$AADX

$10.77 +$0.49 (4.72%) Live

$AADX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 172.4M shares outstanding

Who owns AADX?

By type of holder

Institutions 23.1% Insiders 73.6% Everyone else 3.3%

Concentration Top 10 holders own 84.8%

AA&D Holdings, LP 73.5% · Alliancebernstein L.P. 1.9%

Institutional ownership

23.1%

+23.1 pts vs last qtr

Institutional holders

+91 vs last qtr

Net shares bought

+39.8M

by institutions in Q2 2026

New / sold out

91 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Alliancebernstein L.P. NEW +3.3M
Temasek Holdings (Private) Ltd NEW +3.3M

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Applied Aerospace & Defense Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Applied Aerospace & Defense Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

—

of institutional shares changed hands

Top 10 managers, median time held

0 quarters

Super Investors

Investment managers reporting AADX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AL Alliancebernstein L.P.	3.3M	1.93%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding3.3M (Q2'26) Change over 8 quarters+3.3M Share of the company1.930% Alliancebernstein L.P.'s full portfolio →
TH Temasek Holdings (Private) Ltd	3.3M	1.89%	NEW	Q2 '26	0.2%
Shares held by quarter Peak holding3.3M (Q2'26) Change over 8 quarters+3.3M Share of the company1.890% Temasek Holdings (Private) Ltd's full portfolio →

Alliancebernstein L.P.

3.3M

% of company

1.93%

Change vs last qtr

NEW

Held since

Q2 '26

Temasek Holdings (Private) Ltd

3.3M

% of company

1.89%

Change vs last qtr

NEW

Held since

Q2 '26

23 more super investors behind a free account

See every manager holding Applied Aerospace & Defense Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AADX on Form N-PORT; together they hold 11.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BS Baron Small Cap Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	$31.4M	1.4M	0.80%	1.10%	June 30, 2026
SC Small Cap Growth Fund American Century Mutual Funds, Inc.	$29.5M	1.6M	0.91%	0.53%	July 31, 2026

Baron Small Cap Fund

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Position value

$31.4M

% of company

0.80%

% of the fund

1.10%

As of

June 30, 2026

Small Cap Growth Fund

American Century Mutual Funds, Inc.

Position value

$29.5M

% of company

0.91%

% of the fund

0.53%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Applied Aerospace & Defense Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AH AA&D Holdings, LP Insider	126.8M	73.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company73.540% AA&D Holdings, LP's insider activity →
KJ Katzman James C Insider	29.3K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Katzman James C's insider activity →

AA&D Holdings, LP

Insider

126.8M

% of company

73.54%

Change vs last qtr

—

Held since

—

Katzman James C

Insider

29.3K

% of company

0.02%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Applied Aerospace & Defense Inc.

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