AAOI — Applied Optoelectronics Inc Institutional Holders · Q3 2026
Who owns Applied Optoelectronics Inc (AAOI)? 13 institutions reported holding $21.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Oak Grove Capital LLC ($18.5M), Dupree Financial Group, LLC ($1.3M), CoreCap Advisors, LLC ($527,170).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Oak Grove Capital LLC | $18.5M | 186,100 | Added |
| 2 | Dupree Financial Group, LLC | $1.3M | 12,696 | Added |
| 3 | CoreCap Advisors, LLC | $527,170 | 5,311 | Trimmed |
| 4 | Venture Visionary Partners LLC | $373,193 | 3,759 | Added |
| 5 | GAMMA Investing LLC | $245,669 | 2,475 | Added |
| 6 | Farther Finance Advisors, LLC | $104,322 | 1,051 | Added |
| 7 | GK Wealth Management LLC | $70,276 | 708 | New |
| 8 | Polaris Financial Partners | $26,000 | 261 | New |
| 9 | Versant Capital Management, Inc | $14,988 | 151 | Added |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $1,192 | 12 | Hold |
| 11 | EASTERN BANK | $993 | 10 | New |
| 12 | MassMutual Private Wealth & Trust, FSB | $397 | 4 | Trimmed |
| 13 | Silverleafe Capital Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30