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Institutional Ownership · SEC Form 13F

Who owns AOHY


Which tracked institutional funds hold AOHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOHY company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

32
Institutional holders
7M
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened AOHY while 4 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

AOHY’s largest tracked holder by dollar value, Arkadios Wealth Advisors, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AOHY 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 32 tracked filers holding AOHY, 22 increased or opened the position and 9 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 AOHY 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 2

  • Equitable Holdings, Inc.$2M
  • CITADEL ADVISORS LLC$505K

Full exits 1

  • NewEdge Advisors, LLC$2M

Largest adds

  • Arkadios Wealth Advisors$4M
  • RAYMOND JAMES FINANCIAL INC$451K
  • LPL Financial LLC$366K
  • NewEdge Wealth, LLC$253K

Largest trims

  • Angel Oak Capital Advisors, LLC$3M
  • MML INVESTORS SERVICES, LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$910K

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
Arkadios Wealth Advisors added3,857,687$42M51.0%2026-Q1
Angel Oak Capital Advisors, LLC trimmed690,973$8M9.1%2026-Q1
UBS Group AG added439,152$5M5.8%2026-Q1
NewEdge Wealth, LLC added374,657$4M4.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed246,055$3M3.3%2026-Q1
LPL Financial LLC added219,310$2M2.9%2026-Q1
Equitable Holdings, Inc. new181,450$2M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added147,502$2M1.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed125,708$1M1.7%2026-Q1
WBI INVESTMENTS, LLC trimmed108,176$1M1.4%2026-Q1
Merit Financial Group, LLC trimmed99,297$1M1.3%2026-Q1
MORGAN STANLEY added62,326$681K0.8%2026-Q1
Fifth Third Securities, Inc. added59,654$652K0.8%2026-Q1
IFP Advisors, Inc added53,862$589K0.7%2026-Q1
JANE STREET GROUP, LLC added52,035$569K0.7%2026-Q1
CITADEL ADVISORS LLC added46,190$505K0.6%2026-Q1
PFG Investments, LLC added39,939$437K0.5%2026-Q1
Lewis Asset Management, LLC new26,137$286K0.3%2026-Q1
Private Advisor Group, LLC25,690$281K0.3%2026-Q1
Avantax Planning Partners, Inc. new22,313$244K0.3%2026-Q1
Wealthspire Advisors, LLC added17,201$188K0.2%2026-Q1
STIFEL FINANCIAL CORP14,575$159K0.2%2026-Q1
AlphaStar Capital Management, LLC new14,362$157K0.2%2026-Q1
ROYAL BANK OF CANADA added12,910$141K0.2%2026-Q1
EP Wealth Advisors, LLC new12,490$137K0.2%2026-Q1
Kestra Advisory Services, LLC trimmed12,204$133K0.2%2026-Q1
Ausdal Financial Partners, Inc. trimmed11,759$129K0.2%2026-Q1
TCFG WEALTH MANAGEMENT, LLC added10,400$114K0.1%2026-Q1
TCFG Investment Advisors, LLC new10,400$114K0.1%2026-Q1
Davis Capital Management1,079$12K0.0%2026-Q1
JPMORGAN CHASE & CO added155$2K0.0%2026-Q1
FMR LLC added143$1570.0%2026-Q1
NewEdge Advisors, LLC trimmed201,497$2M2.7%2025-Q4 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed105,992$1M1.4%2025-Q3 stale
FLOW TRADERS U.S. LLC added71,989$790K1.0%2025-Q1 stale
Cresset Asset Management, LLC added48,746$538K0.7%2025-Q1 stale
GOLDMAN SACHS GROUP INC new37,268$415K0.5%2025-Q2 stale
FLAGSTAR ADVISORS INC trimmed31,494$355K0.4%2025-Q3 stale
OLD MISSION CAPITAL LLC added16,673$183K0.2%2025-Q1 stale
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new14,605$164K0.2%2025-Q3 stale
INDEPENDENT FINANCIAL GROUP, LLC trimmed12,669$142K0.2%2025-Q3 stale
Moloney Securities Asset Management, LLC new12,466$139K0.2%2025-Q2 stale
Farther Finance Advisors, LLC new3,147$35K0.0%2025-Q2 stale
EPG Wealth Management LLC new3,118$34K0.0%2025-Q1 stale
PRINCIPAL SECURITIES, INC. added2,103$24K0.0%2025-Q3 stale
AE Wealth Management LLC trimmed620$7K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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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