389 tracked 13F filers disclose a position in AOA as of the latest SEC 13F filings, a combined $657.3M 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 | NorthStar Asset Management LLC /NJ/ | Withheld | 2.2M | ▲~0% Added · +2 sh | Q2 2026 | |
| 2 | Rockefeller Capital Management L.P. | $49.3M | 557K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $27.6M | 311K | ▲+17% Added · +45K sh | Q1 2026 | |
| 4 | ASSETMARK, INC | $24.0M | 245K | ▲+0.3% Added · +626 sh | Q2 2026 | |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $23.8M | 244K | ▲+17% Added · +35K sh | Q2 2026 | |
| 6 | Ellenbecker Investment Group | $21.8M | 223K | ▲+3.3% Added · +7K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $17.2M | 195K | ▼−21% Reduced · −52K sh | Q1 2026 | |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $15.6M | 176K | ▼−2.1% Reduced · −4K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $15.2M | 171K | ▲+22% Added · +31K sh | Q1 2026 | |
| 10 | Mesirow Financial Investment Management, Inc. | $13.9M | 142K | ▼−6.8% Reduced · −10K sh | Q2 2026 | |
| 11 | Waverly Advisors, LLC | $12.3M | 139K | ▲+3.4% Added · +5K sh | Q1 2026 | |
| 12 | LBMC INVESTMENT ADVISORS, LLC | $12.2M | 125K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.6M | 109K | ▲+13% Added · +12K sh | Q2 2026 | |
| 14 | PATTON ALBERTSON MILLER GROUP, LLC | $10.5M | 108K | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $9.5M | 107K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 16 | Hopwood Nicholas Hunter | $10.1M | 103K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 17 | Western Wealth Management, LLC | $8.8M | 91K | ▲+6.6% Added · +6K sh | Q2 2026 | |
| 18 | Prosperity Consulting Group, LLC | $8.4M | 86K | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 75K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 20 | Legacy Financial Group LLC | $7.1M | 73K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.4M | 72K | ▼−49% Reduced · −69K sh | Q1 2026 | |
| 22 | HARBOUR INVESTMENTS, INC. | $6.2M | 70K | ▲+22% Added · +12K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $6.1M | 69K | ▲+138% Added · +40K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $5.5M | 62K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 25 | WEALTH ALLIANCE, LLC | $5.5M | 62K | ▼−2.0% Reduced · −1K sh | Q3 2025 |
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, 1 fund opened a new position in AOA and 27 added to an existing one, while 16 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 |
|---|---|---|
| APPLE INCAAPL | 210 funds | $18.3B |
| MICROSOFT CORPMSFT | 209 funds | $12.0B |
| NVIDIA CORPNVDA | 206 funds | $18.1B |
| AMAZON.COM INCAMZN | 204 funds | $10.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 201 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 199 funds | $7.4B |
| ISHARES CORE S&P 500 ETFIVV | 196 funds | $14.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 196 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 194 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 192 funds | $4.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 191 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $4.8B |
Ranked by how many of AOA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 650 funds | $11.9B |
| AORcs | 412 funds | $1.2B |
| AOAthis pagecs | 389 funds | $659.5M |
| AOMcs | 280 funds | $617.9M |
| IWXcs | 246 funds | $3.8B |
| EUFNmc | 221 funds | $2.0B |
| IWLcs | 221 funds | $1.5B |
| IGLBcs | 200 funds | $1.8B |
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 AOA
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.
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.