Who owns AIRR (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 236 added or opened and 33 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 0.3% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 494 tracked filers holding AIRR, 325 increased or opened the position and 162 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 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 31
- Independent Advisor Alliance$20M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$10M
- PTM WEALTH MANAGEMENT, LLC$9M
- MEITAV INVESTMENT HOUSE LTD$7M
- COOPER INVESTORS PTY LTD$6M
- BALYASNY ASSET MANAGEMENT L.P.$6M
Full exits 16
- Envestnet Portfolio Solutions, Inc.$8M
- FISCHER INVESTMENT STRATEGIES, LLC$6M
- Concorde Asset Management, LLC$4M
- Main Street Financial Solutions, LLC$3M
- COMERICA BANK$3M
- PUFF WEALTH MANAGEMENT, LLC$3M
Largest adds
- BANK OF AMERICA CORP /DE/$219M
- MORGAN STANLEY$135M
- LPL Financial LLC$123M
- RAYMOND JAMES FINANCIAL INC$61M
- UBS Group AG$53M
- WELLS FARGO & COMPANY/MN$49M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$343M
- FIL Ltd$32M
- Pioneer Family Office, LLC$13M
- Mirae Asset Global Investments Co., Ltd.$11M
- IHT Wealth Management, LLC$9M
- NewEdge Advisors, LLC$5M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,675,697 | $1.1B | 20.9% | 2026-Q1 |
| MORGAN STANLEY added | 5,900,858 | $654M | 12.8% | 2026-Q1 |
| LPL Financial LLC added | 5,163,455 | $572M | 11.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,617,712 | $290M | 5.7% | 2026-Q1 |
| UBS Group AG added | 2,345,173 | $260M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,292,383 | $254M | 5.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,430,725 | $158M | 3.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,096,735 | $121M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 873,587 | $97M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 784,859 | $87M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 767,824 | $85M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 622,159 | $69M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 599,696 | $66M | 1.3% | 2026-Q1 |
| Parcion Private Wealth LLC trimmed | 516,187 | $57M | 1.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 500,900 | $55M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 482,881 | $53M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 458,357 | $51M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 447,548 | $50M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 295,214 | $33M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 284,465 | $32M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 277,294 | $31M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 265,067 | $29M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 258,484 | $29M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 251,084 | $28M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 235,602 | $26M | 0.5% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 225,184 | $25M | 0.5% | 2026-Q1 |
| Next Level Private LLC added | 222,741 | $25M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 248,255 | $24M | 0.5% | 2026-Q1 |
| Proficio Capital Partners LLC added | 219,481 | $24M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 216,248 | $23M | 0.4% | 2026-Q1 |
| SAGE PRIVATE WEALTH GROUP, LLC trimmed | 197,355 | $22M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 184,649 | $20M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 181,096 | $20M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 179,182 | $20M | 0.4% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 177,688 | $20M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 157,150 | $17M | 0.3% | 2026-Q1 |
| Pictet North America Advisors SA trimmed | 155,764 | $17M | 0.3% | 2026-Q1 |
| Presidio Capital Management, LLC added | 148,090 | $16M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 140,000 | $16M | 0.3% | 2026-Q1 |
| Frederick Financial Consultants, LLC trimmed | 133,935 | $15M | 0.3% | 2026-Q1 |
| FIL Ltd trimmed | 132,522 | $15M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 130,884 | $14M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 125,252 | $14M | 0.3% | 2026-Q1 |
| Parkside Investments, LLC trimmed | 124,622 | $14M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 122,934 | $14M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 112,834 | $12M | 0.2% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 109,166 | $12M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 103,741 | $11M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 102,512 | $11M | 0.2% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 99,086 | $11M | 0.2% | 2026-Q1 |
| Atlas Wealth LLC trimmed | 97,710 | $11M | 0.2% | 2026-Q1 |
| CWM, LLC added | 97,369 | $11M | 0.2% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 97,205 | $11M | 0.2% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. added | 94,851 | $11M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 93,268 | $10M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 92,534 | $10M | 0.2% | 2026-Q1 |
| PRUDENTIAL PLC | 92,426 | $10M | 0.2% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 92,308 | $10M | 0.2% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new | 92,000 | $10M | 0.2% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 91,061 | $10M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 88,851 | $10M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 88,487 | $10M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 88,116 | $10M | 0.2% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 86,859 | $10M | 0.2% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 86,740 | $10M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 124,132 | $10M | 0.2% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC added | 85,052 | $9M | 0.2% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 84,799 | $9M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 80,726 | $9M | 0.2% | 2026-Q1 |
| PTM WEALTH MANAGEMENT, LLC new | 78,274 | $9M | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 79,227 | $9M | 0.2% | 2026-Q1 |
| Hobart Private Capital, LLC added | 77,901 | $9M | 0.2% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 77,595 | $9M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 77,035 | $9M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 71,407 | $8M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 70,737 | $8M | 0.2% | 2026-Q1 |
| TradeWell Securities, LLC. added | 70,343 | $8M | 0.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 69,270 | $8M | 0.1% | 2026-Q1 |
| Investors Portfolio Services LLC trimmed | 68,878 | $8M | 0.1% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 68,025 | $8M | 0.1% | 2026-Q1 |
| WPG Advisers, LLC added | 66,230 | $7M | 0.1% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 64,450 | $7M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 63,986 | $7M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC added | 55,333 | $7M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 63,341 | $7M | 0.1% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 61,937 | $7M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 61,849 | $7M | 0.1% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61,712 | $7M | 0.1% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 61,393 | $7M | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 59,076 | $7M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 57,276 | $6M | 0.1% | 2026-Q1 |
| Tidemark, LLC added | 56,899 | $6M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 56,369 | $6M | 0.1% | 2026-Q1 |
| Quadcap Wealth Management, LLC trimmed | 56,338 | $6M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 177,955 | $14M | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. added | 83,192 | $8M | 0.2% | 2025-Q4 stale |
| Strive Asset Management, LLC added | 79,075 | $8M | 0.1% | 2025-Q3 stale |
| SPC Financial, Inc. added | 77,696 | $8M | 0.1% | 2025-Q3 stale |
| Black Swift Group, LLC added | 98,815 | $7M | 0.1% | 2025-Q1 stale |
| Alpha Omega Group, Inc. trimmed | 98,794 | $7M | 0.1% | 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.
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.