Alliance Entertainment Holding Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 244.00 K | $1.42 M | 45.24% | 0.48% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 168.31 K | $982.95 K | 6.50% | 0.33% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 146.11 K | $853.30 K | 7.56% | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 105.24 K | $614.58 K | -25.12% | 0.21% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 85.25 K | $497.88 K | 5.21% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 65.52 K | $382.61 K | -32.09% | 0.13% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 36.98 K | $215.96 K | 0.00% | 0.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 29.10 K | $169.96 K | 5.77% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 17.28 K | $100.89 K | 100.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 591 | $3.45 K | -16.53% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 385 | $2.25 K | 103.70% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 350 | $2.04 K | 0.00% | 0.00% |
| WHITTIER TRUST CO | 07/28/2026 | 325 | $1.94 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 300 | $1.75 K | 100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 300 | $1.75 K | 0.00% | 0.00% |
| QUARRY LP | 08/14/2026 | 228 | $1.33 K | 100.00% | 0.00% |
| MOISAND FITZGERALD TAMAYO, LLC | 07/13/2026 | 200 | $1.17 K | 0.00% | 0.00% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 100 | $584 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 12 | $70 | -94.34% | 0.00% |
| MARSHALL WACE, LLP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Alliance Entertainment Holding Corporation institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Alliance Entertainment Holding Corporation. The most heavily invested institutionals were:
North Star Investment Management Corp.: 244,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 168,313
Empowered Funds, LLC: 146,113
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 105,236
Summit Financial, LLC: 85,253
RITHOLTZ WEALTH MANAGEMENT: 65,516
1.77% of Alliance Entertainment Holding Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 24.44 M shares in the last 24 months. This purchase volume represents approximately $166.45 M in transactions.