Who owns AIS (AIS)
Which tracked institutional funds hold AIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIS 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 AIS is one-sided between 2025-Q4 and 2026-Q1: 23 added or opened and 4 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
AIS’s largest tracked holder by dollar value, Beaumont Financial Advisors, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AIS 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 52 tracked filers holding AIS, 35 increased or opened the position and 11 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 AIS 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 9
- GTS SECURITIES LLC$4M
- MML INVESTORS SERVICES, LLC$3M
- MATHER GROUP, LLC.$3M
- FLOW TRADERS U.S. LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- Elequin Capital, LP$778K
Full exits 3
- NewEdge Advisors, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$721K
- SteelPeak Wealth, LLC$578K
Largest adds
- Beaumont Financial Advisors, LLC$7M
- JANE STREET GROUP, LLC$4M
- LPL Financial LLC$3M
- Tyche Wealth Partners LLC$2M
- Berbice Capital Management LLC$1M
- Carter Financial Group, INC.$839K
Largest trims
- SFI Advisors, LLC$2M
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 |
|---|---|---|---|---|
| Beaumont Financial Advisors, LLC added | 351,420 | $15M | 15.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 255,618 | $11M | 11.6% | 2026-Q1 |
| FWG Holdings, LLC added | 166,215 | $7M | 7.9% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 136,295 | $6M | 6.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 99,590 | $4M | 4.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 94,642 | $4M | 4.3% | 2026-Q1 |
| LPL Financial LLC added | 87,742 | $4M | 4.0% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 81,972 | $3M | 3.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 79,436 | $3M | 3.6% | 2026-Q1 |
| MATHER GROUP, LLC. new | 60,932 | $3M | 2.8% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 46,345 | $2M | 2.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 34,628 | $1M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 32,847 | $1M | 1.5% | 2026-Q1 |
| Carter Financial Group, INC. added | 31,580 | $1M | 1.4% | 2026-Q1 |
| Berbice Capital Management LLC added | 27,401 | $1M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 25,079 | $1M | 1.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 23,477 | $984K | 1.1% | 2026-Q1 |
| Brookwood Investment Group LLC added | 22,461 | $941K | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 21,314 | $893K | 1.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 21,290 | $892K | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 21,147 | $886K | 1.0% | 2026-Q1 |
| Elequin Capital, LP new | 18,562 | $778K | 0.8% | 2026-Q1 |
| CoreCap Advisors, LLC new | 18,262 | $765K | 0.8% | 2026-Q1 |
| ATX Financial Planning, LLC added | 17,446 | $731K | 0.8% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 17,672 | $721K | 0.8% | 2026-Q1 |
| Mariner, LLC new | 15,454 | $648K | 0.7% | 2026-Q1 |
| Wealthstar Advisors, LLC | 13,468 | $564K | 0.6% | 2026-Q1 |
| World Investment Advisors new | 13,158 | $551K | 0.6% | 2026-Q1 |
| National Philanthropic Trust | 13,137 | $551K | 0.6% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 9,427 | $395K | 0.4% | 2026-Q1 |
| UPTICK PARTNERS, LLC new | 7,076 | $297K | 0.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 6,914 | $290K | 0.3% | 2026-Q1 |
| WILLNER & HELLER, LLC new | 6,412 | $269K | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 6,030 | $253K | 0.3% | 2026-Q1 |
| WealthCare Investment Partners, LLC new | 4,705 | $211K | 0.2% | 2026-Q1 |
| Oxinas Partners, LLC new | 4,900 | $205K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC | 3,293 | $143K | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 2,548 | $106K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 2,000 | $84K | 0.1% | 2026-Q1 |
| UBS Group AG new | 1,120 | $47K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,000 | $42K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 726 | $30K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 665 | $28K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC | 592 | $25K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 494 | $21K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 400 | $17K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 400 | $17K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 384 | $16K | 0.0% | 2026-Q1 |
| CWM, LLC | 118 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 100 | $4K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 13 | $544 | 0.0% | 2026-Q1 |
| Triumph Capital Management new | 3 | $126 | 0.0% | 2026-Q1 |
| ALTFEST L J & CO INC new | 222,716 | $8M | 8.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC new | 56,560 | $2M | 2.3% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 19,093 | $721K | 0.8% | 2025-Q4 stale |
| SteelPeak Wealth, LLC new | 15,304 | $578K | 0.6% | 2025-Q4 stale |
| FULLCIRCLE WEALTH LLC added | 14,499 | $561K | 0.6% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT trimmed | 15,017 | $528K | 0.6% | 2025-Q3 stale |
| SageView Advisory Group, LLC new | 818 | $31K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 1,242 | $27K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC new | 300 | $11K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.