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Institutional Ownership · SEC Form 13F

Who owns AOM (AOM)


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

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

291
Institutional holders
13,123,259
Shares held (tracked funds)

How the tape is positioned

29 tracked funds added or opened AOM while 20 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

AOM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AOM more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AOM 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 291 tracked filers holding AOM, 144 increased or opened the position and 132 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 AOM 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 4

  • KAVAR CAPITAL PARTNERS GROUP, LLC$12M
  • Hershey Financial Advisers, LLC$4M
  • BLAIR WILLIAM & CO/IL$994K
  • Retireful, LLC$651K

Full exits 2

  • NewEdge Advisors, LLC$1M
  • J.W. COLE ADVISORS, INC.$1M

Largest adds

  • GTS SECURITIES LLC$6M
  • BlackRock, Inc.$4M
  • JPMORGAN CHASE & CO$2M
  • Foundations Investment Advisors, LLC$1M
  • Focus Financial Network, Inc.$763K
  • DENVER WEALTH MANAGEMENT, INC.$760K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40M
  • RAYMOND JAMES FINANCIAL INC$16M
  • WELLS FARGO & COMPANY/MN$12M
  • HUB Investment Partners, LLC$12M
  • MORGAN STANLEY$7M
  • AMERIPRISE FINANCIAL INC$5M

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
BlackRock, Inc. added3,025,986$143M24.6%2026-Q1
LPL Financial LLC trimmed1,257,761$60M10.2%2026-Q1
MORGAN STANLEY trimmed714,713$34M5.8%2026-Q1
Foundations Investment Advisors, LLC added559,991$27M4.6%2026-Q1
ROYAL BANK OF CANADA added336,701$16M2.7%2026-Q1
Weitzel Financial Services, Inc. added313,078$15M2.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed293,205$14M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed287,469$14M2.3%2026-Q1
AJ Advisors, LLC added274,866$13M2.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed262,366$12M2.1%2026-Q1
KAVAR CAPITAL PARTNERS GROUP, LLC trimmed259,957$12M2.1%2026-Q1
Cetera Investment Advisers trimmed215,782$10M1.8%2026-Q1
Weaver Consulting Group added176,410$8M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added155,810$7M1.3%2026-Q1
OSAIC HOLDINGS, INC. added151,012$7M1.2%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added149,658$7M1.2%2026-Q1
Investment Advisory Group, LLC added149,318$7M1.2%2026-Q1
GTS SECURITIES LLC added140,704$7M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added125,066$6M1.0%2026-Q1
Focus Financial Network, Inc. added115,867$5M0.9%2026-Q1
Royal Fund Management, LLC trimmed110,496$5M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed102,147$5M0.8%2026-Q1
Western Wealth Management, LLC added95,271$5M0.8%2026-Q1
TRUIST FINANCIAL CORP trimmed89,285$4M0.7%2026-Q1
Waverly Advisors, LLC added84,825$4M0.7%2026-Q1
Ellenbecker Investment Group added81,189$4M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added80,660$4M0.7%2026-Q1
Hershey Financial Advisers, LLC new79,809$4M0.7%2026-Q1
Onyx Bridge Wealth Group LLC trimmed77,729$4M0.6%2026-Q1
Taylor Financial Group, Inc. added77,609$4M0.6%2026-Q1
Focus Partners Wealth trimmed77,022$4M0.6%2026-Q1
Consilium Wealth Advisory, LLC trimmed76,627$4M0.6%2026-Q1
Ameritas Advisory Services, LLC trimmed75,906$4M0.6%2026-Q1
Brookstone Capital Management added73,165$3M0.6%2026-Q1
SEEDS INVESTOR LLC trimmed70,828$3M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed68,471$3M0.6%2026-Q1
JPMORGAN CHASE & CO added67,237$3M0.5%2026-Q1
Mutual Advisors, LLC trimmed66,229$3M0.5%2026-Q1
VVR Holdings LLC trimmed61,321$3M0.5%2026-Q1
Kestra Advisory Services, LLC added60,768$3M0.5%2026-Q1
Private Advisor Group, LLC added57,784$3M0.5%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC added56,738$3M0.5%2026-Q1
ASPIRIANT, LLC added49,669$2M0.4%2026-Q1
TRUE Private Wealth Advisors trimmed49,511$2M0.4%2026-Q1
Enclave Advisors LLC trimmed46,253$2M0.4%2026-Q1
Beacon Financial Advisory LLC added44,247$2M0.4%2026-Q1
Manske Wealth Management trimmed42,011$2M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed37,816$2M0.3%2026-Q1
LifePlan Financial, LLC added37,301$2M0.3%2026-Q1
DENVER WEALTH MANAGEMENT, INC. added36,049$2M0.3%2026-Q1
HUB Investment Partners, LLC trimmed35,415$2M0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ added33,901$2M0.3%2026-Q1
UBS Group AG added33,481$2M0.3%2026-Q1
HANOVER ADVISORS INC trimmed32,696$2M0.3%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC trimmed31,952$2M0.3%2026-Q1
High Net Worth Advisory Group LLC added31,600$1M0.3%2026-Q1
Legacy Wealth Partners, LLC trimmed31,035$1M0.3%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC trimmed30,560$1M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added30,008$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added30,177$1M0.2%2026-Q1
Prosperity Consulting Group, LLC added29,028$1M0.2%2026-Q1
Mariner, LLC added28,247$1M0.2%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC added27,905$1M0.2%2026-Q1
Godshalk Welsh Capital Management, Inc. added27,224$1M0.2%2026-Q1
BlueStem Wealth Partners, LLC trimmed26,110$1M0.2%2026-Q1
Gallacher Capital Management LLC trimmed25,270$1M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed24,472$1M0.2%2026-Q1
RDA Financial Network trimmed24,270$1M0.2%2026-Q1
Rothschild Wealth LLC added23,839$1M0.2%2026-Q1
Integrated Wealth Concepts LLC added23,798$1M0.2%2026-Q1
American Trust trimmed23,589$1M0.2%2026-Q1
KMG FIDUCIARY PARTNERS, LLC trimmed22,695$1M0.2%2026-Q1
Fort Henry Capital, LLC added22,680$1M0.2%2026-Q1
Sovereign Financial Group, Inc. trimmed21,907$1M0.2%2026-Q1
One Capital Management, LLC trimmed21,860$1M0.2%2026-Q1
Avior Wealth Management, LLC added21,603$1M0.2%2026-Q1
Global Financial Private Client, LLC added21,291$1M0.2%2026-Q1
BLAIR WILLIAM & CO/IL added20,981$994K0.2%2026-Q1
EIGHT 31 FINANCIAL, LLC trimmed20,863$988K0.2%2026-Q1
Thrive Capital Management, LLC trimmed20,257$960K0.2%2026-Q1
World Investment Advisors added19,748$935K0.2%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed19,370$918K0.2%2026-Q1
Strategic Blueprint, LLC added19,199$909K0.2%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed19,110$905K0.2%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. added19,080$904K0.2%2026-Q1
CGN Advisors LLC added19,072$903K0.2%2026-Q1
HighTower Advisors, LLC trimmed18,201$862K0.1%2026-Q1
Equitable Holdings, Inc. added17,642$839K0.1%2026-Q1
MARINO, STRAM & ASSOCIATES LLC17,674$837K0.1%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added17,047$808K0.1%2026-Q1
Legacy Financial Group LLC added16,886$800K0.1%2026-Q1
MONEY CONCEPTS CAPITAL CORP added16,262$770K0.1%2026-Q1
Redhawk Wealth Advisors, Inc. added15,356$727K0.1%2026-Q1
Northstar Group, Inc. trimmed15,295$725K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed15,234$722K0.1%2026-Q1
Financial Advocates Investment Management added93,348$4M0.8%2025-Q3 stale
Smith Anglin Financial, LLC trimmed51,096$2M0.4%2025-Q2 stale
NewEdge Advisors, LLC added24,243$1M0.2%2025-Q4 stale
J.W. COLE ADVISORS, INC. added27,858$1M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added21,422$986K0.2%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.

Learn how to read institutional ownership