Among active 13F managers last quarter, 5 opened and 5 added, while 5 reduced; the largest holder to move was Allianz SE (−4.0%).
29 tracked 13F filers disclose a position in AIOO as of the latest SEC 13F filings, a combined $24.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz SE | 180K | $4.6M | ▼−4.0% Reduced · −8K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 134K | $3.5M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | 65K | $1.7M | ▼−7.9% Reduced · −6K sh | Q2 2026 | |
| 4 | Harbour Investments, Inc. | 63K | $1.6M | ▲+24% Added · +12K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 60K | $1.5M | ▲+333% Added · +46K sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 59K | $1.5M | —Held | Q1 2026 | |
| 7 | Howard Bailey Securities, LLC | 54K | $1.4M | ▲+7.8% Added · +4K sh | Q2 2026 | |
| 8 | Csenge Advisory Group | 47K | $1.2M | ▼−19% Reduced · −11K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 46K | $1.2M | ▲+52% Added · +16K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | 39K | $1.0M | ▲+5.4% Added · +2K sh | Q2 2026 | |
| 11 | Envision Financial Transparency, LLC | 24K | $620K | ▲New +24K sh | Q2 2026 | |
| 12 | MML Investors Services, LLC | 22K | $582K | ▲+177% Added · +14K sh | Q2 2026 | |
| 13 | Key Capital Management, INC | 20K | $537K | ▲+7.4% Added · +1K sh | Q2 2026 | |
| 14 | Fortis Group Advisors, LLC | 20K | $518K | ▲New +20K sh | Q2 2026 | |
| 15 | Independent Financial Group, LLC | 17K | $449K | ▲New +17K sh | Q2 2026 | |
| 16 | Authentikos Wealth Advisory, LLC | 14K | $378K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | 14K | $357K | —Held | Q1 2026 | |
| 18 | FSA Advisors, Inc. | 11K | $301K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 19 | Accurate Wealth Management, LLC | 9K | $245K | ▲New +9K sh | Q2 2026 | |
| 20 | Lloyd Advisory Services, LLC. | 8K | $207K | ▲73× Added · +8K sh | Q2 2026 | |
| 21 | Kestra Private Wealth Services, LLC | 8K | $205K | ▲New +8K sh | Q2 2026 | |
| 22 | IFP Advisors, Inc | 4K | $96K | ▲+11% Added · +368 sh | Q2 2026 | |
| 23 | Vima LLC | 3K | $87K | ▲New +3K sh | Q2 2026 | |
| 24 | Mosley Wealth Management | 2K | $50K | ▲+283% Added · +1K sh | Q2 2026 | |
| 25 | Networth Advisors, LLC | 1K | $27K | ▼−3.7% Reduced · −40 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, 5 funds opened a new position in AIOO and 5 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 17 funds | $1.0B |
| Apple IncAAPL | 17 funds | $917.5M |
| Amazon.com IncAMZN | 17 funds | $497.6M |
| Microsoft CorpMSFT | 17 funds | $496.0M |
| Vanguard S&P 500 ETFVOO | 17 funds | $477.5M |
| Alphabet Inc-CL AGOOGL | 17 funds | $394.8M |
| Johnson & JohnsonJNJ | 17 funds | $97.4M |
| Ishares Core S&P 500 ETFIVV | 16 funds | $1.6B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $825.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $550.2M |
| Broadcom IncAVGO | 16 funds | $317.2M |
| Micron Technology IncMU | 16 funds | $214.5M |
Ranked by how many of AIOO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIOO.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 80 funds | $351.3M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 75 funds | $137.6M |
| JUNWmc | 73 funds | $138.8M |
| MAYWUS LAGCP B20 MAY | 67 funds | $140.5M |
| JULWmc | 66 funds | $205.0M |
| APRWmc | 60 funds | $144.8M |
| FEBWmc | 59 funds | $88.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AIOO
This ETF 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/AIOO/capital-change-brief"
Use Arkolith's capital_change_brief for AIOO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AIOO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.