Who owns AOR (AOR)
Which tracked institutional funds hold AOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOR 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
58 tracked funds added or opened AOR while 54 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
AOR’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 AOR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AOR 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 406 tracked filers holding AOR, 207 increased or opened the position and 185 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 AOR 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 11
- Madrid Financial Services$18M
- Independent Advisor Alliance$2M
- EP Wealth Advisors, LLC$2M
- JANE STREET GROUP, LLC$2M
- Savant Capital, LLC$1M
- DIVERSIFY WEALTH MANAGEMENT, LLC$894K
Full exits 18
- BARCLAYS PLC$27M
- FAS Wealth Partners, Inc.$3M
- CLIFFORD SWAN INVESTMENT COUNSEL LLC$2M
- AVALON CAPITAL MANAGEMENT$2M
- Global Assets Advisory, LLC$2M
- VICTORY CAPITAL MANAGEMENT INC$2M
Largest adds
- LPL Financial LLC$16M
- One Capital Management, LLC$7M
- Consilium Wealth Advisory, LLC$6M
- Lebenthal Global Advisors, LLC$6M
- Mesirow Financial Investment Management, Inc.$5M
- Richard Bernstein Advisors LLC$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$442M
- WELLS FARGO & COMPANY/MN$44M
- RAYMOND JAMES FINANCIAL INC$29M
- STIFEL FINANCIAL CORP$12M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Valpey Financial Services, LLC$6M
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 | 1,917,954 | $123M | 11.2% | 2026-Q1 |
| LPL Financial LLC added | 1,184,251 | $76M | 6.9% | 2026-Q1 |
| Worth Asset Management, LLC added | 689,976 | $44M | 4.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 650,195 | $41M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 589,134 | $38M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 573,459 | $37M | 3.3% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 563,116 | $36M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 517,620 | $33M | 3.0% | 2026-Q1 |
| ASPIRIANT, LLC added | 509,424 | $33M | 3.0% | 2026-Q1 |
| Consilium Wealth Advisory, LLC added | 421,908 | $27M | 2.5% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 412,258 | $27M | 2.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 353,886 | $23M | 2.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 342,411 | $22M | 2.0% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 319,984 | $21M | 1.9% | 2026-Q1 |
| ASSETMARK, INC added | 286,174 | $18M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 277,700 | $18M | 1.6% | 2026-Q1 |
| Madrid Financial Services new | 272,251 | $18M | 1.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 255,436 | $16M | 1.5% | 2026-Q1 |
| BSW Wealth Partners added | 251,653 | $16M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 231,077 | $15M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 214,506 | $14M | 1.2% | 2026-Q1 |
| UBS Group AG trimmed | 210,130 | $14M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 179,131 | $12M | 1.0% | 2026-Q1 |
| Phil A. Younker & Associates, Ltd. trimmed | 176,474 | $11M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 161,173 | $10M | 0.9% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 156,611 | $10M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 147,101 | $9M | 0.9% | 2026-Q1 |
| Ellenbecker Investment Group added | 146,108 | $9M | 0.8% | 2026-Q1 |
| Creative Planning trimmed | 126,352 | $8M | 0.7% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 126,300 | $8M | 0.7% | 2026-Q1 |
| One Capital Management, LLC added | 123,544 | $8M | 0.7% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 123,360 | $8M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 112,383 | $7M | 0.7% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC added | 110,112 | $7M | 0.6% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 108,235 | $7M | 0.6% | 2026-Q1 |
| NBT BANK N A /NY added | 102,224 | $7M | 0.6% | 2026-Q1 |
| Legacy Wealth Partners, LLC trimmed | 96,261 | $6M | 0.6% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 94,486 | $6M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 93,347 | $6M | 0.5% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 92,493 | $6M | 0.5% | 2026-Q1 |
| Wealth Forward, LLC trimmed | 85,716 | $6M | 0.5% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 82,377 | $5M | 0.5% | 2026-Q1 |
| Weaver Consulting Group added | 81,965 | $5M | 0.5% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 81,473 | $5M | 0.5% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC trimmed | 81,466 | $5M | 0.5% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,550 | $5M | 0.5% | 2026-Q1 |
| WestEnd Advisors, LLC added | 80,083 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 78,097 | $5M | 0.5% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS trimmed | 75,192 | $5M | 0.4% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 70,497 | $5M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 69,185 | $4M | 0.4% | 2026-Q1 |
| HANOVER ADVISORS INC trimmed | 67,655 | $4M | 0.4% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 67,214 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 65,107 | $4M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 64,681 | $4M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 61,442 | $4M | 0.4% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 61,347 | $4M | 0.4% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 60,586 | $4M | 0.4% | 2026-Q1 |
| Fort Henry Capital, LLC added | 59,520 | $4M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 59,175 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 58,845 | $4M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 58,475 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 57,741 | $4M | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 57,562 | $4M | 0.3% | 2026-Q1 |
| Richard Bernstein Advisors LLC added | 55,886 | $4M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 53,920 | $3M | 0.3% | 2026-Q1 |
| Intrua Financial, LLC added | 52,752 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 52,150 | $3M | 0.3% | 2026-Q1 |
| Dakota Wealth Management trimmed | 50,210 | $3M | 0.3% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 47,315 | $3M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 46,604 | $3M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 46,133 | $3M | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC added | 45,770 | $3M | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 39,741 | $3M | 0.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 38,473 | $2M | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 37,992 | $2M | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 36,965 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,107 | $2M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors added | 35,510 | $2M | 0.2% | 2026-Q1 |
| Legacy Advisory Services, LLC added | 34,218 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 33,599 | $2M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 33,497 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 33,376 | $2M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 33,322 | $2M | 0.2% | 2026-Q1 |
| Selby Wealth Management, LLC added | 32,309 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 32,215 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 32,083 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 32,071 | $2M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 31,565 | $2M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 30,336 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 419,700 | $27M | 2.5% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 293,944 | $19M | 1.7% | 2025-Q3 stale |
| TTP Investments, Inc. new | 165,999 | $11M | 1.0% | 2025-Q3 stale |
| Burt Wealth Advisors trimmed | 63,984 | $4M | 0.4% | 2025-Q3 stale |
| FAS Wealth Partners, Inc. trimmed | 49,877 | $3M | 0.3% | 2025-Q4 stale |
| Ethos Financial Group, LLC trimmed | 42,759 | $3M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 41,105 | $3M | 0.2% | 2025-Q2 stale |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC new | 36,440 | $2M | 0.2% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT added | 34,207 | $2M | 0.2% | 2025-Q4 stale |
| Global Assets Advisory, LLC added | 31,116 | $2M | 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.