Who owns AOA
Which tracked institutional funds hold AOA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 AOA is one-sided between 2026-Q1 and 2026-Q2: 85 added or opened and 14 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
AOA’s largest tracked holder by dollar value, Rockefeller Capital Management L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AOA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AOA 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 408 tracked filers holding AOA, 227 increased or opened the position and 153 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 AOA 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 11
- NewEdge Advisors, LLC$4M
- ARQ WEALTH ADVISORS, LLC$2M
- GTS SECURITIES LLC$2M
- R2 Capital Strategies, LLC$2M
- Diversify Advisory Services, LLC$1M
- Stash Investments, LLC$940K
Full exits 7
- Cambridge Investment Research Advisors, Inc.$13M
- Thrivent Financial for Lutherans$9M
- CX Institutional$2M
- HighTower Advisors, LLC$2M
- THRYVE WEALTH MANAGEMENT LLC$1M
- Savvy Advisors, Inc.$685K
Largest adds
- Rockefeller Capital Management L.P.$10M
- JIM SAULNIER & ASSOCIATES, LLC$5M
- Foundations Investment Advisors, LLC$4M
- CITADEL ADVISORS LLC$3M
- Ellenbecker Investment Group$3M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- LPL Financial LLC$3M
- Dynamic Advisor Solutions LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$848K
- MORGAN STANLEY$613K
- HFM Investment Advisors, LLC$550K
- Savant Capital, LLC$395K
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 |
|---|---|---|---|---|
| NorthStar Asset Management LLC /NJ/ added | 2,194,162 | $2M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 611,739 | $60M | 10.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 247,088 | $24M | 4.2% | 2026-Q2 |
| ASSETMARK, INC added | 245,482 | $24M | 4.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 244,296 | $24M | 4.1% | 2026-Q2 |
| Ellenbecker Investment Group added | 223,468 | $22M | 3.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 202,154 | $20M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 184,629 | $18M | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 148,997 | $15M | 2.5% | 2026-Q2 |
| Waverly Advisors, LLC added | 145,444 | $14M | 2.5% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 141,970 | $14M | 2.4% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 125,330 | $12M | 2.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 108,771 | $11M | 1.8% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 107,843 | $11M | 1.8% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 103,374 | $10M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 102,669 | $10M | 1.7% | 2026-Q2 |
| Western Wealth Management, LLC added | 90,624 | $9M | 1.5% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 85,630 | $8M | 1.4% | 2026-Q2 |
| Consilium Wealth Advisory, LLC added | 81,761 | $8M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 79,097 | $8M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 74,652 | $7M | 1.3% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 72,975 | $7M | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 70,456 | $7M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 70,134 | $7M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 67,537 | $7M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 63,301 | $6M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 62,920 | $6M | 1.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 61,477 | $6M | 1.0% | 2026-Q2 |
| Weaver Consulting Group added | 61,364 | $6M | 1.0% | 2026-Q2 |
| Strategic Blueprint, LLC added | 59,641 | $6M | 1.0% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 59,396 | $6M | 1.0% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 57,776 | $6M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 54,499 | $5M | 0.9% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 51,728 | $5M | 0.9% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 50,825 | $5M | 0.9% | 2026-Q2 |
| Fort Henry Capital, LLC added | 50,005 | $5M | 0.8% | 2026-Q2 |
| HANOVER ADVISORS INC added | 49,732 | $5M | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 48,481 | $5M | 0.8% | 2026-Q2 |
| UBS Group AG added | 47,074 | $5M | 0.8% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 46,498 | $5M | 0.8% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 41,696 | $4M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 40,943 | $4M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,400 | $4M | 0.7% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 40,336 | $4M | 0.7% | 2026-Q2 |
| Westmount Partners, LLC added | 38,147 | $4M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 36,886 | $4M | 0.6% | 2026-Q2 |
| Wealth Forward, LLC added | 35,042 | $3M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 34,254 | $3M | 0.6% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 32,227 | $3M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 31,800 | $3M | 0.5% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 30,812 | $3M | 0.5% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 29,823 | $3M | 0.5% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 29,748 | $3M | 0.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 29,553 | $3M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,688 | $3M | 0.5% | 2026-Q2 |
| Madrid Financial Services added | 28,378 | $3M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 27,647 | $3M | 0.5% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 27,525 | $3M | 0.5% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 26,871 | $3M | 0.5% | 2026-Q2 |
| Somnio Financial Group, LLC added | 26,642 | $3M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 26,180 | $3M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 25,197 | $2M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 24,638 | $2M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,106 | $2M | 0.4% | 2026-Q2 |
| Worth Asset Management, LLC added | 23,586 | $2M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 22,947 | $2M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 22,615 | $2M | 0.4% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 22,493 | $2M | 0.4% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 22,031 | $2M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 21,986 | $2M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 21,576 | $2M | 0.4% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 21,399 | $2M | 0.4% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 21,046 | $2M | 0.4% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC trimmed | 20,982 | $2M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors added | 20,851 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 20,845 | $2M | 0.4% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 20,479 | $2M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 20,435 | $2M | 0.3% | 2026-Q2 |
| CGN Advisors LLC | 19,466 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 19,383 | $2M | 0.3% | 2026-Q2 |
| Peregrine Asset Advisers, Inc. trimmed | 19,223 | $2M | 0.3% | 2026-Q2 |
| Canal Capital Management, LLC added | 19,209 | $2M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 19,065 | $2M | 0.3% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 18,280 | $2M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC new | 18,226 | $2M | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 18,012 | $2M | 0.3% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 17,925 | $2M | 0.3% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC added | 17,546 | $2M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 17,232 | $2M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 17,229 | $2M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 16,360 | $2M | 0.3% | 2026-Q2 |
| Buttonwood Financial Group, LLC trimmed | 16,355 | $2M | 0.3% | 2026-Q2 |
| Syverson Strege & Co trimmed | 16,284 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 16,221 | $2M | 0.3% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 16,156 | $2M | 0.3% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 15,922 | $2M | 0.3% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 15,912 | $2M | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC added | 15,822 | $2M | 0.3% | 2026-Q2 |
| Greystone Financial Group, LLC added | 15,817 | $2M | 0.3% | 2026-Q2 |
| HFM Investment Advisors, LLC trimmed | 15,128 | $1M | 0.3% | 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.