CUSIP: 00301W105 | US | Financial Services · Asset Management | Small Cap | 257 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 6,681,416 | 16.5% | +738,585 | Sep 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 9,944,810 | $94.0M | 6.4% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 2,002,485 | $18.9M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 404,034 | $3.8M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 316,246 | $3.0M | 0.7% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 169,459 | $1.6M | 0.5% | Yield | High | Arlington, VA | 2026-10-14 | |
| 92,054 | $869.9K | 0.6% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 48,811 | $461.3K | 0.5% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 48,169 | $455.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 40,290 | $380.7K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 26,216 | $247.8K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 21,590 | $204.0K | 0.2% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 20,000 | $189.0K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 20,000 | $189.0K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 16,880 | $159.5K | 0.0% | Core | Very Low | Denver, CO | 2026-10-09 | |
| 16,691 | $157.7K | 0.1% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 13,927 | $131.6K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 13,763 | $130.1K | 0.0% | Core | Low | Wheeling, WV | 2026-11-04 | |
| 3,570 | $33.7K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 3,395 | $32.1K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 938 | $8.9K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 464 | $4.4K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 300 | $2.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 298 | $2.8K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 213 | $2.0K | 0.0% | ETF | Low | San Diego, CA | 2026-10-28 | |
| 182 | $1.7K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 63 | $595 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 6 | $57 | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 |