As of the latest SEC filings, ARISTOTLE CORE EQUITY FUND (ARILX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Growth Fund (PODAX), holding an estimated $118,900,179.37 in market value, representing 19.30% of its portfolio.
Funds holding ARISTOTLE CORE EQUITY FUND (ARILX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ARILX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 19.30% | $118,900,179.37 | 7,685,855 | Mar 31, 2026 | May 27, 2026 |
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 17.67% | $113,317,459.73 | 7,324,981 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 20.98% | $57,104,775.54 | 3,691,324 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 13.34% | $23,904,092.60 | 1,545,190 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 6.34% | $7,475,172.09 | 483,204 | Mar 31, 2026 | May 27, 2026 |
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