77 tracked 13F filers disclose a position in AIO as of the latest SEC 13F filings, a combined $141.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $23.2M | 1.1M | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $17.5M | 819K | ▼−3.2% Reduced · −27K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $13.7M | 639K | ▲+1.7% Added · +11K sh | Q1 2026 | |
| 4 | UBS Group AG | $9.3M | 432K | ▼−4.5% Reduced · −20K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $8.1M | 378K | ▼−18% Reduced · −83K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $7.8M | 364K | ▼−15% Reduced · −64K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $6.2M | 222K | ▲New +222K sh | Q2 2026 | |
| 8 | Karpus Management, Inc. | $4.1M | 194K | ▲New +194K sh | Q1 2026 | |
| 9 | Advisors Asset Management, Inc. | $4.8M | 192K | ▲+14% Added · +23K sh | Q3 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $4.2M | 151K | ▲+0.6% Added · +876 sh | Q2 2026 | |
| 11 | 1607 Capital Partners, LLC | $4.0M | 144K | ▲+614% Added · +124K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.9M | 136K | ▲+9.6% Added · +12K sh | Q1 2026 | |
| 13 | Hennion & Walsh Asset Management, Inc. | $3.4M | 120K | ▼−9.9% Reduced · −13K sh | Q2 2026 | |
| 14 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3.2M | 114K | ▼−30% Reduced · −49K sh | Q2 2026 | |
| 15 | Summit Financial, LLC | $3.1M | 111K | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $2.3M | 105K | ▲+6.4% Added · +6K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $1.7M | 79K | ▲+0.5% Added · +425 sh | Q1 2026 | |
| 18 | OPPENHEIMER & CO INC | $2.0M | 73K | ▼−0.5% Reduced · −337 sh | Q2 2026 | |
| 19 | &PARTNERS | $1.8M | 64K | ▲+11% Added · +6K sh | Q2 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $1.1M | 51K | ▲+15% Added · +6K sh | Q1 2026 | |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 39K | ▼−1.4% Reduced · −565 sh | Q2 2026 | |
| 22 | PMG Family Office LLC | $1.0M | 37K | ▲+0.8% Added · +316 sh | Q2 2026 | |
| 23 | READYSTATE ASSET MANAGEMENT LP | $789K | 37K | ▼−74% Reduced · −102K sh | Q1 2026 | |
| 24 | Calamos Advisors LLC | $1.0M | 36K | ▲+7.1% Added · +2K sh | Q2 2026 | |
| 25 | SeaCrest Wealth Management, LLC | $849K | 30K | ▼−0.7% Reduced · −200 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in AIO and 13 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 33 funds | $40.1B |
| MICROSOFT CORPMSFT | 33 funds | $26.9B |
| AMAZON.COM INCAMZN | 33 funds | $18.5B |
| APPLE INCAAPL | 32 funds | $32.2B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $8.7B |
| TESLA INCTSLA | 32 funds | $8.2B |
| ELI LILLY & COLLY | 32 funds | $7.8B |
| HOME DEPOT INCHD | 32 funds | $3.6B |
| CHEVRON CORPCVX | 32 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 31 funds | $15.8B |
| BROADCOM INCAVGO | 31 funds | $14.5B |
Ranked by how many of AIO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Jue Stephen B | Insider | Sell (S) | 5K | $123K |
| Aug 10, 2026 | Jue Stephen B | Insider | Sell (S) | 5K | $140K |
| Aug 10, 2026 | KASS JUSTIN | Insider | Sell (S) | 29K | $774K |
| Aug 10, 2026 | Chen James C. K. | Insider | Sell (S) | 4K | $101K |
| Aug 10, 2026 | Chen James C. K. | Insider | Sell (S) | 7K | $193K |
| Aug 10, 2026 | Chen James C. K. | Insider | Sell (S) | 250 | $7K |
| Mar 20, 2026 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Sell (S) | 2K | $43K |
| Jul 29, 2025 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 2K | $50K |
| Dec 11, 2023 | MCDANIEL CONNIE D | Director | Buy (P) | 3K | $50K |
| Jun 28, 2023 | BURKE DONALD C | Director | Buy (P) | 832 | $15K |
| Mar 3, 2022 | DeCotis Deborah A | Director | Buy (P) | 1K | $24K |
| Feb 25, 2022 | McLoughlin Philip R | Director | Buy (P) | 500 | $11K |
Connected entities for AIO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AIO/capital-change-brief"
Use Arkolith's capital_change_brief for AIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.