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Disclosery

AOA ISHARES TR

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SHS (fund)

404 managers (407 13F filers) reported a position in AOA shares at 2025-12-31, 9,689,809 shares in all. 42 filers opened a position and 26 filers sold out during the quarter.

Managers
404
13F filers
407
New
42
Added
188
Reduced
113
Sold out
26
Shares held by filers
9,689,809

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Great Point Wealth Advisors, LLC5,150$461K0.08%-36713F-HRTimeline
MML INVESTORS SERVICES, LLC5,111$458K<0.01%+61313F-HRTimeline
Divergent Planning, LLC5,047$454K0.12%+7213F-HRTimeline
Klingman & Associates, LLC5,013$449K0.02%-2,24113F-HRTimeline
Vise Technologies, Inc.5,012$449K0.01%+75213F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,972$445K0.33%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,930$442K0.08%013F-HRTimeline
Retireful, LLC4,743$427K0.54%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,746$425K<0.01%+11213F-HR/ATimelineGroup
Arax Advisory Partners4,717$422K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.4,700$421K0.04%-34113F-HRTimeline
Centerline Wealth Advisors, LLC4,642$416K0.15%-3,11613F-HRTimeline
Altura Wealth Advisors Inc.4,615$413K0.18%-65313F-HRTimeline
BCGM Wealth Management, LLC4,573$410K0.1%+8213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,430$397K0.04%+14913F-HRTimeline
Kesler, Norman & Wride, LLC4,365$391K0.07%new13F-HRTimeline
Integrated Wealth Concepts LLC4,349$389K<0.01%-5,72113F-HRTimeline
Arbor Investment Advisors, LLC4,262$382K0.05%-1,46013F-HRTimeline
Efficient Advisors, LLC4,253$381K0.02%-1,00613F-HR/ATimeline
NVWM, LLC4,251$381K0.08%+22713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,127$370K<0.01%+83013F-HRTimelineGroup
Harvest Investment Services, LLC4,114$368K0.07%+2213F-HRTimeline
FCA CORP /TX4,088$366K0.1%+41813F-HRTimeline
Smith Partners Wealth Management, LLC4,084$366K0.34%13F-HRTimeline
Twelve Points Wealth Management LLC3,998$365K0.08%+98913F-HRTimeline
SWP FINANCIAL LLC4,051$363K0.18%013F-HRTimeline
Bellwether Advisors, LLC3,989$357K0.06%-68013F-HRTimeline
Gould Capital, LLC3,964$355K0.22%013F-HRTimeline
Well Done, LLC3,825$343K0.05%-36013F-HRTimeline
Andrews Advisory Associates, LLC3,784$339K0.18%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,722$333K0.06%+27813F-HRTimeline
WEALTH EFFECTS LLC3,703$332K0.1%+4613F-HRTimeline
SAX WEALTH ADVISORS, LLC3,677$329K0.02%-18813F-HRTimeline
Summit Trail Advisors, LLC3,674$329K0.01%013F-HRTimeline
Financial Strategies Group, Inc.3,604$328K0.06%-213F-HRTimeline
New Capital Management LP3,649$327K0.08%+12413F-HRTimeline
Cardinal Point Capital Management ULC3,593$322K0.02%+16613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,583$321K<0.01%+35413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.3,578$320K<0.01%new13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,557$319K0.18%-72613F-HRTimeline
Mayfair Advisory Group, LLC3,495$315K0.12%+8913F-HRTimeline
New Republic Capital, LLC3,509$314K0.08%+1,01813F-HRTimeline
Choice Wealth Advisors LLC3,498$313K0.12%-6113F-HRTimeline
CWM, LLCin group CWM, LLC3,481$312K<0.01%+15513F-HRTimelineGroup
McNamara Financial Services, Inc.3,478$311K0.06%+37913F-HRTimeline
Altrius Capital Management Inc3,457$310K0.07%+1013F-HRTimeline
Philip James Wealth Mangement, LLC3,376$302K0.04%+17013F-HRTimeline
COMERICA BANK3,372$302K<0.01%+4213F-HRTimeline
Aprio Wealth Management, LLC3,051$300K0.02%+3813F-HRTimeline
IFP Advisors, Inc3,277$293K0.01%+1,39313F-HRTimeline
Premier Private Wealth Management LLC3,169$292K0.3%13F-HRTimeline
Ausdal Financial Partners, Inc.3,229$289K0.01%+4813F-HRTimeline
Valpey Financial Services, LLC3,202$287K0.18%+38813F-HR/ATimeline
KilterHowling LLC3,193$286K0.14%new13F-HRTimeline
Mosley Wealth Management3,203$284K0.13%13F-HRTimeline
Compound Planning, Inc.3,158$283K0.01%+19813F-HRTimeline
Westshore Wealth, LLC3,155$283K0.09%+25113F-HRTimeline
BLAIR WILLIAM & CO/IL3,131$280K<0.01%+2,03613F-HRTimeline
Columbia River Financial Group, LLC3,127$280K0.17%-3513F-HRTimeline
Composition Wealth, LLC3,116$279K<0.01%-69613F-HRTimeline
Archvest Wealth Advisors, Inc.3,110$279K0.18%-82813F-HR/ATimeline
Focus Financial Network, Inc.3,109$278K0.01%+4113F-HRTimeline
Meridian Wealth Advisors, LLC3,070$275K0.04%+21713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,062$274K0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC3,043$273K0.04%-7013F-HRTimeline
CoreCap Advisors, LLC3,009$269K0.01%-39413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,000$269K0.01%+32013F-HRTimeline
tru Independence LLC2,934$263K0.07%+913F-HRTimeline
FORTE ASSET MANAGEMENT LLC2,921$262K0.12%+52213F-HRTimeline
Partners in Financial Planning2,919$261K0.04%+54013F-HRTimeline
Vested Financial Planning, LLC2,908$260K0.2%+2613F-HRTimeline
Bay Harbor Wealth Management, LLC2,892$259K0.07%+513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,886$258K0.04%+41913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,845$255K0.08%013F-HRTimeline
Peak Wealth Management LLC2,804$251K0.21%13F-HRTimeline
SWMG, LLC2,690$249K0.07%new13F-HRTimeline
Sightline Wealth Advisors, LLC2,764$248K0.11%+12813F-HRTimeline
Orion Porfolio Solutions, LLC2,746$246K<0.01%+40013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,719$244K<0.01%+40513F-HRTimelineGroup
Salus Financial Advisors, LLC2,657$238K0.14%-11113F-HRTimeline
Insight Wealth Partners, LLC2,645$237K0.1%+25513F-HRTimeline
CORA CAPITAL ADVISORS LLC2,625$235K0.09%+813F-HRTimeline
TL Private Wealth2,562$234K0.09%-3013F-HR/ATimeline
FAMILY WEALTH PARTNERS, LLC2,607$234K0.08%-23213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,578$231K<0.01%new13F-HR/ATimeline
Atlas Legacy Advisors, LLC2,578$231K0.04%-20013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,566$230K<0.01%-28613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,570$230K<0.01%+7513F-HRTimelineGroup
Chemistry Wealth Management LLC2,554$229K0.04%+4613F-HRTimeline
Annex Advisory Services, LLC2,522$226K<0.01%013F-HRTimeline
BIP Wealth, LLC2,501$224K0.01%new13F-HRTimeline
Merit Financial Group, LLC2,491$223K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,475$222K<0.01%-5013F-HRTimeline
Johnson Bixby & Associates, LLC2,470$221K0.03%013F-HRTimeline
Nest Investments, LLC2,441$219K0.18%13F-HRTimeline
Perissos Private Wealth Management, LLC2,420$217K0.19%-1513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,376$213K0.02%-32513F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP2,362$212K0.23%13F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC2,300$211K0.14%new13F-HRTimeline
Riverbend Wealth Management, LLC2,345$210K0.13%new13F-HRTimeline
Coordinated Financial Services, Inc.2,301$206K0.12%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,299$206K0.07%-11913F-HR/ATimeline
Parkway Wealth Management Group, LLC2,284$205K0.03%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,253$202K0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC2,250$202K0.05%013F-HRTimeline
Spinnaker Investment Group, LLC2,236$200K0.04%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,234$200K<0.01%-6313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,194$196K<0.01%+4813F-HRTimelineGroup
Parallel Advisors, LLC2,139$192K<0.01%+37113F-HRTimeline
SIGNATUREFD, LLC2,108$189K<0.01%+2613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,022$181K<0.01%-2113F-HRTimelineGroup
Longview Financial Advisors LLC1,991$178K0.1%-39013F-HRTimeline
Mascoma Wealth Management LLC1,899$170K0.04%-21813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,882$169K0.01%-1,72013F-HRTimeline
Golden State Wealth Management, LLC1,728$155K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.1,700$152K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC1,659$149K<0.01%+5013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,613$144K0.01%+45313F-HRTimeline
MAI Capital Management1,518$136K<0.01%+52913F-HRTimeline
Federation des caisses Desjardins du Qu…1,375$123K<0.01%013F-HRTimeline
Atomic Invest LLC1,366$123K0.07%13F-HRTimeline
LANARK FINANCIAL, INC.1,331$119K0.01%-413F-HRTimeline
AlphaCore Capital LLC1,270$114K<0.01%+6313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,268$114K<0.01%+5113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.90$112K0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,203$108K0.04%+1413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,196$107K0.07%+60513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,157$104K<0.01%+1013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,100$98.5K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,036$92.8K<0.01%013F-HRTimeline
Larson Financial Group LLC988$88.5K<0.01%+1113F-HRTimeline
Sound Income Strategies, LLC934$85.5K<0.01%new13F-HRTimeline
American Capital Advisory, LLC880$78.8K0.03%013F-HRTimeline
Align Financial, LLC69,728$69.7K0.05%13F-HRTimeline
CKW FINANCIAL GROUP763$68K0.01%+613F-HRTimeline
Washington Trust Advisors, Inc.685$61.3K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…674$60.4K0.03%-3,91113F-HRTimelineGroup
Frisco Financial Planning LLC670$60K0.05%+913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/644$57.7K<0.01%+113F-HRTimelineGroup
BLUELINE ADVISORS LLC554$49.6K0.04%13F-HRTimeline
TD Waterhouse Canada Inc.532$47.6K<0.01%-213F-HRTimeline
Activest Wealth Management499$44.7K0.01%013F-HRTimeline
GAMMA Investing LLC495$44.3K<0.01%013F-HRTimeline
Noble Wealth Management PBC490$43.9K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…487$43.6K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.484$43.3K<0.01%new13F-HRTimeline
EASTERN BANK440$39.4K<0.01%013F-HRTimeline
Elyxium Wealth, LLC429$38.4K0.01%new13F-HRTimeline
Rossby Financial, LCC426$38.2K0.01%+41313F-HRTimeline
Clarity Asset Management, Inc.387$34.6K0.02%+513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC308$27.6K0.01%+413F-HRTimeline
North Star Investment Management Corp.293$26.2K<0.01%+413F-HRTimeline
SageView Advisory Group, LLC291$26.1K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC262$23.5K0.01%+313F-HRTimeline
Sunbelt Securities, Inc.224$20.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC225$20K<0.01%013F-HR/ATimelineGroup
Qube Research & Technologies Ltd209$18.7K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC208$18.6K<0.01%-4313F-HRTimeline
Morton Brown Family Wealth, LLC193$17.3K<0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC192$17.2K<0.01%new13F-HRTimeline
Motiv8 Investments LLC184$16K0.01%new13F-HRTimeline
Caldwell Trust Co175$15.7K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC164$14.7K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC152$13.6K<0.01%-36013F-HRTimeline
Retirement Wealth Solutions LLC135$12.1K0.01%+213F-HRTimeline
Addison Advisors LLC130$11.6K<0.01%+3013F-HRTimeline
CGC Financial Services, LLC125$11.2K<0.01%+1313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.125$11.2K<0.01%+2413F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC128$11K<0.01%013F-HRTimeline
SFAM, LLC122$11K0.01%13F-HRTimeline
Fortitude Family Office, LLC119$10.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC114$10.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC108$9.65K<0.01%+213F-HRTimeline
Front Row Advisors LLC105$9.4K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.93$8.34K0.01%13F-HRTimeline
WELLINGTON-ALTUS USA INC.92$8.24K0.01%13F-HRTimeline
Keating Financial Advisory Services, In…89$7.95K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$7.88K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC82$7.34K0.01%13F-HRTimeline
PRIVATE TRUST CO NA75$6.7K<0.01%+5913F-HRTimeline
Paladin Advisory Group, LLC73$6.54K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$5.64K<0.01%013F-HRTimeline
Essential Partners LLC62$5.55K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$5.46K<0.01%+3613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC54$4.84K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC50$4.5K<0.01%+813F-HRTimeline
DT Investment Partners, LLC45$4.03K<0.01%013F-HRTimeline
Planning Project LLC45$4K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…44$3.94K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC39$3.49K<0.01%013F-HRTimelineGroup
Key Financial Inc37$3.31K<0.01%013F-HRTimeline
Networth Advisors, LLC36$3.22K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC34$3.05K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.87K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…31$2.78K<0.01%new13F-HRTimeline
Clearstead Trust, LLC31$2.78K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC25$2.24K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC24$2.15K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.16$1.43K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.25K<0.01%013F-HRTimeline