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-Q1 13F filings (latest filed 2026-05-19). 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
40 tracked funds added or opened AOA while 41 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 403 tracked filers holding AOA, 233 increased or opened the position and 149 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 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
- EP Wealth Advisors, LLC$3M
- Madrid Financial Services$2M
- Cerity Partners Retirement Plan Advisors LLC$1M
- NICOLET BANKSHARES INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CITADEL ADVISORS LLC$1M
Full exits 7
- NewEdge Advisors, LLC$3M
- CLIFFORD SWAN INVESTMENT COUNSEL LLC$3M
- CAPITAL INSIGHT PARTNERS, LLC$2M
- NICOLET ADVISORY SERVICES, LLC$1M
- High Falls Advisors, Inc$986K
- One Capital Management, LLC$883K
Largest adds
- LPL Financial LLC$4M
- ROYAL BANK OF CANADA$3M
- Ellenbecker Investment Group$3M
- MORGAN STANLEY$3M
- Strategic Blueprint, LLC$2M
- Focus Partners Advisor Solutions, LLC$1M
Largest trims
- STIFEL FINANCIAL CORP$11M
- RAYMOND JAMES FINANCIAL INC$6M
- CX Institutional$6M
- WELLS FARGO & COMPANY/MN$5M
- Kestra Advisory Services, LLC$4M
- Valpey Financial Services, LLC$3M
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 |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. added | 556,687 | $49M | 9.2% | 2026-Q1 |
| LPL Financial LLC added | 311,488 | $28M | 5.2% | 2026-Q1 |
| ASSETMARK, INC added | 244,856 | $22M | 4.1% | 2026-Q1 |
| Ellenbecker Investment Group added | 216,273 | $19M | 3.6% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 209,260 | $19M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 194,664 | $17M | 3.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 176,150 | $16M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 171,267 | $15M | 2.8% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. trimmed | 152,290 | $13M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 150,170 | $13M | 2.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 138,998 | $12M | 2.3% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 126,421 | $11M | 2.1% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC added | 112,097 | $10M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 107,144 | $9M | 1.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 106,172 | $9M | 1.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 96,306 | $9M | 1.6% | 2026-Q1 |
| Western Wealth Management, LLC added | 85,035 | $8M | 1.4% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 82,575 | $7M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,814 | $7M | 1.2% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 74,362 | $7M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 71,786 | $6M | 1.2% | 2026-Q1 |
| Consilium Wealth Advisory, LLC added | 70,340 | $6M | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 69,573 | $6M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 68,745 | $6M | 1.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 62,888 | $6M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 61,971 | $5M | 1.0% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 61,562 | $5M | 1.0% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 60,211 | $5M | 1.0% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 59,909 | $5M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 59,700 | $5M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 55,434 | $5M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 54,835 | $5M | 0.9% | 2026-Q1 |
| Weaver Consulting Group added | 54,280 | $5M | 0.9% | 2026-Q1 |
| Legacy Wealth Partners, LLC trimmed | 50,120 | $4M | 0.8% | 2026-Q1 |
| Fort Henry Capital, LLC added | 49,327 | $4M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 48,523 | $4M | 0.8% | 2026-Q1 |
| Strategic Blueprint, LLC added | 46,379 | $4M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 45,990 | $4M | 0.8% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 44,938 | $4M | 0.7% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 42,858 | $4M | 0.7% | 2026-Q1 |
| Mutual Advisors, LLC added | 40,009 | $4M | 0.7% | 2026-Q1 |
| Westmount Partners, LLC added | 37,232 | $3M | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 36,270 | $3M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 34,057 | $3M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 33,912 | $3M | 0.6% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 33,389 | $3M | 0.6% | 2026-Q1 |
| ODonnell Financial Services, LLC added | 31,876 | $3M | 0.5% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC added | 30,994 | $3M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 30,634 | $3M | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 30,493 | $3M | 0.5% | 2026-Q1 |
| HANOVER ADVISORS INC trimmed | 28,659 | $3M | 0.5% | 2026-Q1 |
| Wealth Forward, LLC added | 27,855 | $2M | 0.5% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 27,842 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 27,803 | $2M | 0.5% | 2026-Q1 |
| CX Institutional trimmed | 27,477 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,250 | $2M | 0.5% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 27,262 | $2M | 0.5% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 27,146 | $2M | 0.4% | 2026-Q1 |
| Somnio Financial Group, LLC added | 26,125 | $2M | 0.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 25,581 | $2M | 0.4% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ trimmed | 2,194,160 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 24,096 | $2M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 23,993 | $2M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 23,839 | $2M | 0.4% | 2026-Q1 |
| Madrid Financial Services new | 23,759 | $2M | 0.4% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 23,698 | $2M | 0.4% | 2026-Q1 |
| Worth Asset Management, LLC added | 23,447 | $2M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 23,021 | $2M | 0.4% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC added | 22,917 | $2M | 0.4% | 2026-Q1 |
| HFM Investment Advisors, LLC trimmed | 22,899 | $2M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 21,686 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 21,601 | $2M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 20,941 | $2M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 20,561 | $2M | 0.3% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 20,425 | $2M | 0.3% | 2026-Q1 |
| Peregrine Asset Advisers, Inc. trimmed | 20,204 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 19,800 | $2M | 0.3% | 2026-Q1 |
| CGN Advisors LLC added | 19,466 | $2M | 0.3% | 2026-Q1 |
| Venturi Wealth Management, LLC trimmed | 19,119 | $2M | 0.3% | 2026-Q1 |
| Canal Capital Management, LLC trimmed | 19,093 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 19,024 | $2M | 0.3% | 2026-Q1 |
| Syverson Strege & Co trimmed | 18,543 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 18,113 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 16,924 | $1M | 0.3% | 2026-Q1 |
| Summit Wealth Partners, LLC added | 16,793 | $1M | 0.3% | 2026-Q1 |
| Savant Capital, LLC added | 16,756 | $1M | 0.3% | 2026-Q1 |
| Tempus Wealth Planning, LLC added | 16,664 | $1M | 0.3% | 2026-Q1 |
| Buttonwood Financial Group, LLC trimmed | 16,537 | $1M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 16,536 | $1M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 16,442 | $1M | 0.3% | 2026-Q1 |
| MOR Wealth Management, LLC added | 15,968 | $1M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,832 | $1M | 0.3% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 15,453 | $1M | 0.3% | 2026-Q1 |
| Financial Advocates Investment Management added | 71,608 | $6M | 1.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 36,045 | $3M | 0.6% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC trimmed | 34,454 | $3M | 0.6% | 2025-Q3 stale |
| VCI Wealth Management LLC added | 34,129 | $3M | 0.5% | 2025-Q2 stale |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC new | 28,503 | $3M | 0.5% | 2025-Q4 stale |
| CAPITAL INSIGHT PARTNERS, LLC added | 20,322 | $2M | 0.3% | 2025-Q4 stale |
| Cynosure Group, LLC | 18,228 | $2M | 0.3% | 2025-Q3 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.