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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2 — 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 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 34 tracked filers holding AOHY, 23 increased or opened the position and 15 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 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 2
- NewEdge Advisors, LLC$2M
- Breakwater Capital Group$1M
Full exits 2
- MILLINGTON SECURITIES, LLC$1M
- CITADEL ADVISORS LLC$505K
Largest adds
- Equitable Holdings, Inc.$900K
- MML INVESTORS SERVICES, LLC$442K
- LPL Financial LLC$423K
- RAYMOND JAMES FINANCIAL INC$342K
Largest trims
- Arkadios Wealth Advisors$5M
- Angel Oak Capital Advisors, LLC$1M
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 trimmed | 3,375,960 | $37M | 46.0% | 2026-Q2 |
| Angel Oak Capital Advisors, LLC trimmed | 590,973 | $7M | 8.0% | 2026-Q2 |
| UBS Group AG added | 448,973 | $5M | 6.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 381,969 | $4M | 5.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 264,794 | $3M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 256,208 | $3M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 244,234 | $3M | 3.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 201,831 | $2M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 177,608 | $2M | 2.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 164,996 | $2M | 2.2% | 2026-Q2 |
| Breakwater Capital Group new | 112,254 | $1M | 1.5% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 98,487 | $1M | 1.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 89,248 | $982K | 1.2% | 2026-Q2 |
| IFP Advisors, Inc added | 65,361 | $719K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 64,838 | $714K | 0.9% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 60,009 | $660K | 0.8% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 43,268 | $476K | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 42,341 | $466K | 0.6% | 2026-Q2 |
| Lewis Asset Management, LLC added | 27,646 | $304K | 0.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 27,102 | $298K | 0.4% | 2026-Q2 |
| Creative Planning new | 25,690 | $283K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,495 | $248K | 0.3% | 2026-Q2 |
| Worth Asset Management, LLC new | 20,632 | $227K | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 16,201 | $178K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 14,575 | $160K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 12,477 | $138K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 12,330 | $136K | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 10,416 | $115K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 10,273 | $113K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 10,013 | $110K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 9,198 | $101K | 0.1% | 2026-Q2 |
| Davis Capital Management | 1,079 | $12K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 157 | $2K | 0.0% | 2026-Q2 |
| FMR LLC added | 145 | $160 | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 108,176 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 46,190 | $505K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| PFG Investments, LLC added | 39,939 | $437K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC | 25,690 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AlphaStar Capital Management, LLC new | 14,362 | $157K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 155 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 620 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,992 | $1M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| FLAGSTAR ADVISORS INC trimmed | 31,494 | $355K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 12,669 | $142K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 2,103 | $24K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 37,268 | $415K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Moloney Securities Asset Management, LLC new | 12,466 | $139K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC new | 3,147 | $35K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: TCFG WEALTH MANAGEMENT, LLC (last filed 2026-Q1, 10,400 shares) reconciles to its 1 current affiliate (10,416 shares) — 0.154% apart.
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.