7.7K-$5.8K2026-10-16
Sterling Capital Management LLC
INCREASED57045+525+1167%$994$7.0K+$6.1K2026-10-22
Lanark Financial, Inc.
INCREASED525500+25+5%$11.0K$6.5K-$4.6K2026-10-26
Gamma Investing LLC
INCREASED44249+393+802%$1.1K$5.5K+$4.4K2026-10-08
Accordant Advisory Group Inc
UNCHANGED40040000%$8.8K$4.9K-$3.9K2026-10-29
PNC Financial Services Group, Inc.
INCREASED361122+239+196%$2.7K$4.5K+$1.8K2026-11-06
Farther Finance Advisors, LLC
DECREASED2232,749-2,526-92%$60.7K$2.8K-$57.9K2026-10-08
Fortitude Family Office, LLC
NEW179—+179——$2.2K—2026-10-14
Fairway Wealth LLC
UNCHANGED303000%$662$371-$2912026-10-30
Root Financial Partners, LLC
NEW28—+28——$346—2026-10-21
Valley National Advisers Inc
NEW26—+26——$322—2026-10-23
SJS Investment Consulting Inc.
NEW7—+7——$87—2026-10-26
Silver Grove Financial Group, Inc.
NEW2—+2——$25—2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED015,177-15,177-100%$335.1K$0-$335.1K2026-10-26
MCF Advisors LLC
CLOSED015,077-15,077-100%$332.9K$0-$332.9K2026-10-28
State of Wyoming
CLOSED03,682-3,682-100%$81.3K$0-$81.3K2026-10-28
Maytree Asset Management Ltd
CLOSED01,633-1,633-100%$36.1K$0-$36.1K2026-10-29
Fifth Third Bancorp
CLOSED0326-326-100%$7.2K$0-$7.2K2026-11-05
BlackRock, Inc.
N/A—973,235-973,235-100%$21.5M———
D. E. Shaw & Co., Inc.
N/A—797,983-797,983-100%$17.6M———
Vanguard Capital Management LLC
N/A—574,417-574,417-100%$12.7M———
Millennium Management LLC
N/A—529,005-529,005-100%$11.7M———
State Street Corp
N/A—254,168-254,168-100%$5.6M———
Apis Capital Advisors, LLC
N/A—194,000-194,000-100%$4.3M———
AWM Investment Company, Inc.
N/A—131,404-131,404-100%$2.9M———
Northern Trust Corp
N/A—123,505-123,505-100%$2.7M———
Vanguard Portfolio Management LLC
N/A—112,400-112,400-100%$2.5M———
Marshall Wace, LLP
N/A—95,964-95,964-100%$2.1M———
Lazard Asset Management LLC
N/A—90,586-90,586-100%$2.0M———
Vanguard Fiduciary Trust Co
N/A—84,175-84,175-100%$1.9M———
UBS Group AG
N/A—47,078-47,078-100%$1.0M———
Citadel Advisors LLC
N/A—41,219-41,219-100%$910.1K———
Morgan Stanley
N/A—41,155-41,155-100%$908.7K———
Goldman Sachs Group Inc
N/A—38,571-38,571-100%$851.6K———
Charles Schwab Investment Management Inc
N/A—36,745-36,745-100%$811.3K———
BFC Planning, Inc.
N/A—33,300-33,300-100%$735.3K———
Wells Fargo & Company
N/A—32,148-32,148-100%$709.8K———
Balyasny Asset Management L.P.
N/A—28,834-28,834-100%$636.7K———
Cetera Investment Advisers
N/A—24,580-24,580-100%$542.7K———
MML Investors Services, LLC
N/A—24,431-24,431-100%$539.4K———
Bank of America Corp
N/A—23,074-23,074-100%$509.5K———
Quent Capital, LLC
N/A—22,000-22,000-100%$485.8K———
Jane Street Group, LLC
N/A—20,352-20,352-100%$449.4K———
GatePass Capital, LLC
N/A—20,000-20,000-100%$441.6K———
Nuveen, LLC
N/A—17,299-17,299-100%$382.0K———
Chilton Investment Co Inc.
N/A—15,989-15,989-100%$353.0K———
Rhumbline Advisers
N/A—15,177-15,177-100%$335.1K———
&partners
N/A—15,057-15,057-100%$332.5K———
Royal Bank of Canada
N/A—13,006-13,006-100%$287.0K———
Alliancebernstein L.P.
N/A—13,000-13,000-100%$170.2K———
HighTower Advisors, LLC
N/A—12,650-12,650-100%$279.3K———
Squarepoint Ops LLC
N/A—12,187-12,187-100%$269.1K———
XTX Topco Ltd
N/A—12,177-12,177-100%$268.9K———
Price T Rowe Associates Inc
N/A—9,633-9,633-100%$213.0K———
Wealthfront Advisers LLC
N/A—9,549-9,549-100%$210.8K———
JPMorgan Chase & Co
N/A—9,002-9,002-100%$200.1K———
Vanguard Global Advisers, LLC
N/A—8,748-8,748-100%$193.2K———
MetLife Investment Management, LLC
N/A—8,227-8,227-100%$181.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,958-5,958-100%$131.6K———
New York State Common Retirement Fund
N/A—5,000-5,000-100%$110.4K———
Police & Firemen's Retirement System of New Jersey
N/A—3,096-3,096-100%$68.4K———
Steward Partners Investment Advisory, LLC
N/A—2,500-2,500-100%$55.2K———
JTC Employer Solutions Trustee Ltd
N/A—2,450-2,450-100%$20———
BNP Paribas Financial Markets
N/A—1,997-1,997-100%$44.1K———
Osaic Holdings, Inc.
N/A—1,997-1,997-100%$44.1K———
Tower Research Capital LLC (TRC)
N/A—1,567-1,567-100%$34.6K———
Federation des caisses Desjardins du Quebec
N/A—1,480-1,480-100%$32.7K———
Park Place Capital Corp
N/A—1,300-1,300-100%$28.7K———
Legal & General Group Plc
N/A—1,164-1,164-100%$25.7K———
Ameritas Investment Partners, Inc.
N/A—982-982-100%$21.7K———
Atlantic Union Bankshares Corp
N/A—977-977-100%$21.6K———
FMR LLC
N/A—660-660-100%$14.6K———
SouthState Bank Corp
N/A—600-600-100%$13.2K———
Jones Financial Companies Lllp
N/A—535-535-100%$10.7K———
UBS Asset Management Americas LLC
N/A—476-476-100%$10.5K———
Huntington National Bank
N/A—301-301-100%$6.6K———
California State Teachers Retirement System
N/A—178-178-100%$3.9K———
National Bank of Canada
N/A—6-6-100%$132———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$110———
Arax Advisory Partners
N/A—4-4-100%$88———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$22———
Showing 107 of 107 institutions