Who owns 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-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
The tracked-fund tape on AOR is one-sided between 2026-Q1 and 2026-Q2: 107 added or opened and 23 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 442 tracked filers holding AOR, 270 increased or opened the position and 151 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 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 20
- Almitas Capital LLC$5M
- ARQ WEALTH ADVISORS, LLC$4M
- BASSO CAPITAL MANAGEMENT, L.P.$4M
- TIAA Wealth Investment Management LLC$3M
- Global Assets Advisory, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 9
- Cambridge Investment Research Advisors, Inc.$14M
- HighTower Advisors, LLC$4M
- Richard Bernstein Advisors LLC$4M
- Independent Advisor Alliance$2M
- Janney Montgomery Scott LLC$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- BlackRock, Inc.$13M
- Worth Asset Management, LLC$7M
- WELLS FARGO & COMPANY/MN$6M
- OSAIC HOLDINGS, INC.$6M
- Reyes Financial Architecture, Inc.$5M
- JPMORGAN CHASE & CO$5M
Largest trims
- NBT BANK, N.A.$5M
- WestEnd Advisors, LLC$4M
- Elevation Capital Advisory, LLC$3M
- LPL Financial LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Dynamic Advisor Solutions LLC$971K
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 | 1,957,720 | $136M | 11.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,065,599 | $74M | 6.4% | 2026-Q2 |
| Worth Asset Management, LLC added | 742,669 | $52M | 4.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 668,197 | $46M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 586,162 | $41M | 3.5% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 565,749 | $39M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 562,914 | $39M | 3.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 524,925 | $36M | 3.1% | 2026-Q2 |
| ASPIRIANT, LLC added | 515,345 | $36M | 3.1% | 2026-Q2 |
| Consilium Wealth Advisory, LLC added | 458,638 | $32M | 2.7% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 453,418 | $32M | 2.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 389,262 | $27M | 2.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 336,606 | $23M | 2.0% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 324,439 | $23M | 1.9% | 2026-Q2 |
| Madrid Financial Services added | 305,776 | $21M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 300,065 | $21M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 289,947 | $20M | 1.7% | 2026-Q2 |
| BSW Wealth Partners added | 276,966 | $19M | 1.7% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 246,729 | $17M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 241,716 | $17M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 216,818 | $15M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 187,500 | $13M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 183,986 | $13M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 178,223 | $12M | 1.1% | 2026-Q2 |
| Ellenbecker Investment Group added | 159,634 | $11M | 1.0% | 2026-Q2 |
| Phil A. Younker & Associates, Ltd. trimmed | 157,991 | $11M | 0.9% | 2026-Q2 |
| Creative Planning added | 145,147 | $10M | 0.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 143,921 | $10M | 0.9% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 138,313 | $10M | 0.8% | 2026-Q2 |
| One Capital Management, LLC | 123,544 | $8M | 0.7% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 122,610 | $9M | 0.7% | 2026-Q2 |
| HANOVER ADVISORS INC added | 121,374 | $8M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 115,031 | $8M | 0.7% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 111,621 | $8M | 0.7% | 2026-Q2 |
| Hopwood Nicholas Hunter trimmed | 109,627 | $8M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,641 | $7M | 0.6% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 98,018 | $7M | 0.6% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 96,670 | $7M | 0.6% | 2026-Q2 |
| Cogent Private Wealth, Inc. trimmed | 88,416 | $6M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 88,383 | $6M | 0.5% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 87,427 | $6M | 0.5% | 2026-Q2 |
| Wealth Forward, LLC added | 86,813 | $6M | 0.5% | 2026-Q2 |
| Weaver Consulting Group added | 85,989 | $6M | 0.5% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 82,611 | $6M | 0.5% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 81,939 | $6M | 0.5% | 2026-Q2 |
| Reyes Financial Architecture, Inc. added | 81,320 | $6M | 0.5% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 79,255 | $6M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 77,912 | $5M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 77,042 | $5M | 0.5% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 76,543 | $5M | 0.5% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 76,120 | $5M | 0.5% | 2026-Q2 |
| Strategic Blueprint, LLC added | 73,066 | $5M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 72,388 | $5M | 0.4% | 2026-Q2 |
| Almitas Capital LLC new | 69,946 | $5M | 0.4% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 69,427 | $5M | 0.4% | 2026-Q2 |
| Brookstone Capital Management trimmed | 63,832 | $4M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 63,746 | $4M | 0.4% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 62,159 | $4M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 61,200 | $4M | 0.4% | 2026-Q2 |
| Fort Henry Capital, LLC added | 60,855 | $4M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 60,403 | $4M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 59,761 | $4M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 59,723 | $4M | 0.4% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 58,683 | $4M | 0.4% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,550 | $6M | 0.5% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 56,816 | $4M | 0.3% | 2026-Q2 |
| &PARTNERS added | 55,969 | $4M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 55,167 | $4M | 0.3% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 53,294 | $4M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 52,604 | $4M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 51,736 | $4M | 0.3% | 2026-Q2 |
| Dakota Wealth Management trimmed | 49,269 | $3M | 0.3% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 49,039 | $3M | 0.3% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC added | 47,924 | $3M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 47,233 | $3M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 43,868 | $3M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,673 | $3M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 40,555 | $3M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 40,074 | $3M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 38,843 | $3M | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 38,610 | $3M | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC added | 37,998 | $3M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 37,900 | $3M | 0.2% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 36,722 | $3M | 0.2% | 2026-Q2 |
| TIAA Wealth Investment Management LLC new | 36,472 | $3M | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC added | 35,907 | $2M | 0.2% | 2026-Q2 |
| Vines Capital Management, LLC added | 35,755 | $2M | 0.2% | 2026-Q2 |
| Weitzel Financial Services, Inc. added | 35,230 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 35,077 | $2M | 0.2% | 2026-Q2 |
| Legacy Advisory Services, LLC added | 34,481 | $2M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 33,504 | $2M | 0.2% | 2026-Q2 |
| Selby Wealth Management, LLC added | 33,146 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 32,734 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 30,949 | $2M | 0.2% | 2026-Q2 |
| Harbor Group, Inc. added | 30,830 | $2M | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. added | 30,810 | $2M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 30,316 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 30,050 | $2M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 29,905 | $2M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 29,881 | $2M | 0.2% | 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.