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Acadian Asset Management Inc (AAMI)

CUSIP: 10948W103 | NYSE | Financial Services · Asset Management | Small Cap | 587 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP915,790
0.0% of portfolio›$84.0M
Allspring Global Investments Holdings, LLC511,775
0.1% of portfolio›$48.1M
Boston Trust Walden Corp252,382
0.2% of portfolio›$23.1M
Bank of New York Mellon Corp213,977
0.0% of portfolio›$19.6M
Principal Financial Group Inc152,301
0.0% of portfolio›$14.0M
Fulcrum Asset Management LLP119,270
0.5% of portfolio›$11.0M
MacKenzie Financial Corp69,199
0.0% of portfolio›$6.3M
Citigroup Inc59,221
0.0% of portfolio›$5.4M
Creative Planning53,604
0.0% of portfolio›$4.9M
Linden Thomas Advisory Services, LLC45,627
0.3% of portfolio›$4.2M
CWA Asset Management Group, LLC40,619
0.1% of portfolio›$3.7M
Kendall Capital Management34,350
0.5% of portfolio›$3.2M
Redhawk Wealth Advisors, Inc.24,194
0.2% of portfolio›$2.2M
Thrivent Financial for Lutherans18,735
0.0% of portfolio›$1.7M
Strs Ohio17,700
0.0% of portfolio›$1.6M
Summit Global Investments17,115
0.4% of portfolio›$1.6M
Virginia Retirement Systems ET Al16,700
0.0% of portfolio›$1.5M
Hussman Strategic Advisors, Inc.14,700
0.3% of portfolio›$1.3M
Lido Advisors, LLC14,037
0.0% of portfolio›$1.3M
Illinois Municipal Retirement Fund13,769
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D12,910
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System12,500
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue10,189
0.0% of portfolio›$933.0K
New York State Teachers Retirement System9,685
0.0% of portfolio›$888.0K
Concurrent Investment Advisors, LLC9,020
0.0% of portfolio›$827.2K
Unique Wealth Strategies, LLC8,790
0.2% of portfolio›$628.6K
Optimist Retirement Group LLC8,368
0.3% of portfolio›$767.4K
Arizona State Retirement System8,276
0.0% of portfolio›$759.0K
ANB Bank8,157
0.3% of portfolio›$748.1K
Yousif Capital Management, LLC7,696
0.0% of portfolio›$705.8K
Amalgamated Bank7,605
0.0% of portfolio›$697.0K
Truist Financial Corp7,482
0.0% of portfolio›$686.2K
University of Texas S AM Investment Management Co7,178
0.1% of portfolio›$658.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,940
0.0% of portfolio›$636.5K
Jackson Creek Investment Advisors LLC6,700
0.5% of portfolio›$614.0K
Oregon Public Employees Retirement Fund6,586
0.0% of portfolio›$604.0K
Maryland State Retirement & Pension System6,574
0.0% of portfolio›$602.9K
Alps Advisors Inc6,530
0.0% of portfolio›$598.9K
Wealth Enhancement Advisory Services, LLC6,191
0.0% of portfolio›$577.6K
Keybank National Association6,115
0.0% of portfolio›$560.8K
Bokf, NA5,347
0.0% of portfolio›$490.4K
Abacus Wealth Partners, LLC5,188
0.1% of portfolio›$475.8K
State of Wyoming4,875
0.0% of portfolio›$447.1K
Evergreen Capital Management LLC4,509
0.0% of portfolio›$413.5K
Simplex Trading, LLC4,472
0.0% of portfolio›$410.1K
Signal Advisors Wealth, LLC4,339
0.0% of portfolio›$397.9K
ProShare Advisors LLC4,156
0.0% of portfolio›$381.1K
Swiss Life Asset Management Ltd4,127
0.0% of portfolio›$378.5K
First Citizens Bank & Trust Co3,958
0.0% of portfolio›$363.0K
Pictet Asset Management Holding SA3,953
0.0% of portfolio›$362.5K
Cambridge Investment Research Advisors, Inc.3,737
0.0% of portfolio›$343.0K
Vise Technologies, Inc.3,633
0.0% of portfolio›$333.2K
Park Avenue Securities LLC3,498
0.0% of portfolio›$321.0K
Atria Investments, Inc3,436
0.0% of portfolio›$315.1K
Mutual of America Capital Management LLC3,361
0.0% of portfolio›$308.2K
HB Wealth Management, LLC3,312
0.0% of portfolio›$303.7K
Procyon Advisors, LLC2,889
0.0% of portfolio›$265.0K
Crossmark Global Holdings, Inc.2,887
0.0% of portfolio›$264.8K
Ethic Inc.2,877
0.0% of portfolio›$263.9K
Xponance LLC2,872
0.0% of portfolio›$263.4K
EPG Wealth Management LLC2,758
0.1% of portfolio›$252.9K
Signaturefd, LLC2,316
0.0% of portfolio›$212.4K
Kestra Advisory Services, LLC2,315
0.0% of portfolio›$212.3K
Wedmont Private Capital2,162
0.0% of portfolio›$201.7K
Nisa Investment Advisors, LLC2,055
0.0% of portfolio›$188.5K
Gamma Investing LLC1,345
0.0% of portfolio›$123.4K
KBC Group NV1,144
0.0% of portfolio›$105.0K
Sterling Capital Management LLC1,003
0.0% of portfolio›$92.0K
Farther Finance Advisors, LLC754
0.0% of portfolio›$69.1K
US Bancorp \de\673
0.0% of portfolio›$61.7K
Signature Equity Partners, LLC612
0.0% of portfolio›$56.1K
Pinnacle Wealth Planning Services, Inc.612
0.0% of portfolio›$56.1K
EverSource Wealth Advisors, LLC604
0.0% of portfolio›$55.4K
Fifth Third Bancorp460
0.0% of portfolio›$42.2K
Harbor Capital Advisors, Inc.410
0.0% of portfolio›$38
Blue Trust, Inc.406
0.0% of portfolio›$37.2K
Caitong International Asset Management Co., Ltd320
0.0% of portfolio›$29.3K
Salomon & Ludwin, LLC319
0.0% of portfolio›$29.3K
Larson Financial Group LLC225
0.0% of portfolio›$20.6K
Parallel Advisors, LLC189
0.0% of portfolio›$17.3K
Essential Partners LLC164
0.0% of portfolio›$15.0K
Root Financial Partners, LLC115
0.0% of portfolio›$10.5K
Versant Capital Management, Inc110
0.0% of portfolio›$10.1K
MassMutual Private Wealth & Trust, FSB109
0.0% of portfolio›$10.0K
Evolution Wealth Management Inc.92
0.0% of portfolio›$8.4K
SJS Investment Consulting Inc.88
0.0% of portfolio›$8.1K
Parkside Financial Bank & Trust81
0.0% of portfolio›$7.4K
IFP Advisors, Inc72
0.0% of portfolio›$6.6K
Private Wealth Management Group, LLC60
0.0% of portfolio›$5.5K
Cullen T Bankers, Inc.48
0.0% of portfolio›$4.4K
First Horizon Corp45
0.0% of portfolio›$4.1K
Farmers & Merchants Investments Inc28
0.0% of portfolio›$2.6K
Rossby Financial, LCC23
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC20
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$1.7K
True Wealth Design, LLC18
0.0% of portfolio›$1.7K
Private Trust Co NA17
0.0% of portfolio›$1.6K
Assetmark, Inc16
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC14
0.0% of portfolio›$1.3K
Avion Wealth13
0.0% of portfolio›$1
Bare Financial Services, Inc13
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC8
0.0% of portfolio›$733
Provenance Wealth Advisors, LLC8
0.0% of portfolio›$734
Gilpin Wealth Management, LLC5
0.0% of portfolio›$459
Valley National Advisers Inc5
0.0% of portfolio›$459
JFS Wealth Advisors, LLC4
0.0% of portfolio›$367
SBI Securities Co., Ltd.3
0.0% of portfolio›$275
James T. Borello RIA2
0.0% of portfolio›$183
Davis Capital Management2
0.0% of portfolio›$183
Financial Consulate, Inc2
0.0% of portfolio›$184
Abound Wealth Management2
0.0% of portfolio›$184
GHP Investment Advisors, Inc.1
0.0% of portfolio›$92
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
915,790$84.0M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
511,775$48.1M0.1%CoreMediumCharlotte, NC2026-11-04
Boston Trust Walden Corp
252,382$23.1M0.2%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
213,977$19.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
152,301$14.0M0.0%CoreLowDes Moines, IA2026-11-02
Fulcrum Asset Management LLP
119,270$11.0M0.5%CoreMediumLondon, United Kingdom2026-11-04
MacKenzie Financial Corp
69,199$6.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
59,221$5.4M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
53,604$4.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Linden Thomas Advisory Services, LLC
45,627$4.2M0.3%CoreLowCharlotte, NC2026-10-19
CWA Asset Management Group, LLC
40,619$3.7M0.1%CoreMediumNaples, FL2026-10-19
Kendall Capital Management
34,350$3.2M0.5%GARPLowRockville, MD2026-10-23
Redhawk Wealth Advisors, Inc.
24,194$2.2M0.2%ETFHighMinneapolis, MN2026-10-14
Thrivent Financial for Lutherans
18,735$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Strs Ohio
17,700$1.6M0.0%CoreMediumColumbus, OH2026-10-30
Summit Global Investments
17,115$1.6M0.4%CoreMediumBountiful, UT2026-10-28
Virginia Retirement Systems ET Al
16,700$1.5M0.0%CoreMediumRichmond, VA2026-10-28
Hussman Strategic Advisors, Inc.
14,700$1.3M0.3%YieldVery HighEllicott City, MD2026-11-02
Lido Advisors, LLC
14,037$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Illinois Municipal Retirement Fund
13,769$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
12,910$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
12,500$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
State of Alaska, Department of Revenue
10,189$933.0K0.0%CoreVery LowJuneau, AK2026-10-15
New York State Teachers Retirement System
9,685$888.0K0.0%CoreVery LowAlbany, NY2026-10-22
Concurrent Investment Advisors, LLC
9,020$827.2K0.0%GrowthMediumTampa, FL2026-10-16
Unique Wealth Strategies, LLC
8,790$628.6K0.2%CoreMediumBurr Ridge, IL2026-10-13
Optimist Retirement Group LLC
8,368$767.4K0.3%ValueLowBellevue, WA2026-10-30
Arizona State Retirement System
8,276$759.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
ANB Bank
8,157$748.1K0.3%CoreLowDenver, CO2026-10-09
Yousif Capital Management, LLC
7,696$705.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
7,605$697.0K0.0%CoreVery LowNew York, NY2026-10-23
Truist Financial Corp
7,482$686.2K0.0%CoreLowCharlotte, NC2026-10-30
University of Texas S AM Investment Management Co
7,178$658.3K0.1%CoreHighAustin, TX2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,940$636.5K0.0%CoreLowHarrisburg, PA2026-11-03
Jackson Creek Investment Advisors LLC
6,700$614.0K0.5%ValueVery HighCastle Rock, CO2026-11-04
Oregon Public Employees Retirement Fund
6,586$604.0K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
6,574$602.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Alps Advisors Inc
6,530$598.9K0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
6,191$577.6K0.0%CoreLowPlymouth, MN2026-10-13
Keybank National Association
6,115$560.8K0.0%CoreLowBrooklyn, OH2026-11-04
Bokf, NA
5,347$490.4K0.0%CoreLowTulsa, OK2026-10-27
Abacus Wealth Partners, LLC
5,188$475.8K0.1%ETFLowSanta Monica, CA2026-11-03
State of Wyoming
4,875$447.1K0.0%ValueHighCheyenne, WY2026-10-28
Evergreen Capital Management LLC
4,509$413.5K0.0%GARPMediumBellevue, WA2026-10-23
Simplex Trading, LLC
4,472$410.1K0.0%CoreVery HighChicago, IL2026-11-04
Signal Advisors Wealth, LLC
4,339$397.9K0.0%ETFLowDetroit, MI2026-10-13
ProShare Advisors LLC
4,156$381.1K0.0%GrowthLowBethesda, MD2026-10-29
Swiss Life Asset Management Ltd
4,127$378.5K0.0%CoreLowZurich, Switzerland2026-11-03
First Citizens Bank & Trust Co
3,958$363.0K0.0%CoreMediumRaleigh, NC2026-10-14
Pictet Asset Management Holding SA
3,953$362.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cambridge Investment Research Advisors, Inc.
3,737$343.0K0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
3,633$333.2K0.0%IndexLowNew York, NY2026-10-29
Park Avenue Securities LLC
3,498$321.0K0.0%ETFMediumNew York, NY2026-10-26
Atria Investments, Inc
3,436$315.1K0.0%CoreMediumCharlotte, NC2026-10-15
Mutual of America Capital Management LLC
3,361$308.2K0.0%IndexLowNew York, NY2026-10-23
HB Wealth Management, LLC
3,312$303.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Procyon Advisors, LLC
2,889$265.0K0.0%CoreVery LowShelton, CT2026-10-21
Crossmark Global Holdings, Inc.
2,887$264.8K0.0%GARPMediumHouston, TX2026-10-21
Ethic Inc.
2,877$263.9K0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
2,872$263.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
EPG Wealth Management LLC
2,758$252.9K0.1%GrowthLowAtlanta, GA2026-11-03
Signaturefd, LLC
2,316$212.4K0.0%IndexLowAtlanta, GA2026-10-23
Kestra Advisory Services, LLC
2,315$212.3K0.0%CoreLowAustin, TX2026-11-02
Wedmont Private Capital
2,162$201.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Nisa Investment Advisors, LLC
2,055$188.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
1,345$123.4K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
1,144$105.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,003$92.0K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
754$69.1K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
673$61.7K0.0%IndexLowMinneapolis, MN2026-11-05
Signature Equity Partners, LLC
612$56.1K0.0%GrowthMediumColumbus, OH2026-10-29
Pinnacle Wealth Planning Services, Inc.
612$56.1K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
604$55.4K0.0%CoreMediumBirmingham, AL2026-11-04
Fifth Third Bancorp
460$42.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Harbor Capital Advisors, Inc.
410$380.0%ValueHighChicago, IL2026-10-22
Blue Trust, Inc.
406$37.2K0.0%ETFLowBrentwood, TN2026-10-15
Caitong International Asset Management Co., Ltd
320$29.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
319$29.3K0.0%ETFVery LowRichmond, VA2026-10-29
Larson Financial Group LLC
225$20.6K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
189$17.3K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
164$15.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
115$10.5K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
110$10.1K0.0%GARPLowPhoenix, AZ2026-10-02
MassMutual Private Wealth & Trust, FSB
109$10.0K0.0%CoreLowSpringfield, MA2026-10-05
Evolution Wealth Management Inc.
92$8.4K0.0%ETFMediumFort Myers, FL2026-10-28
SJS Investment Consulting Inc.
88$8.1K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
81$7.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
72$6.6K0.0%GrowthLowTampa, FL2026-10-16
Private Wealth Management Group, LLC
60$5.5K0.0%ETFLowPrinceton, NJ2026-10-19
Cullen T Bankers, Inc.
48$4.4K0.0%GrowthLowSan Antonio, TX2026-10-28
First Horizon Corp
45$4.1K0.0%CoreLowMemphis, TN2026-10-26
Farmers & Merchants Investments Inc
28$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Rossby Financial, LCC
23$2.1K0.0%ETFMediumMelbourne, FL2026-11-05
UMB Private Wealth Management, LLC
20$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
19$1.7K0.0%ETFMediumMidvale, UT2026-10-20
True Wealth Design, LLC
18$1.7K0.0%ETFMediumAkron, OH2026-10-13
Private Trust Co NA
17$1.6K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
16$1.5K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
14$1.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Avion Wealth
13$10.0%ETFLowThe Woodlands, TX2026-11-04
Bare Financial Services, Inc
13$1.2K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
8$7330.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
8$7340.0%ETFLowFort Lauderdale, FL2026-10-30
Gilpin Wealth Management, LLC
5$4590.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
5$4590.0%ETFLowBethlehem, PA2026-10-23
JFS Wealth Advisors, LLC
4$3670.0%ETFVery LowHermitage, PA2026-11-03
SBI Securities Co., Ltd.
3$2750.0%Agg GrowthLowTokyo, Mexico2026-10-22
James T. Borello RIA
2$1830.0%ETFVery LowEast Dundee, IL2026-10-16
Davis Capital Management
2$1830.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$1840.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
2$1840.0%ETFVery LowFranklin, TN2026-10-26
GHP Investment Advisors, Inc.
1$920.0%CoreVery LowDenver, CO2026-10-15