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Livermore
Livermore
ZHEN

AI Financial Corp

AIFC
Exchange
Nasdaq
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0000862861

No open-market purchases or sales by AI Financial Corp insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $23.2M in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding AI Financial Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of AIFC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders2790+63
Shares1.91M43.4M+41.5M (+2,176.3%)
Value$13.8M$116.8M+$103.0M (+745.1%)

New holders (65)

Institutions that held AI Financial Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to AIFC in Q3 2025
InstitutionSharesValue% of portfolio
Diametric Capital, LP3,543,968$9.53M3.54%
ExodusPoint Capital Management, LP2,988,210$8.04M0.11%
CRCM LP2,312,177$6.22M1.80%
Prelude Capital Management, LLC2,310,760$6.22M0.49%
Nwi Management LP1,800,000$4.84M0.48%
Alyeska Investment Group, L.P.1,746,020$4.70M0.01%
Potrero Capital Research LLC1,104,805$2.97M0.90%
Jump Financial, LLC1,000,000$2.69M0.03%
Charles Schwab Investment Management Inc721,756$1.94M0.00%
Two Sigma Investments, LP679,238$1.83M0.00%
Paloma Partners Management Co554,540$1.49M0.30%
Omers Administration Corp331,800$892.5K0.01%
Centiva Capital, LP232,726$626.0K0.06%
Quadrature Capital Ltd222,867$599.5K0.01%
Virtu Financial LLC162,248$436.0K0.02%
XTX Topco Ltd122,699$330.1K0.02%
Citigroup Inc106,215$285.7K0.00%
Marex Group plc96,500$259.6K0.00%
Gardner Lewis Asset Management L P78,975$212.4K0.06%
Torno Capital, LLC67,700$182.1K0.02%
Two Sigma Securities, LLC53,583$144.1K0.02%
Shay Capital LLC49,559$133.3K0.02%
Rangeley Capital, LLC48,300$129.9K0.12%
LPL Financial LLC40,049$107.7K0.00%
Jefferies Financial Group Inc.38,100$102.5K0.00%
Wolverine Trading, LLC35,586$100.4K0.00%
Goldman Sachs Group Inc36,901$99.3K0.00%
Caitong International Asset Management Co., Ltd36,580$98.4K0.07%
Harvest Portfolios Group Inc.33,534$90.2K0.00%
Private Capital Advisors, Inc.31,000$83.4K0.01%
Royal Bank of Canada26,530$72.0K0.00%
FNY Investment Advisers, LLC24,130$64.0K0.02%
Arkadios Wealth Advisors23,110$62.2K0.00%
Private Advisor Group, LLC22,857$61.5K0.00%
Aptus Capital Advisors, LLC20,312$54.6K0.00%
SIH Partners, LLLP20,000$53.8K0.00%
Savvy Advisors, Inc.19,871$53.5K0.00%
Captrust Financial Advisors17,246$46.4K0.00%
Schonfeld Strategic Advisors LLC16,583$44.6K0.00%
Bank of New York Mellon Corp14,318$38.5K0.00%
Bank of Montreal13,960$37.6K0.00%
Lantern Wealth Advisors, LLC13,500$36.3K0.02%
First Citizens Bank & Trust Co13,000$35.0K0.00%
Victory Capital Management Inc12,429$33.4K0.00%
Engineers Gate Manager LP11,970$32.2K0.00%
Baird Financial Group, Inc.10,500$28.2K0.00%
Commonwealth Equity Services, LLC10,382$28.0K0.00%
Arete Wealth Advisors, LLC10,500$28.0K0.00%
Profund Advisors LLC10,366$27.9K0.00%
Wells Fargo & Company7,645$20.6K0.00%
Caitlin John, LLC2,300$6.19K0.00%
Delos Wealth Advisors, LLC1,666$4.48K0.00%
MAI Capital Management1,500$4.04K0.00%
Delta Asset Management LLC1,400$3.77K0.00%
Jones Financial Companies LLLP1,000$3.10K0.00%
Farther Finance Advisors, LLC1,126$3.03K0.00%
Spire Wealth Management1,000$2.69K0.00%
Colonial Trust Co500$1.41K0.00%
Principal Securities, Inc.500$1.34K0.00%
Massmutual Trust Co FSB311$8370.00%
Truvestments Capital LLC168$4520.00%
Signaturefd, LLC30$810.00%
Golden State Wealth Management, LLC30$810.00%
PEAK6 LLC1$30.00%
Wolff Wiese Magana LLC1$30.00%

Sold out (2)

Institutions that held AI Financial Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of AIFC in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
EAM Investors, LLC43,236$313.2K
Evernest Financial Advisors, LLC12,000$86.9K