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CUSIP: 00888H828 | NYSE | 75 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC1,387,489
0.8% of portfolio›$58.5M
Commonwealth Equity Services, LLC84,948
0.0% of portfolio›$3.6M
FWG Investments, Llc.76,086
1.5% of portfolio›$3.2M
Wellment Financial61,976
2.8% of portfolio›$2.6M
Smart Wealth LLC48,653
0.4% of portfolio›$2.0M
Quest 10 Wealth Builders, Inc.19,353
0.6% of portfolio›$815.3K
Lloyd Advisory Services, Llc.17,744
0.3% of portfolio›$747.6K
Kestra Advisory Services, LLC9,654
0.0% of portfolio›$406.7K
Paladin Wealth, LLC9,361
0.2% of portfolio›$394.4K
Cambridge Investment Research Advisors, Inc.7,822
0.0% of portfolio›$330.0K
Csenge Advisory Group7,739
0.0% of portfolio›$326.0K
Strategic Blueprint, LLC7,368
0.0% of portfolio›$310.4K
A4 Wealth Advisors LLC7,260
0.2% of portfolio›$305.9K
Focus Financial Network, Inc.6,686
0.0% of portfolio›$281.7K
Blue Bell Private Wealth Management, LLC6,620
0.0% of portfolio›$278.9K
Accurate Wealth Management, LLC5,368
0.0% of portfolio›$229.2K
Tounjian Advisory Partners, LLC3,668
0.1% of portfolio›$154.5K
Mosley Wealth Management3,229
0.0% of portfolio›$137.5K
Decker Retirement Planning Inc.1,857
0.0% of portfolio›$78.2K
Networth Advisors, LLC1,476
0.0% of portfolio›$62.2K
Kingdom Financial Group Llc.1,318
0.0% of portfolio›$55.5K
Key Capital Management, Inc1,148
0.0% of portfolio›$48.4K
Elevated Capital Advisors, LLC503
0.0% of portfolio›$21.2K
Assetmark, Inc400
0.0% of portfolio›$16.9K
Creative Financial Designs Inc168
0.0% of portfolio›$7.1K
IFP Advisors, Inc150
0.0% of portfolio›$6.3K
Montgomery Financial Services LLC48
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Gradient Investments LLC
1,387,489$58.5M0.8%CoreMediumArden Hills, MN2026-10-08
Commonwealth Equity Services, LLC
84,948$3.6M0.0%ETFLowWaltham, MA2026-11-02
FWG Investments, Llc.
76,086$3.2M1.5%ETFMediumLexington, KY2026-11-03
Wellment Financial
61,976$2.6M2.8%ETFHighElmhurst, IL2026-10-28
Smart Wealth LLC
48,653$2.0M0.4%ETFHighOmaha, NE2026-11-04
Quest 10 Wealth Builders, Inc.
19,353$815.3K0.6%ETFLowFuquay-Varina, VA2026-11-02
Lloyd Advisory Services, Llc.
17,744$747.6K0.3%ETFVery HighSuwanee, GA2026-11-02
Kestra Advisory Services, LLC
9,654$406.7K0.0%CoreLowAustin, TX2026-11-02
Paladin Wealth, LLC
9,361$394.4K0.2%CoreLowArden Hills, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
7,822$330.0K0.0%ETFLowFairfield, IA2026-11-02
Csenge Advisory Group
7,739$326.0K0.0%ETFMediumClearwater, FL2026-11-04
Strategic Blueprint, LLC
7,368$310.4K0.0%ETFLowAtlanta, GA2026-10-22
A4 Wealth Advisors LLC
7,260$305.9K0.2%ETFHighHuntersville, NC2026-10-20
Focus Financial Network, Inc.
6,686$281.7K0.0%ETFLowMinneapolis, MN2026-10-14
Blue Bell Private Wealth Management, LLC
6,620$278.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Accurate Wealth Management, LLC
5,368$229.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
Tounjian Advisory Partners, LLC
3,668$154.5K0.1%GrowthHighFort Myers, FL2026-11-04
Mosley Wealth Management
3,229$137.5K0.0%ETFHighAnaheim, CA2026-10-16
Decker Retirement Planning Inc.
1,857$78.2K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Networth Advisors, LLC
1,476$62.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Kingdom Financial Group Llc.
1,318$55.5K0.0%ETFMediumPeoria, AZ2026-11-04
Key Capital Management, Inc
1,148$48.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Elevated Capital Advisors, LLC
503$21.2K0.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
400$16.9K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
168$7.1K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
150$6.3K0.0%GrowthLowTampa, FL2026-10-16
Montgomery Financial Services LLC
48$2.0K0.0%ETFN/AOcean City, MD2026-11-03