Skip to content
Disclosery

AOA ISHARES TR

Follow

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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…553,823$49.6M0.09%+9,56313F-HR/ATimelineGroup
LPL Financial LLC266,415$23.9M0.01%+67,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,388$22.1M<0.01%+92,65713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC239,820$21.5M0.04%-3,23613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding195,705$17.5M+45,967Timeline
JIM SAULNIER & ASSOCIATES, LLC191,963$17.2M8.91%+39,17013F-HRTimeline
Foundations Investment Advisors, LLC179,907$16.1M0.21%+28,22313F-HRTimeline
Ellenbecker Investment Group177,854$15.9M2.23%+32,14913F-HRTimeline
Mesirow Financial Investment Management…154,902$13.9M0.28%-10613F-HRTimeline
Cambridge Investment Research Advisors,…151,751$13.6M0.04%-2,05613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,595$13.3M0.01%+118,97813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,830$12.6M<0.01%+103,94313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY140,004$12.5M<0.01%+13,26713F-HR/ATimelineGroup
Waverly Advisors, LLC134,439$12M0.1%-11,95013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,633$11.3M<0.01%+3,04813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC124,824$11.2M0.69%-6,78113F-HRTimeline
Patton Albertson Miller Group, LLC107,306$9.61M1.13%+75813F-HRTimeline
Hopwood Nicholas Hunter102,174$9.15M2.98%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…96,311$8.67M0.02%+6,24813F-HRTimelineGroup
CX Institutional94,420$8.46M0.25%+55913F-HRTimeline
Western Wealth Management, LLC77,824$6.97M0.32%+72,85813F-HRTimeline
Legacy Financial Group LLC75,053$6.89M0.85%+1,69313F-HRTimeline
Prosperity Consulting Group, LLC75,455$6.76M0.3%+4,57613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,298$6.47M0.01%-16,32313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,763$6.16M0.01%+6,64213F-HRTimelineGroup
Consilium Wealth Advisory, LLC67,580$6.05M2.23%+2,25813F-HRTimeline
Cetera Investment Advisers63,713$5.71M0.01%-73,82613F-HRTimeline
UNIQUE WEALTH, LLC63,439$5.68M0.79%-7,50913F-HRTimeline
GeoWealth Management, LLC62,412$5.59M0.21%-10,58613F-HRTimeline
Clearstead Advisors, LLC61,968$5.55M0.07%-3413F-HRTimeline
WEALTH ALLIANCE, LLC61,130$5.47M0.54%-78213F-HRTimeline
HARBOUR INVESTMENTS, INC.57,246$5.13M0.1%+8113F-HRTimeline
Legacy Wealth Partners, LLC56,339$5.05M1.31%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,025$4.66M<0.01%-7,39513F-HRTimelineGroup
Fort Henry Capital, LLC48,036$4.3M2.64%+1,62313F-HRTimeline
UBS Group AGin group UBS Group AG47,001$4.21M<0.01%+18813F-HRTimelineGroup
Weaver Consulting Group45,455$4.07M1%+3,66813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,884$3.93M0.07%-10213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,169$3.84M0.01%-1,66413F-HRTimeline
SteelPeak Wealth, LLC42,774$3.83M0.13%-90513F-HRTimeline
Mutual Advisors, LLC38,206$3.42M0.07%+2,16613F-HRTimeline
Canal Capital Management, LLC36,399$3.26M0.46%-18013F-HRTimeline
Westmount Partners, LLC36,360$3.26M0.81%-2,01513F-HRTimeline
HANOVER ADVISORS INC36,181$3.24M1.26%+33,02513F-HRTimeline
NewEdge Advisors, LLC36,045$3.23M0.01%+2,20313F-HRTimeline
Farther Finance Advisors, LLC35,062$3.14M0.03%+7,72313F-HRTimeline
Allworth Financial LP33,338$2.99M0.01%+1,09513F-HRTimeline
ODonnell Financial Services, LLC31,434$2.82M0.96%-1,24713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,946$2.77M0.5%-1,88913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,773$2.76M<0.01%+2,72613F-HRTimelineGroup
RTD Financial Advisors, Inc.29,869$2.68M0.33%+1,18613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,926$2.59M<0.01%+4,09213F-HRTimelineGroup
Archford Capital Strategies, LLC28,634$2.56M0.3%-31813F-HRTimeline
Creative Planningin group Creative Planning28,541$2.56M<0.01%+15,18813F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC28,503$2.55M0.08%new13F-HRTimeline
Perigon Wealth Management, LLC28,469$2.55M0.05%-84313F-HRTimeline
Strategic Blueprint, LLC28,107$2.52M0.15%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.27,624$2.47M0.28%+2,39713F-HRTimeline
Madrid Financial Services26,693$2.39M1.72%+4,37013F-HRTimeline
Wealth Forward, LLC26,038$2.33M1.32%+78613F-HRTimeline
HFM Investment Advisors, LLC25,937$2.32M0.91%-44713F-HRTimeline
RWA WEALTH PARTNERS, LLC25,691$2.3M0.03%-60613F-HRTimeline
Somnio Financial Group, LLC25,537$2.29M1.51%+61813F-HRTimeline
NorthStar Asset Management LLC /NJ/2,194,162$2.22M1%+213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC24,710$2.21M0.03%-78613F-HRTimeline
Strategic Advocates LLC24,508$2.21M0.56%-69913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,835$2.13M<0.01%+45413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,622$2.12M0.02%+75513F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,226$2.08M0.07%+2,44413F-HRTimeline
Greystone Financial Group, LLC22,405$2.01M0.31%-44313F-HRTimeline
Buttonwood Financial Group, LLC21,332$1.95M1.04%-1,73713F-HRTimeline
Worth Asset Management, LLC21,413$1.92M0.81%-61513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC21,402$1.92M0.19%+4,52913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,345$1.91M<0.01%+50513F-HR/ATimelineGroup
Visionary Wealth Advisors21,162$1.9M0.09%+1,12713F-HRTimeline
Arcus Capital Partners, LLC20,967$1.88M0.67%+7913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,342$1.82M<0.01%-1,75013F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC20,322$1.82M0.39%+69713F-HRTimeline
Peregrine Asset Advisers, Inc.20,237$1.81M0.51%-82213F-HRTimeline
Syverson Strege & Co20,088$1.8M0.43%-1,69013F-HRTimeline
HighTower Advisors, LLC20,076$1.8M<0.01%+4,16813F-HRTimeline
Venturi Wealth Management, LLC19,310$1.73M0.08%-74813F-HRTimeline
CGN Advisors LLC19,190$1.72M0.14%+7113F-HRTimeline
Moss Adams Wealth Advisors LLC18,929$1.7M0.12%-10213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.18,807$1.68M0.24%-97413F-HRTimeline
Mariner, LLCin group Mariner, LLC18,213$1.63M<0.01%+1,51813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,634$1.49M0.01%-52913F-HRTimelineGroup
Private Advisor Group, LLC16,608$1.49M0.01%+8513F-HRTimeline
Hobbs Group Advisors, LLC16,363$1.47M0.44%+7,18113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,320$1.46M0.23%-43,29513F-HRTimeline
OneDigital Investment Advisors LLC16,293$1.46M0.01%+16113F-HRTimeline
Summit Wealth Partners, LLC16,251$1.46M0.27%+27013F-HRTimeline
Tempus Wealth Planning, LLC16,069$1.44M0.33%+42613F-HRTimeline
Waterloo Capital, L.P.15,657$1.4M0.1%-1,43813F-HRTimeline
MOR Wealth Management, LLC15,494$1.39M0.63%13F-HRTimeline
Sovereign Financial Group, Inc.15,446$1.38M0.25%+9,98813F-HRTimeline
Advisory Services Network, LLC15,325$1.37M0.02%+6,86113F-HRTimeline
Saxony Capital Management, LLC15,011$1.34M0.82%+21913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC14,827$1.33M0.49%+41213F-HRTimeline
Per Stirling Capital Management, LLC.14,742$1.32M0.15%+1,11713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,727$1.32M0.01%+26513F-HRTimelineGroup
Worth Financial Advisory Group, LLC14,547$1.3M0.63%+20513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,375$1.29M0.02%+17213F-HRTimeline
Prentice Wealth Management LLC14,306$1.28M0.29%+2,21713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,246$1.28M-4,368Timeline
Badgley Phelps Wealth Managers, LLC14,009$1.25M0.02%-11513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC13,417$1.2M0.51%+12713F-HRTimeline
Rothschild Wealth LLC13,355$1.2M0.11%+3,43813F-HR/ATimeline
ASPIRIANT, LLC13,227$1.18M0.03%+40913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,561$1.15M0.08%+3913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,605$1.13M0.01%+30313F-HRTimelineGroup
Cornerstone Planning Group LLC12,134$1.12M0.17%-2,35313F-HRTimeline
BlueStem Wealth Partners, LLC12,478$1.12M0.12%+25513F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC11,979$1.07M0.53%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,671$1.05M0.01%+23613F-HRTimelineGroup
Mason Investment Advisory Services, Inc.11,456$1.03M0.05%+5,50013F-HRTimeline
Acropolis Investment Management, LLC11,289$1.01M0.05%+8013F-HRTimeline
DIVERSIFIED TRUST CO11,027$988K0.02%+51313F-HRTimeline
High Falls Advisors, Inc11,013$986K0.2%-50613F-HRTimeline
WORLD EQUITY GROUP, INC.10,824$969K0.27%-1,51713F-HRTimeline
Stonebridge Financial Group, LLC10,569$947K0.08%+66813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,552$945K0.01%-15,19013F-HRTimelineGroup
ABLE Financial Group, LLC10,345$926K0.19%+1,70413F-HRTimeline
TRUE Private Wealth Advisors10,219$915K0.09%-21913F-HRTimeline
BCWM, LLC10,165$910K0.27%-17613F-HRTimeline
Steward Partners Investment Advisory, L…10,162$910K<0.01%-29713F-HRTimeline
Integrity Wealth Solutions LLC10,103$905K0.36%+2,59613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …9,917$888K0.07%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,883$885K0.03%+12113F-HRTimelineGroup
One Capital Management, LLC9,863$883K0.03%+2,78213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,935$876K<0.01%+16113F-HRTimelineGroup
GEN Financial Management, INC.9,714$870K0.55%+1,70513F-HRTimeline
Maia Wealth LLC9,349$863K0.15%-1,78813F-HRTimeline
Insight Advisors, LLC/ PA9,584$858K0.13%-22913F-HRTimeline
Clear Creek Financial Management, LLC9,572$857K0.07%-15313F-HRTimeline
MPS Loria Financial Planners, LLC9,310$834K0.21%+67013F-HRTimeline
KICKSTAND VENTURES, LLC.9,297$833K0.18%013F-HRTimeline
HighPoint Advisor Group LLC9,226$826K0.02%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,207$825K0.02%-2,20913F-HRTimeline
FMR LLCin group FMR LLC9,062$812K<0.01%+1,76213F-HRTimelineGroup
Boston Standard Wealth Management, LLC9,024$808K0.13%+36113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,766$802K+755Timeline
Avior Wealth Management, LLC8,676$777K0.02%-1,90413F-HRTimeline
Wealthquest Corp8,544$765K0.06%new13F-HRTimeline
Berman McAleer LLC8,377$750K0.1%+3,87213F-HRTimeline
Mullooly Asset Management, Inc.8,330$746K0.27%+22113F-HRTimeline
MGO ONE SEVEN LLC8,308$744K0.02%-69513F-HRTimeline
Plan Group Financial, LLC8,252$739K0.19%-4,72913F-HRTimeline
Fidato Wealth LLC8,125$728K0.46%+66313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,100$725K0.04%+60513F-HRTimeline
AdvisorNet Financial, Inc8,095$725K0.04%-66613F-HRTimeline
Weitzel Financial Services, Inc.8,020$722K0.28%+4213F-HRTimeline
Trivium Point Advisory, LLC7,961$713K0.07%+25713F-HRTimeline
Janney Montgomery Scott LLC7,936$711K<0.01%+1,71313F-HRTimeline
Krilogy Financial LLC7,654$704K0.02%+37513F-HRTimeline
Marion Wealth Management7,682$704K0.16%+63113F-HRTimeline
AE Wealth Management LLC7,768$696K<0.01%-30613F-HRTimeline
Meridian Wealth Management, LLC7,748$694K0.02%-613F-HRTimeline
Orin Green Financial, LLC7,717$691K0.28%+5313F-HRTimeline
Trilogy Capital Inc.7,660$686K0.03%-41913F-HRTimeline
Courage Miller Partners, LLC7,629$683K0.21%-3213F-HRTimeline
Mountain Capital Investment Advisors In…7,422$680K0.11%-8213F-HRTimeline
Kingsview Wealth Management, LLC7,399$663K0.01%+7613F-HRTimeline
Savvy Advisors, Inc.7,389$662K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,348$658K<0.01%+1,50613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,338$657K<0.01%+47513F-HRTimelineGroup
Sanctuary Advisors, LLC7,255$650K<0.01%+62713F-HRTimeline
Topel & Distasi Wealth Management, LLC7,207$645K0.32%+40013F-HRTimeline
IFG Advisory, LLC7,149$640K0.03%-24313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,919$620K0.18%+56913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,888$617K<0.01%-43713F-HRTimeline
MRWM Advisors, LLC6,885$617K0.33%-46813F-HRTimeline
SimpliFi, Inc.6,812$610K0.26%+30013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,449$591K0.28%+20313F-HRTimeline
CENTRAL TRUST Co6,544$586K0.01%-9213F-HRTimeline
Gallacher Capital Management LLC6,541$586K0.23%-71113F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,472$584K0.13%013F-HRTimeline
HB Wealth Management, LLC6,475$580K<0.01%+18213F-HRTimeline
Modera Wealth Management, LLC6,463$579K0.01%+2513F-HRTimeline
Integrity Financial Corp /WA6,353$569K0.29%-33513F-HRTimeline
Cape Investment Advisory, Inc.6,274$562K0.17%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,188$554K0.3%+6013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,170$553K0.01%+2,68513F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP6,135$549K0.02%new13F-HRTimeline
West Wealth Group, LLC5,987$536K0.11%-4013F-HRTimeline
Global Retirement Partners, LLC5,969$535K0.01%-1013F-HRTimeline
JNBA Financial Advisors5,868$526K0.05%+4413F-HRTimeline
JFS WEALTH ADVISORS, LLC5,852$524K0.03%+1,31013F-HRTimeline
FWG Investments, LLC.5,782$518K0.33%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,769$517K0.11%+3,19113F-HRTimeline
Chicago Partners Investment Group LLC5,626$516K0.01%+33013F-HRTimeline
Root Financial Partners, LLC5,588$500K0.03%+1613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,508$493K0.03%-92113F-HRTimeline
Regal Investment Advisors LLC5,487$491K0.03%-32013F-HRTimeline
Frederick Financial Consultants, LLC5,418$485K0.27%+27813F-HRTimeline
Valmark Advisers, Inc.5,283$473K0.01%-4,87013F-HRTimeline
Tarbox Family Office, Inc.5,273$472K0.08%-10313F-HRTimeline
High Net Worth Advisory Group LLC5,200$466K0.11%new13F-HRTimeline
Aquire Wealth Advisors, LLC5,192$465K0.12%-84413F-HRTimeline
Cornerstone Wealth Management, LLC5,154$462K0.02%-5113F-HRTimeline