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Applied Aerospace & Defense (AADX)

CUSIP: 03815J107 | NYSE | 125 institutional holders

Quarters

Q3 2026Q2 2026
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
13GAA&D Holdings, LP126,786,73173.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13GAA&D Holdings, LP126,786,731
73.5% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Temasek Holdings (Private) Ltd2,862,055
0.1% of portfolio›$34.4M
Geode Capital Management, LLC776,637
0.0% of portfolio›$9.3M
Bfsg, LLC156,409
0.2% of portfolio›$1.9M
B. Metzler seel. Sohn & Co. AG133,626
0.0% of portfolio›$1.6M
Mitsubishi UFJ Asset Management Co., Ltd.112,500
0.0% of portfolio›$1.4M
LPL Financial LLC76,580
0.0% of portfolio›$921.3K
Bank of New York Mellon Corp68,066
0.0% of portfolio›$818.8K
CenterBook Partners LP48,093
0.0% of portfolio›$578.6K
Simplex Trading, LLC44,744
0.0% of portfolio›$538.3K
Barclays PLC28,472
0.0% of portfolio›$342.5K
Deutsche Bank Ag\27,096
0.0% of portfolio›$326.0K
Imc-Chicago, LLC25,413
0.0% of portfolio›$305.7K
Citigroup Inc16,908
0.0% of portfolio›$203.4K
ARS Investment Partners, LLC13,465
0.0% of portfolio›$162.0K
Dynamic Advisor Solutions LLC13,017
0.0% of portfolio›$156.6K
Oppenheimer & Co Inc10,960
0.0% of portfolio›$131.8K
MGO One Seven LLC10,887
0.0% of portfolio›$131.0K
Caitong International Asset Management Co., Ltd10,431
0.0% of portfolio›$125.5K
Valeo Financial Advisors, LLC10,000
0.0% of portfolio›$120.3K
Strs Ohio8,600
0.0% of portfolio›$103.5K
State of Wyoming6,623
0.0% of portfolio›$79.7K
Mountain Hill Investment Partners Corp.5,000
0.0% of portfolio›$60.2K
Farther Finance Advisors, LLC2,451
0.0% of portfolio›$29.5K
Russell Investments Group, Ltd.2,388
0.0% of portfolio›$28.7K
Fortitude Family Office, LLC2,370
0.0% of portfolio›$28.5K
SBI Securities Co., Ltd.2,199
0.0% of portfolio›$26.5K
Golden State Wealth Management, LLC1,880
0.0% of portfolio›$22.6K
Acumen Wealth Advisors, LLC1,500
0.0% of portfolio›$18.0K
Exchange Traded Concepts, LLC1,280
0.0% of portfolio›$15.4K
Sterling Capital Management LLC921
0.0% of portfolio›$11.1K
Parallel Advisors, LLC843
0.0% of portfolio›$10.1K
First Horizon Corp498
0.0% of portfolio›$6.0K
IFP Advisors, Inc412
0.0% of portfolio›$5.0K
EverSource Wealth Advisors, LLC297
0.0% of portfolio›$3.6K
Larson Financial Group LLC250
0.0% of portfolio›$3.0K
PNC Financial Services Group, Inc.242
0.0% of portfolio›$2.9K
Costello Asset Management, Inc200
0.0% of portfolio›$2.4K
Parkside Financial Bank & Trust118
0.0% of portfolio›$1.4K
Gamma Investing LLC102
0.0% of portfolio›$1.2K
Lanark Financial, Inc.100
0.0% of portfolio›$1.2K
Buck Wealth Strategies, LLC100
0.0% of portfolio›$1.2K
Clark Wealth Partners87
0.0% of portfolio›$1.0K
Cedar Mountain Advisors, LLC52
0.0% of portfolio›$628
Fifth Third Bancorp17
0.0% of portfolio›$209
StyleTurnoverLocationFiled
Temasek Holdings (Private) Ltd
2,862,055$34.4M0.1%GrowthLowSingapore, Turkey2026-10-28
Geode Capital Management, LLC
776,637$9.3M0.0%IndexVery LowBoston, MA2026-11-06
Bfsg, LLC
156,409$1.9M0.2%CoreLowIrvine, CA2026-10-30
B. Metzler seel. Sohn & Co. AG
133,626$1.6M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
112,500$1.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
LPL Financial LLC
76,580$921.3K0.0%IndexVery LowFort Mill, SC2026-11-06
Bank of New York Mellon Corp
68,066$818.8K0.0%CoreLowNew York, NY2026-11-05
CenterBook Partners LP
48,093$578.6K0.0%ValueVery HighGreenwich, CT2026-11-02
Simplex Trading, LLC
44,744$538.3K0.0%CoreVery HighChicago, IL2026-11-04
Barclays PLC
28,472$342.5K0.0%CoreMediumLondon, United Kingdom2026-11-06
Deutsche Bank Ag\
27,096$326.0K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Imc-Chicago, LLC
25,413$305.7K0.0%GARPVery HighChicago, IL2026-11-05
Citigroup Inc
16,908$203.4K0.0%CoreMediumNew York, NY2026-11-04
ARS Investment Partners, LLC
13,465$162.0K0.0%GrowthMediumNew York, NY2026-11-05
Dynamic Advisor Solutions LLC
13,017$156.6K0.0%ETFLowPhoenix, AZ2026-10-13
Oppenheimer & Co Inc
10,960$131.8K0.0%CoreLowNew York, NY2026-10-26
MGO One Seven LLC
10,887$131.0K0.0%GrowthLowBeachwood, OH2026-10-28
Caitong International Asset Management Co., Ltd
10,431$125.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Valeo Financial Advisors, LLC
10,000$120.3K0.0%ETFLowCarmel, IN2026-10-08
Strs Ohio
8,600$103.5K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
6,623$79.7K0.0%ValueHighCheyenne, WY2026-10-28
Mountain Hill Investment Partners Corp.
5,000$60.2K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Farther Finance Advisors, LLC
2,451$29.5K0.0%IndexLowSan Francisco, CA2026-10-08
Russell Investments Group, Ltd.
2,388$28.7K0.0%CoreLowSeattle, WA2026-11-06
Fortitude Family Office, LLC
2,370$28.5K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
2,199$26.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Golden State Wealth Management, LLC
1,880$22.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Acumen Wealth Advisors, LLC
1,500$18.0K0.0%GrowthHighChattanooga, TN2026-11-05
Exchange Traded Concepts, LLC
1,280$15.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sterling Capital Management LLC
921$11.1K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
843$10.1K0.0%IndexLowSan Francisco, CA2026-11-03
First Horizon Corp
498$6.0K0.0%CoreLowMemphis, TN2026-10-26
IFP Advisors, Inc
412$5.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
297$3.6K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
250$3.0K0.0%GrowthLowSt Louis, MO2026-11-05
PNC Financial Services Group, Inc.
242$2.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Costello Asset Management, Inc
200$2.4K0.0%CoreLowFeasterville, PA2026-10-30
Parkside Financial Bank & Trust
118$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Gamma Investing LLC
102$1.2K0.0%IndexVery LowFoster City, CA2026-10-08
Lanark Financial, Inc.
100$1.2K0.0%CoreMediumBirmingham, AL2026-10-26
Buck Wealth Strategies, LLC
100$1.2K0.0%ValueMediumDenver, CO2026-10-28
Clark Wealth Partners
87$1.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cedar Mountain Advisors, LLC
52$6280.0%ETFVery LowLake Oswego, OR2026-10-15
Fifth Third Bancorp
17$2090.0%IndexVery LowCincinnati, OH2026-11-05
New 5%+ stake
No 13F filer matched