Security record · archived quarter
AOA
name pending profile ingest
44Tracked holders
+3Δ holders
2.39MShares held
$211.03MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.3% ·
share flow -4.6% ·
net new positions +6.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 283.61K | $27.59M | n/a | n/a |
| Q2 2026 | 45 | +2 | 2.42M | $236.04M | +3 | −1 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | n/a | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | n/a | n/a |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | n/a | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | n/a | n/a |
| Q2 2024 | 2 | n/a | 30.98K | $2.32M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 556.69K | +0.5% | $49.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 311.49K | +16.9% | $27.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 244.86K | +2.1% | $21.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 194.66K | -21.0% | $17.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 171.27K | +22.3% | $15.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 107.14K | -14.7% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 74.81K | +3.5% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 71.79K | -49.0% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 68.75K | +137.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 61.97K | -2.7% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Osaic Holdings, Inc. | 55.43K | -19.4% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | UBS Group AG | 45.99K | -2.1% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cerity Partners LLC | 33.91K | +10.2% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 27.80K | -81.3% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Wealth Enhancement Advisory… | 27.25K | -35.4% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 24.10K | +32.3% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Captrust Financial Advisors | 23.99K | +0.7% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 23.02K | -19.3% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 21.69K | -49.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 21.60K | +7.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 20.94K | +2.9% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 15.83K | +233.6% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 13.07K | +264.9% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 12.58K | New | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 11.69K | +0.4% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 11.80K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 10.23K | +3.0% | $905,529 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 9.95K | +9.8% | $880,104 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 8.43K | +14.9% | $745,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 6.76K | New | $597,838 | 0.0% | New | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 6.06K | -17.5% | $536,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 5.57K | +153.7% | $492,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 5.08K | -0.6% | $449,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 4.22K | +21.2% | $373,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 3.90K | +24.6% | $345,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 2.98K | +15.8% | $262,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.76K | +36.6% | $244,375 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | TD Waterhouse Canada Inc. | 2.61K | +391.0% | $231,526 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.18K | +83.1% | $104,305 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Qube Research & Technologies Ltd | 943 | +351.2% | $83,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 877 | -30.8% | $77,606 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Citigroup Inc | 800 | -27.3% | $70,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 27 | New | $2,389 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.11M | 0.0% |
| Citadel Advisors | $1.04M | 0.0% |
| AQR Capital Management | $597,838 | 0.0% |
| BlackRock | $2,389 | 0.0% |
Exited
| Truist Financial Corp | $369,593 | 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: Q1 2026 ·
Methodology ·
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