Security record · archived quarter
AOA
name pending profile ingest
41Tracked holders
-2Δ holders
2.50MShares held
$224.03MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -4.7% ·
share flow -2.6% ·
net new positions -4.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +2 | 2.39M | $233.66M | +3 | −2 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | — | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | — | — |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | — | — |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | — | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | — | — |
| Q2 2024 | 2 | — | 30.98K | $2.32M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 553.82K | — | $49.60M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 266.42K | — | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 246.39K | — | $22.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Assetmark, Inc | 239.82K | — | $21.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 148.59K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 140.83K | — | $12.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 140.00K | +10.5% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 125.63K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Commonwealth Equity Services, Llc | 72.30K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 68.76K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 63.71K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | UBS Group AG | 47.00K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 42.17K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 42.69K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Cerity Partners LLC | 30.77K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 28.93K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Creative Planning | 28.54K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Captrust Financial Advisors | 23.84K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 20.34K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 20.08K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 18.21K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 11.64K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 9.94K | — | $876,446 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 9.06K | +24.1% | $811,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 7.35K | — | $658,079 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 7.34K | — | $657,165 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 5.11K | — | $457,779 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 4.75K | — | $425,054 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 4.13K | — | $369,593 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 3.58K | — | $320,868 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 3.48K | — | $312,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 3.13K | — | $280,401 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 2.57K | — | $229,835 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.19K | — | $196,495 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.02K | — | $181,055 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Us Bancorp \De\ | 1.27K | — | $113,562 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Citigroup Inc | 1.10K | — | $98,516 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 644 | — | $57,652 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | TD Waterhouse Canada Inc. | 532 | — | $47,577 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 209 | — | $18,718 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| AQR Capital Management | $700,184 | was 0.0% |
| Citadel Advisors | $664,223 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 402 holders, 9.29M shares, $603.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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