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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Arkadios Wealth Advisors added | 3,857,687 | $42M | 51.0% | 2026-Q1 |
| Angel Oak Capital Advisors, LLC trimmed | 690,973 | $8M | 9.1% | 2026-Q1 |
| UBS Group AG added | 439,152 | $5M | 5.8% | 2026-Q1 |
| NewEdge Wealth, LLC added | 374,657 | $4M | 4.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 246,055 | $3M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 219,310 | $2M | 2.9% | 2026-Q1 |
| Equitable Holdings, Inc. new | 181,450 | $2M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 147,502 | $2M | 1.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 125,708 | $1M | 1.7% | 2026-Q1 |
| WBI INVESTMENTS, LLC trimmed | 108,176 | $1M | 1.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 99,297 | $1M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 62,326 | $681K | 0.8% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 59,654 | $652K | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 53,862 | $589K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 52,035 | $569K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 46,190 | $505K | 0.6% | 2026-Q1 |
| PFG Investments, LLC added | 39,939 | $437K | 0.5% | 2026-Q1 |
| Lewis Asset Management, LLC new | 26,137 | $286K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC | 25,690 | $281K | 0.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. new | 22,313 | $244K | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 17,201 | $188K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 14,575 | $159K | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC new | 14,362 | $157K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 12,910 | $141K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 12,490 | $137K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 12,204 | $133K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 11,759 | $129K | 0.2% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 10,400 | $114K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 10,400 | $114K | 0.1% | 2026-Q1 |
| Davis Capital Management | 1,079 | $12K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 155 | $2K | 0.0% | 2026-Q1 |
| FMR LLC added | 143 | $157 | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 201,497 | $2M | 2.7% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,992 | $1M | 1.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 71,989 | $790K | 1.0% | 2025-Q1 stale |
| Cresset Asset Management, LLC added | 48,746 | $538K | 0.7% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 37,268 | $415K | 0.5% | 2025-Q2 stale |
| FLAGSTAR ADVISORS INC trimmed | 31,494 | $355K | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 16,673 | $183K | 0.2% | 2025-Q1 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 14,605 | $164K | 0.2% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 12,669 | $142K | 0.2% | 2025-Q3 stale |
| Moloney Securities Asset Management, LLC new | 12,466 | $139K | 0.2% | 2025-Q2 stale |
| Farther Finance Advisors, LLC new | 3,147 | $35K | 0.0% | 2025-Q2 stale |
| EPG Wealth Management LLC new | 3,118 | $34K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. added | 2,103 | $24K | 0.0% | 2025-Q3 stale |
| AE Wealth Management LLC trimmed | 620 | $7K | 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.