It's an insightful question to track institutional ownership changes following significant corporate events. Based on Fintel's data, it appears there might be a slight misunderstanding regarding a "merger" for Asset Entities Inc. (ASST) on September 12, 2025. Our records do not indicate a merger for ASST on that specific date. Instead, a "First Amendment To Credit Agreement" dated September 12, 2025, was filed for Mach Natural Resources LP, a different entity.1
However, focusing on the core of your inquiry regarding institutional ownership changes around that period, Fintel's data for ASST shows notable activity in the most recent quarter (MRQ), which concluded on September 30, 2025.
Institutional Ownership Overview for ASST
- Current Holders: Asset Entities Inc. currently has 17 institutional owners who have filed 13D/G or 13F forms with the SEC.2
- Total Shares Held: These institutions collectively hold 137,097 shares.2
- Significant Recent Change: There has been a substantial increase in institutional shares (long positions) by 337.10% in the most recent quarter.2 This indicates a significant shift in institutional interest or positioning around the time you specified.
- Prominent Holders: The largest reported institutional shareholders include Geode Capital Management, LLC, Fidelity Extended Market Index Fund (FSMAX), Fidelity Series Total Market Index Fund (FCFMX), UBS Group AG, and Vanguard Extended Market Index Fund Investor Shares (VEXMX).2
It's important to note that the full picture of institutional ownership as of September 30, 2025, will become clearer as all 13F filings for Q3 2025 are submitted. These filings are typically due 45 days after the quarter's end, meaning most will be publicly available by November 14, 2025. This upcoming data will provide a more comprehensive view of which funds have adjusted their positions following the September period.
You can explore the detailed institutional ownership data, including a breakdown of individual fund holdings and their changes, on Fintel's ASST ownership page.
