Skip to content
Disclosery

AOA ISHARES TR

Follow

SHS (fund)

419 managers (423 13F filers) reported a position in AOA shares at 2026-06-30, 9,868,250 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
419
13F filers
423
New
35
Added
194
Reduced
119
Sold out
21
Shares held by filers
9,868,250

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
HB Wealth Management, LLC5,653$552K<0.01%-13113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,648$551K<0.01%-1,10813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,607$547K<0.01%+4113F-HRTimelineGroup
Integrity Financial Corp /WA5,601$547K0.26%-7713F-HRTimeline
Root Financial Partners, LLC5,588$545K0.02%013F-HRTimeline
Aquire Wealth Advisors, LLC5,447$532K0.12%+13213F-HRTimeline
Plan Group Financial, LLC5,390$526K0.11%-1,96413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,301$517K0.02%013F-HRTimeline
Tarbox Family Office, Inc.5,280$515K0.07%+713F-HRTimeline
Arcus Capital Partners, LLC5,167$504K0.21%+1513F-HRTimeline
Great Point Wealth Advisors, LLC5,148$502K0.08%013F-HRTimeline
Arbor Investment Advisors, LLC5,108$499K0.06%+1,75313F-HRTimeline
Vise Technologies, Inc.5,098$498K0.01%+8613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,014$490K0.01%-1,32213F-HRTimelineGroup
Klingman & Associates, LLC5,013$489K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,949$483K0.02%-44913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,930$481K0.07%013F-HRTimeline
FCA CORP /TX4,845$473K0.12%+16413F-HRTimeline
BCGM Wealth Management, LLC4,840$472K0.1%+9013F-HRTimeline
Frederick Financial Consultants, LLC4,834$472K0.2%-22513F-HRTimeline
Twelve Points Wealth Management LLC4,704$459K0.09%+33713F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,652$454K0.3%013F-HRTimeline
Integrity Advisory Solutions, LLC4,616$451K0.05%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,612$450K0.01%-81513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,561$445K0.04%+10513F-HRTimeline
DecisionPoint Financial, LLC4,500$437K0.08%new13F-HRTimeline
Well Done, LLC4,437$433K0.06%+45113F-HRTimeline
First Heartland Consultants, Inc.4,420$431K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,376$427K0.02%-80613F-HRTimeline
New Republic Capital, LLC4,321$422K0.1%+66113F-HRTimeline
Insight Wealth Partners, LLC4,320$422K0.06%+59413F-HRTimeline
SWP FINANCIAL LLC4,051$395K0.18%013F-HRTimeline
Kesler, Norman & Wride, LLC4,013$392K0.06%013F-HRTimeline
Smith Partners Wealth Management, LLC3,984$389K0.31%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,939$384K<0.01%+3713F-HRTimeline
Bellwether Advisors, LLC3,933$384K0.06%+30313F-HRTimeline
Mayfair Advisory Group, LLC3,995$383K0.12%+33113F-HRTimeline
Centerline Wealth Advisors, LLC3,920$383K0.12%-21513F-HRTimeline
NVWM, LLC3,918$382K0.08%-1513F-HRTimeline
New Capital Management LP3,903$381K0.09%+30613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,870$378K0.19%+10713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,870$378K<0.01%+313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,854$376K0.06%-5013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,841$375K0.04%+513F-HRTimeline
Andrews Advisory Associates, LLC3,820$373K0.18%+1313F-HRTimeline
Gould Capital, LLC3,764$367K0.2%013F-HRTimeline
McNamara Financial Services, Inc.3,734$364K0.06%+8313F-HRTimeline
Federation des caisses Desjardins du Qu…3,720$363K<0.01%+1,75013F-HRTimeline
Composition Wealth, LLC3,699$361K<0.01%+10413F-HRTimeline
Summit Trail Advisors, LLC3,674$359K<0.01%013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,650$356K0.08%-113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,592$351K<0.01%+61513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,525$344K0.01%+12013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,877$343K0.01%+20013F-HRTimeline
Cardinal Point Capital Management ULC3,487$340K0.02%-50513F-HRTimeline
TD Waterhouse Canada Inc.3,459$337K<0.01%+84713F-HRTimeline
Altura Wealth Advisors Inc.3,432$335K0.11%-56413F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.3,407$333K0.01%-32013F-HRTimelineGroup
Choice Wealth Advisors LLC3,317$324K0.11%-36313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,289$321K0.01%+8713F-HRTimeline
Aprio Wealth Management, LLC3,279$320K0.02%+913F-HRTimeline
Ausdal Financial Partners, Inc.3,254$318K0.01%+1613F-HRTimeline
Westshore Wealth, LLC3,240$316K0.1%013F-HRTimeline
Valpey Financial Services, LLC3,220$314K0.19%+10413F-HRTimeline
SIGNATUREFD, LLC3,207$313K<0.01%+1,09913F-HRTimeline
Columbia River Financial Group, LLC3,182$310K0.17%-4613F-HRTimeline
Parallel Advisors, LLC3,140$307K<0.01%+29513F-HRTimeline
CoreCap Advisors, LLC3,135$306K0.01%+6713F-HRTimeline
AMERIFLEX GROUP, INC.3,109$303K0.12%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,105$303K0.03%+7813F-HRTimeline
Vested Financial Planning, LLC3,102$303K0.2%+613F-HRTimeline
Premier Private Wealth Management LLC3,042$297K0.26%-15213F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,033$296K0.12%013F-HRTimeline
Sightline Wealth Advisors, LLC2,998$293K0.11%+23213F-HRTimeline
Meridian Wealth Advisors, LLC2,966$289K0.03%-10413F-HRTimeline
Bay Harbor Wealth Management, LLC2,938$287K0.07%013F-HRTimeline
Partners in Financial Planning2,934$286K0.04%+1513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,930$286K0.04%-3013F-HRTimeline
Focus Financial Network, Inc.2,916$285K0.01%-2513F-HRTimeline
tru Independence LLC2,909$284K0.12%+18313F-HRTimeline
Peak Wealth Management LLC2,891$282K0.2%013F-HRTimeline
SWMG, LLC2,897$281K0.07%+20713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,878$281K0.07%new13F-HRTimeline
Riverbend Wealth Management, LLC2,812$274K0.14%+33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,764$270K<0.01%+213F-HRTimelineGroup
BIP Wealth, LLC2,762$270K0.01%-21413F-HRTimeline
Financial Strategies Group, Inc.2,784$269K0.04%+20013F-HRTimeline
Salus Financial Advisors, LLC2,730$266K0.13%+13613F-HRTimeline
Altrius Capital Management Inc2,707$264K0.05%-65513F-HRTimeline
TBH Global Asset Management, LLC2,701$264K0.05%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,676$261K0.07%-17513F-HRTimeline
CORA CAPITAL ADVISORS LLC2,625$256K0.07%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,616$255K0.08%013F-HRTimeline
Landmark Wealth Management, LLC2,609$255K0.06%-12113F-HRTimeline
Chemistry Wealth Management LLC2,579$252K0.04%+6013F-HRTimeline
Beacon Pointe Advisors, LLC2,561$250K<0.01%+113F-HRTimeline
Bond & Devick Financial Network, Inc.2,543$248K0.06%+27413F-HRTimeline
Perissos Private Wealth Management, LLC2,458$240K0.16%+18113F-HRTimeline
AssuredPartners Investment Advisors, LLC2,422$236K0.02%new13F-HRTimeline
IFP Advisors, Inc2,421$236K<0.01%-97013F-HRTimeline
Parkway Wealth Management Group, LLC2,414$236K0.03%-15113F-HRTimeline
Optivise Advisory Services LLC2,375$232K0.12%-1,39713F-HRTimeline
Compound Planning, Inc.2,366$231K0.01%-68913F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP2,362$231K0.2%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,326$227K0.01%013F-HRTimeline
PFG Advisors2,312$226K0.01%+2013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,310$225K<0.01%+613F-HRTimeline
LANARK FINANCIAL, INC.2,307$225K0.02%+9813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,300$225K0.07%+113F-HRTimeline
Highland Financial Advisors, LLC2,298$224K0.05%+1113F-HRTimeline
Phil A. Younker & Associates, Ltd.2,282$223K0.15%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,300$222K0.14%+113F-HRTimeline
Cadence Wealth Management LLC2,252$220K0.1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,240$219K<0.01%new13F-HRTimelineGroup
Calder Financial LLC2,230$218K0.21%new13F-HRTimeline
TL Private Wealth2,231$216K0.08%-40513F-HRTimeline
J.W. COLE ADVISORS, INC.2,187$213K<0.01%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,173$212K0.03%new13F-HRTimelineGroup
Atlas Private Wealth Advisors2,168$212K0.05%-13813F-HRTimeline
Brio Consultants, LLC2,153$210K0.02%new13F-HRTimeline
Forefront Wealth Partners, LLC2,152$210K0.07%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,151$210K0.05%new13F-HRTimeline
Atlas Legacy Advisors, LLC2,144$209K0.03%-44813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,132$208K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC2,074$202K<0.01%new13F-HRTimeline
Procyon Advisors, LLC2,064$201K0.01%new13F-HRTimeline
Madrona Financial Services, LLC2,060$201K0.04%new13F-HRTimeline
Mascoma Wealth Management LLC2,017$197K0.04%-2713F-HRTimeline
Lloyd Advisory Services, LLC.1,785$174K0.07%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,761$172K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,715$167K0.01%-1613F-HRTimeline
Golden State Wealth Management, LLC1,679$164K0.01%+16113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,675$163K0.09%+1513F-HRTimeline
Aptus Capital Advisors, LLC1,546$151K<0.01%+16113F-HRTimeline
AlphaCore Capital LLC1,530$149K<0.01%+15813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,506$147K0.01%-2513F-HRTimeline
Longview Financial Advisors LLC1,492$146K0.07%-65913F-HRTimeline
Atomic Invest LLC1,366$133K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,181$115K<0.01%+213F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,174$115K0.03%+413F-HRTimeline
Regatta Research & Money Management1,158$113K0.11%13F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$101K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,006$98.2K<0.01%-15113F-HRTimeline
MATHER GROUP, LLC.1,000$97.6K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,000$97.6K0.02%013F-HRTimeline
American Capital Advisory, LLC880$85.9K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\788$76.9K<0.01%-8913F-HRTimelineGroup
Align Financial, LLC779$76K0.04%013F-HRTimeline
CKW FINANCIAL GROUP774$75K0.01%+413F-HRTimeline
MANNING & NAPIER ADVISORS LLC732$71.3K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.685$66.9K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC684$66.8K0.02%+42013F-HRTimeline
Frisco Financial Planning LLC672$65.6K0.05%+213F-HRTimeline
Larson Financial Group LLC613$59.8K<0.01%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC600$58.6K<0.01%-20013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS596$58.2K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC554$54.1K0.04%013F-HRTimeline
Pacifica Partners Inc.520$50.5K0.02%+113F-HRTimeline
Activest Wealth Management499$48.7K0.01%013F-HRTimeline
GAMMA Investing LLC495$48.3K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.454$44.3K<0.01%new13F-HR/ATimeline
Continuum Advisory, LLC450$43.9K<0.01%new13F-HRTimeline
Clearstead Trust, LLC444$43.3K0.01%+19213F-HRTimeline
EASTERN BANK440$42.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC409$39.9K0.02%-8113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC387$37.8K0.01%+113F-HRTimeline
Mosley Wealth Management350$34.2K0.01%-2,83213F-HRTimeline
Capital Advisor Network LLC331$32.3K0.04%013F-HRTimeline
Strategic Advocates LLC306$29.9K0.12%-47513F-HRTimeline
Retirement Wealth Solutions LLC304$29.7K0.02%+8913F-HRTimeline
MCF Advisors LLC303$29.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…296$28.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.294$28.7K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.285$27.8K<0.01%new13F-HRTimeline
Abound Wealth Management263$25.7K0.01%+113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC248$24.2K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC238$23.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC225$22K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC219$21.4K0.01%+613F-HRTimeline
Qube Research & Technologies Ltd206$20.1K<0.01%-73713F-HRTimeline
Morton Brown Family Wealth, LLC194$18.9K<0.01%013F-HRTimeline
Caldwell Trust Co175$17.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$14.8K<0.01%013F-HRTimeline
Addison Advisors LLC148$14.4K0.01%+1313F-HRTimeline
CGC Financial Services, LLC131$12.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC128$12.5K<0.01%013F-HRTimeline
SFAM, LLC123$12K0.01%+113F-HRTimeline
Fortitude Family Office, LLC119$11.6K<0.01%013F-HRTimeline
Robinswood Financial LLC117$11.4K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC114$11.1K<0.01%013F-HRTimeline
Nemes Rush Group LLC108$10.6K<0.01%013F-HRTimeline
Front Row Advisors LLC105$10.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…89$8.69K<0.01%013F-HRTimeline
Essential Partners LLC88$8.62K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$8.59K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC80$7.81K0.01%-213F-HRTimeline
PRIVATE TRUST CO NA75$7.32K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$6.15K<0.01%013F-HRTimeline
Networth Advisors, LLC63$6.15K<0.01%+1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.65$6K<0.01%-68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.