AIFC: AI Financial Corp insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Activist and 5% holders

FiledWhatHolderStakeChangeFiling
2026-08-1213G amendmentCRCM LP10.00%SEC

Institutional ownership (Q2 2026)

75 institutions reported holding $30.46M of AI Financial Corp on Form 13F (90 the quarter before). 11 opened a new position and 26 sold out. Shares held by institutions: +4%.

Largest holdersSharesValue
CRCM LP25,403,060$14.86M
VANGUARD CAPITAL MANAGEMENT LLC6,156,643$3.60M
Diametric Capital, LP5,394,578$3.16M
BlackRock, Inc.2,489,615$1.46M
UBS Group AG2,267,328$1.33M
ExodusPoint Capital Management, LP2,170,301$1.27M
GEODE CAPITAL MANAGEMENT, LLC1,597,432$935K
Jump Financial, LLC1,000,000$585K
PRELUDE CAPITAL MANAGEMENT, LLC799,389$468K
VANGUARD FIDUCIARY TRUST CO778,862$456K

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