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Institutional Holders of AIO

There is a long list of 59 institutional holders of AIO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AIO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AIO table below, the initial column indicates the name of each top institutional holder of AIO, with a link to that fund's top holdings. The next columns indicate the amount of AIO stock held by each of the institutional holders of AIO, followed by the AIO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.954,715$16,612 12/31/2023
     AIO954,715$16,612 12/31/2023
Morgan Stanley685,608$11,930 12/31/2023
     AIO685,608$11,930 12/31/2023
Wells Fargo & Company MN600,063$10,441 12/31/2023
     AIO600,063$10,441 12/31/2023
Advisors Asset Management Inc.478,707$8,330 12/31/2023
     AIO478,707$8,330 12/31/2023
UBS Group AG384,440$6,689 12/31/2023
     AIO384,440$6,689 12/31/2023
Bank of America Corp DE336,365$5,853 12/31/2023
     AIO336,365$5,853 12/31/2023
Royal Bank of Canada264,748$4,606 12/31/2023
     AIO264,748$4,606 12/31/2023
Ameriprise Financial Inc.246,545$4,291 12/31/2023
     AIO246,545$4,291 12/31/2023
Wolverine Asset Management LLC135,163$2,352 12/31/2023
     AIO135,163$2,352 12/31/2023
Stifel Financial Corp102,602$1,785 12/31/2023
     AIO102,602$1,785 12/31/2023
Landscape Capital Management L.L.C.95,315$1,658 12/31/2023
     AIO95,315$1,658 12/31/2023
Steward Partners Investment Advisory LLC85,604$1,490 12/31/2023
     AIO85,604$1,490 12/31/2023
Shaker Financial Services LLC81,204$1,422 12/31/2023
     AIO81,204$1,422 12/31/2023
Raymond James & Associates65,774$1,320 03/31/2024
     AIO65,774$1,320 03/31/2024
Wedbush Securities Inc.74,272$1,292 12/31/2023
     AIO74,272$1,292 12/31/2023
Cambridge Investment Research Advisors Inc.62,660$1,258 03/31/2024
     AIO62,660$1,258 03/31/2024
Sykon Capital LLC55,650$968 12/31/2023
     AIO55,650$968 12/31/2023
Walleye Capital LLC48,402$842 12/31/2023
     AIO48,402$842 12/31/2023
LPL Financial LLC47,013$818 12/31/2023
     AIO47,013$818 12/31/2023
Kestra Advisory Services LLC34,503$600 12/31/2023
     AIO34,503$600 12/31/2023
Advisor Group Holdings Inc.28,314$493 12/31/2023
     AIO28,314$493 12/31/2023
Raymond James Financial Services Advisors Inc.24,107$484 03/31/2024
     AIO24,107$484 03/31/2024
Oppenheimer & Co. Inc.26,715$465 12/31/2023
     AIO26,715$465 12/31/2023
Cornerstone Advisors LLC26,425$460 12/31/2023
     AIO26,425$460 12/31/2023
The PNC Financial Services Group Inc.25,328$441 12/31/2023
     AIO25,328$441 12/31/2023
First Trust Advisors LP22,281$388 12/31/2023
     AIO22,281$388 12/31/2023
Camden Capital LLC22,119$385 12/31/2023
     AIO22,119$385 12/31/2023
Dakota Wealth Management17,640$354 03/31/2024
     AIO17,640$354 03/31/2024
Claro Advisors LLC17,210$345 03/31/2024
     AIO17,210$345 03/31/2024
Moors & Cabot Inc.19,503$339 12/31/2023
     AIO19,503$339 12/31/2023
Chapin Davis Inc.16,850$338 03/31/2024
     AIO16,850$338 03/31/2024
Hartline Investment Corp16,504$331 03/31/2024
     AIO16,504$331 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,504$331 03/31/2024
     AIO16,504$331 03/31/2024
Quantedge Capital Pte Ltd17,952$312 12/31/2023
     AIO17,952$312 12/31/2023
Janney Montgomery Scott LLC17,210$299 12/31/2023
     AIO17,210$299 12/31/2023
Weiss Asset Management LP16,846$293 12/31/2023
     AIO16,846$293 12/31/2023
Kingswood Wealth Advisors LLC13,436$270 03/31/2024
     AIO13,436$270 03/31/2024
Wiley BROS. Aintree Capital LLC13,285$267 03/31/2024
     AIO13,285$267 03/31/2024
Blue Bell Private Wealth Management LLC11,888$239 03/31/2024
     AIO11,888$239 03/31/2024
National Asset Management Inc.13,099$230 12/31/2023
     AIO13,099$230 12/31/2023
NBC Securities Inc.11,329$227 03/31/2024
     AIO11,329$227 03/31/2024
Atria Wealth Solutions Inc.12,784$222 12/31/2023
     AIO12,784$222 12/31/2023
SeaCrest Wealth Management LLC10,000$201 03/31/2024
     AIO10,000$201 03/31/2024
GTS Securities LLC10,999$191 12/31/2023
     AIO10,999$191 12/31/2023
Creekmur Asset Management LLC7,989$139 12/31/2023
     AIO7,989$139 12/31/2023
FNY Investment Advisers LLC5,000$87 12/31/2023
     AIO5,000$87 12/31/2023
LM Advisors LLC4,640$81 12/31/2023
     AIO4,640$81 12/31/2023
Elequin Capital LP4,391$76 12/31/2023
     AIO4,391$76 12/31/2023
Northwestern Mutual Wealth Management Co.3,481$61 12/31/2023
     AIO3,481$61 12/31/2023
Comerica Bank2,607$45 12/31/2023
     AIO2,607$45 12/31/2023

See All: Funds Holding AIO
See Details: Top 10 Hedge Funds Holding AIO
Also See: AIO Insider Buying
Also See: AIO Holdings Changes

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