Applied Aerospace & Defense, Inc. (AADX) Ownership
AADX ownership summary
as of October 18, 2026- Institutions
- 99.2% of shares outstanding
- Insiders
- 0.04% of shares outstanding
- Shares outstanding
- 172.4M
- Float
- 45.5M shares available to trade
- Short interest
- 9.57% 5.4M shares short
- Days to cover
- 2.44 short interest up 70.1% vs prior month
- Institutions 99.23%
- Insiders 0.04%
- Other investors 0.73%
AADX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 1.93% | 3.3M | $37.8M | +3.3M (0.0%) | June 30, 2026 |
| 2 | Temasek Holdings Ltd. | 1.89% | 3.2M | $37.0M | +3.2M (0.0%) | June 30, 2026 |
| 3 | Massachusetts Financial Services Company | 1.36% | 2.3M | $26.6M | +2.3M (0.0%) | June 30, 2026 |
| 4 | BAMCO Inc | 1.26% | 2.2M | $24.7M | +2.2M (0.0%) | June 30, 2026 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.19% | 2.0M | $23.3M | +2.0M (0.0%) | June 30, 2026 |
| 6 | BlackRock Inc | 1.12% | 1.9M | $21.9M | +1.9M (0.0%) | June 30, 2026 |
| 7 | American Century Companies Inc | 1.01% | 1.7M | $19.8M | +1.7M (0.0%) | June 30, 2026 |
| 8 | Jupiter Topco LLC | 0.77% | 1.3M | $15.2M | +1.3M (0.0%) | June 30, 2026 |
| 9 | Vanguard Portfolio Management, LLC | 0.74% | 1.3M | $14.5M | +1.3M (0.0%) | June 30, 2026 |
| 10 | NORGES BANK | 0.73% | 1.2M | $14.2M | +1.2M (0.0%) | June 30, 2026 |
| 11 | Driehaus Capital Management LLC | 0.71% | 1.2M | $14.0M | +1.2M (0.0%) | June 30, 2026 |
| 12 | Ophir Asset Management Pty Ltd | 0.69% | 1.2M | $13.6M | +1.2M (0.0%) | June 30, 2026 |
| 13 | Vanguard Capital Management, LLC | 0.69% | 1.2M | $13.5M | +1.2M (0.0%) | June 30, 2026 |
| 14 | Federated Hermes Inc | 0.58% | 1.0M | $11.4M | +1.0M (0.0%) | June 30, 2026 |
| 15 | Capital World Investors | 0.58% | 1.0M | $11.4M | +1.0M (0.0%) | June 30, 2026 |
| 16 | Lord, Abbett & Co LLC | 0.52% | 897K | $10.2M | +897,238 (0.0%) | June 30, 2026 |
| 17 | Citadel Advisors Llc | 0.52% | 890K | $10.1M | +889,500 (0.0%) | June 30, 2026 |
| 18 | FMR Inc | 0.51% | 874K | $9.9M | +874,314 (0.0%) | June 30, 2026 |
| 19 | WCM Investment Management | 0.46% | 800K | $9.1M | +800,000 (0.0%) | June 30, 2026 |
| 20 | Aventail Capital Group, LP | 0.42% | 728K | $8.3M | +727,863 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 20 holders added 30.5M shares and 0 cut 0.
AADX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Baron Small Cap Retail | 1.02% | 1.8M | $19.9M | +350,000 (+25.0%) | September 30, 2026 |
| 2 | American Century Small Cap Growth Inv | 0.74% | 1.3M | $14.5M | +1.3M (0.0%) | June 30, 2026 |
| 3 | AB Small Cap Growth A | 0.66% | 1.1M | $12.9M | −15,809 (−1.4%) | August 31, 2026 |
| 4 | Janus Henderson Venture D | 0.64% | 1.1M | $12.6M | +3,926 (+0.4%) | August 31, 2026 |
| 5 | Vanguard MStar Total Stk Mkt Idx Invest | 0.63% | 1.1M | $12.3M | — | August 31, 2026 |
| 6 | Invesco Aerospace & Defense ETF | 0.63% | 1.1M | $12.3M | +1.1M (0.0%) | September 30, 2026 |
| 7 | Federated Hermes Kaufmann Small Cap A | 0.58% | 1.0M | $11.4M | +1.0M (0.0%) | June 30, 2026 |
| 8 | American Funds SMALLCAP World A | 0.56% | 973K | $11.1M | +973,400 (0.0%) | June 30, 2026 |
| 9 | iShares Russell 2000 ETF | 0.46% | 786K | $8.9M | −9,024 (−1.1%) | September 30, 2026 |
| 10 | Vanguard Small Cap Index | 0.46% | 785K | $8.9M | +536 (+0.1%) | August 31, 2026 |
| 11 | JNL Multi-Manager Small Cap Growth A | 0.41% | 709K | $8.1M | +709,464 (0.0%) | June 30, 2026 |
| 12 | MFS New Discovery Value I | 0.40% | 688K | $7.8M | +97,175 (+16.5%) | August 31, 2026 |
| 13 | MFS New Discovery I | 0.36% | 617K | $7.0M | −112,536 (−15.4%) | August 31, 2026 |
| 14 | Bridge Builder Small/Mid Cap Value | 0.34% | 592K | $6.7M | +226,607 (+62.0%) | September 30, 2026 |
| 15 | First Eagle Small Cap Opportunity I | 0.33% | 567K | $6.4M | +158,059 (+38.7%) | August 31, 2026 |
| 16 | BlackRock Event Driven Equity Instl | 0.33% | 565K | $6.4M | — | August 31, 2026 |
| 17 | AB Intl Technology I USD | 0.32% | 546K | $6.2M | −71,847 (−11.6%) | August 31, 2026 |
| 18 | LVIP Baron Growth Opportunities Svc | 0.22% | 383K | $4.4M | +383,371 (0.0%) | June 30, 2026 |
| 19 | BGF Global Allocation A2 | 0.22% | 383K | $4.4M | +382,642 (0.0%) | June 30, 2026 |
| 20 | Driehaus Small Cap Growth Institutional | 0.22% | 377K | $4.3M | +115,725 (+44.4%) | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
Who owns AADX
Institutional investors own 99.2% of Applied Aerospace & Defense's shares and insiders 0.04%. The largest holder is AllianceBernstein L.P. with 1.93% of the shares (3.3M), as of June 30, 2026. Among the top 20 institutions, 20 added shares and 0 reduced their stake in the latest filings. Short interest is 9.57% of the float, or 2.44 days of average trading volume.
Related: AADX analyst forecast, AADX key metrics. See the AADX stock overview for the latest quote and news.
AADX ownership FAQ
Who owns the most Applied Aerospace & Defense stock?
The largest shareholders of Applied Aerospace & Defense are AllianceBernstein L.P. (1.93%), Temasek Holdings Ltd. (1.89%), Massachusetts Financial Services Company (1.36%), BAMCO Inc (1.26%), T. Rowe Price Investment Management,Inc. (1.19%).
What percentage of Applied Aerospace & Defense is owned by institutions?
Institutions hold 99.2% of Applied Aerospace & Defense's shares outstanding; insiders hold 0.04%.
Which funds own Applied Aerospace & Defense?
The largest fund holders of Applied Aerospace & Defense are Baron Small Cap Retail (1.02%), American Century Small Cap Growth Inv (0.74%), AB Small Cap Growth A (0.66%), Janus Henderson Venture D (0.64%), Vanguard MStar Total Stk Mkt Idx Invest (0.63%).
What is Applied Aerospace & Defense's short interest?
5.4M shares of Applied Aerospace & Defense were sold short, 9.57% of the float; at the average daily volume it would take 2.44 days to cover.
How many shares of Applied Aerospace & Defense are outstanding?
Applied Aerospace & Defense has 172.4M shares outstanding, of which 45.5M are in the public float.