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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,025,986 | $143M | 24.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,257,761 | $60M | 10.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 714,713 | $34M | 5.8% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 559,991 | $27M | 4.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 336,701 | $16M | 2.7% | 2026-Q1 |
| Weitzel Financial Services, Inc. added | 313,078 | $15M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 293,205 | $14M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 287,469 | $14M | 2.3% | 2026-Q1 |
| AJ Advisors, LLC added | 274,866 | $13M | 2.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 262,366 | $12M | 2.1% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC trimmed | 259,957 | $12M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 215,782 | $10M | 1.8% | 2026-Q1 |
| Weaver Consulting Group added | 176,410 | $8M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 155,810 | $7M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 151,012 | $7M | 1.2% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 149,658 | $7M | 1.2% | 2026-Q1 |
| Investment Advisory Group, LLC added | 149,318 | $7M | 1.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 140,704 | $7M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 125,066 | $6M | 1.0% | 2026-Q1 |
| Focus Financial Network, Inc. added | 115,867 | $5M | 0.9% | 2026-Q1 |
| Royal Fund Management, LLC trimmed | 110,496 | $5M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 102,147 | $5M | 0.8% | 2026-Q1 |
| Western Wealth Management, LLC added | 95,271 | $5M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 89,285 | $4M | 0.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 84,825 | $4M | 0.7% | 2026-Q1 |
| Ellenbecker Investment Group added | 81,189 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 80,660 | $4M | 0.7% | 2026-Q1 |
| Hershey Financial Advisers, LLC new | 79,809 | $4M | 0.7% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 77,729 | $4M | 0.6% | 2026-Q1 |
| Taylor Financial Group, Inc. added | 77,609 | $4M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 77,022 | $4M | 0.6% | 2026-Q1 |
| Consilium Wealth Advisory, LLC trimmed | 76,627 | $4M | 0.6% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 75,906 | $4M | 0.6% | 2026-Q1 |
| Brookstone Capital Management added | 73,165 | $3M | 0.6% | 2026-Q1 |
| SEEDS INVESTOR LLC trimmed | 70,828 | $3M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 68,471 | $3M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,237 | $3M | 0.5% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 66,229 | $3M | 0.5% | 2026-Q1 |
| VVR Holdings LLC trimmed | 61,321 | $3M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 60,768 | $3M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 57,784 | $3M | 0.5% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 56,738 | $3M | 0.5% | 2026-Q1 |
| ASPIRIANT, LLC added | 49,669 | $2M | 0.4% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 49,511 | $2M | 0.4% | 2026-Q1 |
| Enclave Advisors LLC trimmed | 46,253 | $2M | 0.4% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 44,247 | $2M | 0.4% | 2026-Q1 |
| Manske Wealth Management trimmed | 42,011 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 37,816 | $2M | 0.3% | 2026-Q1 |
| LifePlan Financial, LLC added | 37,301 | $2M | 0.3% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 36,049 | $2M | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 35,415 | $2M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 33,901 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG added | 33,481 | $2M | 0.3% | 2026-Q1 |
| HANOVER ADVISORS INC trimmed | 32,696 | $2M | 0.3% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 31,952 | $2M | 0.3% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 31,600 | $1M | 0.3% | 2026-Q1 |
| Legacy Wealth Partners, LLC trimmed | 31,035 | $1M | 0.3% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC trimmed | 30,560 | $1M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 30,008 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 30,177 | $1M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 29,028 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 28,247 | $1M | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 27,905 | $1M | 0.2% | 2026-Q1 |
| Godshalk Welsh Capital Management, Inc. added | 27,224 | $1M | 0.2% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 26,110 | $1M | 0.2% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 25,270 | $1M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 24,472 | $1M | 0.2% | 2026-Q1 |
| RDA Financial Network trimmed | 24,270 | $1M | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC added | 23,839 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 23,798 | $1M | 0.2% | 2026-Q1 |
| American Trust trimmed | 23,589 | $1M | 0.2% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 22,695 | $1M | 0.2% | 2026-Q1 |
| Fort Henry Capital, LLC added | 22,680 | $1M | 0.2% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 21,907 | $1M | 0.2% | 2026-Q1 |
| One Capital Management, LLC trimmed | 21,860 | $1M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 21,603 | $1M | 0.2% | 2026-Q1 |
| Global Financial Private Client, LLC added | 21,291 | $1M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 20,981 | $994K | 0.2% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 20,863 | $988K | 0.2% | 2026-Q1 |
| Thrive Capital Management, LLC trimmed | 20,257 | $960K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 19,748 | $935K | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 19,370 | $918K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 19,199 | $909K | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 19,110 | $905K | 0.2% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 19,080 | $904K | 0.2% | 2026-Q1 |
| CGN Advisors LLC added | 19,072 | $903K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 18,201 | $862K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 17,642 | $839K | 0.1% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC | 17,674 | $837K | 0.1% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 17,047 | $808K | 0.1% | 2026-Q1 |
| Legacy Financial Group LLC added | 16,886 | $800K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 16,262 | $770K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 15,356 | $727K | 0.1% | 2026-Q1 |
| Northstar Group, Inc. trimmed | 15,295 | $725K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,234 | $722K | 0.1% | 2026-Q1 |
| Financial Advocates Investment Management added | 93,348 | $4M | 0.8% | 2025-Q3 stale |
| Smith Anglin Financial, LLC trimmed | 51,096 | $2M | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 24,243 | $1M | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 27,858 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 21,422 | $986K | 0.2% | 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.
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.