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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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…530,852$44.3M0.1%+5,79113F-HR/ATimelineGroup
CX Institutional476,798$39.8M1.39%+475,98313F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC267,559$22.3M0.05%-8,31513F-HRTimelineGroup
LPL Financial LLC172,088$14.4M<0.01%+12,01613F-HRTimeline
Cambridge Investment Research Advisors,…161,080$13.4M0.04%-17,11113F-HRTimeline
Mesirow Financial Investment Management…155,076$12.9M0.25%-11,63413F-HRTimeline
Waverly Advisors, LLC147,980$12.3M0.14%+3,56713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC146,993$12.3M8.36%+37,56613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding141,626$11.8M+20,910Timeline
Ellenbecker Investment Group136,981$11.4M1.85%+8,49713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY135,515$11.3M<0.01%-67,80613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC134,824$11.2M0.8%-1,10213F-HRTimeline
Cetera Investment Advisers131,901$11M0.02%+17,91913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,088$10.3M<0.01%-9,48713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114,938$9.59M<0.01%-39,59613F-HRTimelineGroup
Foundations Investment Advisors, LLC113,741$9.49M0.15%+26,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,665$9.31M0.01%+17,42413F-HRTimeline
Patton Albertson Miller Group, LLC103,591$8.64M1.14%-5,51213F-HRTimeline
GeoWealth Management, LLC85,197$7.11M0.28%+3,30413F-HRTimeline
Legacy Financial Group LLC83,115$6.93M0.97%-1,56513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding78,140$6.52M+5,206Timeline
UNIQUE WEALTH, LLC76,677$6.39M1.03%+5,67413F-HRTimeline
Financial Advocates Investment Manageme…71,266$5.94M0.49%+2,01013F-HRTimeline
Consilium Wealth Advisory, LLC64,657$5.39M2.27%+1,27613F-HRTimeline
WEALTH ALLIANCE, LLC63,194$5.27M0.59%-82313F-HRTimeline
Clearstead Advisors, LLC62,519$5.21M0.07%-61813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC60,962$5.08M0.92%-16913F-HRTimeline
Prosperity Consulting Group, LLC59,661$4.98M0.36%+6,67413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,088$4.68M0.01%-7,34413F-HR/ATimelineGroup
Archvest Wealth Advisors, Inc.52,050$4.34M3.78%-62413F-HRTimeline
HARBOUR INVESTMENTS, INC.49,615$4.14M0.1%+4,35913F-HRTimeline
UBS Group AGin group UBS Group AG49,136$4.1M<0.01%+21,22313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,011$3.92M<0.01%+6,94513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,185$3.77M0.01%-15,38213F-HRTimeline
Fort Henry Capital, LLC44,925$3.75M2.52%+1,13313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT44,305$3.7M0.08%+1,58313F-HRTimeline
SteelPeak Wealth, LLC41,538$3.46M0.14%+77213F-HRTimeline
Weaver Consulting Group41,206$3.44M0.95%+1,61313F-HRTimeline
Canal Capital Management, LLC37,462$3.12M0.49%+36613F-HRTimeline
Trilogy Capital Inc.36,349$3.03M0.15%+6,54813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,133$3.01M<0.01%-7,99213F-HRTimelineGroup
Mutual Advisors, LLC35,091$2.97M0.07%+1,18713F-HRTimeline
NewEdge Advisors, LLC34,158$2.85M0.01%+5213F-HRTimeline
VCI Wealth Management LLC34,129$2.85M1%+34413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,370$2.78M0.56%+10313F-HRTimeline
Allworth Financial LP31,218$2.6M0.01%-14613F-HRTimeline
ODonnell Financial Services, LLC30,025$2.5M0.96%+2,35513F-HRTimeline
Wealth Forward, LLC29,665$2.47M1.66%+26613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,585$2.47M<0.01%+1,54613F-HRTimelineGroup
RTD Financial Advisors, Inc.28,969$2.42M0.31%+1,14313F-HRTimeline
Perigon Wealth Management, LLC28,900$2.41M0.06%-17613F-HRTimeline
Archford Capital Strategies, LLC28,719$2.4M0.31%-113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,967$2.33M<0.01%+5813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,467$2.29M<0.01%+3,39013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,116$2.26M0.04%-51513F-HRTimeline
NorthStar Asset Management LLC /NJ/2,194,158$2.22M1.17%-2,83813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,586$2.22M0.02%+21,22913F-HR/ATimelineGroup
HFM Investment Advisors, LLC25,682$2.14M0.94%+1,13013F-HRTimeline
Somnio Financial Group, LLC25,246$2.11M1.51%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,066$2.09M<0.01%+4,92613F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC24,989$2.08M0.03%+2413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,693$2.06M<0.01%-12513F-HRTimeline
Strategic Advocates LLC24,582$2.05M0.61%+62113F-HRTimeline
Farther Finance Advisors, LLC24,510$2.04M0.04%+16,88413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,385$2.03M<0.01%+17,79313F-HRTimelineGroup
Westmount Partners, LLC24,330$2.03M0.56%+32513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,833$1.9M0.02%-5913F-HRTimelineGroup
Buttonwood Financial Group, LLC22,908$1.89M0.96%-3313F-HRTimeline
Syverson Strege & Co22,693$1.89M0.45%-1,12813F-HRTimeline
Peregrine Asset Advisers, Inc.22,549$1.88M0.59%-17113F-HRTimeline
Greystone Financial Group, LLC22,499$1.88M0.31%+38513F-HRTimeline
Venturi Wealth Management, LLC22,181$1.85M0.09%+38513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,911$1.83M<0.01%-4413F-HR/ATimelineGroup
Waterloo Capital, L.P.21,274$1.77M0.14%+4,96313F-HRTimeline
Arcus Capital Partners, LLC20,529$1.71M0.74%-5,62713F-HRTimeline
Redhawk Wealth Advisors, Inc.20,365$1.7M0.21%-1,34913F-HRTimeline
Visionary Wealth Advisors19,722$1.64M0.08%+1013F-HRTimeline
Madrid Financial Services19,695$1.64M1.11%+66013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC19,631$1.64M0.28%+37213F-HRTimeline
Dynamic Advisor Solutions LLC19,522$1.63M0.05%+8,28213F-HRTimeline
CGN Advisors LLC19,267$1.61M0.14%013F-HRTimeline
Creative Planningin group Creative Planning18,798$1.57M<0.01%+5,28813F-HRTimelineGroup
Cynosure Group, LLC18,228$1.52M0.17%013F-HRTimeline
Private Advisor Group, LLC17,852$1.49M0.01%+2,24413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,640$1.47M0.25%+1,70213F-HRTimeline
Mariner, LLCin group Mariner, LLC16,579$1.38M<0.01%-2,82613F-HRTimelineGroup
Centerline Wealth Advisors, LLC16,525$1.38M0.68%+1,48313F-HRTimeline
Summit Wealth Partners, LLC16,429$1.37M0.26%+72713F-HRTimeline
Tempus Wealth Planning, LLC16,405$1.37M0.34%+28513F-HRTimeline
Cornerstone Planning Group LLC15,853$1.33M0.27%+89013F-HRTimeline
Worth Financial Advisory Group, LLC15,873$1.32M0.81%-36413F-HRTimeline
Hobbs Group Advisors, LLC15,862$1.32M0.45%+10,38113F-HRTimeline
Plan Group Financial, LLC15,666$1.31M0.43%-1,68113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,524$1.29M<0.01%-21,64813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,567$1.21M0.01%+5,90613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,470$1.21M0.01%+49913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,453$1.21M0.14%+1,65913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,096$1.18M0.03%+3813F-HRTimeline
BlueStem Wealth Partners, LLC13,599$1.13M0.14%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC13,584$1.13M0.47%+1,68013F-HRTimeline
Per Stirling Capital Management, LLC.13,571$1.13M0.15%+51513F-HRTimeline
OneDigital Investment Advisors LLC13,516$1.13M0.01%+3,74713F-HRTimeline
HighTower Advisors, LLC13,299$1.11M<0.01%+3,79013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC13,074$1.09M0.67%+21513F-HRTimeline
Saxony Capital Management, LLC13,047$1.09M0.83%+9,22413F-HRTimeline
TRUE Private Wealth Advisors12,874$1.07M0.12%-62213F-HRTimeline
ASPIRIANT, LLC12,688$1.06M0.03%+5,71013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,525$1.04M0.09%-47213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.12,031$1M0.27%+2,79513F-HRTimeline
Composition Wealth, LLC11,934$995K0.02%-1,04613F-HRTimeline
High Falls Advisors, Inc11,411$952K0.21%+71113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,337$946K0.02%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,116$927K0.01%+2,75713F-HRTimelineGroup
One Capital Management, LLC11,116$927K0.03%-11,33913F-HRTimeline
Prentice Wealth Management LLC10,931$912K0.24%+17313F-HRTimeline
IFG Advisory, LLC10,852$905K0.05%+2,60913F-HRTimeline
Meridian Wealth Management, LLC10,652$888K0.04%new13F-HRTimeline
IMA Advisory Services, Inc.11,001$887K0.1%+1,66713F-HRTimeline
Avior Wealth Management, LLC10,410$868K0.03%+32513F-HRTimeline
BCWM, LLC10,350$863K0.27%new13F-HRTimeline
Moss Adams Wealth Advisors LLC10,184$849K0.08%+1,77713F-HRTimeline
Steward Partners Investment Advisory, L…10,145$846K0.01%+15313F-HRTimeline
DIVERSIFIED TRUST CO10,046$838K0.02%-1,44013F-HRTimeline
Valmark Advisers, Inc.10,000$834K0.01%+34013F-HRTimeline
Insight Advisors, LLC/ PA10,000$834K0.13%-49013F-HRTimeline
Rothschild Wealth LLC9,885$824K0.2%+31613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,741$812K0.06%-4,47613F-HRTimeline
Stonebridge Financial Group, LLC9,712$810K0.08%+613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,689$808K0.04%+3013F-HRTimelineGroup
Advisory Services Network, LLC9,580$800K0.01%+2,97713F-HRTimeline
Clear Creek Financial Management, LLC9,439$787K0.07%-38013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,332$778K<0.01%+89413F-HRTimelineGroup
AdvisorNet Financial, Inc9,323$778K0.05%+50313F-HRTimeline
KICKSTAND VENTURES, LLC.9,297$775K0.18%new13F-HRTimeline
Integrated Wealth Concepts LLC9,175$765K0.01%+9213F-HRTimeline
BRIGHTON JONES LLC8,802$734K0.02%+21613F-HRTimeline
Wealthquest Corp8,710$726K0.06%-19513F-HRTimeline
Mullooly Asset Management, Inc.8,602$717K0.3%+19913F-HRTimeline
Fidato Wealth LLC8,429$703K0.5%+30513F-HRTimeline
MGO ONE SEVEN LLC8,408$701K0.02%+2913F-HRTimeline
MPS Loria Financial Planners, LLC8,343$696K0.2%+13213F-HRTimeline
Courage Miller Partners, LLC8,301$692K0.22%-12613F-HRTimeline
AE Wealth Management LLC8,287$691K0.01%-13313F-HRTimeline
Maia Wealth LLC8,195$683K0.13%+8613F-HRTimeline
GEN Financial Management, INC.7,906$659K0.54%-3,25713F-HRTimeline
Boston Standard Wealth Management, LLC7,887$658K0.12%+75613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV7,877$657K0.2%-5013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,786$649K0.04%-30613F-HRTimeline
Gallacher Capital Management LLC7,688$641K0.3%-5,92413F-HRTimeline
Orin Green Financial, LLC7,664$639K0.27%-9713F-HRTimeline
MRWM Advisors, LLC7,636$637K0.4%-45713F-HRTimeline
Mountain Capital Investment Advisors In…7,613$634K0.12%+22913F-HRTimeline
Trivium Point Advisory, LLC7,343$612K0.07%-91413F-HRTimeline
Klingman & Associates, LLC7,254$605K0.03%+1,17513F-HRTimeline
Modera Wealth Management, LLC7,220$602K0.01%+28913F-HRTimeline
ABLE Financial Group, LLC7,151$596K0.14%+1,03813F-HRTimeline
Atria Wealth Solutions, Inc.7,148$596K0.01%+2,35413F-HRTimeline
Marion Wealth Management7,130$595K0.15%-1,20913F-HRTimeline
VestGen Advisors, LLC7,099$592K0.02%013F-HRTimeline
SimpliFi, Inc.7,034$587K0.26%-13513F-HRTimeline
Kingsview Wealth Management, LLC6,911$576K0.01%+28813F-HRTimeline
Integrity Financial Corp /WA6,741$562K0.29%-75813F-HRTimeline
Weitzel Financial Services, Inc.6,620$559K0.24%+1,47713F-HRTimeline
Topel & Distasi Wealth Management, LLC6,637$554K0.29%-23013F-HRTimeline
CENTRAL TRUST Co6,591$550K0.01%+1,17913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,467$539K<0.01%-84513F-HRTimeline
Integrity Wealth Solutions LLC6,384$532K0.26%+66013F-HRTimeline
Cape Investment Advisory, Inc.6,362$531K0.19%+30313F-HRTimeline
Efficient Advisors, LLC6,350$530K0.03%-1,22113F-HRTimeline
JNBA Financial Advisors6,324$527K0.05%-29713F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,307$526K0.15%+2,47613F-HRTimeline
Aquire Wealth Advisors, LLC6,170$515K0.14%+41413F-HRTimeline
Janney Montgomery Scott LLC6,166$514K<0.01%+2,22613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,100$509K<0.01%+3,00013F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,100$509K0.34%+3913F-HRTimeline
RFP Financial Group LLC5,972$498K0.21%-8313F-HRTimeline
West Wealth Group, LLC5,902$496K0.12%-48113F-HRTimeline
Mason Investment Advisory Services, Inc.5,927$494K0.03%+1,01513F-HRTimeline
Global Retirement Partners, LLC5,833$486K0.01%13F-HRTimeline
Regal Investment Advisors LLC5,762$481K0.04%+2713F-HRTimeline
CW Advisors, LLC5,701$475K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,695$475K0.16%+77113F-HRTimeline
Root Financial Partners, LLC5,572$465K0.04%+1,30013F-HRTimeline
Sovereign Financial Group, Inc.5,411$451K0.09%-5813F-HRTimeline
Tarbox Family Office, Inc.5,358$447K0.07%+813F-HRTimeline
Frederick Financial Consultants, LLC5,154$430K0.27%+77813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,150$430K<0.01%+913F-HRTimeline
GWN SECURITIES INC.5,123$429K0.08%-1,37313F-HRTimeline
Altura Wealth Advisors Inc.5,105$426K0.24%+1,69413F-HRTimeline
FMR LLCin group FMR LLC5,088$424K<0.01%+1,49213F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,079$424K0.03%+5313F-HRTimeline
Chicago Partners Investment Group LLC4,928$416K0.01%new13F-HRTimeline
Western Wealth Management, LLC4,967$414K0.02%+1413F-HRTimeline
Divergent Planning, LLC4,937$411K0.12%+20613F-HR/ATimeline
Elios Financial Group Inc.4,880$407K0.18%+29313F-HRTimeline
Gould Capital, LLC4,821$402K0.27%-24013F-HRTimeline
MML INVESTORS SERVICES, LLC4,738$395K<0.01%+60413F-HRTimeline
Westshore Wealth, LLC4,683$391K0.15%013F-HRTimeline
Sanctuary Advisors, LLC4,683$391K<0.01%+1,40013F-HRTimeline
Arax Advisory Partners4,550$379K0.02%+20213F-HRTimeline