Who owns AIRR
Which tracked institutional funds hold AIRR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIRR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 AIRR is one-sided between 2026-Q1 and 2026-Q2: 301 added or opened and 35 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
AIRR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes AIRR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AIRR 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 544 tracked filers holding AIRR, 378 increased or opened the position and 150 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 AIRR 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 22
- MENORA MIVTACHIM HOLDINGS LTD.$180M
- RIA Advisory Group LLC$13M
- Beaumont Financial Advisors, LLC$11M
- PRAIRIE ADVISORY, LLC$5M
- Triad Wealth Partners, LLC$4M
- PUFF WEALTH MANAGEMENT, LLC$4M
Full exits 21
- Cambridge Investment Research Advisors, Inc.$121M
- HighTower Advisors, LLC$50M
- Janney Montgomery Scott LLC$26M
- Independent Advisor Alliance$20M
- CWM, LLC$11M
- BALYASNY ASSET MANAGEMENT L.P.$6M
Largest adds
- BANK OF AMERICA CORP /DE/$318M
- LPL Financial LLC$238M
- MORGAN STANLEY$229M
- WELLS FARGO & COMPANY/MN$103M
- RAYMOND JAMES FINANCIAL INC$89M
- UBS Group AG$57M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$22M
- D. E. Shaw & Co., Inc.$9M
- Wealthcare Advisory Partners LLC$3M
- Sovran Advisors, LLC$2M
- KINTRA WEALTH, LLC$939K
- Strategic Financial Concepts, LLC$686K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 10,426,985 | $1.4B | 20.5% | 2026-Q2 |
| MORGAN STANLEY added | 6,622,518 | $882M | 13.0% | 2026-Q2 |
| LPL Financial LLC added | 6,080,121 | $810M | 11.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,844,303 | $379M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,679,410 | $357M | 5.3% | 2026-Q2 |
| UBS Group AG added | 2,379,873 | $317M | 4.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,486,312 | $198M | 2.9% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 1,350,500 | $180M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,116,658 | $149M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 889,881 | $119M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 816,728 | $109M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 756,258 | $101M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 585,644 | $78M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 550,874 | $73M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 510,524 | $68M | 1.0% | 2026-Q2 |
| Parcion Private Wealth LLC trimmed | 499,778 | $67M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 427,150 | $57M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 343,640 | $46M | 0.7% | 2026-Q2 |
| Proficio Capital Partners LLC added | 333,906 | $44M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 318,869 | $42M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 301,864 | $40M | 0.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 286,000 | $38M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 268,920 | $36M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 257,146 | $34M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 255,007 | $34M | 0.5% | 2026-Q2 |
| FIL Ltd added | 250,947 | $33M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 250,356 | $33M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 247,170 | $33M | 0.5% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 245,734 | $33M | 0.5% | 2026-Q2 |
| Next Level Private LLC added | 234,279 | $31M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 223,243 | $30M | 0.4% | 2026-Q2 |
| SAGE PRIVATE WEALTH GROUP, LLC added | 206,553 | $28M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 192,461 | $26M | 0.4% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 189,260 | $25M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 188,078 | $25M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 180,118 | $24M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 177,746 | $24M | 0.3% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 177,688 | $24M | 0.3% | 2026-Q2 |
| Presidio Capital Management, LLC added | 174,591 | $23M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 159,922 | $21M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 159,408 | $21M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 150,473 | $20M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 147,885 | $20M | 0.3% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 146,319 | $19M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 145,468 | $19M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 138,497 | $18M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 134,943 | $18M | 0.3% | 2026-Q2 |
| Frederick Financial Consultants, LLC trimmed | 127,802 | $17M | 0.3% | 2026-Q2 |
| Parkside Investments, LLC trimmed | 118,742 | $16M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 112,011 | $15M | 0.2% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 111,447 | $15M | 0.2% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 111,326 | $15M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 110,606 | $15M | 0.2% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. trimmed | 108,427 | $14M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 103,952 | $14M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 100,505 | $13M | 0.2% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 100,089 | $13M | 0.2% | 2026-Q2 |
| Crumly & Associates Inc. added | 99,934 | $13M | 0.2% | 2026-Q2 |
| RIA Advisory Group LLC added | 95,263 | $13M | 0.2% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 92,672 | $12M | 0.2% | 2026-Q2 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 92,000 | $12M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 89,936 | $12M | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 89,828 | $12M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 89,676 | $12M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 89,657 | $12M | 0.2% | 2026-Q2 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 89,380 | $12M | 0.2% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC added | 89,308 | $12M | 0.2% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 86,026 | $11M | 0.2% | 2026-Q2 |
| Schorn Wealth LLC added | 85,495 | $11M | 0.2% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 84,896 | $11M | 0.2% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 84,326 | $11M | 0.2% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 82,567 | $10M | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC new | 81,672 | $11M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 81,197 | $11M | 0.2% | 2026-Q2 |
| Purewater Capital LLC added | 81,151 | $11M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 79,942 | $11M | 0.2% | 2026-Q2 |
| WPG Advisers, LLC added | 77,228 | $10M | 0.2% | 2026-Q2 |
| TradeWell Securities, LLC. added | 76,538 | $10M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 75,832 | $9M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 74,857 | $10M | 0.1% | 2026-Q2 |
| Investors Portfolio Services LLC added | 74,630 | $10M | 0.1% | 2026-Q2 |
| Warner Group LLC added | 73,502 | $10M | 0.1% | 2026-Q2 |
| &PARTNERS added | 72,738 | $10M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 72,447 | $10M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 70,891 | $9M | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV trimmed | 70,214 | $9M | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 69,651 | $9M | 0.1% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 68,155 | $9M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 67,384 | $9M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 66,862 | $9M | 0.1% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 66,045 | $9M | 0.1% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD | 64,450 | $9M | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 64,320 | $9M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 63,550 | $8M | 0.1% | 2026-Q2 |
| Tidemark, LLC added | 63,294 | $8M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 62,725 | $8M | 0.1% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61,712 | $8M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 61,610 | $8M | 0.1% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 61,417 | $8M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 60,506 | $8M | 0.1% | 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.