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.
| # | 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. | $36.2M | 563K | ▲+17% Added · +80K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $33.3M | 518K | ▼−57% Reduced · −674K sh | Q1 2026 | |
| 9 | ASPIRIANT, LLC | $32.8M | 509K | ▲+5.8% Added · +28K sh | Q1 2026 | |
| 10 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $22.8M | 354K | ▲+10.0% Added · +32K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $22.0M | 342K | ▼−4.3% Reduced · −15K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $18.4M | 286K | ▲+2.0% Added · +6K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $17.9M | 278K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 14 | BSW Wealth Partners | $19.2M | 277K | ▲+10% Added · +25K sh | Q2 2026 | |
| 15 | Madrid Financial Services | $17.5M | 272K | ▲New +272K sh | Q1 2026 | |
| 16 | Waverly Advisors, LLC | $16.4M | 255K | ▲+3.0% Added · +7K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $14.9M | 231K | ▼−65% Reduced · −437K sh | Q1 2026 | |
| 18 | UBS Group AG | $13.5M | 210K | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $11.5M | 179K | ▼−51% Reduced · −187K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $10.4M | 161K | ▲+11% Added · +16K sh | Q1 2026 | |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 157K | ▲+11% Added · +16K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $9.5M | 147K | ▼−3.9% Reduced · −6K sh | Q1 2026 | |
| 23 | Creative Planning | $8.1M | 126K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 24 | One Capital Management, LLC | $8.0M | 124K | ▲+609% Added · +106K sh | Q1 2026 | |
| 25 | TRUE Private Wealth Advisors | $7.9M | 123K | ▼−1.2% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 118 funds | $20.4B |
| ALPHABET INC-CL AGOOGL | 118 funds | $13.2B |
| NVIDIA CORPNVDA | 117 funds | $23.2B |
| JPMORGAN CHASE & COJPM | 117 funds | $9.1B |
| BROADCOM INCAVGO | 117 funds | $8.8B |
| ALPHABET INC-CL CGOOG | 117 funds | $8.4B |
| JOHNSON & JOHNSONJNJ | 117 funds | $5.2B |
| VISA INC-CLASS A SHARESV | 117 funds | $5.2B |
| ABBVIE INCABBV | 117 funds | $3.5B |
| CISCO SYSTEMS INCCSCO | 117 funds | $2.7B |
| APPLE INCAAPL | 116 funds | $26.8B |
| ISHARES CORE S&P 500 ETFIVV | 116 funds | $23.6B |
Ranked by how many of AOR'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 AOR. 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.