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Disclosery

AOA ISHARES TR

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SHS (fund)

419 managers (423 13F filers) reported a position in AOA shares at 2026-06-30, 9,871,189 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
419
13F filers
423
New
35
Added
194
Reduced
119
Sold out
20
Shares held by filers
9,871,189

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…611,739$59.7M0.09%+55,05213F-HRTimelineGroup
LPL Financial LLC247,088$24.1M0.01%-64,40013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC245,482$24M0.04%+62613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC244,296$23.8M9.59%+35,03613F-HRTimeline
Ellenbecker Investment Group223,468$21.8M2.54%+7,19513F-HRTimeline
Foundations Investment Advisors, LLC202,154$19.7M0.2%+26,00413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184,629$18M<0.01%-10,03513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding163,270$15.9M+12,129Timeline
Cambridge Investment Research Advisors,…154,203$15.1M0.03%+4,03313F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY148,997$14.5M<0.01%-22,27013F-HRTimelineGroup
Waverly Advisors, LLC145,444$14.2M0.08%+6,44613F-HRTimeline
Mesirow Financial Investment Management…141,970$13.9M0.22%-10,32013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC125,330$12.2M0.66%-1,09113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…111,352$10.9M0.02%+5,18013F-HRTimelineGroup
Patton Albertson Miller Group, LLC107,843$10.5M1.05%-4,25413F-HRTimeline
Hopwood Nicholas Hunter103,374$10.1M2.77%+1,40413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/102,669$10M<0.01%-4,47513F-HRTimelineGroup
Western Wealth Management, LLC90,624$8.84M0.29%+5,58913F-HRTimeline
Prosperity Consulting Group, LLC85,630$8.36M0.32%+3,05513F-HRTimeline
CX Institutional82,700$8.07M0.23%+55,22313F-HRTimeline
Consilium Wealth Advisory, LLC81,761$7.98M2.37%+11,42113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,097$7.72M0.01%+4,28313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,652$7.29M0.01%+19,21813F-HRTimelineGroup
Legacy Financial Group LLC72,975$7.12M0.8%-1,38713F-HRTimeline
HARBOUR INVESTMENTS, INC.70,456$6.88M0.09%+88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,134$6.84M<0.01%+1,38913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO67,537$6.57M<0.01%+7,83713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,301$6.18M<0.01%-8,48513F-HRTimelineGroup
Cetera Investment Advisers62,920$6.14M0.01%+94913F-HRTimeline
Clearstead Advisors, LLC61,477$6M0.06%-8513F-HRTimeline
Weaver Consulting Group61,364$5.99M1.23%+7,08413F-HRTimeline
Strategic Blueprint, LLC59,641$5.82M0.29%+13,26213F-HRTimeline
WEALTH ALLIANCE, LLC59,396$5.8M0.49%-81513F-HRTimeline
UNIQUE WEALTH, LLC57,776$5.64M0.66%-5,11213F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding51,800$5.05M+2,384Timeline
GeoWealth Management, LLC51,728$5.05M0.16%-8,18113F-HRTimeline
Legacy Wealth Partners, LLC50,825$4.96M1.11%+70513F-HRTimeline
Fort Henry Capital, LLC50,005$4.88M2.69%+67813F-HRTimeline
HANOVER ADVISORS INC49,732$4.85M1.75%+21,07313F-HRTimeline
Farther Finance Advisors, LLC48,481$4.73M0.04%-4213F-HRTimeline
UBS Group AGin group UBS Group AG47,074$4.59M<0.01%+1,08413F-HRTimelineGroup
SteelPeak Wealth, LLC46,498$4.54M0.12%+1,56013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,696$4.07M0.06%-1,16213F-HR/ATimeline
Mutual Advisors, LLC40,943$4M0.08%+93413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,400$3.94M<0.01%+28,59913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.40,336$3.94M0.39%+6,94713F-HRTimeline
Westmount Partners, LLC38,147$3.72M0.82%+91513F-HRTimeline
NewEdge Advisors, LLC36,886$3.6M0.01%-2,53613F-HRTimeline
Wealth Forward, LLC35,042$3.42M1.7%+7,18713F-HRTimeline
ODonnell Financial Services, LLC32,227$3.15M0.93%+35113F-HRTimeline
EP Wealth Advisors, LLC31,800$3.1M0.01%+1,16613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,812$3.01M0.48%-18213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,313$2.96M+514Timeline
Perigon Wealth Management, LLC29,823$2.91M0.05%-67013F-HRTimeline
Archford Capital Strategies, LLC29,748$2.9M0.29%+1,90613F-HRTimeline
Allworth Financial LP29,553$2.88M0.01%-4,50413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,688$2.8M<0.01%+16,10413F-HRTimelineGroup
Madrid Financial Services28,378$2.77M1.47%+4,61913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,647$2.73M<0.01%+6,70613F-HRTimelineGroup
RTD Financial Advisors, Inc.27,525$2.69M0.29%+37913F-HRTimeline
RWA WEALTH PARTNERS, LLC26,871$2.62M0.03%-39113F-HRTimeline
Somnio Financial Group, LLC26,642$2.6M1.54%+51713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,180$2.56M<0.01%-1,62313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,197$2.46M<0.01%+1,20413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,638$2.4M0.02%+79913F-HRTimelineGroup
HighTower Advisors, LLC24,427$2.38M<0.01%+2,82613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,106$2.35M<0.01%-3,14413F-HRTimeline
Worth Asset Management, LLC23,586$2.3M0.74%+13913F-HRTimeline
Creative Planningin group Creative Planning22,947$2.24M<0.01%-7413F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/2,194,162$2.23M0.91%+213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,493$2.2M0.03%-3,08813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,674$2.18M+12,454Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,031$2.15M0.19%-1,66713F-HRTimeline
Dynamic Advisor Solutions LLC21,986$2.15M0.06%-14,28413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,701$2.12M<0.01%+1513F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,576$2.11M0.01%+1,77613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.21,399$2.09M0.27%+97413F-HR/ATimeline
Moss Adams Wealth Advisors LLC20,982$2.05M0.13%-1,93513F-HRTimeline
Visionary Wealth Advisors20,851$2.04M0.08%+29013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,845$2.03M<0.01%-3,25113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC21,046$2.03M0.25%new13F-HRTimeline
Venturi Wealth Management, LLC20,479$2M0.08%+1,36013F-HRTimeline
OneDigital Investment Advisors LLC20,435$1.99M0.02%+1,41113F-HRTimeline
CGN Advisors LLC19,466$1.9M0.14%013F-HRTimeline
Integrated Wealth Concepts LLC19,383$1.89M0.01%+6,39213F-HRTimeline
Peregrine Asset Advisers, Inc.19,223$1.88M0.41%-98113F-HRTimeline
Canal Capital Management, LLC19,209$1.87M0.23%+11613F-HRTimeline
Advisory Services Network, LLC19,065$1.86M0.02%+2,62313F-HRTimeline
Worth Financial Advisory Group, LLC18,280$1.78M0.74%+6,91613F-HRTimeline
GTS SECURITIES LLC18,226$1.78M0.04%new13F-HRTimeline
Summit Wealth Partners, LLC17,925$1.75M0.25%+1,13213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,232$1.68M0.01%+2,60813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,229$1.68M0.01%+5,68613F-HRTimelineGroup
Per Stirling Capital Management, LLC.16,360$1.6M0.15%+1,07013F-HRTimeline
Buttonwood Financial Group, LLC16,355$1.6M0.91%-18213F-HRTimeline
Syverson Strege & Co16,284$1.59M0.35%-2,25913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,221$1.58M0.02%-31513F-HRTimelineGroup
Sovereign Financial Group, Inc.16,156$1.58M0.24%+70313F-HRTimeline
R2 Capital Strategies, LLC15,922$1.55M0.7%13F-HRTimeline
Tempus Wealth Planning, LLC15,912$1.55M0.3%-75213F-HRTimeline
Rothschild Wealth LLC15,822$1.54M0.12%+1,86813F-HRTimeline
Greystone Financial Group, LLC15,817$1.54M0.43%+1,44413F-HRTimeline
HFM Investment Advisors, LLC15,128$1.48M0.52%-7,77113F-HRTimeline
MOR Wealth Management, LLC15,046$1.47M0.58%-92213F-HRTimeline
Mason Investment Advisory Services, Inc.14,855$1.45M0.06%+1,41113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC14,736$1.42M0.56%+92413F-HRTimeline
Private Advisor Group, LLC14,339$1.4M0.01%-2,58513F-HRTimeline
Sanctuary Advisors, LLC14,270$1.39M0.01%+7,45013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,161$1.38M0.02%-20513F-HRTimeline
Badgley Phelps Wealth Managers, LLC14,009$1.37M0.02%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC13,708$1.34M0.46%-1,43713F-HRTimeline
ASPIRIANT, LLC13,397$1.31M0.03%+7813F-HRTimeline
Cornerstone Planning Group LLC13,155$1.27M0.16%-11713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,965$1.27M0.04%+41113F-HRTimelineGroup
Prentice Wealth Management LLC12,559$1.23M0.25%+58513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,604$1.22M<0.01%-46913F-HRTimelineGroup
BlueStem Wealth Partners, LLC12,377$1.21M0.12%-27013F-HRTimeline
Hobbs Group Advisors, LLC12,267$1.2M0.31%+2,18613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC12,146$1.19M0.16%-8813F-HRTimeline
High Net Worth Advisory Group LLC12,050$1.18M0.25%+1,25013F-HRTimeline
ABLE Financial Group, LLC11,846$1.16M0.19%+18113F-HRTimeline
Acropolis Investment Management, LLC11,455$1.12M0.04%-46613F-HR/ATimeline
DIVERSIFIED TRUST CO11,428$1.12M0.02%+42913F-HRTimeline
Clear Creek Financial Management, LLC11,415$1.11M0.07%+1,00913F-HRTimeline
Integrity Wealth Solutions LLC11,161$1.09M0.4%+74913F-HRTimeline
Savant Capital, LLC11,140$1.09M<0.01%-5,61613F-HRTimeline
MPS Loria Financial Planners, LLC11,084$1.08M0.25%+31213F-HRTimeline
WORLD EQUITY GROUP, INC.10,989$1.07M0.24%+8013F-HRTimeline
BCWM, LLC10,898$1.06M0.31%+69413F-HRTimeline
FMR LLCin group FMR LLC10,888$1.06M<0.01%+94213F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,754$1.05M0.01%+6213F-HRTimeline
Stonebridge Financial Group, LLC10,714$1.05M0.08%-1013F-HRTimeline
MGO ONE SEVEN LLC10,091$985K0.02%+1,17813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,971$973K<0.01%-26213F-HRTimelineGroup
Clearview Wealth Management LLC9,916$968K0.62%-26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,913$967K0.03%+3013F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC9,833$960K0.16%+1,62713F-HRTimeline
Stash Investments, LLC9,635$940K0.3%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,572$934K<0.01%+3,50813F-HR/ATimeline
Weitzel Financial Services, Inc.9,611$928K0.32%+87913F-HRTimeline
Meridian Wealth Management, LLC9,426$920K0.03%+1,67813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,168$895K<0.01%+73913F-HRTimelineGroup
GEN Financial Management, INC.9,070$885K0.53%-40513F-HRTimeline
TRUE Private Wealth Advisors8,872$866K0.07%+65713F-HRTimeline
Avior Wealth Management, LLC8,848$864K0.02%-17513F-HRTimeline
Modera Wealth Management, LLC8,773$856K0.01%+813F-HRTimeline
KICKSTAND VENTURES, LLC.8,760$855K0.16%-1,19513F-HRTimeline
HRT FINANCIAL LP8,717$850K<0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA8,706$850K0.15%-88313F-HRTimeline
BRIGHTON JONES LLC8,669$846K0.02%-7113F-HRTimeline
Saxony Capital Management, LLC8,622$842K0.39%-1,51713F-HRTimeline
Mullooly Asset Management, Inc.8,574$837K0.26%+8013F-HRTimeline
Boston Standard Wealth Management, LLC8,480$827K0.12%+5013F-HRTimeline
Marion Wealth Management8,454$825K0.17%+37213F-HRTimeline
Orin Green Financial, LLC8,445$824K0.3%+13213F-HRTimeline
HighPoint Advisor Group LLC8,419$822K0.03%-53813F-HRTimeline
Fidato Wealth LLC8,331$813K0.48%+51013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,168$797K0.04%-25813F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP8,069$788K0.03%+1,78713F-HRTimeline
Wealthquest Corp7,975$778K0.05%-25713F-HRTimeline
Arax Advisory Partners7,903$771K0.01%+2,78913F-HRTimeline
AE Wealth Management LLC7,756$757K<0.01%-9713F-HRTimeline
Mountain Capital Investment Advisors In…7,693$751K0.11%-34913F-HRTimeline
Montgomery Financial Services LLC7,611$743K0.65%13F-HRTimeline
AdvisorNet Financial, Inc7,531$735K0.03%-3813F-HRTimeline
SimpliFi, Inc.7,466$729K0.29%+41113F-HRTimeline
Chicago Partners Investment Group LLC7,544$722K0.01%+54913F-HRTimeline
Topel & Distasi Wealth Management, LLC7,383$721K0.35%+10813F-HRTimeline
Berman McAleer LLC7,372$720K0.08%013F-HRTimeline
IMA Advisory Services, Inc.7,356$718K0.04%+2,64313F-HRTimeline
Krilogy Financial LLC7,300$712K0.02%-89013F-HRTimeline
Cogent Private Wealth, Inc.7,213$704K0.44%new13F-HRTimeline
IFG Advisory, LLC7,143$697K0.02%+7,06413F-HRTimeline
FWG Investments, LLC.7,131$696K0.37%+2313F-HRTimeline
Merit Financial Group, LLC7,008$684K<0.01%+1,76713F-HR/ATimeline
Kingsview Wealth Management, LLC6,945$678K0.01%-58313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,941$677K0.01%-2,09513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,877$671K0.18%+35713F-HRTimeline
MRWM Advisors, LLC6,878$671K0.28%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,759$660K<0.01%new13F-HRTimelineGroup
Vertrix Wealth Management, LLC6,719$656K0.22%+38613F-HRTimeline
Valmark Advisers, Inc.6,605$645K0.01%+613F-HRTimeline
MML INVESTORS SERVICES, LLC6,603$644K<0.01%+1,52013F-HRTimeline
Regal Investment Advisors LLC6,538$638K0.03%+65213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,596$637K0.25%-5113F-HRTimeline
CENTRAL TRUST Co6,522$637K0.01%-21813F-HRTimeline
Trilogy Capital Inc.6,515$636K0.02%-80513F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,479$632K0.38%+26213F-HRTimeline
JNBA Financial Advisors6,477$632K0.05%+18913F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,472$632K0.15%013F-HRTimeline
Courage Miller Partners, LLC6,371$622K0.16%-1,17613F-HRTimeline
Cape Investment Advisory, Inc.6,335$618K0.17%+513F-HRTimeline
Maia Wealth LLC6,328$618K0.09%-2,68513F-HRTimeline
Janney Montgomery Scott LLC6,186$604K<0.01%+32913F-HRTimeline
Global Retirement Partners, LLC6,130$598K0.01%13F-HRTimeline
Gallacher Capital Management LLC6,023$588K0.33%+39313F-HRTimeline
West Wealth Group, LLC5,963$582K0.1%+1713F-HRTimeline
Trivium Point Advisory, LLC5,761$562K0.05%+95113F-HRTimeline
Schuylkill Financial LLC5,705$557K0.51%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,663$553K<0.01%-10,16913F-HRTimelineGroup