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Institutional Ownership · SEC Form 13F

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.

403
Institutional holders
9M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Rockefeller Capital Management L.P. added556,687$49M9.2%2026-Q1
LPL Financial LLC added311,488$28M5.2%2026-Q1
ASSETMARK, INC added244,856$22M4.1%2026-Q1
Ellenbecker Investment Group added216,273$19M3.6%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC added209,260$19M3.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed194,664$17M3.2%2026-Q1
Foundations Investment Advisors, LLC trimmed176,150$16M2.9%2026-Q1
MORGAN STANLEY added171,267$15M2.8%2026-Q1
Mesirow Financial Investment Management, Inc. trimmed152,290$13M2.5%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed150,170$13M2.5%2026-Q1
Waverly Advisors, LLC added138,998$12M2.3%2026-Q1
LBMC INVESTMENT ADVISORS, LLC added126,421$11M2.1%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC added112,097$10M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed107,144$9M1.8%2026-Q1
Thrivent Financial for Lutherans added106,172$9M1.8%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added96,306$9M1.6%2026-Q1
Western Wealth Management, LLC added85,035$8M1.4%2026-Q1
Prosperity Consulting Group, LLC added82,575$7M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added74,814$7M1.2%2026-Q1
Legacy Financial Group LLC trimmed74,362$7M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed71,786$6M1.2%2026-Q1
Consilium Wealth Advisory, LLC added70,340$6M1.2%2026-Q1
HARBOUR INVESTMENTS, INC. added69,573$6M1.2%2026-Q1
ROYAL BANK OF CANADA added68,745$6M1.1%2026-Q1
UNIQUE WEALTH, LLC trimmed62,888$6M1.0%2026-Q1
Cetera Investment Advisers trimmed61,971$5M1.0%2026-Q1
Clearstead Advisors, LLC trimmed61,562$5M1.0%2026-Q1
WEALTH ALLIANCE, LLC trimmed60,211$5M1.0%2026-Q1
GeoWealth Management, LLC trimmed59,909$5M1.0%2026-Q1
JPMORGAN CHASE & CO added59,700$5M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed55,434$5M0.9%2026-Q1
Kestra Advisory Services, LLC trimmed54,835$5M0.9%2026-Q1
Weaver Consulting Group added54,280$5M0.9%2026-Q1
Legacy Wealth Partners, LLC trimmed50,120$4M0.8%2026-Q1
Fort Henry Capital, LLC added49,327$4M0.8%2026-Q1
Farther Finance Advisors, LLC added48,523$4M0.8%2026-Q1
Strategic Blueprint, LLC added46,379$4M0.8%2026-Q1
UBS Group AG trimmed45,990$4M0.8%2026-Q1
SteelPeak Wealth, LLC added44,938$4M0.7%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed42,858$4M0.7%2026-Q1
Mutual Advisors, LLC added40,009$4M0.7%2026-Q1
Westmount Partners, LLC added37,232$3M0.6%2026-Q1
Dynamic Advisor Solutions LLC added36,270$3M0.6%2026-Q1
Allworth Financial LP added34,057$3M0.6%2026-Q1
Cerity Partners LLC added33,912$3M0.6%2026-Q1
Redhawk Wealth Advisors, Inc. added33,389$3M0.6%2026-Q1
ODonnell Financial Services, LLC added31,876$3M0.5%2026-Q1
MARINO, STRAM & ASSOCIATES LLC added30,994$3M0.5%2026-Q1
EP Wealth Advisors, LLC added30,634$3M0.5%2026-Q1
Perigon Wealth Management, LLC added30,493$3M0.5%2026-Q1
HANOVER ADVISORS INC trimmed28,659$3M0.5%2026-Q1
Wealth Forward, LLC added27,855$2M0.5%2026-Q1
Archford Capital Strategies, LLC trimmed27,842$2M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed27,803$2M0.5%2026-Q1
CX Institutional trimmed27,477$2M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed27,250$2M0.5%2026-Q1
RWA WEALTH PARTNERS, LLC added27,262$2M0.5%2026-Q1
RTD Financial Advisors, Inc. trimmed27,146$2M0.4%2026-Q1
Somnio Financial Group, LLC added26,125$2M0.4%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added25,581$2M0.4%2026-Q1
NorthStar Asset Management LLC /NJ/ trimmed2,194,160$2M0.4%2026-Q1
Mariner, LLC added24,096$2M0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS added23,993$2M0.4%2026-Q1
Brookstone Capital Management added23,839$2M0.4%2026-Q1
Madrid Financial Services new23,759$2M0.4%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added23,698$2M0.4%2026-Q1
Worth Asset Management, LLC added23,447$2M0.4%2026-Q1
Creative Planning trimmed23,021$2M0.4%2026-Q1
Moss Adams Wealth Advisors LLC added22,917$2M0.4%2026-Q1
HFM Investment Advisors, LLC trimmed22,899$2M0.4%2026-Q1
Corient Private Wealth LLC added21,686$2M0.4%2026-Q1
HighTower Advisors, LLC added21,601$2M0.4%2026-Q1
AMERIPRISE FINANCIAL INC added20,941$2M0.3%2026-Q1
Visionary Wealth Advisors trimmed20,561$2M0.3%2026-Q1
TOBIAS FINANCIAL ADVISORS, INC. added20,425$2M0.3%2026-Q1
Peregrine Asset Advisers, Inc. trimmed20,204$2M0.3%2026-Q1
Equitable Holdings, Inc. added19,800$2M0.3%2026-Q1
CGN Advisors LLC added19,466$2M0.3%2026-Q1
Venturi Wealth Management, LLC trimmed19,119$2M0.3%2026-Q1
Canal Capital Management, LLC trimmed19,093$2M0.3%2026-Q1
OneDigital Investment Advisors LLC added19,024$2M0.3%2026-Q1
Syverson Strege & Co trimmed18,543$2M0.3%2026-Q1
Focus Partners Advisor Solutions, LLC added18,113$2M0.3%2026-Q1
Private Advisor Group, LLC added16,924$1M0.3%2026-Q1
Summit Wealth Partners, LLC added16,793$1M0.3%2026-Q1
Savant Capital, LLC added16,756$1M0.3%2026-Q1
Tempus Wealth Planning, LLC added16,664$1M0.3%2026-Q1
Buttonwood Financial Group, LLC trimmed16,537$1M0.3%2026-Q1
Stratos Wealth Partners, LTD. added16,536$1M0.3%2026-Q1
Advisory Services Network, LLC added16,442$1M0.3%2026-Q1
MOR Wealth Management, LLC added15,968$1M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added15,832$1M0.3%2026-Q1
Sovereign Financial Group, Inc. added15,453$1M0.3%2026-Q1
Financial Advocates Investment Management added71,608$6M1.2%2025-Q3 stale
NewEdge Advisors, LLC added36,045$3M0.6%2025-Q4 stale
Elevation Capital Advisory, LLC trimmed34,454$3M0.6%2025-Q3 stale
VCI Wealth Management LLC added34,129$3M0.5%2025-Q2 stale
CLIFFORD SWAN INVESTMENT COUNSEL LLC new28,503$3M0.5%2025-Q4 stale
CAPITAL INSIGHT PARTNERS, LLC added20,322$2M0.3%2025-Q4 stale
Cynosure Group, LLC18,228$2M0.3%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.

HoldersTotal shares

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.

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