AELUMA INC (ALMU)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
99
Reporting holders
$140.4M
Reported value
29.2%
Of shares outstanding
15.7%
Held as options
+7
Holder change
Institutions report 5,352,667 shares against 18,305,335 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $21.5M | 973,235 | 0.00% | 5q | +13.2%+$2.5M |
| D. E. Shaw & Co., Inc. | $17.6M | 797,983 | 0.01% | 2q | +3091.9%+$17.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.7M | 574,417 | 0.00% | 2q | -2.4%-$316.5K |
| MILLENNIUM MANAGEMENT LLC | $11.7M | 529,005 | 0.00% | 4q | +32.8%+$2.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.0M | options only | 0.00% | 5q | OPTIONS |
| GEODE CAPITAL MANAGEMENT, LLC | $7.0M | 318,018 | 0.00% | 5q | +7.7%+$501.2K |
| STATE STREET CORP | $5.6M | 254,168 | 0.00% | 5q | +2.8%+$150.7K |
| Apis Capital Advisors, LLC | $4.3M | 194,000 | 0.42% | 6q | -5.8%-$265.0K |
| JANE STREET GROUP, LLC | $4.1M | 20,352 | 0.00% | 4q | HELD |
| CITADEL ADVISORS LLC | $4.0M | 41,219 | 0.00% | 4q | HELD |
| AWM Investment Company, Inc. | $2.9M | 131,404 | 0.25% | 4q | -34.3%-$1.5M |
| IMC-Chicago, LLC | $2.8M | 29,895 | 0.00% | 3q | +92.7%+$1.4M |
| NORTHERN TRUST CORP | $2.7M | 123,505 | 0.00% | 5q | +6.5%+$167.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5M | 112,400 | 0.00% | 2q | -6.2%-$165.2K |
| PEAK6 LLC | $2.3M | options only | 0.00% | 2q | OPTIONS |
| MARSHALL WACE, LLP | $2.1M | 95,964 | 0.00% | 2q | -35.8%-$1.2M |
| Bank of New York Mellon Corp | $2.0M | 92,697 | 0.00% | 5q | +227.6%+$1.4M |
| LAZARD ASSET MANAGEMENT LLC | $2.0M | 90,586 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.9M | 84,175 | 0.00% | 2q | +15.3%+$247.3K |
| Westside Investment Management, Inc. | $1.2M | 52,575 | 0.15% | 4q | -16.3%-$226.4K |
| SIMPLEX TRADING, LLC | $1.1M | options only | 0.00% | 4q | OPTIONS |
| UBS Group AG | $1.0M | 47,078 | 0.00% | 6q | -61.1%-$1.6M |
| MORGAN STANLEY | $908.7K | 41,155 | 0.00% | 5q | -4.0%-$37.8K |
| LPL Financial LLC | $858.4K | 38,878 | 0.00% | 4q | +47.9%+$277.9K |
| GOLDMAN SACHS GROUP INC | $851.6K | 38,571 | 0.00% | 3q | -18.8%-$197.8K |
| Fortitude Advisory Group L.L.C. | $829.5K | 37,567 | 0.32% | 2q | +6.0%+$47.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $811.3K | 36,745 | 0.00% | 5q | +5.3%+$41.0K |
| Sixth Street Partners Management Company, L.P. | $811.3K | 36,745 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $808.1K | options only | 0.00% | 4q | OPTIONS |
| BFSG, LLC | $786.1K | 35,602 | 0.07% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $709.8K | 32,148 | 0.00% | 5q | +78.6%+$312.4K |
| Balyasny Asset Management L.P. | $636.7K | 28,834 | 0.00% | new | NEW |
| Cetera Investment Advisers | $542.7K | 24,580 | 0.00% | 5q | -6.8%-$39.8K |
| MML INVESTORS SERVICES, LLC | $539.4K | 24,431 | 0.00% | 2q | +96.2%+$264.5K |
| BANK OF AMERICA CORP /DE/ | $509.5K | 23,074 | 0.00% | 5q | +44.9%+$157.8K |
| Quent Capital, LLC | $485.8K | 22,000 | 0.03% | 2q | +83.3%+$220.8K |
| GatePass Capital, LLC | $441.6K | 20,000 | 0.17% | 2q | HELD |
| Nuveen, LLC | $382.0K | 17,299 | 0.00% | 5q | +10.2%+$35.4K |
| CHILTON INVESTMENT CO INC. | $353.0K | 15,989 | 0.01% | new | NEW |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $351.1K | 15,900 | 0.09% | 3q | HELD |
| Total Clarity Wealth Management, Inc. | $335.1K | 15,177 | 0.07% | new | NEW |
| RHUMBLINE ADVISERS | $335.1K | 15,177 | 0.00% | 5q | +2.6%+$8.6K |
| MCF Advisors LLC | $332.9K | 15,077 | 0.01% | 4q | -18.9%-$77.8K |
| &PARTNERS | $332.5K | 15,057 | 0.00% | 4q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $308.7K | 13,983 | 0.00% | 3q | HELD |
| ProShare Advisors LLC | $305.8K | 13,851 | 0.00% | 3q | -6.9%-$22.5K |
| DEUTSCHE BANK AG\ | $292.0K | 13,226 | 0.00% | 5q | +5.5%+$15.1K |
| Intesa Sanpaolo Wealth Management | $287.0K | 13,000 | 0.06% | 3q | -13.3%-$44.2K |
| ROYAL BANK OF CANADA | $287.0K | 13,006 | 0.00% | 5q | -58.8%-$409.7K |
| Curated Wealth Partners LLC | $281.5K | 2,375 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $279.3K | 12,650 | 0.00% | 5q | +2.3%+$6.2K |
| Squarepoint Ops LLC | $269.1K | 12,187 | 0.00% | new | NEW |
| XTX Topco Ltd | $268.9K | 12,177 | 0.00% | 3q | -40.4%-$182.0K |
| CITIGROUP INC | $237.8K | 10,768 | 0.00% | 5q | +300.9%+$178.5K |
| SEB Asset Management AB | $212.9K | 9,640 | 0.00% | new | NEW |
| Wealthfront Advisers LLC | $210.8K | 9,549 | 0.00% | 2q | -41.1%-$147.2K |
| JPMORGAN CHASE & CO | $200.1K | 9,002 | 0.00% | 5q | +46.9%+$63.9K |
| Vanguard Global Advisers, LLC | $193.2K | 8,748 | 0.00% | 2q | +85.5%+$89.0K |
| MetLife Investment Management, LLC | $181.7K | 8,227 | 0.00% | 5q | HELD |
| Russell Investments Group, Ltd. | $180.8K | 8,190 | 0.00% | 4q | +689.8%+$157.9K |
| BARCLAYS PLC | $176.2K | 7,979 | 0.00% | 5q | -48.9%-$168.3K |
| ALLIANCEBERNSTEIN L.P. | $170.2K | 13,000 | 0.00% | 2q | -19.8%-$41.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $131.6K | 5,958 | 0.00% | 5q | -4.1%-$5.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $110.4K | 5,000 | 0.00% | 5q | HELD |
| State of Wyoming | $81.3K | 3,682 | 0.01% | new | NEW |
| JNBA Financial Advisors | $73.7K | 3,340 | 0.01% | 5q | +107.2%+$38.2K |
| Police & Firemen's Retirement System of New Jersey | $68.4K | 3,096 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $60.7K | 2,749 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $55.2K | 2,500 | 0.00% | 6q | -44.4%-$44.2K |
| BNP PARIBAS FINANCIAL MARKETS | $44.1K | 1,997 | 0.00% | 5q | -77.7%-$153.7K |
| OSAIC HOLDINGS, INC. | $44.1K | 1,997 | 0.00% | 5q | -14.5%-$7.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $37.9K | 1,718 | 0.00% | new | NEW |
| Maytree Asset Management Ltd | $36.1K | 1,633 | 0.02% | 2q | -97.8%-$1.6M |
| Caitong International Asset Management Co., Ltd | $35.7K | 1,617 | 0.00% | 3q | +23.2%+$6.7K |
| Tower Research Capital LLC (TRC) | $34.6K | 1,567 | 0.00% | 5q | +45.5%+$10.8K |
| Federation des caisses Desjardins du Quebec | $32.7K | 1,480 | 0.00% | 2q | +270.0%+$23.8K |
| Park Place Capital Corp | $28.7K | 1,300 | 0.00% | 4q | HELD |
| Legal & General Group Plc | $25.7K | 1,164 | 0.00% | 5q | HELD |
| ALBION FINANCIAL GROUP /UT | $22.1K | 1,000 | 0.00% | 2q | HELD |
| Ameritas Investment Partners, Inc. | $21.7K | 982 | 0.00% | 5q | HELD |
| Atlantic Union Bankshares Corp | $21.6K | 977 | 0.00% | new | NEW |
| FMR LLC | $14.6K | 660 | 0.00% | 4q | -95.3%-$294.3K |
| IFP Advisors, Inc | $13.5K | 610 | 0.00% | 5q | HELD |
| SouthState Bank Corp | $13.2K | 600 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $11.0K | 500 | 0.00% | 2q | +400.0%+$8.8K |
| JONES FINANCIAL COMPANIES LLLP | $10.7K | 535 | 0.00% | 3q | +72.6%+$4.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.5K | 476 | 0.00% | 2q | HELD |
| Accordant Advisory Group Inc | $8.8K | 400 | 0.01% | 5q | HELD |
| FIFTH THIRD BANCORP | $7.2K | 326 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $6.6K | 301 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $2.7K | 122 | 0.00% | 2q | +50.6% |
| WEDBUSH SECURITIES INC | $1.1K | 51,425 | 0.03% | new | NEW |
| GAMMA Investing LLC | $1.1K | 49 | 0.00% | 3q | -64.0%-$1.9K |
| Sterling Capital Management LLC | $994 | 45 | 0.00% | 5q | -88.3%-$7.5K |
| THOMPSON SIEGEL & WALMSLEY LLC | $730 | 33,057 | 0.01% | 4q | -67.1%-$1.5K |
| Cambridge Investment Research Advisors, Inc. | $714 | 32,360 | 0.00% | new | NEW |
| Fairway Wealth LLC | $662 | 30 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $213 | 9,633 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $132 | 6 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $110 | 5 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | BlackRock, Inc. | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 99 | $140.4M | 5,352,667 | 19 | 31 | 28 | 15.7% |
| Q1 2026 | 92 | $69.7M | 4,806,043 | 23 | 28 | 17 | 9.6% |
| Q4 2025 | 76 | $74.4M | 3,876,714 | 21 | 30 | 14 | 10.6% |
| Q3 2025 | 65 | $59.2M | 3,455,473 | 25 | 16 | 14 | 5.4% |
| Q2 2025 | 46 | $34.2M | 2,089,523 | 39 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $9.3M | 1,285,923 | 8 | 0 | 0 | 0.0% |