AIBZ · Company research
Bitzero Holdings Inc. Common Shares (AIBZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
19records availableOther
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 202800 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DHJJ Financial Advisors, Ltd. | 1844716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 390 | 2668 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Marshall & Sterling Wealth Advisors Inc. | 2056315 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 6840 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Bank Julius Baer & Co. Ltd, Zurich | 1544599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2833334 | 21533343 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| K2 PRINCIPAL FUND, L.P. | 1461790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282631 | 1933196 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2059 | 14000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1190 | 8100 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 890 | 6088 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Baird Financial Group, Inc. | 1648711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28311 | 193647 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hurley Capital, LLC | 1632844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1111 | 7599 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 1476 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 67600 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Creative Capital Management Investments LLC | 1957363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 684 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80748 | 552316 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24545 | 168 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 2736 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GRIFFIN ASSET MANAGEMENT, INC. | 883803 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12015 | 82183 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21919 | 149925 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 440 | 2974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.