Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

406
Institutional holders
18,497,780
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,917,954$123M11.2%2026-Q1
LPL Financial LLC added1,184,251$76M6.9%2026-Q1
Worth Asset Management, LLC added689,976$44M4.0%2026-Q1
JPMORGAN CHASE & CO added650,195$41M3.7%2026-Q1
BANK OF AMERICA CORP /DE/ added589,134$38M3.4%2026-Q1
MORGAN STANLEY added573,459$37M3.3%2026-Q1
Mesirow Financial Investment Management, Inc. added563,116$36M3.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed517,620$33M3.0%2026-Q1
ASPIRIANT, LLC added509,424$33M3.0%2026-Q1
Consilium Wealth Advisory, LLC added421,908$27M2.5%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC added412,258$27M2.4%2026-Q1
Foundations Investment Advisors, LLC added353,886$23M2.1%2026-Q1
Focus Partners Wealth trimmed342,411$22M2.0%2026-Q1
Lebenthal Global Advisors, LLC added319,984$21M1.9%2026-Q1
ASSETMARK, INC added286,174$18M1.7%2026-Q1
ROYAL BANK OF CANADA added277,700$18M1.6%2026-Q1
Madrid Financial Services new272,251$18M1.6%2026-Q1
Waverly Advisors, LLC added255,436$16M1.5%2026-Q1
BSW Wealth Partners added251,653$16M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed231,077$15M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added214,506$14M1.2%2026-Q1
UBS Group AG trimmed210,130$14M1.2%2026-Q1
STIFEL FINANCIAL CORP trimmed179,131$12M1.0%2026-Q1
Phil A. Younker & Associates, Ltd. trimmed176,474$11M1.0%2026-Q1
Cetera Investment Advisers added161,173$10M0.9%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added156,611$10M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed147,101$9M0.9%2026-Q1
Ellenbecker Investment Group added146,108$9M0.8%2026-Q1
Creative Planning trimmed126,352$8M0.7%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added126,300$8M0.7%2026-Q1
One Capital Management, LLC added123,544$8M0.7%2026-Q1
TRUE Private Wealth Advisors trimmed123,360$8M0.7%2026-Q1
Kestra Advisory Services, LLC added112,383$7M0.7%2026-Q1
EIGHT 31 FINANCIAL, LLC added110,112$7M0.6%2026-Q1
Cogent Private Wealth, Inc. added108,235$7M0.6%2026-Q1
NBT BANK N A /NY added102,224$7M0.6%2026-Q1
Legacy Wealth Partners, LLC trimmed96,261$6M0.6%2026-Q1
Strategic Family Wealth Counselors, L.L.C. added94,486$6M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed93,347$6M0.5%2026-Q1
UNIQUE WEALTH, LLC added92,493$6M0.5%2026-Q1
Wealth Forward, LLC trimmed85,716$6M0.5%2026-Q1
Bell Investment Advisors, Inc trimmed82,377$5M0.5%2026-Q1
Weaver Consulting Group added81,965$5M0.5%2026-Q1
Prosperity Consulting Group, LLC added81,473$5M0.5%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC trimmed81,466$5M0.5%2026-Q1
VIEWPOINT INVESTMENT PARTNERS CORP57,550$5M0.5%2026-Q1
WestEnd Advisors, LLC added80,083$5M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added78,097$5M0.5%2026-Q1
FIRST FOUNDATION ADVISORS trimmed75,192$5M0.4%2026-Q1
LBMC INVESTMENT ADVISORS, LLC trimmed70,497$5M0.4%2026-Q1
Corient Private Wealth LLC trimmed69,185$4M0.4%2026-Q1
HANOVER ADVISORS INC trimmed67,655$4M0.4%2026-Q1
Elevation Capital Advisory, LLC added67,214$4M0.4%2026-Q1
TRUIST FINANCIAL CORP trimmed65,107$4M0.4%2026-Q1
Brookstone Capital Management added64,681$4M0.4%2026-Q1
Mariner, LLC added61,442$4M0.4%2026-Q1
BlueStem Wealth Partners, LLC trimmed61,347$4M0.4%2026-Q1
HighPoint Advisor Group LLC trimmed60,586$4M0.4%2026-Q1
Fort Henry Capital, LLC added59,520$4M0.3%2026-Q1
GeoWealth Management, LLC trimmed59,175$4M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added58,845$4M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed58,475$4M0.3%2026-Q1
HighTower Advisors, LLC added57,741$4M0.3%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed57,562$4M0.3%2026-Q1
Richard Bernstein Advisors LLC added55,886$4M0.3%2026-Q1
&PARTNERS trimmed53,920$3M0.3%2026-Q1
Intrua Financial, LLC added52,752$3M0.3%2026-Q1
Bank of New York Mellon Corp added52,150$3M0.3%2026-Q1
Dakota Wealth Management trimmed50,210$3M0.3%2026-Q1
MARINO, STRAM & ASSOCIATES LLC trimmed47,315$3M0.3%2026-Q1
Dynamic Advisor Solutions LLC added46,604$3M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added46,133$3M0.3%2026-Q1
Strategic Blueprint, LLC added45,770$3M0.3%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added39,741$3M0.2%2026-Q1
CAHILL FINANCIAL ADVISORS INC added38,473$2M0.2%2026-Q1
Integrated Advisors Network LLC trimmed37,992$2M0.2%2026-Q1
First Heartland Consultants, Inc. added36,965$2M0.2%2026-Q1
Private Advisor Group, LLC added36,107$2M0.2%2026-Q1
Visionary Wealth Advisors added35,510$2M0.2%2026-Q1
Legacy Advisory Services, LLC added34,218$2M0.2%2026-Q1
Independent Advisor Alliance added33,599$2M0.2%2026-Q1
Avior Wealth Management, LLC added33,497$2M0.2%2026-Q1
Concurrent Investment Advisors, LLC added33,376$2M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added33,322$2M0.2%2026-Q1
Selby Wealth Management, LLC added32,309$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added32,215$2M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed32,083$2M0.2%2026-Q1
BENJAMIN EDWARDS INC added32,071$2M0.2%2026-Q1
Allworth Financial LP added31,565$2M0.2%2026-Q1
EP Wealth Advisors, LLC added30,336$2M0.2%2026-Q1
BARCLAYS PLC added419,700$27M2.5%2025-Q4 stale
Kovitz Investment Group Partners, LLC trimmed293,944$19M1.7%2025-Q3 stale
TTP Investments, Inc. new165,999$11M1.0%2025-Q3 stale
Burt Wealth Advisors trimmed63,984$4M0.4%2025-Q3 stale
FAS Wealth Partners, Inc. trimmed49,877$3M0.3%2025-Q4 stale
Ethos Financial Group, LLC trimmed42,759$3M0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed41,105$3M0.2%2025-Q2 stale
CLIFFORD SWAN INVESTMENT COUNSEL LLC new36,440$2M0.2%2025-Q4 stale
AVALON CAPITAL MANAGEMENT added34,207$2M0.2%2025-Q4 stale
Global Assets Advisory, LLC added31,116$2M0.2%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.

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