33 tracked 13F filers disclose a position in AOHY as of the latest SEC 13F filings, a combined $70.2M 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 | Arkadios Wealth Advisors | $37.2M | 3.4M | ▼−12% Reduced · −482K sh | Q2 2026 | |
| 2 | UBS Group AG | $4.8M | 439K | ▲+3.7% Added · +16K sh | Q1 2026 | |
| 3 | NewEdge Wealth, LLC | $4.2M | 382K | ▲+1.9% Added · +7K sh | Q2 2026 | |
| 4 | Equitable Holdings, Inc. | $2.9M | 265K | ▲+46% Added · +83K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 246K | ▼−24% Reduced · −78K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $2.4M | 219K | ▲+20% Added · +36K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $2.2M | 202K | ▼−0.3% Reduced · −546 sh | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $1.8M | 165K | ▲+31% Added · +39K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.6M | 148K | ▲+41% Added · +43K sh | Q1 2026 | |
| 10 | Breakwater Capital Group | $1.2M | 112K | ▲New +112K sh | Q2 2026 | |
| 11 | MILLINGTON SECURITIES, LLC | $1.2M | 108K | ▲New +108K sh | Q1 2026 | |
| 12 | WBI INVESTMENTS, LLC | $1.1M | 98K | ▼−8.9% Reduced · −10K sh | Q2 2026 | |
| 13 | Merit Financial Group, LLC | $982K | 89K | ▼−10% Reduced · −10K sh | Q2 2026 | |
| 14 | IFP Advisors, Inc | $719K | 65K | ▲+21% Added · +11K sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $681K | 62K | ▲+26% Added · +13K sh | Q1 2026 | |
| 16 | FIFTH THIRD SECURITIES, INC. | $660K | 60K | ▲+0.6% Added · +355 sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $569K | 52K | ▲+21% Added · +9K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $505K | 46K | ▲New +46K sh | Q1 2026 | |
| 19 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $476K | 43K | ▲New +43K sh | Q2 2026 | |
| 20 | PFG Investments, LLC | $437K | 40K | ▲+0.5% Added · +205 sh | Q1 2026 | |
| 21 | Lewis Asset Management, LLC | $304K | 28K | ▲+5.8% Added · +2K sh | Q2 2026 | |
| 22 | Avantax Planning Partners, Inc. | $298K | 27K | ▲+21% Added · +5K sh | Q2 2026 | |
| 23 | Worth Asset Management, LLC | $227K | 21K | ▲New +21K sh | Q2 2026 | |
| 24 | Wealthspire Advisors, LLC | $188K | 17K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $159K | 15K | —Held | 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.
Last quarter, 5 funds opened a new position in AOHY and 9 added to an existing one, while 2 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.0B |
| NVIDIA CORPNVDA | 16 funds | $4.2B |
| APPLE INCAAPL | 16 funds | $2.6B |
| AMAZON.COM INCAMZN | 16 funds | $2.3B |
| MICROSOFT CORPMSFT | 16 funds | $1.6B |
| BROADCOM INCAVGO | 16 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.2B |
| TESLA INCTSLA | 16 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 16 funds | $985.5M |
| ORACLE CORPORCL | 16 funds | $404.3M |
Ranked by how many of AOHY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CARYMF Closed and MF Open | 108 funds | $875.0M |
| UYLDOAK ULTRASHORT | 95 funds | $1.0B |
| MBSMORTGAGE BACKED | 33 funds | $117.1M |
| AOHYthis pagemc | 33 funds | $70.2M |
| TRBFTOTAL RETURN ETF | 4 funds | $25.1M |
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 AOHY
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/AOHY/capital-change-brief"
Use Arkolith's capital_change_brief for AOHY. 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 AOHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.