American Institute for Advanced Investment Management, LLP holds a diversified book of 159 stocks worth $173.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened First Trust Materials Alphad and trimmed Ishares Russell 1000 Value E. Their largest long position is Ishares Russell 1000 Growth at 7% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show American Institute for Advanced Investment Management, LLP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning American Institute for Advanced Investment Management, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as American Institute for Advanced Investment Management, LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $484.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $411.1B |
| LPL Financial LLC | 80 / 80 | $86.6B |
| HighTower Advisors, LLC | 80 / 80 | $26.9B |
| Cetera Investment Advisers | 80 / 80 | $22.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.0B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.3B |
Ranked by how many of American Institute for Advanced Investment Management, LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $12.5M | 100.4K | 7.2% | ▲+298% Added · +75K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $7.6M | 31.2K | 4.4% | ▼−1.0% Reduced · −321 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $6.9M | 9.3K | 4.0% | ▼−2.6% Reduced · −249 sh | |
| 4 | Apple Inc COM | $5.7M | 19.6K | 3.3% | ▼−0.9% Reduced · −170 sh | |
| 5 | Pimco ETF TR ENHAN SHRT MA AC | $3.7M | 37.0K | 2.2% | ▲+0.6% Added · +230 sh | |
| 6 | Microsoft Corp COM | $3.5M | 9.3K | 2.0% | ▲+0.1% Added · +10 sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $3.3M | 10.9K | 1.9% | ▼−0.6% Reduced · −65 sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $3.1M | 35.7K | 1.8% | ▲+501% Added · +30K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $3.0M | 8.1K | 1.7% | ▲+0.7% Added · +58 sh | |
| 10 | Vanguard Index FDS VALUE ETF | $2.8M | 13.0K | 1.6% | ▲+0.4% Added · +58 sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $2.8M | 11.7K | 1.6% | ▼−5.0% Reduced · −620 sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.7M | 4.1K | 1.5% | ▲+2.4% Added · +95 sh | |
| 13 | Invesco Exchange Traded FD T AEROSPACE DEFN | $2.7M | 15.0K | 1.5% | ▲+3.1% Added · +455 sh | |
| 14 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 3.7K | 1.5% | ▼−0.6% Reduced · −22 sh | |
| 15 | First TR Exchange-Traded FD NASDQ CLN EDGE | $2.5M | 17.7K | 1.5% | ▲+1.7% Added · +296 sh | |
| 16 | Amazon Com Inc COM | $2.4M | 10.2K | 1.4% | ▼−0.7% Reduced · −75 sh | |
| 17 | Global X FDS US INFR DEV ETF | $2.4M | 40.8K | 1.4% | ▲+0.7% Added · +285 sh | |
| 18 | SPDR Gold TR GOLD SHS | $2.3M | 6.2K | 1.3% | ▼−3.5% Reduced · −225 sh | |
| 19 | John Hancock Exchange Traded MULTIFACTR SML | $2.3M | 46.7K | 1.3% | ▼−0.5% Reduced · −218 sh | |
| 20 | Nvidia Corporation COM | $2.1M | 10.7K | 1.2% | ▼−8.8% Reduced · −1K sh | |
| 21 | SPDR Series Trust ST STR BLO 1 ETF | $2.1M | 23.0K | 1.2% | ▼−14% Reduced · −4K sh | |
| 22 | Vanguard World FD INF TECH ETF | $2.1M | 17.4K | 1.2% | ▲+692% Added · +15K sh | |
| 23 | Global X FDS ARTIFICIAL ETF | $2.0M | 31.0K | 1.2% | ▲+2.6% Added · +793 sh | |
| 24 | Vaneck ETF Trust URANI NUCLE ETF | $2.0M | 17.4K | 1.2% | ▲+0.5% Added · +85 sh | |
| 25 | Abbvie Inc COM | $1.8M | 7.2K | 1.0% | ▼−5.9% Reduced · −455 sh | |
| 26 | Ishares TR U.S. TECH ETF | $1.7M | 6.9K | 1.0% | ▲+2.2% Added · +149 sh | |
| 27 | Select Sector SPDR TR ST STR TECHN ETF | $1.7M | 9.1K | 1.0% | ▼−1.9% Reduced · −175 sh | |
| 28 | Johnson & Johnson COM | $1.6M | 6.3K | 0.9% | ▼−2.2% Reduced · −145 sh | |
| 29 | Select Sector SPDR TR ST STR FINL ETF | $1.5M | 28.6K | 0.9% | ▼−2.4% Reduced · −700 sh | |
| 30 | Constellation Energy Corp COM | $1.5M | 6.0K | 0.9% | —Held | |
| 31 | Select Sector SPDR TR ST STR CARE ETF | $1.5M | 9.3K | 0.8% | ▼−7.1% Reduced · −708 sh | |
| 32 | Vanguard Index FDS MCAP GR IDXVIP | $1.4M | 4.7K | 0.8% | ▲+0.4% Added · +19 sh | |
| 33 | Vanguard Index FDS MCAP VL IDXVIP | $1.3M | 6.8K | 0.8% | ▼−0.2% Reduced · −12 sh | |
| 34 | Home Depot Inc COM | $1.3M | 10.0K | 0.8% | ▼−1.0% Reduced · −105 sh | |
| 35 | Illinois Tool WKS Inc COM | $1.3M | 4.8K | 0.8% | —Held | |
| 36 | SPDR Index SHS FDS ST STR PO EX ETF | $1.3M | 25.9K | 0.8% | ▲+9.0% Added · +2K sh | |
| 37 | First TR Exchange Traded FD BUYWRIT INCM ETF | $1.3M | 52.1K | 0.7% | ▼−0.4% Reduced · −200 sh | |
| 38 | Ishares TR GLB INFRASTR ETF | $1.3M | 18.9K | 0.7% | ▼−0.6% Reduced · −110 sh | |
| 39 | Alphabet Inc CAP STK CL A | $1.2M | 3.6K | 0.7% | ▼−1.2% Reduced · −44 sh | |
| 40 | McKesson Corp COM | $1.2M | 1.6K | 0.7% | —Held | |
| 41 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 5.6K | 0.7% | ▼−0.8% Reduced · −45 sh | |
| 42 | Global X FDS DEFENSE TECH ETF | $1.1M | 19.2K | 0.7% | ▼−18% Reduced · −4K sh | |
| 43 | Invesco Exchange Traded FD T WATER RES ETF | $1.1M | 16.3K | 0.7% | ▼−0.7% Reduced · −110 sh | |
| 44 | BlackRock Utils Infrastructu COM | $1.1M | 38.1K | 0.6% | ▲+2.9% Added · +1K sh | |
| 45 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.1M | 12.5K | 0.6% | ▲~0% Added · +3 sh | |
| 46 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.1M | 54.5K | 0.6% | ▲+8.0% Added · +4K sh | |
| 47 | Microchip Technology Inc. COM | $1.1M | 11.7K | 0.6% | —Held | |
| 48 | Ishares TR ISHS 1-5YR INVS | $1.1M | 20.4K | 0.6% | ▲+4.4% Added · +855 sh | |
| 49 | SPDR Series Trust ST STR SP DIV | $1.0M | 6.8K | 0.6% | —Held | |
| 50 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.0M | 50.7K | 0.6% | ▲+16% Added · +7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 159 | $173.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 153 | $154.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 150 | $155.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 147 | $152.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 146 | $141.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 143 | $131.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 132 | $134.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 140 | $139.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.