Who owns AIPO
Which tracked institutional funds hold AIPO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIPO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AIPO is one-sided between 2026-Q1 and 2026-Q2: 54 added or opened and 3 trimmed or exited — on balance accumulating.
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
AIPO’s largest tracked holder by dollar value, Bouchey Financial Group, Ltd., sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AIPO 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 2026-Q1 and 2026-Q2, across 126 tracked filers holding AIPO, 113 increased or opened the position and 14 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 AIPO between the 2026-Q1 and 2026-Q2 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 32
- Bouchey Financial Group, Ltd.$41M
- Performance Wealth Partners, LLC$12M
- FRANKLIN RESOURCES INC$9M
- Members Advisory Group LLC$8M
- Waverly Advisors, LLC$6M
- StoneCrest Wealth Management, Inc.$6M
Full exits 2
- CENTAURUS FINANCIAL, INC.$995K
- JANE STREET GROUP, LLC$959K
Largest adds
- RAYMOND JAMES FINANCIAL INC$14M
- Focus Partners Wealth$13M
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- ROYAL BANK OF CANADA$6M
- Silverleafe Capital Partners, LLC$4M
- Cetera Investment Advisers$3M
Largest trims
- MIRAE ASSET SECURITIES (USA) INC.$542K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bouchey Financial Group, Ltd. new | 1,241,131 | $41M | 15.8% | 2026-Q2 |
| Focus Partners Wealth added | 650,256 | $22M | 8.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 509,007 | $17M | 6.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 470,229 | $16M | 6.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 450,563 | $15M | 5.7% | 2026-Q2 |
| Cetera Investment Advisers added | 375,407 | $13M | 4.8% | 2026-Q2 |
| Performance Wealth Partners, LLC new | 352,481 | $12M | 4.5% | 2026-Q2 |
| Silverleafe Capital Partners, LLC added | 256,011 | $9M | 3.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 254,906 | $9M | 3.2% | 2026-Q2 |
| Members Advisory Group LLC new | 234,902 | $8M | 3.0% | 2026-Q2 |
| Waverly Advisors, LLC new | 176,607 | $6M | 2.2% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. new | 171,823 | $6M | 2.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 167,891 | $6M | 2.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 164,759 | $6M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 151,910 | $5M | 1.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 149,693 | $5M | 1.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 147,388 | $5M | 1.9% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 117,261 | $4M | 1.5% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 87,064 | $3M | 1.1% | 2026-Q2 |
| UBS Group AG added | 86,239 | $3M | 1.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 68,497 | $2M | 0.9% | 2026-Q2 |
| WNY Asset Management, LLC new | 67,501 | $2M | 0.9% | 2026-Q2 |
| Perennial Advisors, LLC new | 56,114 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,448 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 54,182 | $2M | 0.7% | 2026-Q2 |
| Summit Financial, LLC new | 50,375 | $2M | 0.6% | 2026-Q2 |
| Lionsbridge Wealth Management LLC new | 47,220 | $2M | 0.6% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC new | 45,784 | $2M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 44,037 | $1M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 43,592 | $1M | 0.6% | 2026-Q2 |
| Sigma Planning Corp added | 39,918 | $1M | 0.5% | 2026-Q2 |
| Mariner, LLC new | 38,593 | $1M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 38,149 | $1M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 37,713 | $1M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 37,510 | $1M | 0.5% | 2026-Q2 |
| LPL Financial LLC new | 36,490 | $1M | 0.5% | 2026-Q2 |
| Platform Technology Partners added | 34,366 | $1M | 0.4% | 2026-Q2 |
| SHP Wealth Management added | 33,767 | $1M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC new | 33,478 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 29,846 | $997K | 0.4% | 2026-Q2 |
| Arrowroot Family Office, LLC trimmed | 28,916 | $966K | 0.4% | 2026-Q2 |
| Atria Investments, Inc new | 28,612 | $956K | 0.4% | 2026-Q2 |
| VVR Holdings LLC new | 27,973 | $935K | 0.4% | 2026-Q2 |
| Sunpointe, LLC new | 27,889 | $932K | 0.4% | 2026-Q2 |
| Essex Financial Services, Inc. new | 24,780 | $828K | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 24,106 | $700K | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 24,106 | $700K | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 22,761 | $760K | 0.3% | 2026-Q2 |
| Curbstone Financial Management Corp added | 21,718 | $726K | 0.3% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 20,037 | $669K | 0.3% | 2026-Q2 |
| Glenview Trust Co new | 19,304 | $645K | 0.2% | 2026-Q2 |
| Family Manage LLC | 19,296 | $645K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 17,830 | $596K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 16,112 | $538K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 16,112 | $538K | 0.2% | 2026-Q2 |
| Bauman Advisory Group, LLC new | 16,040 | $536K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 15,927 | $497K | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 15,776 | $527K | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 15,715 | $525K | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 15,637 | $522K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,129 | $505K | 0.2% | 2026-Q2 |
| Concentrum Wealth Management new | 14,943 | $499K | 0.2% | 2026-Q2 |
| PFG Investments, LLC new | 14,910 | $498K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 14,387 | $481K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC new | 14,194 | $474K | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC new | 13,876 | $464K | 0.2% | 2026-Q2 |
| EFG International AG added | 13,860 | $463K | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 13,370 | $447K | 0.2% | 2026-Q2 |
| Creative Planning new | 12,681 | $424K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 11,711 | $391K | 0.1% | 2026-Q2 |
| Laurel Wealth Advisors LLC new | 11,347 | $379K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 10,724 | $358K | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC new | 10,555 | $353K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 10,302 | $344K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 9,992 | $334K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC new | 9,990 | $334K | 0.1% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC new | 9,900 | $331K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC new | 9,892 | $330K | 0.1% | 2026-Q2 |
| Everest Financial Group LLC | 9,250 | $309K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 9,200 | $295K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 8,595 | $287K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 8,466 | $283K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC new | 7,864 | $237K | 0.1% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC new | 7,600 | $254K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. new | 7,400 | $247K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC new | 7,231 | $242K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. new | 6,600 | $221K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 6,405 | $214K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 6,300 | $210K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ new | 5,876 | $196K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 4,246 | $138K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 2,730 | $91K | 0.0% | 2026-Q2 |
| Belvedere Trading LLC new | 2,347 | $78K | 0.0% | 2026-Q2 |
| Markowski Investments new | 2,150 | $72K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 1,722 | $58K | 0.0% | 2026-Q2 |
| Provenance Wealth Advisors, LLC new | 1,708 | $57K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 1,591 | $53K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC new | 1,358 | $45K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 950 | $32K | 0.0% | 2026-Q2 |
| EASTERN BANK new | 941 | $31K | 0.0% | 2026-Q2 |
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.
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.