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/AOA/capital-change-brief"
Use Arkolith's capital_change_brief for AOA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $49.3M | 557K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $27.6M | 311K | ▲+17% Added · +45K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $21.7M | 245K | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $17.2M | 195K | ▼−21% Reduced · −52K sh | Q1 2026 | |
| 5 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $15.6M | 176K | ▼−2.1% Reduced · −4K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $15.2M | 171K | ▲+22% Added · +31K sh | Q1 2026 | |
| 7 | Mesirow Financial Investment Management, Inc. | $13.5M | 152K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 8 | Waverly Advisors, LLC | $12.3M | 139K | ▲+3.4% Added · +5K sh | Q1 2026 | |
| 9 | LBMC INVESTMENT ADVISORS, LLC | $11.2M | 126K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $9.5M | 107K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.5M | 96K | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 12 | Western Wealth Management, LLC | $7.5M | 85K | ▲+9.3% Added · +7K sh | Q1 2026 | |
| 13 | Prosperity Consulting Group, LLC | $7.3M | 83K | ▲+9.4% Added · +7K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 75K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.4M | 72K | ▼−49% Reduced · −69K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $6.2M | 70K | ▲+22% Added · +12K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $6.1M | 69K | ▲+138% Added · +40K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $5.5M | 62K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 19 | Clearstead Advisors, LLC | $5.4M | 62K | ▼−0.7% Reduced · −406 sh | Q1 2026 | |
| 20 | GeoWealth Management, LLC | $5.3M | 60K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $5.1M | 60K | ▲+15% Added · +8K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $4.9M | 55K | ▼−19% Reduced · −13K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $4.9M | 55K | ▼−47% Reduced · −49K sh | Q1 2026 | |
| 24 | Weaver Consulting Group | $4.8M | 54K | ▲+19% Added · +9K sh | Q1 2026 | |
| 25 | Fort Henry Capital, LLC | $4.9M | 50K | ▲+1.4% Added · +678 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 104 funds | $23.6B |
| ISHARES CORE S&P 500 ETFIVV | 104 funds | $22.9B |
| MICROSOFT CORPMSFT | 104 funds | $19.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 104 funds | $15.5B |
| ALPHABET INC-CL AGOOGL | 104 funds | $12.7B |
| BROADCOM INCAVGO | 104 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 104 funds | $9.0B |
| WALMART INCWMT | 104 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 104 funds | $5.0B |
| EXXON MOBIL CORPXOM | 104 funds | $4.9B |
| ABBVIE INCABBV | 104 funds | $3.4B |
| CHEVRON CORPCVX | 104 funds | $3.4B |
Ranked by how many of AOA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AOA. 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.