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Disclosery

AOA ISHARES TR

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SHS (fund)

405 managers (408 13F filers) reported a position in AOA shares at 2026-03-31, 9,514,416 shares in all. 32 filers opened a position and 27 filers sold out during the quarter.

Managers
405
13F filers
408
New
32
Added
196
Reduced
117
Sold out
27
Shares held by filers
9,514,416

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornerstone Wealth Management, LLC5,182$459K0.02%+2813F-HRTimeline
Arcus Capital Partners, LLC5,152$456K0.16%-15,81513F-HRTimeline
Great Point Wealth Advisors, LLC5,148$456K0.08%-213F-HRTimeline
Arax Advisory Partners5,114$453K0.01%+39713F-HRTimeline
MML INVESTORS SERVICES, LLC5,083$450K<0.01%-2813F-HRTimeline
Vise Technologies, Inc.5,012$449K0.01%013F-HRTimeline
Frederick Financial Consultants, LLC5,059$448K0.22%-35913F-HRTimeline
Klingman & Associates, LLC5,013$444K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,930$436K0.07%013F-HRTimeline
Trivium Point Advisory, LLC4,810$426K0.08%-3,15113F-HRTimeline
BCGM Wealth Management, LLC4,750$420K0.11%+17713F-HRTimeline
IMA Advisory Services, Inc.4,713$417K0.04%+1313F-HRTimeline
FCA CORP /TX4,681$414K0.12%+59313F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,652$412K0.3%-32013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,456$394K0.04%+3,97213F-HRTimeline
Twelve Points Wealth Management LLC4,367$386K0.09%+36913F-HRTimeline
CWM, LLCin group CWM, LLC4,220$373K<0.01%+73913F-HRTimelineGroup
Efficient Advisors, LLC4,152$367K0.03%-10113F-HRTimeline
Centerline Wealth Advisors, LLC4,135$366K0.13%-50713F-HRTimeline
SWP FINANCIAL LLC4,051$358K0.18%013F-HRTimeline
Kesler, Norman & Wride, LLC4,013$355K0.06%-35213F-HRTimeline
Altura Wealth Advisors Inc.3,996$354K0.15%-61913F-HRTimeline
Cardinal Point Capital Management ULC3,992$353K0.02%+39913F-HRTimeline
Well Done, LLC3,986$353K0.05%+16113F-HRTimeline
Smith Partners Wealth Management, LLC3,984$353K0.32%-10013F-HRTimeline
NVWM, LLC3,933$348K0.08%-31813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,904$346K0.06%+18213F-HRTimeline
BLAIR WILLIAM & CO/IL3,902$345K<0.01%+77113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,867$342K<0.01%+1,30113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,836$339K0.04%-59413F-HRTimeline
Andrews Advisory Associates, LLC3,807$337K0.18%+2313F-HRTimeline
Optivise Advisory Services LLC3,772$334K0.2%new13F-HRTimeline
Gould Capital, LLC3,764$333K0.2%-20013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,763$333K0.19%+20613F-HRTimeline
Insight Wealth Partners, LLC3,726$330K0.13%+1,08113F-HRTimeline
SAX WEALTH ADVISORS, LLC3,677$329K0.02%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.3,727$329K0.01%new13F-HRTimelineGroup
Choice Wealth Advisors LLC3,680$326K0.13%+18213F-HRTimeline
Summit Trail Advisors, LLC3,674$325K<0.01%013F-HRTimeline
Mayfair Advisory Group, LLC3,664$324K0.11%+16913F-HRTimeline
New Republic Capital, LLC3,660$324K0.11%+15113F-HRTimeline
McNamara Financial Services, Inc.3,651$323K0.06%+17313F-HRTimeline
Lifelong Wealth Advisors, Inc.3,651$323K0.09%new13F-HRTimeline
Bellwether Advisors, LLC3,630$321K0.05%-35913F-HRTimeline
New Capital Management LP3,597$318K0.08%-5213F-HRTimeline
Composition Wealth, LLC3,595$318K<0.01%+47913F-HRTimeline
CENTAURUS FINANCIAL, INC.3,405$301K0.01%+40513F-HRTimeline
IFP Advisors, Inc3,391$300K0.01%+11413F-HRTimeline
Altrius Capital Management Inc3,362$298K0.06%-9513F-HRTimeline
Arbor Investment Advisors, LLC3,355$297K0.04%-90713F-HRTimeline
Aprio Wealth Management, LLC3,270$289K0.02%+21913F-HRTimeline
Westshore Wealth, LLC3,240$287K0.1%+8513F-HRTimeline
Ausdal Financial Partners, Inc.3,238$287K0.01%+913F-HRTimeline
Columbia River Financial Group, LLC3,228$285K0.17%+10113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,202$283K0.01%new13F-HRTimeline
Premier Private Wealth Management LLC3,194$283K0.3%+2513F-HRTimeline
Mosley Wealth Management3,182$280K0.13%-2113F-HRTimeline
Valpey Financial Services, LLC3,116$276K0.18%-8613F-HRTimeline
AMERIFLEX GROUP, INC.3,109$275K0.14%new13F-HRTimeline
Vested Financial Planning, LLC3,096$274K0.21%+18813F-HRTimeline
Meridian Wealth Advisors, LLC3,070$272K0.04%013F-HRTimeline
CoreCap Advisors, LLC3,068$271K0.01%+5913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,960$271K0.04%+7413F-HRTimeline
Compound Planning, Inc.3,055$270K0.01%-10313F-HRTimeline
WEALTH EFFECTS LLC3,037$269K0.1%-66613F-HRTimeline
Johnson Bixby & Associates, LLC3,034$268K0.03%+56413F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,033$268K0.12%+11213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,027$268K0.04%-1613F-HRTimeline
UPTICK PARTNERS, LLC3,009$266K0.05%new13F-HRTimeline
BIP Wealth, LLC2,976$263K0.01%+47513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,977$263K<0.01%+40713F-HRTimelineGroup
Focus Financial Network, Inc.2,941$260K0.01%-16813F-HRTimeline
Bay Harbor Wealth Management, LLC2,938$260K0.07%+4613F-HRTimeline
Partners in Financial Planning2,919$258K0.04%013F-HRTimeline
Signal Advisors Wealth, LLC2,892$256K0.02%new13F-HRTimeline
Peak Wealth Management LLC2,891$256K0.21%+8713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,851$252K0.08%+613F-HRTimeline
Parallel Advisors, LLC2,845$252K<0.01%+70613F-HR/ATimeline
Sightline Wealth Advisors, LLC2,766$245K0.1%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,762$244K<0.01%+74013F-HRTimelineGroup
Financial Strategies Group, Inc.2,584$244K0.04%-1,02013F-HRTimeline
Landmark Wealth Management, LLC2,730$242K0.06%new13F-HRTimeline
TL Private Wealth2,636$241K0.1%+7413F-HRTimeline
tru Independence LLC2,726$241K0.12%-20813F-HRTimeline
SWMG, LLC2,690$238K0.07%013F-HRTimeline
Archvest Wealth Advisors, Inc.2,687$238K0.15%-42313F-HRTimeline
Parkway Wealth Management Group, LLC2,565$235K0.03%+28113F-HRTimeline
CORA CAPITAL ADVISORS LLC2,625$232K0.08%013F-HRTimeline
TD Waterhouse Canada Inc.2,612$232K<0.01%+2,08013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,616$232K0.08%+913F-HRTimeline
Salus Financial Advisors, LLC2,594$230K0.13%-6313F-HRTimeline
Atlas Legacy Advisors, LLC2,592$229K0.04%+1413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …2,573$228K0.03%-7,34413F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,560$227K<0.01%+8513F-HRTimeline
Chemistry Wealth Management LLC2,519$223K0.04%-3513F-HRTimeline
Riverbend Wealth Management, LLC2,477$219K0.14%+13213F-HRTimeline
Waterloo Capital, L.P.2,381$211K0.01%-13,27613F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,299$210K0.14%-113F-HRTimeline
Coordinated Financial Services, Inc.2,367$209K0.12%+6613F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP2,362$209K0.23%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,326$206K0.02%-5013F-HRTimeline
Atlas Private Wealth Advisors2,306$204K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,304$204K<0.01%+7013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,299$203K0.07%013F-HRTimeline
PFG Advisors2,292$203K0.01%new13F-HRTimeline
Highland Financial Advisors, LLC2,287$202K0.05%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.2,282$202K0.13%new13F-HRTimeline
Perissos Private Wealth Management, LLC2,277$201K0.17%-14313F-HRTimeline
Bond & Devick Financial Network, Inc.2,269$201K0.06%new13F-HRTimeline
LANARK FINANCIAL, INC.2,209$196K0.01%+87813F-HRTimeline
Longview Financial Advisors LLC2,151$190K0.1%+16013F-HRTimeline
SIGNATUREFD, LLC2,108$187K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,044$181K0.04%+14513F-HRTimeline
Federation des caisses Desjardins du Qu…1,970$174K<0.01%+59513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,731$153K0.01%-15113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,660$147K0.09%+46413F-HRTimeline
MAI Capital Management1,587$140K<0.01%+6913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,531$136K0.01%-8213F-HRTimeline
Golden State Wealth Management, LLC1,518$134K0.01%-21013F-HRTimeline
WELLINGTON-ALTUS USA INC.1,261$123K0.07%+1,16913F-HRTimeline
Aptus Capital Advisors, LLC1,385$123K<0.01%-27413F-HRTimeline
AlphaCore Capital LLC1,372$121K<0.01%+10213F-HRTimeline
Atomic Invest LLC1,366$118K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,255$111K0.01%+1,16513F-HRTimelineGroup
Clarity Asset Management, Inc.1,199$106K0.05%+81213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,179$104K<0.01%+53513F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,170$104K0.04%-3313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,157$102K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$91.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,000$88.5K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,000$88.5K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd943$83.4K<0.01%+73413F-HRTimeline
Sound Income Strategies, LLC936$83.3K<0.01%+213F-HRTimeline
American Capital Advisory, LLC880$77.9K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\877$77.6K<0.01%-39113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC800$70.8K<0.01%-30013F-HRTimelineGroup
Strategic Advocates LLC781$69.1K0.31%-23,72713F-HRTimeline
CKW FINANCIAL GROUP770$69K0.01%+713F-HRTimeline
Align Financial, LLC779$68.9K0.04%-68,94913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.748$66K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…697$61.7K0.03%+2313F-HRTimelineGroup
Washington Trust Advisors, Inc.685$60.6K<0.01%013F-HRTimeline
Frisco Financial Planning LLC670$59.3K0.05%013F-HRTimeline
Larson Financial Group LLC611$54.1K<0.01%-37713F-HRTimeline
BLUELINE ADVISORS LLC554$49K0.04%013F-HRTimeline
Pacifica Partners Inc.519$45.9K0.02%new13F-HRTimeline
Activest Wealth Management499$44.2K0.01%013F-HRTimeline
GAMMA Investing LLC495$43.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC490$43.4K0.02%013F-HRTimeline
EASTERN BANK440$38.9K<0.01%013F-HRTimeline
Rossby Financial, LCC426$37.9K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC386$34.2K0.01%+7813F-HRTimeline
Destiny Wealth Partners, LLC350$31K<0.01%new13F-HRTimeline
Capital Advisor Network LLC331$29.3K0.04%13F-HR/ATimeline
MCF Advisors LLC303$26.8K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…296$26.4K<0.01%-19113F-HRTimeline
North Star Investment Management Corp.293$25.9K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC264$23.4K0.01%+213F-HRTimeline
Abound Wealth Management262$23.2K0.01%new13F-HRTimeline
Clearstead Trust, LLC252$22.3K<0.01%+22113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC225$20K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.224$19.8K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC215$19K0.01%+8013F-HRTimeline
Elevated Capital Advisors, LLC213$18.9K<0.01%+2113F-HRTimeline
McIlrath & Eck, LLC208$18.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC194$17.2K<0.01%+113F-HRTimeline
Caldwell Trust Co175$15.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$13.5K<0.01%013F-HRTimeline
Addison Advisors LLC135$11.9K<0.01%+513F-HRTimeline
Financial Life Planners133$11.8K0.01%new13F-HRTimeline
CGC Financial Services, LLC131$11.6K<0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC128$11K<0.01%013F-HRTimeline
SFAM, LLC122$10.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC119$10.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC114$10.1K<0.01%013F-HRTimeline
Nemes Rush Group LLC108$9.54K<0.01%013F-HRTimeline
Front Row Advisors LLC105$9.29K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…89$7.85K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$7.79K<0.01%013F-HRTimelineGroup
Essential Partners LLC88$7.79K<0.01%+2613F-HRTimeline
Ankerstar Wealth, LLC82$7.26K0.01%013F-HRTimeline
IFG Advisory, LLC79$6.99K0.02%-7,07013F-HRTimeline
PRIVATE TRUST CO NA75$6.94K<0.01%013F-HRTimeline
Operose Advisors LLC67$5.93K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC63$5.58K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC57$5.06K<0.01%+713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC54$4.79K<0.01%13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC54$4.78K<0.01%013F-HRTimeline
Networth Advisors, LLC51$4.51K<0.01%+1513F-HRTimeline
Godfrey Financial Associates, Inc.48$4.26K<0.01%-4513F-HRTimeline
DT Investment Partners, LLC45$3.98K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.43$3.81K<0.01%new13F-HRTimeline
Key Financial Inc37$3.27K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$3.1K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.83K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…31$2.75K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27$2.39K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC25$2.21K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$1.86K<0.01%-4013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.24K<0.01%013F-HRTimeline