Stock ownership · SEC 13F · Q1 2025

AEROVATE THERAPEUTICS

Institutional ownership of AEROVATE THERAPEUTICS (CUSIP 008064107) - who holds it, how concentrated it is, and what moved last quarter.

$63K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $63K of AEROVATE THERAPEUTICS positions as of Q1 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$63K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 008064107 · Q1 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-SHORT

  • VALUE-TRACE $0.1M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - AEROVATE THERAPEUTICS's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of AEROVATE THERAPEUTICS
  1. 1
    RHUMBLINE ADVISERS $57K
  2. 2
    STRS OHIO $6K
  3. 3
    JONES FINANCIAL COMPANIES LLLP $253

Top 3 reported holders by value · Q1 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 RHUMBLINE ADVISERS 22,750 $57K 90.8%
2 STRS OHIO 2,200 $6K 8.8%
3 JONES FINANCIAL COMPANIES LLLP 100 $253 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among AEROVATE THERAPEUTICS's reported holders for Q1 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold AEROVATE THERAPEUTICS?▼
AEROVATE THERAPEUTICS is held by 3 institutional investors per the latest SEC Form 13F filings as of Q1 2025.
What is the total institutional value of AEROVATE THERAPEUTICS?▼
Institutions report $63K of AEROVATE THERAPEUTICS as of Q1 2025.
How concentrated is ownership of AEROVATE THERAPEUTICS?▼
The top five institutional holders account for 100% of the reported institutional value in AEROVATE THERAPEUTICS, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of AEROVATE THERAPEUTICS?▼
RHUMBLINE ADVISERS is the largest reported holder of AEROVATE THERAPEUTICS with $57K across 22,750 shares as of Q1 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.