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DaveManuel.com · Institutional Ownership · Who Owns It

AARDVARK THERAPEUTICS INC (AARD)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

71
Reporting holders
$55.8M
Reported value
43.6%
Of shares outstanding
0.2%
Calls
1.2%
Puts
-9
Holder change

Institutions report 9,547,042 shares against 21,884,846 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.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Decheng Capital LLC$22.6M3,917,2993.08%6qHELD
CITADEL ADVISORS LLC$7.7M
incl. $340.4K options PUT
1,283,1660.00%6q+3.2%+$243.4K
Laurion Capital Management LP$6.0M1,034,4590.15%6qHELD
VANGUARD CAPITAL MANAGEMENT LLC$3.2M562,8770.00%2q+1.6%+$50.5K
AQR CAPITAL MANAGEMENT LLC$2.8M480,2490.00%2q+257.1%+$2.0M
EcoR1 Capital, LLC$2.4M
incl. $84.7K options CALL
396,1940.12%newNEW
ADAGE CAPITAL PARTNERS GP, L.L.C.$1.7M300,0000.00%2qHELD
CANTOR FITZGERALD, L. P.$1.3M233,1640.01%6q+249.7%+$958.9K
BlackRock, Inc.$1.1M187,0450.00%6q-76.4%-$3.5M
GEODE CAPITAL MANAGEMENT, LLC$863.5K149,8440.00%6q-51.6%-$919.8K
TWO SIGMA INVESTMENTS, LP$624.3K108,3770.00%4q-33.7%-$316.7K
RAYMOND JAMES FINANCIAL INC$456.7K79,2840.00%2q+628.0%+$393.9K
VANGUARD FIDUCIARY TRUST CO$433.0K75,1720.00%2q-9.7%-$46.3K
Woodline Partners LP$417.2K72,4290.00%2qHELD
MILLENNIUM MANAGEMENT LLC$402.9K69,9480.00%4q-28.9%-$163.5K
STATE STREET CORP$341.4K59,2730.00%5q-70.3%-$806.7K
SIMPLEX TRADING, LLC$290.4K
incl. $198.7K options CALL+PUT
15,9170.00%2q+275.1%+$213.0K
JANE STREET GROUP, LLC$263.0K
incl. $133.6K options PUT
22,4640.00%2qHELD
J. Goldman & Co LP$233.3K40,5000.01%newNEW
IEQ CAPITAL, LLC$221.1K38,3820.00%2q+132.8%+$126.1K
UBS Group AG$205.3K35,6390.00%6q-77.4%-$704.2K
MORGAN STANLEY$173.8K30,1770.00%6q+71.8%+$72.7K
NORTHERN TRUST CORP$161.7K28,0800.00%6q-68.3%-$348.6K
CITIGROUP INC$151.5K26,2990.00%5q-43.2%-$115.0K
Cresset Asset Management, LLC$138.4K24,0330.00%2q-44.4%-$110.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$138.4K24,0250.00%newNEW
BRIDGEWAY CAPITAL MANAGEMENT, LLC$138.2K24,0000.00%4q-11.1%-$17.3K
Point72 Asset Management, L.P.$131.7K22,8720.00%newNEW
Mariner, LLC$125.4K21,7840.00%newNEW
SMITH, MOORE & CO.$115.2K20,0000.01%newNEW
XTX Topco Ltd$114.6K19,8880.00%3qHELD
MARSHALL WACE, LLP$109.9K19,0760.00%newNEW
FMR LLC$108.9K18,9040.00%4q+111.0%+$57.3K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$79.3K10,4340.00%newNEW
PRELUDE CAPITAL MANAGEMENT, LLC$71.6K12,4260.01%2q-59.4%-$104.9K
GOLDMAN SACHS GROUP INC$70.5K12,2410.00%6q-36.9%-$41.3K
MERCER GLOBAL ADVISORS INC /ADV$66.0K11,4640.00%newNEW
Cerity Partners LLC$62.0K10,7710.00%newNEW
Abel Hall, LLC$58.0K10,0660.01%newNEW
Arax Advisory Partners$48.2K8,3740.00%2q+34791.7%+$48.1K
Vanguard Global Advisers, LLC$33.9K5,8930.00%2qHELD
Steward Partners Investment Advisory, LLC$23.9K4,1500.00%2qHELD
China Universal Asset Management Co., Ltd.$20.0K3,4720.00%3q-10.1%-$2.3K
Tower Research Capital LLC (TRC)$14.4K2,5010.00%5q-54.3%-$17.1K
BARCLAYS PLC$13.0K2,2590.00%5q-37.6%-$7.8K
JPMORGAN CHASE & CO$9.2K1,7840.00%6q-73.0%-$25.0K
BNP PARIBAS FINANCIAL MARKETS$7.5K1,3080.00%6q-59.6%-$11.1K
Russell Investments Group, Ltd.$7.1K1,2390.00%4q+164.2%+$4.4K
Stone House Investment Management, LLC$5.8K1,0000.00%4qHELD
Mirae Asset Global Investments Co., Ltd.$5.6K9760.00%3q-14.1%
Allworth Financial LP$4.7K8130.00%2q+292.8%+$3.5K
EverSource Wealth Advisors, LLC$4.5K7740.00%4q+157.1%+$2.7K
FEDERATED HERMES, INC.$3.7K6460.00%2q-40.4%-$2.5K
Essential Partners LLC$2.9K5090.00%2q-52.3%-$3.2K
GF FUND MANAGEMENT CO. LTD.$2.6K4520.00%3q-6.4%
IFP Advisors, Inc$2.6K4470.00%2q+2028.6%+$2.5K
Hilton Head Capital Partners, LLC$2.5K4340.00%2qHELD
GAMMA Investing LLC$2.2K3880.00%newNEW
PNC Financial Services Group, Inc.$2.0K3490.00%2q+1146.4%+$1.8K
ROTHSCHILD INVESTMENT LLC$1.5K2650.00%2q+244.2%+$1.1K
ROYAL BANK OF CANADA$1.0K1690.00%5q-6.1%
True Wealth Design, LLC$9341620.00%2q+230.6%
Farther Finance Advisors, LLC$8671530.00%2q+446.4%
NISA INVESTMENT ADVISORS, LLC$403700.00%newNEW
Fortitude Family Office, LLC$323560.00%newNEW
HARBOUR INVESTMENTS, INC.$304530.00%2q+165.0%
Wealth Enhancement Trust Services, Inc.$276480.00%newNEW
Clearstead Advisors, LLC$226390.00%newNEW
SJS Investment Consulting Inc.$93160.00%2q+700.0%
Transamerica Financial Advisors, LLC$80140.00%2qHELD
JPL Wealth Management, LLC$4170.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-082026-10-06Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-11Sun NelsonSee RemarksSold62,000$321.2K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$94.1K17,7960350.0%
Q2 202671$55.8M9,547,0421820231.4%
Q1 202680$38.8M10,199,3093116230.8%
Q4 202565$141.0M10,747,406222690.0%
Q3 202548$125.8M9,463,288141970.0%
Q2 202535$120.5M8,916,011171330.0%
Q1 202527$65.1M8,686,45227000.0%