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-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
26 tracked funds added or opened AOK while 12 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
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 2026-Q1 and 2026-Q2, across 176 tracked filers holding AOK, 84 increased or opened the position and 78 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 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 9
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$7M
- Hershey Financial Advisers, LLC$4M
- GTS SECURITIES LLC$3M
- BASSO CAPITAL MANAGEMENT, L.P.$2M
- JANE STREET GROUP, LLC$2M
- J.W. COLE ADVISORS, INC.$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$4M
- KMG FIDUCIARY PARTNERS, LLC$1M
Largest adds
- Elevation Capital Advisory, LLC$8M
- BlackRock, Inc.$2M
- OSAIC HOLDINGS, INC.$2M
- Curran Financial Partners, LLC$1M
- STIFEL FINANCIAL CORP$1M
- Investment Advisory Group, LLC$696K
Largest trims
- Brookstone Capital Management$7M
- CONGRESS ASSET MANAGEMENT CO$7M
- Strategic Investment Solutions, Inc. /IL$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Phil A. Younker & Associates, Ltd.$732K
- Onyx Bridge Wealth Group LLC$618K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 629,396 | $26M | 11.5% | 2026-Q2 |
| BlackRock, Inc. added | 381,368 | $16M | 6.9% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL trimmed | 347,664 | $14M | 6.3% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 292,381 | $12M | 5.3% | 2026-Q2 |
| Curran Financial Partners, LLC added | 226,292 | $9M | 4.1% | 2026-Q2 |
| Cetera Investment Advisers added | 207,720 | $9M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 175,361 | $7M | 3.2% | 2026-Q2 |
| One Capital Management, LLC | 175,243 | $7M | 3.1% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV new | 170,773 | $7M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 163,393 | $7M | 3.0% | 2026-Q2 |
| Investment Advisory Group, LLC added | 158,398 | $7M | 2.9% | 2026-Q2 |
| Weaver Consulting Group added | 155,483 | $6M | 2.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 130,764 | $5M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 102,774 | $4M | 1.9% | 2026-Q2 |
| Hershey Financial Advisers, LLC new | 96,363 | $4M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 93,294 | $4M | 1.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 83,171 | $3M | 1.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 81,672 | $3M | 1.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 66,873 | $3M | 1.2% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 62,600 | $3M | 1.1% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC trimmed | 62,505 | $3M | 1.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 54,879 | $2M | 1.0% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT trimmed | 50,746 | $2M | 0.9% | 2026-Q2 |
| Rothschild Wealth LLC added | 47,634 | $2M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 47,557 | $2M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 44,422 | $2M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 43,175 | $2M | 0.8% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 40,858 | $2M | 0.7% | 2026-Q2 |
| Brookstone Capital Management trimmed | 38,706 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 38,697 | $2M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 37,111 | $2M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 36,402 | $2M | 0.7% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 35,767 | $1M | 0.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 33,088 | $1M | 0.6% | 2026-Q2 |
| RCW Management, LLC | 31,989 | $1M | 0.6% | 2026-Q2 |
| Consilium Wealth Advisory, LLC trimmed | 31,827 | $1M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 30,123 | $1M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 30,050 | $1M | 0.5% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 29,199 | $1M | 0.5% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. trimmed | 28,954 | $1M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 28,754 | $1M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 28,116 | $1M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 27,282 | $1M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,083 | $1M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 26,930 | $1M | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC added | 26,529 | $1M | 0.5% | 2026-Q2 |
| L.K. Benson & Company, P.C. new | 23,418 | $971K | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 23,031 | $952K | 0.4% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 22,968 | $953K | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 22,925 | $951K | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 22,737 | $943K | 0.4% | 2026-Q2 |
| Madrid Financial Services added | 22,509 | $934K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,504 | $933K | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 22,158 | $919K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 21,702 | $901K | 0.4% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 21,167 | $878K | 0.4% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 20,260 | $840K | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC | 19,010 | $789K | 0.3% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 18,344 | $761K | 0.3% | 2026-Q2 |
| RDA Financial Network added | 18,197 | $755K | 0.3% | 2026-Q2 |
| Camarda Financial Advisors, LLC trimmed | 17,825 | $739K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 17,818 | $739K | 0.3% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 16,722 | $694K | 0.3% | 2026-Q2 |
| Cerity Partners LLC new | 15,886 | $659K | 0.3% | 2026-Q2 |
| Wealth Forward, LLC trimmed | 15,197 | $630K | 0.3% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 14,688 | $609K | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 13,775 | $571K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 13,446 | $558K | 0.2% | 2026-Q2 |
| TRUE Private Wealth Advisors | 12,659 | $525K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,643 | $524K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 12,619 | $523K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 12,436 | $516K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,015 | $498K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 11,902 | $494K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 11,690 | $485K | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC | 11,455 | $475K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 11,339 | $470K | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC added | 11,051 | $458K | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC added | 10,982 | $456K | 0.2% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 10,363 | $430K | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 10,203 | $423K | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 9,753 | $405K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 9,713 | $403K | 0.2% | 2026-Q2 |
| Valpey Financial Services, LLC trimmed | 9,653 | $400K | 0.2% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC | 9,495 | $394K | 0.2% | 2026-Q2 |
| Insight Wealth Partners, LLC | 9,401 | $390K | 0.2% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC trimmed | 9,369 | $389K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 9,046 | $369K | 0.2% | 2026-Q2 |
| Advisors Capital Management, LLC | 8,904 | $369K | 0.2% | 2026-Q2 |
| Transcendent Capital Group LLC added | 8,481 | $352K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 8,477 | $352K | 0.2% | 2026-Q2 |
| Darwin Wealth Management, LLC trimmed | 8,476 | $352K | 0.2% | 2026-Q2 |
| ASPIRIANT, LLC | 8,060 | $334K | 0.1% | 2026-Q2 |
| BridgePort Financial Solutions, LLC trimmed | 7,621 | $316K | 0.1% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 7,541 | $313K | 0.1% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 7,496 | $308K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 7,382 | $306K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 7,300 | $303K | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 7,282 | $301K | 0.1% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 7,049 | $292K | 0.1% | 2026-Q2 |
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.