AIO Holdings Changes

This page summarizes the AIO holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether AIO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2023 Share Count	12/31/2023 Share Count	Change	% Change
13F Filers Increasing AIO Share Count
Wolverine Asset Management LLC	6,822	135,163	+128,341	+1881.28%
Walleye Capital LLC	10,483	48,402	+37,919	+361.72%
Shaker Financial Services LLC	36,994	81,204	+44,210	+119.51%
Raymond James Financial Services Advisors Inc.	11,734	18,929	+7,195	+61.32%
Raymond James & Associates	53,827	74,648	+20,821	+38.68%
Kestra Advisory Services LLC	26,450	34,503	+8,053	+30.45%
Wells Fargo & Company MN	478,322	600,063	+121,741	+25.45%
FNY Investment Advisers LLC	4,000	5,000	+1,000	+25.00%
Cambridge Investment Research Advisors Inc.	44,060	54,760	+10,700	+24.29%
CWM LLC	1,581	1,855	+274	+17.33%
Bank of America Corp DE	297,149	336,365	+39,216	+13.20%
Stifel Financial Corp	91,232	102,602	+11,370	+12.46%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors	13,937	15,594	+1,657	+11.89%
Steward Partners Investment Advisory LLC	76,914	85,604	+8,690	+11.30%
Morgan Stanley	631,695	685,608	+53,913	+8.53%
Comerica Bank	2,414	2,607	+193	+8.00%
Oppenheimer & Co. Inc.	25,309	26,715	+1,406	+5.56%
Blue Bell Private Wealth Management LLC	4,338	4,537	+199	+4.59%
Karpus Management Inc.	919,909	954,715	+34,806	+3.78%
Spire Wealth Management	2,310	2,395	+85	+3.68%
Janney Montgomery Scott LLC	16,671	17,210	+539	+3.23%
Parallel Advisors LLC	1,115	1,146	+31	+2.78%
Claro Advisors LLC	30,823	31,556	+733	+2.38%
Ameriprise Financial Inc.	242,250	246,545	+4,295	+1.77%
Wedbush Securities Inc.	73,308	74,272	+964	+1.31%
GWM Advisors LLC	1,345	1,361	+16	+1.19%
Dakota Wealth Management	18,870	18,995	+125	+0.66%
National Asset Management Inc.	13,022	13,099	+77	+0.59%
NBC Securities Inc.	12,878	12,911	+33	+0.26%
13F Filers Reporting New Positions In AIO
Proequities Inc.	0	140	+140	+100%
US Bancorp DE	0	1,000	+1,000	+100%
Wiley BROS. Aintree Capital LLC	0	13,285	+13,285	+100%
Northwestern Mutual Wealth Management Co.	0	3,481	+3,481	+100%
Weiss Asset Management LP	0	16,846	+16,846	+100%
GTS Securities LLC	0	10,999	+10,999	+100%
Landscape Capital Management L.L.C.	0	95,315	+95,315	+100%
Quantedge Capital Pte Ltd	0	17,952	+17,952	+100%
Cornerstone Advisors LLC	0	26,425	+26,425	+100%
LM Advisors LLC	0	4,640	+4,640	+100%
Creekmur Asset Management LLC	0	7,989	+7,989	+100%
13F Filers With Unchanged Share Count
Harbour Investments Inc.	1,190	1,190	UNCH	0.00%
Chapin Davis Inc.	17,350	17,350	UNCH	0.00%
Trust Co. of Vermont	693	693	UNCH	0.00%
Ancora Advisors LLC	100	100	UNCH	0.00%
13F Filers Decreasing AIO Share Count
Advisory Services Network LLC	11,967	655	-11,312	-94.53%
Atria Wealth Solutions Inc.	26,549	12,784	-13,765	-51.85%
Elequin Capital LP	8,082	4,391	-3,691	-45.67%
Camden Capital LLC	38,500	22,119	-16,381	-42.55%
Advisor Group Holdings Inc.	36,298	28,314	-7,984	-22.00%
Sykon Capital LLC	70,650	55,650	-15,000	-21.23%
LPL Financial LLC	50,967	47,013	-3,954	-7.76%
UBS Group AG	404,744	384,440	-20,304	-5.02%
Advisors Asset Management Inc.	502,275	478,707	-23,568	-4.69%
Moors & Cabot Inc.	19,803	19,503	-300	-1.51%
Royal Bank of Canada	267,681	264,748	-2,933	-1.10%
First Trust Advisors LP	22,371	22,281	-90	-0.40%
The PNC Financial Services Group Inc.	25,345	25,328	-17	-0.07%
13F Filers Exiting AIO
Kingswood Wealth Advisors LLC	14,114	0	-14,114	-100.00%
Larson Financial Group LLC	720	0	-720	-100.00%
Sound Income Strategies LLC	342	0	-342	-100.00%

See Summary: Institutional Holders of AIO
See Details: Top 10 Hedge Funds Holding AIO
Also See: AIO Insider Buying

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