412 tracked 13F filers disclose a position in AOR as of the latest SEC 13F filings, a combined $1.2B 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 | BlackRock, Inc. | $123.4M | 1.9M | ▲+1.5% Added · +29K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $76.2M | 1.2M | ▲+28% Added · +262K sh | Q1 2026 | |
| 3 | Worth Asset Management, LLC | $51.6M | 743K | ▲+7.6% Added · +53K sh | Q2 2026 | |
| 4 | JPMORGAN CHASE & CO | $41.0M | 650K | ▲+9.4% Added · +56K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $37.9M | 589K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $36.9M | 573K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 7 | Mesirow Financial Investment Management, Inc. | $39.3M | 566K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $33.3M | 518K | ▼−57% Reduced · −674K sh | Q1 2026 | |
| 9 | ASPIRIANT, LLC | $35.8M | 515K | ▲+1.2% Added · +6K sh | Q2 2026 | |
| 10 | JIM SAULNIER & ASSOCIATES, LLC | $31.5M | 453K | ▲+10.0% Added · +41K sh | Q2 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $22.8M | 354K | ▲+10.0% Added · +32K sh | Q1 2026 | |
| 12 | Focus Partners Wealth | $22.0M | 342K | ▼−4.3% Reduced · −15K sh | Q1 2026 | |
| 13 | Lebenthal Global Advisors, LLC | $22.5M | 324K | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 14 | Madrid Financial Services | $21.3M | 306K | ▲+12% Added · +34K sh | Q2 2026 | |
| 15 | ASSETMARK, INC | $20.2M | 290K | ▲+1.3% Added · +4K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $17.9M | 278K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 17 | BSW Wealth Partners | $19.2M | 277K | ▲+10% Added · +25K sh | Q2 2026 | |
| 18 | Waverly Advisors, LLC | $16.4M | 255K | ▲+3.0% Added · +7K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $14.9M | 231K | ▼−65% Reduced · −437K sh | Q1 2026 | |
| 20 | UBS Group AG | $13.5M | 210K | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $11.5M | 179K | ▼−51% Reduced · −187K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $10.4M | 161K | ▲+11% Added · +16K sh | Q1 2026 | |
| 23 | Ellenbecker Investment Group | $11.1M | 160K | ▲+9.3% Added · +14K sh | Q2 2026 | |
| 24 | Phil A. Younker & Associates, Ltd. | $11.0M | 158K | ▼−10% Reduced · −18K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $9.5M | 147K | ▼−3.9% Reduced · −6K 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.
Last quarter, 4 funds opened a new position in AOR and 32 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 225 funds | $10.8B |
| APPLE INCAAPL | 223 funds | $17.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 219 funds | $7.7B |
| NVIDIA CORPNVDA | 218 funds | $14.4B |
| AMAZON.COM INCAMZN | 218 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 215 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 210 funds | $5.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 208 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 206 funds | $15.2B |
| JPMORGAN CHASE & COJPM | 205 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 205 funds | $4.1B |
| VANGUARD S&P 500 ETFVOO | 204 funds | $12.1B |
Ranked by how many of AOR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 650 funds | $11.9B |
| AORthis pagecs | 412 funds | $1.2B |
| AOAcs | 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 AOR
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/AOR/capital-change-brief"
Use Arkolith's capital_change_brief for AOR. 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 AOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.