Company · Ownership research

AUBURN NATIONAL BANCORPORATION, INC AUBN

CIK 0000750574 · CUSIP 050473107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 25 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	VANGUARD GROUP INC CIK 102909 · View history	$1.61M 74,483 shares	0.00%	+41.76K(+127.60%)Added	SEC filing ↗ May 9, 2025	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$861.05K 39,882 shares	0.00%	+258(+0.70%)Added	SEC filing ↗ May 13, 2025	▾
03	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$606.79K 28,105 shares	0.02%	-2.56K(-8.40%)Reduced	SEC filing ↗ May 15, 2025	▾
04	Aptus Capital Advisors, LLC CIK 1664193 · View history	$593.51K 27,490 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2025	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$539.21K 24,968 shares	0.00%	+1.60K(+6.80%)Added	SEC filing ↗ May 13, 2025	▾
06	IFG Advisory, LLC CIK 1728319 · View history	$486.42K 22,530 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ May 8, 2025	▾
07	LPL Financial LLC CIK 1403438 · View history	$423.57K 19,619 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 7, 2025	▾
08	TRUIST FINANCIAL CORP CIK 92230 · View history	$422.15K 19,553 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Apr 29, 2025	▾
09	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$345.63K 16,009 shares	0.00%	+400(+2.60%)Added	SEC filing ↗ May 14, 2025	▾
10	Apexium Financial, LP CIK 1765285 · View history	$339.48K 15,724 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2025	▾
11	JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 2006637 · View history	$274.21K 12,701 shares	0.04%	+4(0.00%)Added	SEC filing ↗ Apr 22, 2025	▾
12	Empowered Funds, LLC CIK 1592828 · View history	$261.35K 12,105 shares	0.00%	+935(+8.40%)Added	SEC filing ↗ May 16, 2025	▾
13	RBF Capital, LLC CIK 1134621 · View history	$215.90K 10,000 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
14	CAPTRUST FINANCIAL ADVISORS CIK 1512024 · View history	$201.75K 9,344 shares	0.00%	+64(+0.70%)Added	SEC filing ↗ May 15, 2025	▾
15	BlackRock, Inc. CIK 2012383 · View history	$125.50K 5,813 shares	0.00%	-108(-1.80%)Reduced	SEC filing ↗ May 2, 2025	▾
16	MORGAN STANLEY CIK 895421 · View history	$102.46K 4,745 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
17	UBS Group AG CIK 1610520 · View history	$29.58K 1,370 shares	0.00%	+279(+25.60%)Added	SEC filing ↗ May 13, 2025	▾
18	EverSource Wealth Advisors, LLC CIK 1710537 · View history	$5.83K 270 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2025	▾
19	ASSETMARK, INC CIK 1344551 · View history	$2.59K 120 shares	0.00%	+120New	SEC filing ↗ May 6, 2025	▾
20	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$1.00K 31 shares	0.00%	+31New	SEC filing ↗ May 15, 2025	▾

Showing 20 / 25 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

344,913

Not deduplicated across managers

Disclosed value

$7.45M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

AUBURN NATIONAL BANCORPORATION, INC · Q1 2025

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{"action":"holders","cusip":"050473107","quarter":"2025Q1","type":"positions","page_size":100}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.