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Disclosery

AOA ISHARES TR

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SHS (fund)

373 managers (376 13F filers) reported a position in AOA shares at 2025-09-30, 8,924,348 shares in all. 43 filers opened a position and 21 filers sold out during the quarter.

Managers
373
13F filers
376
New
43
Added
166
Reduced
113
Sold out
21
Shares held by filers
8,924,348

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…544,260$48M0.09%+13,40813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC243,056$21.4M0.05%-24,50313F-HRTimelineGroup
LPL Financial LLC199,030$17.5M0.01%+26,94213F-HRTimeline
Mesirow Financial Investment Management…155,008$13.7M0.24%-6813F-HRTimeline
Cambridge Investment Research Advisors,…153,807$13.6M0.04%-7,27313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153,731$13.5M<0.01%+38,79313F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC152,793$13.5M7.51%+5,80013F-HRTimeline
Foundations Investment Advisors, LLC151,684$13.4M0.19%+37,94313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding149,738$13.2M+8,112Timeline
Waverly Advisors, LLC146,389$12.9M0.13%-1,59113F-HRTimeline
Ellenbecker Investment Group145,705$12.8M1.89%+8,72413F-HRTimeline
Cetera Investment Advisers137,539$12.1M0.01%+5,63813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC131,605$11.6M0.74%-3,21913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY126,737$11.2M<0.01%-8,77813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/122,585$10.8M<0.01%-50313F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC106,548$9.39M1.13%+2,95713F-HRTimeline
CX Institutional93,861$8.27M0.25%-382,93713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…90,063$7.94M0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC88,621$7.81M0.01%-23,04413F-HRTimeline
Legacy Financial Group LLC73,360$6.47M0.85%-9,75513F-HRTimeline
GeoWealth Management, LLC72,998$6.43M0.23%-12,19913F-HRTimeline
Financial Advocates Investment Manageme…71,608$6.31M3.55%+34213F-HRTimeline
UNIQUE WEALTH, LLC70,948$6.25M0.92%-5,72913F-HRTimeline
Prosperity Consulting Group, LLC70,879$6.25M0.31%+11,21813F-HRTimeline
Consilium Wealth Advisory, LLC65,322$5.76M2.22%+66513F-HRTimeline
Clearstead Advisors, LLC62,002$5.46M0.08%-51713F-HRTimeline
WEALTH ALLIANCE, LLC61,912$5.46M0.56%-1,28213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,121$5.44M0.01%+6,03313F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC59,615$5.25M0.87%-1,34713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,420$5.24M<0.01%+12,40913F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.57,165$5.04M0.11%+7,55013F-HRTimeline
UBS Group AGin group UBS Group AG46,813$4.13M<0.01%-2,32313F-HRTimelineGroup
Fort Henry Capital, LLC46,413$4.09M2.6%+1,48813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,986$3.88M0.08%-31913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,833$3.87M0.01%-1,35213F-HRTimeline
SteelPeak Wealth, LLC43,679$3.85M0.13%+2,14113F-HRTimeline
Weaver Consulting Group41,787$3.68M0.94%+58113F-HRTimeline
Westmount Partners, LLC38,375$3.39M0.88%+14,04513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,887$3.25M<0.01%+75413F-HRTimelineGroup
Canal Capital Management, LLC36,579$3.22M0.48%-88313F-HRTimeline
Mutual Advisors, LLC36,040$3.2M0.07%+94913F-HRTimeline
Elevation Capital Advisory, LLC34,454$3.04M1.21%new13F-HRTimeline
NewEdge Advisors, LLC33,842$2.98M0.01%-31613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC32,835$2.89M0.52%-53513F-HRTimeline
ODonnell Financial Services, LLC32,681$2.88M1.02%+2,65613F-HRTimeline
Allworth Financial LP32,243$2.84M0.01%+1,02513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,617$2.61M<0.01%+3213F-HRTimelineGroup
Perigon Wealth Management, LLC29,312$2.58M0.05%+41213F-HRTimeline
Archford Capital Strategies, LLC28,952$2.55M0.3%+23313F-HRTimeline
RTD Financial Advisors, Inc.28,683$2.53M0.3%-28613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,047$2.47M<0.01%+8013F-HRTimelineGroup
Farther Finance Advisors, LLC27,339$2.41M0.04%+2,82913F-HRTimeline
HFM Investment Advisors, LLC26,384$2.33M0.94%+70213F-HRTimeline
RWA WEALTH PARTNERS, LLC26,297$2.32M0.03%+1,30813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,742$2.27M0.01%-84413F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC25,496$2.25M0.04%-1,62013F-HRTimeline
Wealth Forward, LLC25,252$2.23M1.29%-4,41313F-HRTimeline
Redhawk Wealth Advisors, Inc.25,227$2.22M0.26%+4,86213F-HRTimeline
NorthStar Asset Management LLC /NJ/2,194,160$2.22M1.06%+213F-HRTimeline
Strategic Advocates LLC25,207$2.22M0.58%+62513F-HRTimeline
Somnio Financial Group, LLC24,919$2.2M1.49%-32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,834$2.19M<0.01%-23213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,381$2.06M<0.01%-1,31213F-HRTimeline
Buttonwood Financial Group, LLC23,069$2.04M0.88%+16113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,867$2.02M0.02%+3413F-HRTimelineGroup
Greystone Financial Group, LLC22,848$2.01M0.31%+34913F-HRTimeline
Madrid Financial Services22,323$1.97M1.23%+2,62813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,092$1.95M<0.01%-5,37513F-HRTimelineGroup
Worth Asset Management, LLC22,028$1.94M0.87%new13F-HRTimeline
Syverson Strege & Co21,778$1.92M0.46%-91513F-HRTimeline
Peregrine Asset Advisers, Inc.21,059$1.86M0.56%-1,49013F-HRTimeline
Arcus Capital Partners, LLC20,888$1.84M0.81%+35913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,840$1.84M<0.01%-1,07113F-HRTimelineGroup
Dynamic Advisor Solutions LLC20,782$1.83M0.05%+1,26013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,242$1.78M<0.01%-4,14313F-HRTimelineGroup
Venturi Wealth Management, LLC20,058$1.77M0.08%-2,12313F-HRTimeline
Visionary Wealth Advisors20,035$1.77M0.08%+31313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,781$1.74M0.26%+2,14113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC19,625$1.73M0.29%-613F-HRTimeline
CGN Advisors LLC19,119$1.69M0.14%-14813F-HRTimeline
Moss Adams Wealth Advisors LLC19,031$1.68M0.13%+8,84713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding18,614$1.65M-59,526Timeline
Cynosure Group, LLC18,228$1.61M0.17%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,163$1.51M0.01%+2,59613F-HRTimelineGroup
Waterloo Capital, L.P.17,095$1.51M0.11%-4,17913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,873$1.49M0.16%+2,42013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,695$1.47M<0.01%+11613F-HRTimelineGroup
Private Advisor Group, LLC16,523$1.46M0.01%-1,32913F-HRTimeline
OneDigital Investment Advisors LLC16,132$1.42M0.01%+2,61613F-HRTimeline
Summit Wealth Partners, LLC15,981$1.41M0.25%-44813F-HRTimeline
HighTower Advisors, LLC15,908$1.4M<0.01%+2,60913F-HRTimeline
Tempus Wealth Planning, LLC15,643$1.38M0.32%-76213F-HRTimeline
Saxony Capital Management, LLC14,792$1.3M0.86%+1,74513F-HRTimeline
Cornerstone Planning Group LLC14,487$1.29M0.21%-1,36613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,462$1.27M0.01%-813F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC14,415$1.27M0.48%+83113F-HRTimeline
Worth Financial Advisory Group, LLC14,342$1.26M0.71%-1,53113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,203$1.25M0.02%+10713F-HRTimeline
Badgley Phelps Wealth Managers, LLC14,124$1.24M0.03%new13F-HRTimeline
Per Stirling Capital Management, LLC.13,625$1.2M0.14%+5413F-HRTimeline
Astoria Portfolio Advisors LLC.13,414$1.19M0.31%new13F-HRTimeline
Creative Planningin group Creative Planning13,353$1.18M<0.01%-5,44513F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC13,290$1.17M0.51%+21613F-HRTimeline
Plan Group Financial, LLC12,981$1.14M0.31%-2,68513F-HRTimeline
ASPIRIANT, LLC12,818$1.13M0.03%+13013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,522$1.11M0.09%-313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.12,341$1.09M0.25%+31013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,302$1.08M0.01%+1,18613F-HRTimelineGroup
BlueStem Wealth Partners, LLC12,223$1.08M0.12%-1,37613F-HRTimeline
Prentice Wealth Management LLC12,089$1.07M0.26%+1,15813F-HRTimeline
High Falls Advisors, Inc11,519$1.02M0.21%+10813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,435$1.01M0.02%+9813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP11,416$1.01M0.02%+7,08913F-HRTimeline
Maia Wealth LLC11,137$997K0.17%+2,94213F-HRTimeline
Acropolis Investment Management, LLC11,209$935K0.05%+7,56613F-HRTimeline
Avior Wealth Management, LLC10,580$932K0.03%+17013F-HRTimeline
DIVERSIFIED TRUST CO10,514$927K0.02%+46813F-HRTimeline
Steward Partners Investment Advisory, L…10,459$922K0.01%+31413F-HRTimeline
TRUE Private Wealth Advisors10,438$920K0.09%-2,43613F-HRTimeline
BCWM, LLC10,341$911K0.27%-913F-HRTimeline
Valmark Advisers, Inc.10,153$895K0.01%+15313F-HRTimeline
Integrated Wealth Concepts LLC10,070$888K0.01%+89513F-HRTimeline
Rothschild Wealth LLC9,917$874K0.19%+3213F-HRTimeline
Stonebridge Financial Group, LLC9,901$873K0.08%+18913F-HRTimeline
Insight Advisors, LLC/ PA9,813$865K0.13%-18713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,774$861K<0.01%+44213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,762$860K0.03%+7313F-HRTimelineGroup
Clear Creek Financial Management, LLC9,725$857K0.07%+28613F-HRTimeline
KICKSTAND VENTURES, LLC.9,297$819K0.18%013F-HRTimeline
Hobbs Group Advisors, LLC9,182$809K0.25%-6,68013F-HRTimeline
MGO ONE SEVEN LLC9,003$794K0.02%+59513F-HRTimeline
BRIGHTON JONES LLC8,854$780K0.02%+5213F-HRTimeline
AdvisorNet Financial, Inc8,761$772K0.04%-56213F-HRTimeline
Boston Standard Wealth Management, LLC8,663$764K0.13%+77613F-HRTimeline
ABLE Financial Group, LLC8,641$762K0.17%+1,49013F-HRTimeline
MPS Loria Financial Planners, LLC8,640$762K0.2%+29713F-HRTimeline
Advisory Services Network, LLC8,464$746K0.01%-1,11613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,011$717K+4,307Timeline
Mullooly Asset Management, Inc.8,109$715K0.27%-49313F-HRTimeline
Trilogy Capital Inc.8,079$712K0.03%-28,27013F-HRTimeline
AE Wealth Management LLC8,074$712K<0.01%-21313F-HRTimeline
GEN Financial Management, INC.8,009$706K0.61%+10313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,944$700K<0.01%new13F-HRTimelineGroup
Weitzel Financial Services, Inc.7,978$697K0.28%+1,35813F-HRTimeline
Centerline Wealth Advisors, LLC7,758$684K0.3%-8,76713F-HRTimeline
Meridian Wealth Management, LLC7,754$683K0.03%-2,89813F-HRTimeline
Trivium Point Advisory, LLC7,704$679K0.07%+36113F-HRTimeline
Orin Green Financial, LLC7,664$676K0.27%013F-HRTimeline
Courage Miller Partners, LLC7,661$675K0.2%-64013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,536$664K<0.01%new13F-HRTimelineGroup
Mountain Capital Investment Advisors In…7,504$664K0.12%-10913F-HRTimeline
PFG Private Wealth Management, LLC7,507$662K0.3%new13F-HRTimeline
Integrity Wealth Solutions LLC7,507$662K0.3%+1,12313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,495$661K0.04%-29113F-HRTimeline
Fidato Wealth LLC7,462$658K0.43%-96713F-HRTimeline
IFG Advisory, LLC7,392$652K0.03%-3,46013F-HRTimeline
MRWM Advisors, LLC7,353$648K0.37%-28313F-HRTimeline
Krilogy Financial LLC7,279$648K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,325$646K0.01%+4,31513F-HRTimeline
Kingsview Wealth Management, LLC7,323$645K0.01%+41213F-HRTimeline
FMR LLCin group FMR LLC7,300$643K<0.01%+2,21213F-HRTimelineGroup
Klingman & Associates, LLC7,254$639K0.03%013F-HRTimeline
Gallacher Capital Management LLC7,252$639K0.25%-43613F-HRTimeline
VestGen Advisors, LLC7,099$626K0.02%013F-HRTimeline
One Capital Management, LLC7,081$624K0.02%-4,03513F-HRTimeline
Marion Wealth Management7,051$621K0.15%-7913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV6,951$613K0.17%-92613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,863$605K<0.01%-8,66113F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC6,807$600K0.3%+17013F-HRTimeline
Integrity Financial Corp /WA6,688$589K0.28%-5313F-HRTimeline
CENTRAL TRUST Co6,636$585K0.01%+4513F-HRTimeline
Sanctuary Advisors, LLC6,628$584K<0.01%+1,94513F-HR/ATimeline
SimpliFi, Inc.6,512$574K0.25%-52213F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,472$570K0.15%+16513F-HRTimeline
Modera Wealth Management, LLC6,438$567K0.01%-78213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,429$566K0.03%-3,31213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,350$560K0.18%+65513F-HRTimeline
HB Wealth Management, LLC6,293$555K<0.01%+2,38513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,246$551K0.34%new13F-HRTimeline
Janney Montgomery Scott LLC6,223$548K<0.01%+5713F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,128$540K0.3%+2813F-HRTimeline
Aquire Wealth Advisors, LLC6,036$532K0.13%-13413F-HRTimeline
West Wealth Group, LLC6,027$531K0.12%+12513F-HRTimeline
Global Retirement Partners, LLC5,979$527K0.01%+14613F-HRTimeline
Mason Investment Advisory Services, Inc.5,956$525K0.03%+2913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,842$515K<0.01%-62513F-HRTimeline
JNBA Financial Advisors5,824$513K0.05%-50013F-HRTimeline
Regal Investment Advisors LLC5,807$512K0.03%+4513F-HRTimeline
FWG Investments, LLC.5,782$510K0.35%new13F-HRTimeline
Arbor Investment Advisors, LLC5,722$504K0.06%+1,51813F-HRTimeline
Root Financial Partners, LLC5,572$491K0.03%013F-HRTimeline
Great Point Wealth Advisors, LLC5,517$486K0.09%13F-HRTimeline
Sovereign Financial Group, Inc.5,458$481K0.09%+4713F-HRTimeline
Chicago Partners Investment Group LLC5,296$477K0.01%+36813F-HRTimeline
Tarbox Family Office, Inc.5,376$474K0.07%+1813F-HRTimeline
Altura Wealth Advisors Inc.5,268$464K0.22%+16313F-HRTimeline
Efficient Advisors, LLC5,259$464K0.03%-1,09113F-HRTimeline
Cornerstone Wealth Management, LLC5,205$459K0.03%+12613F-HRTimeline
Frederick Financial Consultants, LLC5,140$453K0.25%-1413F-HRTimeline
Divergent Planning, LLC4,975$441K0.12%+3813F-HR/ATimeline