Amplius Aggressive Asset Allocation ETF (AAAA)

ETF ยท Cboe BZX

Amplius Aggressive Asset Allocation ETF (AAAA) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 15, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
July 15, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 3 institutions reported holding AAAA, with 9.1 million shares worth $277.0 million in aggregate. The largest reported holder was Amplius Wealth Advisors, with 9.1 million shares worth $276.8 million. Of the 3 largest holders listed below, 2 added shares and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Amplius Wealth Advisors9,090,785$277MAdded 0.28%
Royal Bank of Canada7,022$214KAdded 536.05%
O'Shaughnessy Asset Management546$17KUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AAAA?

Amplius Aggressive Asset Allocation ETF (AAAA) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 15, 2025.

Who are the largest institutional holders of AAAA?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AAAA were Amplius Wealth Advisors, Royal Bank of Canada and O'Shaughnessy Asset Management.

How many institutions own AAAA?

3 institutions reported a position in AAAA for the quarter ended June 30, 2026, worth $277.0 million in total.

Did institutions buy or sell AAAA last quarter?

Of the 3 largest reported holders, 2 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for AAAA.

Every reported institutional holder, plus insider and congressional trades in AAAA, on SentiSense.