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AOA ISHARES TR

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SHS (fund)

419 managers (423 13F filers) reported a position in AOA shares at 2026-06-30, 9,868,250 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
VANGUARD ADVISERS INCin group VANGUARD GROUP INC54$5.28K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.48$4.7K<0.01%013F-HRTimeline
DT Investment Partners, LLC45$4.39K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.43$4.2K<0.01%013F-HRTimeline
Key Financial Inc37$3.61K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$3.43K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$3.12K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…31$3.04K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC25$2.44K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.37K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC13$1.27K<0.01%-4113F-HRTimeline
Rossby Financial, LCC13$1.27K<0.01%-41313F-HRTimeline
Delos Wealth Advisors, LLC12$1.17K<0.01%013F-HRTimeline
Triumph Capital Management11$1.07K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC9$878<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.2$195<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1$109<0.01%-2013F-HRTimeline
Aventus Investment Advisors, Inc.1$98<0.01%013F-HRTimeline
TSFG, LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.