Public record / Tickers / AOS

AOS — SMITH A O CORP†

Both disclosure regimes on one name: who in Congress filed about AOS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
38
all PTR rows naming AOS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2019-06-12 → filed 2019-07-01. Ranked over every AOS row by the provable lower bound, never a point estimate.

No member disclosed AOS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

14 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AOS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AOS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32BUY JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2025-10-07Julie Johnson D–TX-32SELL JT (jointly owned)Traded 09-25 +12d$1K–$15K
2025-05-02April McClain Delaney D–MD-6SELL DC (dependent-child-owned)Traded 04-16 +16d$1K–$15K
2025-05-02April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-10 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 38 ↗

Members active in AOS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AOS in the trailing 12 months.

Congress ↔ notable managers · AOS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $19.0M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SMITH A O CORP

Merged timeline of congressional filings and notable-manager moves on AOS
DateWhoChangeSize
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+165,611 sh
2026-05-15Bridgewater Associates 13FEXIT−198,793 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of AOS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$523M1
2BlackRock, Inc.$485M1
3VANGUARD CAPITAL MANAGEMENT LLC$484M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$468M1
5STATE STREET CORP$380M1
6Invesco Ltd.$312M1
7AMERICAN CENTURY COMPANIES INC$278M1
8GEODE CAPITAL MANAGEMENT, LLC$259M1
9MORGAN STANLEY$236M1
10ProShare Advisors LLC$152M1
11FIRST TRUST ADVISORS LP$143M1
12EARNEST PARTNERS LLC$134M1
13DIMENSIONAL FUND ADVISORS LP$129M1
14BANK OF AMERICA CORP /DE/$111M1
15Bank of New York Mellon Corp$94.0M1
16SEI INVESTMENTS CO$88.8M1
171832 Asset Management L.P.$82.2M1
18Sarasin & Partners LLP$79.2M1
19NORTHERN TRUST CORP$77.9M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.8M1
21Gates Capital Management, Inc.$71.7M1
22NOMURA ASSET MANAGEMENT CO LTD$65.3M1
23AQR CAPITAL MANAGEMENT LLC$63.0M1
24UBS Group AG$60.8M1
25Quantinno Capital Management LP$60.0M1
26CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$59.8M1
27Vest Financial, LLC$53.8M1
28Talaria Asset Management Pty Ltd$51.7M1
29ROYAL BANK OF CANADA$50.8M1
30RENAISSANCE TECHNOLOGIES LLC$49.1M1
31WELLS FARGO & COMPANY/MN$48.4M1
32Pictet Asset Management Holding SA$46.4M1
33VANGUARD FIDUCIARY TRUST CO$41.7M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.0M1
35WELCH & FORBES LLC$38.2M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.8M1
37MANUFACTURERS LIFE INSURANCE COMPANY, THE$36.2M1
38ENVESTNET ASSET MANAGEMENT INC$34.8M1
39SCHWARTZ INVESTMENT COUNSEL INC$34.1M1
40Legal & General Group Plc$33.1M1
41CIBC Asset Management Inc$31.5M1
42Eurizon Capital SGR S.p.A.$30.1M1
43JACOBS LEVY EQUITY MANAGEMENT, INC$29.1M1
44DEUTSCHE BANK AG\$28.8M1
45BERKSHIRE ASSET MANAGEMENT LLC/PA$26.2M1
46Arbejdsmarkedets Tillaegspension$25.5M1
47WELLINGTON MANAGEMENT GROUP LLP$21.9M1
48Gotham Asset Management, LLC$19.0M1
49Nuveen, LLC$18.9M1
50Robeco Schweiz AG$17.7M1
51FRANKLIN RESOURCES INC$17.5M1
52Regents Gate Capital LLP$17.4M1
53Northwest & Ethical Investments L.P.$16.9M1
54STIFEL FINANCIAL CORP$16.9M1
55Zurcher Kantonalbank (Zurich Cantonalbank)$16.8M1
56Cresset Asset Management, LLC$16.8M1
57ALPS ADVISORS INC$16.7M1
58Vanguard Global Advisers, LLC$15.6M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.6M1
60CITIGROUP INC$15.4M1
61AMERIPRISE FINANCIAL INC$15.1M1
62Swiss National Bank$14.8M1
63Corient Private Wealth LLC$14.5M1
64BARCLAYS PLC$13.8M1
65Mitsubishi UFJ Asset Management Co., Ltd.$12.9M1
66Trexquant Investment LP$12.6M1
67HSBC HOLDINGS PLC$12.4M1
68Distillate Capital Partners LLC$12.4M1
69PRUDENTIAL FINANCIAL INC$11.9M1
70Baird Financial Group, Inc.$10.5M1
71PRINCIPAL FINANCIAL GROUP INC$10.5M1
72Perpetual Ltd$10.0M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$9.2M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$9.1M1
75HEARTLAND ADVISORS INC$8.6M1
76&PARTNERS$8.5M1
77TRUIST FINANCIAL CORP$8.2M1
78Y-Intercept (Hong Kong) Ltd$7.7M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$7.7M1
80Amundi$7.6M1
81PATTEN & PATTEN INC/TN$7.6M1
82RAYMOND JAMES FINANCIAL INC$7.5M1
83ALLIANCEBERNSTEIN L.P.$7.4M1
84MILLENNIUM MANAGEMENT LLC$7.4M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.1M1
86BANK OF MONTREAL /CAN/$7.1M1
87YOUSIF CAPITAL MANAGEMENT, LLC$6.9M1
88BNP Paribas Asset Management Holding S.A.$6.9M1
89Creative Planning$6.8M1
90LPL Financial LLC$6.8M1
91REINHART PARTNERS, LLC.$6.8M1
92GUGGENHEIM CAPITAL LLC$6.7M1
93BLI - Banque de Luxembourg Investments$6.7M1
94VANGUARD ASSET MANAGEMENT, Ltd$6.5M1
95CITADEL ADVISORS LLC$6.3M1
96Squarepoint Ops LLC$6.0M1
97WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
98GRANDFIELD & DODD, LLC$5.9M1
99LEVEL FOUR ADVISORY SERVICES, LLC$5.9M1
100BENJAMIN EDWARDS INC$5.8M1
101Illinois Municipal Retirement Fund$5.7M1
102Man Group plc$5.5M1
103Berger Financial Group, Inc$5.4M1
104COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
105STATE OF WISCONSIN INVESTMENT BOARD$4.9M1
106Sumitomo Mitsui Trust Group, Inc.$4.8M1
107Edgestream Partners, L.P.$4.7M1
108Mitsubishi UFJ Trust & Banking Corp$4.5M1
109VICTORY CAPITAL MANAGEMENT INC$4.5M1
110CIBC Bancorp USA Inc.$4.1M1
111COMMERCE BANK$4.1M1
112GUARDCAP ASSET MANAGEMENT Ltd$4.1M1
113Monte Financial Group, LLC$3.9M1
114Quantbot Technologies LP$3.9M1
115Thrive Capital Management, LLC$3.8M1
116Chevy Chase Trust Holdings, LLC$3.7M1
117LBMC INVESTMENT ADVISORS, LLC$3.5M1
118Cetera Investment Advisers$3.4M1
119OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
120Janus Henderson Group Ltd.$3.3M1
121MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.3M1
122MERCER GLOBAL ADVISORS INC /ADV$3.2M1
123Atwater Malick LLC$3.2M1
124FIFTH THIRD BANCORP$3.1M1
125Connor, Clark & Lunn Investment Management Ltd.$3.1M1
126JOHNSON INVESTMENT COUNSEL INC$3.1M1
127Lafayette Investments, Inc.$3.0M1
128Engineers Gate Manager LP$3.0M1
129Holocene Advisors, LP$3.0M1
130MARIETTA INVESTMENT PARTNERS LLC$2.8M1
131SummitTX Capital, L.P.$2.8M1
132TWO SIGMA INVESTMENTS, LP$2.7M1
133Mirae Asset Global Investments Co., Ltd.$2.7M1
134Stanley-Laman Group, Ltd.$2.7M1
135Oak Thistle LLC$2.7M1
136Vident Advisory, LLC$2.6M1
137VOYA INVESTMENT MANAGEMENT LLC$2.6M1
138OPPENHEIMER & CO INC$2.5M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.4M1
140ExodusPoint Capital Management, LP$2.3M1
141Foyston, Gordon & Payne Inc$2.3M1
142LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.3M1
144Focus Partners Wealth$2.3M1
145State of New Jersey Common Pension Fund D$2.2M1
146PEAK6 LLC$2.2M1
147GHP Investment Advisors, Inc.$2.2M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
149Weiss Asset Management LP$2.1M1
150Arizona State Retirement System$2.1M1
151Empowered Funds, LLC$2.0M1
152CWA Asset Management Group, LLC$2.0M1
153CREDIT AGRICOLE S A$2.0M1
154Czech National Bank$2.0M1
155Collaborative Fund Advisors, LLC$2.0M1
156Tidal Investments LLC$2.0M1
157EVERGREEN CAPITAL MANAGEMENT LLC$2.0M1
158Summit Trail Advisors, LLC$2.0M1
159XTX Topco Ltd$2.0M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
161Sanctuary Advisors, LLC$1.9M1
162Resona Asset Management Co.,Ltd.$1.9M1
163Vanguard Investments Australia, Ltd.$1.9M1
164Elo Mutual Pension Insurance Co$1.8M1
165AZZAD ASSET MANAGEMENT INC /ADV$1.8M1
166PRECEDENT WEALTH PARTNERS, LLC$1.8M1
167KING LUTHER CAPITAL MANAGEMENT CORP$1.8M1
168COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
169CWM, LLC$1.7M1
170COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
171Weaver C. Barksdale & Associates, Inc.$1.7M1
172Orion Porfolio Solutions, LLC$1.7M1
173KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
174Siemens Fonds Invest GmbH$1.6M1
175Inspire Investing, LLC$1.6M1
176Freedom Day Solutions, LLC$1.6M1
177NATIONAL BANK OF CANADA /FI/$1.6M1
178Retirement Systems of Alabama$1.6M1
179Illumine Investment Management, LLC$1.5M1
180NewEdge Advisors, LLC$1.5M1
181WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
182UniSuper Management Pty Ltd$1.4M1
183ALLIANZ SE$1.4M1
184Brevan Howard Capital Management LP$1.4M1
185Vanguard Personalized Indexing Management, LLC$1.4M1
186Cerity Partners LLC$1.4M1
187OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
188Cardinal Capital Management$1.4M1
189TD ASSET MANAGEMENT INC$1.3M1
190Fairtree Asset Management (Pty) Ltd$1.3M1
191Sierra Legacy Group$1.3M1
192Lionshead Wealth Management, LLC$1.3M1
193Utah Retirement Systems$1.2M1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
195Atria Investments, Inc$1.2M1
196OSAIC HOLDINGS, INC.$1.2M1
197CRAWFORD INVESTMENT COUNSEL INC$1.2M1
198MOKAN Wealth Management Inc.$1.2M1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
200Woodline Partners LP$1.2M1
201TORONTO DOMINION BANK$1.2M1
202STANSBERRY ASSET MANAGEMENT, LLC$1.2M1
203Zurich Insurance Group Ltd/FI$1.1M1
204Wilmington Savings Fund Society, FSB$1.1M1
205Qsemble Capital Management, LP$1.1M1
206OP Asset Management Ltd$1.1M1
207Wealthfront Advisers LLC$1.0M1
208Rockefeller Capital Management L.P.$1.0M1
209Graham Capital Management, L.P.$1.0M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
211NEOS Investment Management LLC$1.0M1
212EXCHANGE TRADED CONCEPTS, LLC$1.0M1
213Bridgefront Capital, LLC$997K1
214AVIVA PLC$989K1
215Parvin Asset Management, LLC$984K1
216Pathstone Holdings, LLC$967K1
217HighTower Advisors, LLC$948K1
218Vontobel Holding Ltd.$947K1
219Applied Capital LLC/FL$940K1
220EDENTREE ASSET MANAGEMENT Ltd$930K1
221US BANCORP \DE\$913K1
222Daiwa Securities Group Inc.$910K1
223WealthPlan Investment Management, LLC$898K1
224Inscription Capital, LLC$892K1
225Brooklyn Investment Group$887K1
226Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$880K1
227Ensign Peak Advisors, Inc$870K1
228MACKENZIE FINANCIAL CORP$865K1
229OREGON PUBLIC EMPLOYEES RETIREMENT FUND$847K1
230HUNTINGTON NATIONAL BANK$826K1
231Aberdeen Group plc$825K1
232Robeco Institutional Asset Management B.V.$817K1
233GATEWAY INVESTMENT ADVISERS LLC$814K1
234XPONANCE LLC$810K1
235Global X Japan Co., Ltd.$806K1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$800K1
237MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$789K1
238Caprock Group, LLC$788K1
239NOMURA HOLDINGS INC$787K1
240MML INVESTORS SERVICES, LLC$778K1
241Brindle & Bay Financial Advisors, LLC$751K1
242Faithward Advisors, LLC$742K1
243JOHN G ULLMAN & ASSOCIATES INC$732K1
244AXQ CAPITAL, LP$731K1
245Navigation Group, LLC$713K1
246Rakuten Investment Management, Inc.$705K1
247Chicago Capital, LLC$697K1
248Ameritas Investment Partners, Inc.$696K1
249United Asset Strategies, Inc.$694K1
250Morningstar Investment Management LLC$690K1
251Machina Capital S.A.S.$685K1
252denkapparat Operations GmbH$649K1
253Blackhawk Capital Partners, LLC$640K1
254FOX RUN MANAGEMENT, L.L.C.$629K1
255Sequoia Financial Advisors, LLC$618K1
256Ethic Inc.$614K1
257Chicago Partners Investment Group LLC$608K1
258Blue Trust, Inc.$607K1
259Legacy Wealth Asset Management, LLC$594K1
260EP Wealth Advisors, LLC$592K1
261CARDIFF PARK ADVISORS, LLC$580K1
262Linden Thomas Advisory Services, LLC$579K1
263D.A. DAVIDSON & CO.$578K1
264Aptus Capital Advisors, LLC$574K1
265Assenagon Asset Management S.A.$574K1
266STOREBRAND ASSET MANAGEMENT AS$561K1
267Legacy Financial Strategies, LLC$559K1
268Ridgewood Investments LLC$550K1
269Perbak Capital Partners LLP$548K1
270Davis Investment Partners, LLC$547K1
271Federation des caisses Desjardins du Quebec$545K1
272CFS Investment Advisory Services, LLC$534K1
273Resonant Capital Advisors, LLC$523K1
274MIRABELLA FINANCIAL SERVICES LLP$513K1
275BANK OF NOVA SCOTIA$504K1
276MAI Capital Management$499K1
277Aquatic Capital Management LLC$487K1
278Quadcap Wealth Management, LLC$483K1
279Rafferty Asset Management, LLC$483K1
280Cornerstone Wealth Management, LLC$480K1
281CenterBook Partners LP$479K1
282Swiss Life Asset Management Ltd$472K1
283BOOTHBAY FUND MANAGEMENT, LLC$466K1
284HBK Sorce Advisory LLC$459K1
285Gradient Investments LLC$453K1
286Concentric Capital Strategies, LP$451K1
287Mattson Financial Services, LLC$451K1
288MIZUHO SECURITIES USA LLC$448K1
289Independent Advisor Alliance$445K1
290Crossmark Global Holdings, Inc.$435K1
291Private Advisor Group, LLC$434K1
292NATIXIS$427K1
293WealthPLAN Partners, LLC$420K1
294M&T BANK CORP$415K1
295BUCKHEAD CAPITAL MANAGEMENT LLC$412K1
296Hennion & Walsh Asset Management, Inc.$407K1
297iSAM Funds (UK) Ltd$404K1
298Revisor Wealth Management LLC$404K1
299Savvy Advisors, Inc.$402K1
300HUB Investment Partners, LLC$402K1
301MQS Management LLC$397K1
302Capula Management Ltd$396K1
303BANTAMAC CAPITAL, LLC$396K1
304Baker Avenue Asset Management, LP$391K1
305Founders Financial Alliance, LLC$381K1
306Curi Capital, LLC$367K1
307Maryland State Retirement & Pension System$365K1
308CI INVESTMENTS INC.$361K1
309Kera Capital Partners, Inc.$361K1
310ANCHOR CAPITAL ADVISORS LLC$359K1
311KLCM Advisors, Inc.$356K1
312Alan B Lancz & Associates, Inc.$356K1
313CHILDRESS CAPITAL ADVISORS, LLC$351K1
314Norinchukin Bank, The$344K1
315Frec Markets, Inc.$340K1
316Aaron Wealth Advisors LLC$337K1
317OMERS ADMINISTRATION Corp$337K1
318Tower Research Capital LLC (TRC)$334K1
319Allspring Global Investments Holdings, LLC$326K1
320Foster Group, Inc.$321K1
321MMA ASSET MANAGEMENT LLC$320K1
322SIGNATUREFD, LLC$312K1
323Beverly Hills Private Wealth, LLC$311K1
324RMR Wealth Builders$309K1
325MUFG Securities EMEA plc$304K1
326Asset Management One Co., Ltd.$301K1
327Plus Group Wealth Advisors LLC$301K1
328GLENMEDE TRUST CO NA$299K1
329Empirical Finance, LLC$294K1
330CHOREO, LLC$293K1
331DAVENPORT & Co LLC$286K1
332HB Wealth Management, LLC$282K1
333Oakmont Advisory Group, LLC$282K1
334Quarry LP$278K1
335Steward Partners Investment Advisory, LLC$277K1
336GeoWealth Management, LLC$274K1
337Wedmont Private Capital$271K1
338GC Wealth Management RIA, LLC$269K1
339Prospera Financial Services Inc$269K1
340FIDUCIARY TRUST CO$268K1
341Three Magnolias Financial Advisors, LLC$264K1
342Perigon Wealth Management, LLC$263K1
343BTG Pactual Asset Management US LLC$263K1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$262K1
345Legacy Capital Wealth Partners, LLC$261K1
346GW HENSSLER & ASSOCIATES LTD$259K1
347MCF Advisors LLC$258K1
348NICOLET BANKSHARES INC$257K1
349IEQ CAPITAL, LLC$256K1
350Sterling Capital Management LLC$251K1
351Abel Hall, LLC$251K1
352PAX Financial Group, LLC$248K1
353Merit Financial Group, LLC$246K1
354Polymer Capital Management (US) LLC$246K1
355MACQUARIE GROUP LTD$245K1
356Capital Investment Advisors, LLC$244K1
357Optas, LLC$244K1
358PATTON FUND MANAGEMENT, INC.$243K1
359Verition Fund Management LLC$241K1
360Hardy Reed LLC$239K1
361CAPSTONE INVESTMENT ADVISORS, LLC$239K1
362Sound Financial Strategies Group, LLC$238K1
363NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$237K1
364W.H. Cornerstone Investments Inc.$235K1
365Vise Technologies, Inc.$234K1
366FLORIDA FINANCIAL ADVISORS, LLC$230K1
367Compound Planning, Inc.$226K1
368SUMMITRY LLC$225K1
369Ameritas Advisory Services, LLC$225K1
370BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$223K1
371North Dakota State Investment Board$219K1
372JMN Financial LLC$215K1
373FIRST MANHATTAN CO. LLC.$214K1
374QRG CAPITAL MANAGEMENT, INC.$214K1
375Stonehearth Capital Management, LLC$212K1
376Hudock, Inc.$212K1
377Envestnet Portfolio Solutions, Inc.$209K1
378Sovran Advisors, LLC$205K1
379Phoenix Financial Ltd.$201K1
380SECURIAN ASSET MANAGEMENT, INC$197K1
381Canada Post Corp Registered Pension Plan$181K1
382State of Wyoming$177K1
383ASSETMARK, INC$175K1
384Smartleaf Asset Management LLC$166K1
385Bank Julius Baer & Co. Ltd, Zurich$165K1
386FEDERATED HERMES, INC.$152K1
387Pinnacle Wealth Planning Services, Inc.$131K1
388QUADRANT CAPITAL GROUP LLC$115K1
389MATHER GROUP, LLC.$97.3K1
390UMB Bank, n.a.$80.2K1
391Ancora Advisors LLC$77.5K1
392TEMA ETFS LLC$73.9K1
393Allworth Financial LP$73.7K1
394NATIXIS ADVISORS, LLC$71.4K1
395Larson Financial Group LLC$66.0K1
396Addison Advisors LLC$65.5K1
397BROWN, LISLE/CUMMINGS, INC.$60.7K1
398AMERIFLEX GROUP, INC.$47.8K1
399Truvestments Capital LLC$42.0K1
400True Wealth Design, LLC$36.0K1
401KBC Group NV$30.1K1
402Bayforest Capital Ltd$29.6K1
403SJS Investment Consulting Inc.$29.0K1
404Wealth Enhancement Trust Services, Inc.$28.2K1
405Banque Cantonale Vaudoise$26.0K1
406VEGA INVESTMENT SOLUTIONS$24.5K1
407Parkside Financial Bank & Trust$24.3K1
408Leonteq Securities AG$22.2K1
409Clearstead Advisors, LLC$22.0K1
410WOLFF WIESE MAGANA LLC$21.0K1
411JONES FINANCIAL COMPANIES LLLP$20.4K1
412Cromwell Holdings LLC$20.3K1
413Financial Network Wealth Advisors LLC$19.8K1
414Treasurer of the State of North Carolina$19.3K1
415LORD, ABBETT & CO. LLC$16.2K1
416Westside Investment Management, Inc.$15.3K1
417Anfield Capital Management, LLC$13.3K1
418Salomon & Ludwin, LLC$11.7K1
419DT Investment Partners, LLC$10.8K1
420Hickory Point Bank & Trust$10.6K1
421Key FInancial Inc$9.4K1
422DekaBank Deutsche Girozentrale$8.6K1
423CVA Family Office, LLC$8.4K1
424C WorldWide Group Holding A/S$8.2K1
425NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
426Manchester Capital Management LLC$6.5K1
427HRT FINANCIAL LP$6.2K1
428JFS WEALTH ADVISORS, LLC$5.9K1
429MV CAPITAL MANAGEMENT, INC.$5.5K1
430Bell Investment Advisors, Inc$5.3K1
431Grove Bank & Trust$5.2K1
432Hunter Perkins Capital Management, LLC$5.1K1
433Annis Gardner Whiting Capital Advisors, LLC$5.1K1
434JPL Wealth Management, LLC$4.7K1
435Kilter Group LLC$4.5K1
436CX Institutional$4.0K1
437Altshuler Shaham Ltd$3.8K1
438PFS Partners, LLC$3.8K1
439Clearstead Trust, LLC$3.8K1
440United Financial Planning Group LLC$3.8K1
441BARTLETT & CO. WEALTH MANAGEMENT LLC$3.6K1
442CANADA LIFE ASSURANCE Co$3.4K1
443Transamerica Financial Advisors, LLC$3.1K1
444Owl Creek Wealth Partners LLC$3.0K1
445Keating Financial Advisory Services, Inc.$3.0K1
446Physician Wealth Advisors, Inc.$2.8K1
447ELEVATION WEALTH PARTNERS, LLC$2.3K1
448Investors Research Corp$1.6K1
449Penserra Capital Management LLC$1.5K1
450DiNuzzo Private Wealth, Inc.$1.5K1
451Spire Wealth Management$1.5K1
452SUMMIT SECURITIES GROUP LLC$1.2K1
453Y.D. More Investments Ltd$9941
454SHP Wealth Management$9891
455SlateStone Wealth, LLC$8901
456Synergy Investment Management, LLC$8581
457Rialto Wealth Management, LLC$7921
458State of Alaska, Department of Revenue$7371
459PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7311
460Vestcor Inc$6191
461Vermillion Wealth Management, Inc.$5281
462Caitong International Asset Management Co., Ltd$5281
463HFM Investment Advisors, LLC$5281
464TFC Financial Management, Inc.$4641
465TopTier Wealth Management, LLC$3961
466Valued Wealth Advisors LLC$3371
467THRIVENT FINANCIAL FOR LUTHERANS$2951
468Cassaday & Co Wealth Management LLC$2641
469ACADIAN ASSET MANAGEMENT LLC$2601
470Activest Wealth Management$1981
471Rakuten Securities, Inc.$1981
472South Dakota Investment Council$1521
473Seneschal Advisors, LLC$1321
474MidFirst Bank$1321
475Smithfield Trust Co$1031
476Quaker Wealth Management, LLC$661
4773 FACTOR INDEXING, LLC$661
478Employees Retirement System of Texas$641
479Centerpoint Advisors, LLC$291
480Capital Advisors, Ltd. LLC$201
481Avion Wealth$11
482VANGUARD GROUP INC— value not disclosed1
483FIL Ltd— value not disclosed1
484HARBOUR INVESTMENTS, INC.— value not disclosed1
485HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
486Brandywine Global Investment Management, LLC— value not disclosed1
487COMERICA BANK— value not disclosed1
488GROUP ONE TRADING LLC— value not disclosed1
489VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
490ING GROEP NV— value not disclosed1
491CIBC WORLD MARKETS CORP— value not disclosed1
492RATIONAL ADVISORS, INC.— value not disclosed1
493LONGFELLOW INVESTMENT MANAGEMENT CO LLC— value not disclosed1
494LAZARD ASSET MANAGEMENT LLC— value not disclosed1
495CIBC Private Wealth Group LLC— value not disclosed1
496Cadence Bank— value not disclosed1
497BROWN ADVISORY INC— value not disclosed1
498Bridgewater Associates, LP— value not disclosed1
499Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
500Mariner, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 481 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AOS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AOS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for AOS · financials and macro

Financials — as filed PLANNED

AOS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AOS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing