Who Owns AOA (AOA)? -- Institutional Holders (2026-06-30)

444 institutions reported holding $750.9M of AOA (AOA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockefeller Capital Management L.P. ($59.7M), LPL Financial LLC ($24.1M), ASSETMARK, INC ($24.0M), JIM SAULNIER & ASSOCIATES, LLC ($23.8M), Ellenbecker Investment Group ($21.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Rockefeller Capital Management L.P.$59.7M611,739Added
2LPL Financial LLC$24.1M247,088Trimmed
3ASSETMARK, INC$24.0M245,482Added
4JIM SAULNIER & ASSOCIATES, LLC$23.8M244,296Added
5Ellenbecker Investment Group$21.8M223,468Added
6Foundations Investment Advisors, LLC$19.7M202,154Added
7WELLS FARGO & COMPANY/MN$18.0M184,629Trimmed
8Cambridge Investment Research Advisors, Inc.$15.1M154,203Added
9MORGAN STANLEY$14.5M148,997Trimmed
10Waverly Advisors, LLC$14.2M145,444Added
11Mesirow Financial Investment Management, Inc.$13.9M141,970Trimmed
12LBMC INVESTMENT ADVISORS, LLC$12.2M125,330Trimmed
13Thrivent Financial for Lutherans$10.9M111,352Added
14KESTRA PRIVATE WEALTH SERVICES, LLC$10.6M108,771Added
15Patton Albertson Miller Group, LLC$10.5M107,843Trimmed
16Hopwood Nicholas Hunter$10.1M103,374Added
17BANK OF AMERICA CORP /DE/$10.0M102,669Trimmed
18Western Wealth Management, LLC$8.8M90,624Added
19Prosperity Consulting Group, LLC$8.4M85,630Added
20CX Institutional$8.1M82,700Added
21Consilium Wealth Advisory, LLC$8.0M81,761Added
22COMMONWEALTH EQUITY SERVICES, LLC$7.7M79,097Added
23OSAIC HOLDINGS, INC.$7.3M74,652Added
24Legacy Financial Group LLC$7.1M72,975Trimmed
25HARBOUR INVESTMENTS, INC.$6.9M70,456Added

Source: SEC Form 13F filings · as of 2026-06-30