Signals

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☆AEON

32 in-universe funds with a nonzero position in AEON within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-12 8-K Item(s) 2.02, 7.01, 9.01
2026-08-03 8-K Item(s) 7.01, 8.01, 9.01
2026-07-23 8-K Item(s) 8.01
2026-07-15 8-K Item(s) 1.01, 8.01, 9.01
2026-06-17 8-K Item(s) 5.07
2026-05-14 8-K Item(s) 7.01, 9.01
2026-05-14 8-K Item(s) 2.02, 9.01
2026-04-03 8-K Item(s) 3.01, 9.01 -- negative
2026-03-30 8-K Item(s) 2.02, 9.01
2026-03-09 8-K Item(s) 5.02, 9.01
2026-02-09 Ownership Dilution filing by AEON Biopharma, Inc. (S-3)
2025-06-16 Ownership Dilution filing by AEON Biopharma, Inc. (424B5)
2025-01-07 Ownership Dilution filing by AEON Biopharma, Inc. (424B5)
2025-01-06 Ownership Dilution filing by AEON Biopharma, Inc. (424B5)
2024-08-21 Ownership Dilution filing by AEON Biopharma, Inc. (424B5)
2024-08-15 Ownership Dilution filing by AEON Biopharma, Inc. (S-3)

Flow ranking

Rank#1651
Score / z0.001 / -0.02
Consensus13.29 over 20 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-12 8-K 2.02, 7.01, 9.01
2026-08-03 8-K 7.01, 8.01, 9.01
2026-07-23 8-K 8.01
2026-07-15 8-K 1.01, 8.01, 9.01
2026-06-17 8-K 5.07
2026-05-14 8-K 7.01, 9.01
2026-05-14 8-K 2.02, 9.01
2026-04-03 8-K 3.01, 9.01
2026-03-30 8-K 2.02, 9.01
2026-03-09 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-09 S-3 AEON Biopharma, Inc.
2025-06-16 424B5 AEON Biopharma, Inc.
2025-01-07 424B5 AEON Biopharma, Inc.
2025-01-06 424B5 AEON Biopharma, Inc.
2024-08-21 424B5 AEON Biopharma, Inc.
2024-08-15 S-3 AEON Biopharma, Inc.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Dauntless Investment Group, LLC CIK 0002044285 0.005 64 9.0 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆METEORA CAPITAL, LLC CIK 0001905106 0.046 428 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AEON). Qtrs Held counts distinct quarters this fund has actually held AEON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AEON position size. Δ columns are the percentage-point change in AEON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status