Who owns AOK
Which tracked institutional funds hold AOK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 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
18 tracked funds added or opened AOK while 23 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
AOK’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AOK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AOK 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 164 tracked filers holding AOK, 90 increased or opened the position and 69 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 AOK 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 3
- AVALON CAPITAL MANAGEMENT$2M
- CITADEL ADVISORS LLC$857K
- Madrid Financial Services$791K
Full exits 5
- Forefront Analytics, LLC$2M
- Gladstone Institutional Advisory LLC$2M
- J.W. COLE ADVISORS, INC.$1M
- WIN ADVISORS, INC$894K
- Janney Capital Management LLC$717K
Largest adds
- Brookstone Capital Management$7M
- One Capital Management, LLC$6M
- Elevation Capital Advisory, LLC$3M
- CONGRESS ASSET MANAGEMENT CO$2M
- JPMORGAN CHASE & CO$2M
- OSAIC HOLDINGS, INC.$1M
Largest trims
- Archvest Wealth Advisors, Inc.$39M
- RAYMOND JAMES FINANCIAL INC$15M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
- Valpey Financial Services, LLC$11M
- Lido Advisors, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 638,539 | $25M | 11.5% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL added | 396,812 | $16M | 7.2% | 2026-Q1 |
| BlackRock, Inc. added | 343,820 | $14M | 6.2% | 2026-Q1 |
| Brookstone Capital Management added | 218,371 | $9M | 3.9% | 2026-Q1 |
| Curran Financial Partners, LLC added | 203,036 | $8M | 3.7% | 2026-Q1 |
| Cetera Investment Advisers added | 200,198 | $8M | 3.6% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 178,434 | $7M | 3.2% | 2026-Q1 |
| One Capital Management, LLC added | 175,243 | $7M | 3.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 172,626 | $7M | 3.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 165,955 | $7M | 3.0% | 2026-Q1 |
| Weaver Consulting Group added | 148,591 | $6M | 2.7% | 2026-Q1 |
| Investment Advisory Group, LLC added | 147,271 | $6M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 108,224 | $4M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 103,594 | $4M | 1.9% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 102,956 | $4M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 89,901 | $4M | 1.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 79,258 | $3M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 71,809 | $3M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 71,533 | $3M | 1.3% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC added | 71,015 | $3M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 68,378 | $3M | 1.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 56,600 | $2M | 1.0% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 55,500 | $2M | 1.0% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC | 54,879 | $2M | 1.0% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 51,432 | $2M | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 45,398 | $2M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 44,425 | $2M | 0.8% | 2026-Q1 |
| Rothschild Wealth LLC added | 40,052 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,691 | $2M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 38,373 | $2M | 0.7% | 2026-Q1 |
| Consilium Wealth Advisory, LLC added | 36,450 | $1M | 0.7% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 35,302 | $1M | 0.6% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 35,038 | $1M | 0.6% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 32,878 | $1M | 0.6% | 2026-Q1 |
| RCW Management, LLC | 31,989 | $1M | 0.6% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 31,119 | $1M | 0.6% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 30,427 | $1M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 30,021 | $1M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 29,764 | $1M | 0.5% | 2026-Q1 |
| RIK SAYLOR FINANCIAL, INC. added | 29,489 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 28,337 | $1M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 28,075 | $1M | 0.5% | 2026-Q1 |
| Thrive Capital Management, LLC trimmed | 25,970 | $1M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 25,147 | $1M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 24,943 | $996K | 0.5% | 2026-Q1 |
| Phil A. Younker & Associates, Ltd. | 23,436 | $935K | 0.4% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 23,198 | $925K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,647 | $903K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 22,411 | $894K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,486 | $857K | 0.4% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 21,092 | $841K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 20,891 | $833K | 0.4% | 2026-Q1 |
| Madrid Financial Services new | 19,819 | $791K | 0.4% | 2026-Q1 |
| Modera Wealth Management, LLC added | 19,010 | $758K | 0.3% | 2026-Q1 |
| RDA Financial Network added | 18,195 | $726K | 0.3% | 2026-Q1 |
| Camarda Financial Advisors, LLC trimmed | 17,899 | $714K | 0.3% | 2026-Q1 |
| Legacy Wealth Partners, LLC trimmed | 17,680 | $705K | 0.3% | 2026-Q1 |
| Wealth Forward, LLC trimmed | 15,266 | $609K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,180 | $597K | 0.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 14,536 | $580K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 14,287 | $570K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,067 | $561K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 12,702 | $507K | 0.2% | 2026-Q1 |
| TRUE Private Wealth Advisors | 12,659 | $505K | 0.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 12,255 | $489K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 11,943 | $476K | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 11,455 | $457K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 11,254 | $449K | 0.2% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 11,180 | $446K | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 10,989 | $438K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,826 | $432K | 0.2% | 2026-Q1 |
| National Wealth Management Group, LLC added | 10,570 | $422K | 0.2% | 2026-Q1 |
| Legacy Financial Group LLC added | 10,426 | $416K | 0.2% | 2026-Q1 |
| Valpey Financial Services, LLC trimmed | 9,836 | $392K | 0.2% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC | 9,495 | $379K | 0.2% | 2026-Q1 |
| Insight Wealth Partners, LLC | 9,401 | $375K | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 9,243 | $369K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 8,969 | $367K | 0.2% | 2026-Q1 |
| Advisors Capital Management, LLC | 8,904 | $355K | 0.2% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 8,566 | $342K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 8,541 | $341K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 8,384 | $334K | 0.2% | 2026-Q1 |
| ASPIRIANT, LLC | 8,060 | $322K | 0.1% | 2026-Q1 |
| Forefront Analytics, LLC trimmed | 58,682 | $2M | 1.1% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC added | 51,945 | $2M | 0.9% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 35,154 | $1M | 0.6% | 2025-Q4 stale |
| ROTHSCHILD INVESTMENT LLC | 29,650 | $1M | 0.5% | 2025-Q1 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 22,519 | $904K | 0.4% | 2025-Q3 stale |
| WIN ADVISORS, INC trimmed | 22,281 | $894K | 0.4% | 2025-Q4 stale |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,101 | $791K | 0.4% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,555 | $725K | 0.3% | 2025-Q2 stale |
| Janney Capital Management LLC trimmed | 17,865 | $717K | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 17,660 | $690K | 0.3% | 2025-Q2 stale |
| Lakeridge Wealth Management LLC trimmed | 14,084 | $530K | 0.2% | 2025-Q1 stale |
| Prospera Financial Services Inc trimmed | 13,115 | $512K | 0.2% | 2025-Q2 stale |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 12,914 | $486K | 0.2% | 2025-Q1 stale |
| Retireful, LLC trimmed | 38 | $442K | 0.2% | 2025-Q1 stale |
| Moors & Cabot, Inc. new | 10,697 | $418K | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 8,544 | $343K | 0.2% | 2025-Q4 stale |
| RTD Financial Advisors, Inc. trimmed | 8,287 | $333K | 0.2% | 2025-Q4 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.