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Institutional Ownership · SEC Form 13F

Who owns AIA


Which tracked institutional funds hold AIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

124
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

37 tracked funds added or opened AIA while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AIA’s largest tracked holder by dollar value, JANE STREET GROUP, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AIA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 124 tracked filers holding AIA, 70 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AIA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • JANE STREET GROUP, LLC$65M
  • OLD MISSION CAPITAL LLC$26M
  • GOLDMAN SACHS GROUP INC$24M
  • PRUDENTIAL PLC$16M
  • Avior Wealth Management, LLC$10M
  • CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$8M

Full exits 8

  • BAROMETER CAPITAL MANAGEMENT INC.$13M
  • Stratos Wealth Partners, LTD.$4M
  • D. E. Shaw & Co., Inc.$4M
  • Quantum Portfolio Management LLC$2M
  • Index Technologies Group LLC$1M
  • SB Capital Management Inc$1M

Largest adds

  • JPMORGAN CHASE & CO$15M
  • Quadrature Capital Ltd$9M
  • MARSHALL WACE, LLP$7M
  • MORGAN STANLEY$7M
  • Cambridge Investment Research Advisors, Inc.$2M
  • MERCER GLOBAL ADVISORS INC /ADV$1M

Largest trims

  • SFI Advisors, LLC$2M
  • AMERIPRISE FINANCIAL INC$1M
  • MML INVESTORS SERVICES, LLC$669K
  • WELLS FARGO & COMPANY/MN$367K
  • LPL Financial LLC$337K
  • Lido Advisors, LLC$309K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
JANE STREET GROUP, LLC added616,879$65M18.0%2026-Q1
OLD MISSION CAPITAL LLC added243,538$26M7.1%2026-Q1
GOLDMAN SACHS GROUP INC added228,047$24M6.7%2026-Q1
MORGAN STANLEY added195,745$21M5.7%2026-Q1
PRUDENTIAL PLC added150,360$16M4.4%2026-Q1
JPMORGAN CHASE & CO added144,974$15M4.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed103,659$11M3.0%2026-Q1
Quadrature Capital Ltd added96,202$10M2.8%2026-Q1
Avior Wealth Management, LLC added91,502$10M2.7%2026-Q1
MARSHALL WACE, LLP added89,075$9M2.6%2026-Q1
LPL Financial LLC trimmed82,776$9M2.4%2026-Q1
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD new73,500$8M2.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added64,842$7M1.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed59,806$6M1.7%2026-Q1
Creative Planning added58,173$6M1.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added48,834$5M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added47,260$5M1.4%2026-Q1
UBS Group AG added46,113$5M1.3%2026-Q1
Elite Wealth Management, Inc. new39,277$4M1.1%2026-Q1
CITADEL ADVISORS LLC added38,981$4M1.1%2026-Q1
Focus Partners Wealth added34,194$4M1.0%2026-Q1
Mariner, LLC added28,302$3M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added28,086$3M0.8%2026-Q1
Objectivity Squared, LLC added27,587$3M0.8%2026-Q1
SFI Advisors, LLC trimmed23,047$2M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added21,106$2M0.6%2026-Q1
Arlington Capital Management, Inc. trimmed20,389$2M0.6%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC added19,331$2M0.6%2026-Q1
Texas Yale Capital Corp. trimmed18,580$2M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed17,463$2M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed16,560$2M0.5%2026-Q1
FLOW TRADERS U.S. LLC trimmed16,299$2M0.5%2026-Q1
ROYAL BANK OF CANADA added15,913$2M0.5%2026-Q1
Redhawk Wealth Advisors, Inc. added15,362$2M0.4%2026-Q1
Twelve Points Wealth Management LLC trimmed13,460$1M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed13,263$1M0.4%2026-Q1
QUATTRO FINANCIAL ADVISORS LLC new13,074$1M0.4%2026-Q1
BLVD Private Wealth, LLC new12,757$1M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added11,530$1M0.3%2026-Q1
EVOKE WEALTH, LLC10,810$1M0.3%2026-Q1
Apollon Wealth Management, LLC added9,846$1M0.3%2026-Q1
GTS SECURITIES LLC new9,693$1M0.3%2026-Q1
HRT FINANCIAL LP added9,560$1M0.3%2026-Q1
Blue Fin Capital, Inc. trimmed8,900$945K0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added7,875$836K0.2%2026-Q1
Prospera Financial Services Inc trimmed7,365$782K0.2%2026-Q1
Qube Research & Technologies Ltd added7,302$775K0.2%2026-Q1
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC7,188$763K0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd added7,081$752K0.2%2026-Q1
CIBC Bancorp USA Inc. new6,814$723K0.2%2026-Q1
OPPENHEIMER & CO INC added6,564$697K0.2%2026-Q1
Aurora Private Wealth, Inc. new5,506$584K0.2%2026-Q1
Composition Wealth, LLC4,978$528K0.1%2026-Q1
Cetera Investment Advisers added4,918$522K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC added4,893$519K0.1%2026-Q1
Lido Advisors, LLC trimmed4,868$517K0.1%2026-Q1
Octavia Wealth Advisors, LLC4,487$476K0.1%2026-Q1
Arkadios Wealth Advisors4,406$468K0.1%2026-Q1
Rockefeller Capital Management L.P. added4,314$458K0.1%2026-Q1
Phillip James Consulting Co. new5,707$447K0.1%2026-Q1
Karnit Road Accident Victims Compensation Fund new3,860$410K0.1%2026-Q1
TWO SIGMA SECURITIES, LLC added3,835$407K0.1%2026-Q1
Equitable Holdings, Inc. added3,744$365K0.1%2026-Q1
CITY HOLDING CO trimmed3,405$361K0.1%2026-Q1
BlackDiamond Wealth Management, LLC added3,089$328K0.1%2026-Q1
Integrated Advisors Network LLC trimmed3,082$327K0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed3,060$325K0.1%2026-Q1
CITIGROUP INC trimmed3,044$323K0.1%2026-Q1
Glaxis Capital Management, LLC trimmed3,030$322K0.1%2026-Q1
Patten Group, Inc. added3,001$319K0.1%2026-Q1
Retirement Planning Group, LLC2,703$287K0.1%2026-Q1
TRUIST FINANCIAL CORP added2,646$281K0.1%2026-Q1
MGO ONE SEVEN LLC added2,505$266K0.1%2026-Q1
Belvedere Trading LLC trimmed2,455$261K0.1%2026-Q1
Argent Trust Co trimmed2,347$249K0.1%2026-Q1
Rathbones Group PLC2,335$248K0.1%2026-Q1
Sigma Planning Corp trimmed2,206$234K0.1%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed2,115$225K0.1%2026-Q1
Integrated Wealth Concepts LLC new1,993$212K0.1%2026-Q1
&PARTNERS new1,964$208K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,832$195K0.1%2026-Q1
Federation des caisses Desjardins du Quebec trimmed1,783$189K0.1%2026-Q1
Aviso Financial Inc.1,385$147K0.0%2026-Q1
BAROMETER CAPITAL MANAGEMENT INC. added73,710$13M3.5%2025-Q4 stale
EWG Elevate Inc. added52,163$5M1.4%2025-Q3 stale
Stratos Wealth Partners, LTD. trimmed43,010$4M1.2%2025-Q4 stale
D. E. Shaw & Co., Inc. new37,183$4M1.0%2025-Q4 stale
IHT Wealth Management, LLC new25,027$2M0.7%2025-Q3 stale
Quantum Portfolio Management LLC new23,409$2M0.6%2025-Q4 stale
Index Technologies Group LLC new13,268$1M0.4%2025-Q4 stale
SB Capital Management Inc new12,075$1M0.3%2025-Q4 stale
Allianz Asset Management GmbH8,600$814K0.2%2025-Q3 stale
CIBC WORLD MARKET INC. trimmed5,523$539K0.1%2025-Q4 stale
NewEdge Advisors, LLC trimmed5,502$537K0.1%2025-Q4 stale
NEUBERGER BERMAN GROUP LLC5,275$499K0.1%2025-Q3 stale
McAdam, LLC trimmed6,748$488K0.1%2025-Q1 stale
CIBC Private Wealth Group LLC added4,969$485K0.1%2025-Q4 stale
BluePointe Capital Management, LLC added5,596$405K0.1%2025-Q1 stale
PGIM Custom Harvest LLC added3,222$305K0.1%2025-Q3 stale
Ameritas Advisory Services, LLC2,954$214K0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership