Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
43 tracked funds added or opened AOM while 16 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
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 2026-Q1 and 2026-Q2, across 290 tracked filers holding AOM, 152 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 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 7
- BASSO CAPITAL MANAGEMENT, L.P.$3M
- Cogent Private Wealth, Inc.$3M
- NewEdge Advisors, LLC$1M
- R2 Capital Strategies, LLC$1M
- ARQ WEALTH ADVISORS, LLC$1M
- MCF Advisors LLC$1M
Full exits 5
- KAVAR CAPITAL PARTNERS GROUP, LLC$12M
- Cambridge Investment Research Advisors, Inc.$6M
- KMG FIDUCIARY PARTNERS, LLC$1M
- HighTower Advisors, LLC$862K
- Retireful, LLC$651K
Largest adds
- BlackRock, Inc.$10M
- Ameritas Advisory Services, LLC$3M
- AE Wealth Management LLC$2M
- Foundations Investment Advisors, LLC$2M
- American Trust$2M
- Cetera Investment Advisers$1M
Largest trims
- MORGAN STANLEY$7M
- GTS SECURITIES LLC$4M
- SEEDS INVESTOR LLC$1M
- Gallacher Capital Management LLC$403K
- Mariner, LLC$388K
- HANOVER ADVISORS INC$373K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,067,353 | $153M | 26.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,208,139 | $60M | 10.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 576,705 | $29M | 4.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 540,513 | $27M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 340,210 | $17M | 2.9% | 2026-Q2 |
| Weitzel Financial Services, Inc. added | 315,749 | $16M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 305,020 | $15M | 2.6% | 2026-Q2 |
| AJ Advisors, LLC added | 283,095 | $14M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 273,226 | $14M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 258,799 | $13M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 233,786 | $12M | 2.0% | 2026-Q2 |
| Weaver Consulting Group added | 178,155 | $9M | 1.5% | 2026-Q2 |
| Investment Advisory Group, LLC added | 161,473 | $8M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 154,781 | $8M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 146,926 | $7M | 1.2% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 145,264 | $7M | 1.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 137,083 | $7M | 1.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 117,762 | $6M | 1.0% | 2026-Q2 |
| Royal Fund Management, LLC added | 113,660 | $6M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 110,495 | $6M | 0.9% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 109,571 | $5M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 90,161 | $4M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 84,372 | $4M | 0.7% | 2026-Q2 |
| Ellenbecker Investment Group added | 83,370 | $4M | 0.7% | 2026-Q2 |
| Hershey Financial Advisers, LLC added | 81,878 | $4M | 0.7% | 2026-Q2 |
| Taylor Financial Group, Inc. added | 81,107 | $4M | 0.7% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 79,435 | $4M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 76,819 | $4M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 75,237 | $4M | 0.6% | 2026-Q2 |
| Brookstone Capital Management trimmed | 73,102 | $4M | 0.6% | 2026-Q2 |
| Consilium Wealth Advisory, LLC trimmed | 71,955 | $4M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 71,928 | $4M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 67,914 | $3M | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 65,998 | $3M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 65,263 | $3M | 0.6% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 62,530 | $3M | 0.5% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 62,051 | $3M | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 62,037 | $3M | 0.5% | 2026-Q2 |
| VVR Holdings LLC trimmed | 58,410 | $3M | 0.5% | 2026-Q2 |
| American Trust added | 57,302 | $3M | 0.5% | 2026-Q2 |
| Cogent Private Wealth, Inc. new | 53,182 | $3M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 49,723 | $2M | 0.4% | 2026-Q2 |
| ASPIRIANT, LLC | 49,669 | $2M | 0.4% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 49,534 | $2M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 47,720 | $2M | 0.4% | 2026-Q2 |
| Enclave Advisors LLC trimmed | 45,013 | $2M | 0.4% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 44,541 | $2M | 0.4% | 2026-Q2 |
| Manske Wealth Management added | 42,211 | $2M | 0.4% | 2026-Q2 |
| SEEDS INVESTOR LLC trimmed | 41,898 | $2M | 0.4% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 41,217 | $2M | 0.3% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 37,300 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 36,221 | $2M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 35,706 | $2M | 0.3% | 2026-Q2 |
| LifePlan Financial, LLC trimmed | 35,023 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 34,862 | $2M | 0.3% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 32,354 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 31,105 | $2M | 0.3% | 2026-Q2 |
| Legacy Wealth Partners, LLC trimmed | 30,901 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 30,074 | $2M | 0.3% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 29,810 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 29,581 | $1M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 29,253 | $1M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 27,928 | $1M | 0.2% | 2026-Q2 |
| Godshalk Welsh Capital Management, Inc. added | 27,229 | $1M | 0.2% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 26,909 | $1M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 26,573 | $1M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 26,284 | $1M | 0.2% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 25,510 | $1M | 0.2% | 2026-Q2 |
| RDA Financial Network added | 24,320 | $1M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 24,050 | $1M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 23,725 | $1M | 0.2% | 2026-Q2 |
| HANOVER ADVISORS INC trimmed | 23,569 | $1M | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 23,159 | $1M | 0.2% | 2026-Q2 |
| MCF Advisors LLC new | 23,081 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 22,907 | $1M | 0.2% | 2026-Q2 |
| Fort Henry Capital, LLC added | 22,793 | $1M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 22,162 | $1M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 22,004 | $1M | 0.2% | 2026-Q2 |
| One Capital Management, LLC | 21,860 | $1M | 0.2% | 2026-Q2 |
| Global Financial Private Client, LLC trimmed | 21,238 | $1M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 21,076 | $1M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 20,981 | $1M | 0.2% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC | 20,863 | $1M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 20,769 | $1M | 0.2% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 20,623 | $1M | 0.2% | 2026-Q2 |
| World Investment Advisors | 19,748 | $935K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,596 | $978K | 0.2% | 2026-Q2 |
| CGN Advisors LLC added | 19,198 | $958K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 19,041 | $950K | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed | 19,037 | $950K | 0.2% | 2026-Q2 |
| Thrive Capital Management, LLC trimmed | 18,811 | $938K | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 18,319 | $914K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 17,670 | $882K | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 17,494 | $873K | 0.1% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 17,465 | $871K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 16,989 | $848K | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. added | 16,829 | $840K | 0.1% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC added | 16,617 | $829K | 0.1% | 2026-Q2 |
| Gallacher Capital Management LLC trimmed | 15,912 | $794K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 15,286 | $763K | 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.