Security record · archived quarter
AOHY
name pending profile ingest
12Tracked holders
0Δ holders
1.46MShares held
$16.09MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 448.97K | +2.2% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 256.21K | +16.8% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 244.23K | -0.7% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 177.61K | +20.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 177.61K | +20.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 177.61K | +20.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 165.00K | +31.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 64.84K | +24.6% | $713,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 42.34K | -32.1% | $465,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 42.34K | -32.1% | $465,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Creative Planning | 25.69K | New | $282,729 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 22.50K | +74.2% | $248,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 14.57K | 0.0% | $160,406 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 157 | New | $1,732 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 157 | New | $1,732 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 145 | +1.4% | $160 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $282,729 | 0.0% |
| Osaic Holdings, Inc. | $1,732 | 0.0% |
| Osaic Holdings, Inc. | $1,732 | 0.0% |
Exited
| Citadel Advisors | $504,857 | was 0.0% |
| JPMorgan Chase | $1,698 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 7.00M shares, $76.49M 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: Q2 2026 ·
Methodology ·
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