Who owns AIOO?
Institutional ownership of AIOO from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
28
13F holders
$18.7M
value, 2026 filers
743,177
shares disclosed
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AIOO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 139,689 | $3.7M | 0.0% | — | +3.9% |
| 2 | HARBOUR INVESTMENTS, INC. | 69,119 | $1.8M | 0.0% | — | +10.2% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 68,421 | $1.8M | 0.0% | — | +49.5% |
| 4 | Cetera Investment Advisers | 66,303 | $1.7M | 0.0% | — | +11.4% |
| 5 | RFG Advisory, LLC | 64,971 | $1.7M | 0.0% | — | -7.9% |
| 6 | Csenge Advisory Group | 47,173 | $1.2M | 0.1% | — | -18.6% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,788 | $1.2M | 0.0% | — | -22.2% |
| 8 | Arkadios Wealth Advisors | 38,989 | $1.0M | 0.0% | — | +5.4% |
| 9 | Cambridge Investment Research Advisors, Inc. | 31,444 | $828 | 0.0% | — | +130.8% |
| 10 | ENVESTNET ASSET MANAGEMENT INCNEW | 28,679 | $754,823 | 0.0% | — | new |
| 11 | MML INVESTORS SERVICES, LLC | 22,104 | $581,771 | 0.0% | — | +177.4% |
| 12 | Key Capital Management, INC | 20,393 | $536,738 | 0.3% | — | +7.4% |
| 13 | Fortis Group Advisors, LLCNEW | 19,677 | $517,893 | 0.1% | — | new |
| 14 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 17,046 | $448,646 | 0.0% | — | new |
| 15 | Advisory Services Network, LLC | 13,896 | $365,739 | 0.0% | — | 0.0% |
| 16 | FSA Advisors, Inc. | 11,438 | $301,045 | 0.1% | — | -13.0% |
| 17 | Accurate Wealth Management, LLCNEW | 9,286 | $244,599 | 0.0% | — | new |
| 18 | Lloyd Advisory Services, LLC. | 7,858 | $206,820 | 0.1% | — | +7243.9% |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLCNEW | 7,798 | $205,252 | 0.0% | — | new |
| 20 | IFP Advisors, Inc | 3,660 | $96,330 | 0.0% | — | +11.2% |
| 21 | VIMA LLCNEW | 3,305 | $86,987 | 0.1% | — | new |
| 22 | Mosley Wealth Management | 1,888 | $49,692 | 0.0% | — | +283.0% |
| 23 | OSAIC HOLDINGS, INC. | 1,463 | $38,505 | 0.0% | — | +46.3% |
| 24 | Networth Advisors, LLC | 1,034 | $27,215 | 0.0% | — | -3.7% |
| 25 | Murphy & Mullick Capital Management Corp | 1,000 | $26,320 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.