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Disclosery

AOA ISHARES TR

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SHS (fund)

357 managers (359 13F filers) reported a position in AOA shares at 2025-06-30, 9,171,920 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
357
13F filers
359
New
34
Added
173
Reduced
100
Sold out
21
Shares held by filers
9,171,920

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,481$374K<0.01%-1,59813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,454$371K0.02%+20213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,394$366K0.22%-20713F-HRTimeline
Bellwether Advisors, LLC4,378$365K0.06%+96513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,327$361K0.01%+1,05313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,269$356K0.04%+35113F-HRTimeline
BCGM Wealth Management, LLC4,247$354K0.1%-313F-HRTimeline
Arbor Investment Advisors, LLC4,204$351K0.04%+71613F-HRTimeline
SWP FINANCIAL LLC4,155$347K0.19%013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,069$339K0.02%+41013F-HRTimeline
Harvest Investment Services, LLC4,061$339K0.08%-1713F-HRTimeline
Atlas Private Wealth Advisors4,006$334K0.04%-513F-HRTimeline
Main Street Financial Solutions, LLC4,000$334K0.02%013F-HRTimeline
Well Done, LLC3,966$331K0.06%+61313F-HRTimeline
NVWM, LLC3,959$330K0.08%+66213F-HRTimeline
HB Wealth Management, LLC3,908$326K<0.01%+3713F-HRTimeline
Financial Strategies Group, Inc.3,847$320K0.07%-97913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,704$316K0.02%+45213F-HRTimelineGroup
Acropolis Investment Management, LLC3,643$304K0.02%+1113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,595$300K0.02%-4613F-HRTimeline
Choice Wealth Advisors LLC3,525$294K0.13%-313F-HRTimeline
New Capital Management LP3,483$291K0.08%+15713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,476$290K0.06%+8013F-HRTimeline
Altrius Capital Management Inc3,437$287K0.07%-14413F-HRTimeline
Mayfair Advisory Group, LLC3,356$284K0.13%+20713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,397$283K0.02%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,316$277K0.1%-32913F-HRTimeline
Summit Trail Advisors, LLC3,315$276K<0.01%new13F-HRTimeline
COMERICA BANK3,306$276K<0.01%+1013F-HRTimeline
L.M. KOHN & COMPANY3,256$272K0.07%+22113F-HRTimeline
Philip James Wealth Mangement, LLC3,252$271K0.03%-4513F-HRTimeline
CoreCap Advisors, LLC3,180$265K0.01%+1913F-HRTimeline
Columbia River Financial Group, LLC3,160$264K0.17%+16013F-HRTimeline
Bay Harbor Wealth Management, LLC3,129$261K0.08%+6013F-HRTimeline
Ausdal Financial Partners, Inc.3,103$259K0.02%new13F-HRTimeline
Salus Financial Advisors, LLC3,068$256K0.17%-15213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,067$255K0.01%new13F-HRTimelineGroup
McNamara Financial Services, Inc.3,037$253K0.05%+37713F-HRTimeline
EP Wealth Advisors, LLC3,015$251K<0.01%+3913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,010$251K<0.01%-1313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,008$251K0.05%+5113F-HRTimeline
Compound Planning, Inc.2,994$250K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC2,991$249K0.03%+913F-HRTimeline
Landmark Wealth Management, LLC2,940$245K0.1%-21913F-HRTimeline
tru Independence LLC2,925$244K0.07%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,896$242K0.1%-18613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,887$241K<0.01%+6113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,844$237K<0.01%-18413F-HRTimeline
Valpey Financial Services, LLC2,796$233K0.16%13F-HRTimeline
Atlas Legacy Advisors, LLC2,778$232K0.05%-10013F-HRTimeline
TPG Financial Advisors, LLC2,769$231K0.09%-11413F-HRTimeline
FCA CORP /TX2,763$230K0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,750$229K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,748$229K<0.01%+16713F-HRTimelineGroup
TL Private Wealth2,755$228K0.09%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,701$225K0.02%013F-HRTimeline
Focus Financial Network, Inc.2,685$224K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,636$219K<0.01%+1,19013F-HRTimelineGroup
Sightline Wealth Advisors, LLC2,618$218K0.11%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC2,617$218K0.1%013F-HRTimeline
Annex Advisory Services, LLC2,581$215K0.01%-36813F-HRTimeline
Vested Financial Planning, LLC2,507$209K0.19%new13F-HRTimeline
Twelve Points Wealth Management LLC2,479$207K0.06%new13F-HRTimeline
Chemistry Wealth Management LLC2,472$206K0.04%new13F-HRTimeline
Johnson Bixby & Associates, LLC2,467$206K0.03%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,441$204K0.03%new13F-HR/ATimeline
ABOUND FINANCIAL, LLC2,417$202K0.09%+813F-HRTimeline
SWMG, LLC2,391$201K0.07%new13F-HRTimeline
Keebeck Wealth Management2,407$201K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,404$200K<0.01%-4013F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT2,398$200K0.1%new13F-HRTimeline
New Republic Capital, LLC2,385$199K0.07%+9713F-HRTimeline
Longview Financial Advisors LLC2,374$198K0.12%+613F-HRTimeline
Mascoma Wealth Management LLC2,275$190K0.04%-3613F-HRTimeline
Running Point Capital Advisors, LLC2,250$188K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,146$179K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,073$173K<0.01%-14613F-HRTimeline
SIGNATUREFD, LLC2,067$172K<0.01%-913F-HRTimeline
EASTERN BANK2,060$172K<0.01%+1,54513F-HRTimeline
Parallel Advisors, LLC1,769$148K<0.01%+6213F-HRTimeline
IFP Advisors, Inc1,655$138K<0.01%-4913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,471$123K0.07%-2513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,321$110K0.01%+59013F-HRTimeline
Federation des caisses Desjardins du Qu…1,320$110K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,267$106K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,201$100K<0.01%-16013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,200$100K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,180$98.4K0.04%+413F-HRTimeline
AlphaCore Capital LLC1,172$97.7K<0.01%-7613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,158$96.6K0.01%-7613F-HRTimeline
Geneos Wealth Management Inc.1,152$96.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,147$95.7K<0.01%+93613F-HRTimeline
BLAIR WILLIAM & CO/IL1,059$88.3K<0.01%+4813F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$86.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,018$84.9K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC970$80.9K<0.01%-813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners953$79.5K0.01%-213F-HRTimelineGroup
American Capital Advisory, LLC880$73.4K0.04%013F-HRTimeline
MAI Capital Management853$71.1K<0.01%+2113F-HRTimeline
CKW FINANCIAL GROUP752$63K0.01%+513F-HRTimeline
Washington Trust Advisors, Inc.685$57.1K<0.01%-613F-HRTimeline
GPS Wealth Strategies Group, LLC658$54.9K0.01%new13F-HRTimeline
Frisco Financial Planning LLC657$54.8K0.05%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/642$53.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.612$51K<0.01%+28113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC540$45K0.03%-32813F-HRTimeline
TD Waterhouse Canada Inc.534$44.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC512$42.7K0.01%013F-HRTimeline
Activest Wealth Management499$41.6K0.01%013F-HRTimeline
GAMMA Investing LLC495$41.3K<0.01%013F-HRTimeline
Transce3nd, LLC435$36.3K0.02%-2713F-HRTimeline
Capital A Wealth Management, LLC525$36.3K0.41%-2,36613F-HRTimeline
Wilmington Savings Fund Society, FSB406$33.9K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC302$25.2K0.01%+9113F-HRTimeline
North Star Investment Management Corp.287$24K<0.01%+113F-HRTimeline
FSA Wealth Management LLC241$21.7K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC259$21.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC233$19.4K<0.01%+4413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC225$19K<0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA205$17.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC191$15.9K<0.01%-9013F-HRTimeline
North Capital, Inc.153$12.7K0.01%+813F-HRTimeline
Retirement Wealth Solutions LLC132$11K0.01%013F-HRTimeline
AllSquare Wealth Management LLC118$9.84K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC114$9.51K<0.01%013F-HRTimeline
CGC Financial Services, LLC112$9.34K<0.01%013F-HRTimeline
Fortitude Family Office, LLC111$9.26K<0.01%+113F-HRTimeline
Nemes Rush Group LLC106$8.81K<0.01%+113F-HRTimeline
Front Row Advisors LLC105$8.76K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$8.37K<0.01%013F-HRTimelineGroup
Addison Advisors LLC100$8.34K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$7.34K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC73$6.09K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC72$6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$5.25K<0.01%013F-HRTimeline
Essential Partners LLC62$5.17K<0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC54$4.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC47$3.89K<0.01%+113F-HRTimeline
Pineridge Advisors LLC45$3.77K<0.01%013F-HRTimeline
DT Investment Partners, LLC45$3.75K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…44$3.67K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC39$3.29K<0.01%-3613F-HRTimeline
Key Financial Inc37$3.09K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC33$2.79K<0.01%+113F-HRTimeline
BALLAST ADVISORS LLC33$2.73K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.67K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…27$2.25K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC25$2.08K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC24$2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA18$1.5K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.17K<0.01%-1013F-HRTimeline
Rossby Financial, LCC13$1.08K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC12$1K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates12$1K<0.01%new13F-HRTimeline
Main Street Group, LTD7$584<0.01%new13F-HRTimeline
TSFG, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.