The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query AIO owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AIO"
Use Arkolith to show who owns AIO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $4.6M | 214K | ▼−39% Reduced · −136K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $4.1M | 194K | ▲New +194K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $3.2M | 150K | ▲+6.7% Added · +9K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $2.8M | 133K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 5 | Summit Financial, LLC | $2.3M | 109K | ▲+8.5% Added · +8K sh | Q1 2026 | |
| 6 | OPPENHEIMER & CO INC | $1.6M | 73K | ▲+11% Added · +7K sh | Q1 2026 | |
| 7 | &PARTNERS | $1.2M | 58K | ▲+16% Added · +8K sh | Q1 2026 | |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | $844K | 39K | ▲+4.9% Added · +2K sh | Q1 2026 | |
| 9 | READYSTATE ASSET MANAGEMENT LP | $789K | 37K | ▼−74% Reduced · −102K sh | Q1 2026 | |
| 10 | Calamos Advisors LLC | $714K | 33K | ▲+14% Added · +4K sh | Q1 2026 | |
| 11 | CreativeOne Wealth, LLC | $567K | 26K | ▲+2.1% Added · +542 sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $433K | 20K | ▼−55% Reduced · −25K sh | Q1 2026 | |
| 13 | Moors & Cabot, Inc. | $358K | 17K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 14 | Prospera Financial Services Inc | $306K | 14K | ▲+1.1% Added · +149 sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $265K | 12K | ▼−1.8% Reduced · −228 sh | Q1 2026 | |
| 16 | DAVENPORT & Co LLC | $257K | 12K | ▼−48% Reduced · −11K sh | Q1 2026 | |
| 17 | EVOLVE PRIVATE WEALTH, LLC | $247K | 12K | ▲+3.3% Added · +364 sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $222K | 10K | ▲+1.4% Added · +148 sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $203K | 10K | ▲New +10K sh | Q1 2026 | |
| 20 | CWM, LLC | $173K | 8K | —Held | Q1 2026 | |
| 21 | Geneos Wealth Management Inc. | $38K | 2K | —Held | Q1 2026 | |
| 22 | MAI Capital Management | $23K | 1K | —Held | Q1 2026 | |
| 23 | ST GERMAIN D J CO INC | $6K | 275 | —Held | Q1 2026 | |
| 24 | Ancora Advisors LLC | $2K | 100 | —Held | Q1 2026 | |
| 25 | Smartleaf Asset Management LLC | $549 | 26 | ▲New +26 sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 29 funds | $8.1B |
| APPLE INCAAPL | 28 funds | $9.6B |
| HOME DEPOT INCHD | 28 funds | $1.5B |
| NVIDIA CORPNVDA | 27 funds | $8.2B |
| AMAZON.COM INCAMZN | 27 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $5.3B |
| BROADCOM INCAVGO | 27 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 27 funds | $2.3B |
| ELI LILLY & COLLY | 27 funds | $2.1B |
| CHEVRON CORPCVX | 27 funds | $1.7B |
| TESLA INCTSLA | 27 funds | $1.5B |
Ranked by how many of AIO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.