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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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…556,687$49.3M0.09%+2,86413F-HRTimelineGroup
LPL Financial LLC311,488$27.6M0.01%+45,07313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC244,856$21.7M0.04%+5,03613F-HRTimelineGroup
Ellenbecker Investment Group216,273$19.1M2.58%+38,41913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC209,260$18.5M9.01%+17,29713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN194,664$17.2M<0.01%-51,72413F-HR/ATimelineGroup
Foundations Investment Advisors, LLC176,150$15.6M0.19%-3,75713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY171,267$15.2M<0.01%+31,26313F-HRTimelineGroup
Mesirow Financial Investment Management…152,290$13.5M0.22%-2,61213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding151,141$13.4M-44,564Timeline
Cambridge Investment Research Advisors,…150,170$13.3M0.03%-1,58113F-HRTimeline
Waverly Advisors, LLC138,998$12.3M0.09%+4,55913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC126,421$11.2M0.68%+1,59713F-HRTimeline
Patton Albertson Miller Group, LLC112,097$9.92M1.18%+4,79113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,144$9.48M<0.01%-18,48913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…106,172$9.39M0.02%+9,86113F-HRTimelineGroup
Hopwood Nicholas Hunter101,970$9.02M2.87%-20413F-HRTimeline
Western Wealth Management, LLC85,035$7.52M0.29%+7,21113F-HR/ATimeline
Prosperity Consulting Group, LLC82,575$7.31M0.33%+7,12013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,814$6.62M0.01%+2,51613F-HRTimeline
Legacy Financial Group LLC74,362$6.58M0.83%-69113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,786$6.35M<0.01%-69,04413F-HRTimelineGroup
Consilium Wealth Advisory, LLC70,340$6.22M2.12%+2,76013F-HRTimeline
HARBOUR INVESTMENTS, INC.69,573$6.16M0.1%+12,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,745$6.08M<0.01%+39,81913F-HRTimelineGroup
UNIQUE WEALTH, LLC62,888$5.56M0.77%-55113F-HRTimeline
Cetera Investment Advisers61,971$5.48M0.01%-1,74213F-HRTimeline
Clearstead Advisors, LLC61,562$5.45M0.05%-40613F-HRTimeline
WEALTH ALLIANCE, LLC60,211$5.33M0.53%-91913F-HRTimeline
GeoWealth Management, LLC59,909$5.3M0.19%-2,50313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,700$5.15M<0.01%+7,67513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,434$4.91M0.01%-13,32913F-HRTimelineGroup
Weaver Consulting Group54,280$4.8M1.14%+8,82513F-HRTimeline
Legacy Wealth Partners, LLC50,120$4.44M1.11%-6,21913F-HRTimeline
Fort Henry Capital, LLC49,327$4.36M2.64%+1,29113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding49,416$4.34M+18,643Timeline
Farther Finance Advisors, LLC48,523$4.32M0.04%+13,46113F-HRTimeline
Strategic Blueprint, LLC46,379$4.1M0.24%+18,27213F-HRTimeline
UBS Group AGin group UBS Group AG45,990$4.07M<0.01%-1,01113F-HRTimelineGroup
SteelPeak Wealth, LLC44,938$3.98M0.12%+2,16413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,858$3.79M0.07%-1,02613F-HRTimeline
Mutual Advisors, LLC40,009$3.54M0.08%+1,80313F-HRTimeline
NewEdge Advisors, LLC39,422$3.49M0.01%+3,37713F-HR/ATimeline
Westmount Partners, LLC37,232$3.29M0.81%+87213F-HRTimeline
Dynamic Advisor Solutions LLC36,270$3.21M0.1%+13,04413F-HRTimeline
Allworth Financial LP34,057$3.01M0.01%+71913F-HRTimeline
Redhawk Wealth Advisors, Inc.33,389$2.95M0.33%+5,76513F-HRTimeline
ODonnell Financial Services, LLC31,876$2.81M0.97%+44213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,994$2.74M0.49%+4813F-HRTimeline
EP Wealth Advisors, LLC30,634$2.71M0.01%new13F-HRTimeline
Perigon Wealth Management, LLC30,493$2.7M0.05%+2,02413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding29,799$2.66M+15,553Timeline
HANOVER ADVISORS INC28,659$2.54M1.03%-7,52213F-HRTimeline
Wealth Forward, LLC27,855$2.46M1.39%+1,81713F-HRTimeline
Archford Capital Strategies, LLC27,842$2.46M0.28%-79213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,803$2.46M<0.01%-120,79213F-HRTimelineGroup
CX Institutional27,477$2.43M0.07%-66,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,250$2.42M0.01%-14,91913F-HRTimeline
RWA WEALTH PARTNERS, LLC27,262$2.41M0.03%+1,57113F-HRTimeline
RTD Financial Advisors, Inc.27,146$2.4M0.3%-2,72313F-HRTimeline
Somnio Financial Group, LLC26,125$2.31M1.52%+58813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC25,581$2.26M0.03%+87113F-HRTimeline
NorthStar Asset Management LLC /NJ/2,194,160$2.22M1.07%-213F-HRTimeline
Mariner, LLCin group Mariner, LLC24,096$2.13M<0.01%+5,88313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,993$2.12M<0.01%+15813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,839$2.11M0.02%+21713F-HRTimelineGroup
Madrid Financial Services23,759$2.1M1.24%-2,93413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC23,698$2.1M0.21%+2,29613F-HRTimeline
Worth Asset Management, LLC23,447$2.07M0.77%+2,03413F-HRTimeline
Creative Planningin group Creative Planning23,021$2.04M<0.01%-5,52013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC22,917$2.03M0.15%+3,98813F-HRTimeline
HFM Investment Advisors, LLC22,899$2.03M0.78%-3,03813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,686$1.92M<0.01%+34113F-HRTimelineGroup
HighTower Advisors, LLC21,601$1.91M<0.01%+1,52513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,941$1.87M<0.01%+59913F-HR/ATimelineGroup
Visionary Wealth Advisors20,561$1.82M0.08%-60113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,425$1.81M0.25%+1,61813F-HRTimeline
Peregrine Asset Advisers, Inc.20,204$1.79M0.48%-3313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,800$1.77M0.01%+3,16613F-HRTimelineGroup
CGN Advisors LLC19,466$1.72M0.14%+27613F-HRTimeline
Venturi Wealth Management, LLC19,119$1.69M0.08%-19113F-HRTimeline
Canal Capital Management, LLC19,093$1.69M0.23%-17,30613F-HRTimeline
OneDigital Investment Advisors LLC19,024$1.68M0.02%+2,73113F-HRTimeline
Syverson Strege & Co18,543$1.64M0.39%-1,54513F-HRTimeline
Private Advisor Group, LLC16,924$1.5M0.01%+31613F-HRTimeline
Summit Wealth Partners, LLC16,793$1.49M0.24%+54213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,756$1.48M0.01%+6,20413F-HRTimelineGroup
Tempus Wealth Planning, LLC16,664$1.47M0.34%+59513F-HRTimeline
Buttonwood Financial Group, LLC16,537$1.46M0.9%-4,79513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,536$1.46M0.02%+3,93113F-HRTimelineGroup
Advisory Services Network, LLC16,442$1.45M0.02%+1,11713F-HRTimeline
MOR Wealth Management, LLC15,968$1.41M0.65%+47413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,832$1.4M<0.01%+11,08613F-HRTimelineGroup
Sovereign Financial Group, Inc.15,453$1.37M0.24%+713F-HRTimeline
Per Stirling Capital Management, LLC.15,290$1.35M0.15%+54813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC15,145$1.34M0.49%+31813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,624$1.29M0.01%-10313F-HRTimelineGroup
Greystone Financial Group, LLC14,373$1.27M0.36%-8,03213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,366$1.27M0.02%-913F-HRTimeline
Cornerstone Planning Group LLC13,272$1.26M0.17%+1,13813F-HRTimeline
Badgley Phelps Wealth Managers, LLC14,009$1.24M0.02%013F-HRTimeline
Rothschild Wealth LLC13,954$1.23M0.11%+59913F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC13,812$1.22M0.55%+39513F-HRTimeline
Mason Investment Advisory Services, Inc.13,444$1.19M0.05%+1,98813F-HRTimeline
ASPIRIANT, LLC13,319$1.18M0.03%+9213F-HRTimeline
Integrated Wealth Concepts LLC12,991$1.15M0.01%+8,64213F-HRTimeline
Worth Financial Advisory Group, LLC11,364$1.13M0.5%-3,18313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,073$1.13M<0.01%+9,49013F-HRTimelineGroup
BlueStem Wealth Partners, LLC12,647$1.12M0.12%+16913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,554$1.12M0.04%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,584$1.11M<0.01%new13F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC12,234$1.08M0.16%-4,08613F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC12,075$1.07M0.71%+9613F-HRTimeline
Prentice Wealth Management LLC11,974$1.06M0.24%-2,33213F-HRTimeline
Acropolis Investment Management, LLC11,921$1.05M0.05%+63213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,801$1.04M<0.01%new13F-HRTimelineGroup
ABLE Financial Group, LLC11,665$1.03M0.2%+1,32013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,543$1.02M0.01%-12813F-HRTimelineGroup
DIVERSIFIED TRUST CO10,999$973K0.02%-2813F-HRTimeline
WORLD EQUITY GROUP, INC.10,909$965K0.25%+8513F-HRTimeline
High Net Worth Advisory Group LLC10,800$956K0.22%+5,60013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,220$956K+1,454Timeline
MPS Loria Financial Planners, LLC10,772$953K0.25%+1,46213F-HRTimeline
Stonebridge Financial Group, LLC10,724$949K0.08%+15513F-HRTimeline
Steward Partners Investment Advisory, L…10,692$946K<0.01%+53013F-HRTimeline
Integrity Wealth Solutions LLC10,412$921K0.36%+30913F-HRTimeline
Clear Creek Financial Management, LLC10,406$921K0.07%+83413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,233$906K<0.01%+29813F-HRTimelineGroup
BCWM, LLC10,204$903K0.26%+3913F-HRTimeline
Clearview Wealth Management LLC10,185$901K0.64%13F-HRTimeline
Saxony Capital Management, LLC10,139$897K0.52%-4,87213F-HRTimeline
Hobbs Group Advisors, LLC10,081$892K0.27%-6,28213F-HRTimeline
KICKSTAND VENTURES, LLC.9,955$881K0.19%+65813F-HRTimeline
FMR LLCin group FMR LLC9,946$880K<0.01%+88413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,883$875K0.03%013F-HR/ATimelineGroup
Insight Advisors, LLC/ PA9,589$849K0.16%+513F-HRTimeline
GEN Financial Management, INC.9,475$838K0.52%-23913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,036$800K0.01%+2,14813F-HRTimeline
Avior Wealth Management, LLC9,023$798K0.02%+34713F-HRTimeline
Maia Wealth LLC9,013$798K0.13%-33613F-HRTimeline
HighPoint Advisor Group LLC8,957$793K0.03%-26913F-HRTimeline
MGO ONE SEVEN LLC8,913$789K0.02%+60513F-HRTimeline
Weitzel Financial Services, Inc.8,732$777K0.29%+71213F-HRTimeline
Modera Wealth Management, LLC8,765$776K0.01%+2,30213F-HRTimeline
BRIGHTON JONES LLC8,740$773K0.02%new13F-HR/ATimeline
Krilogy Financial LLC8,190$766K0.02%+53613F-HRTimeline
Mountain Capital Investment Advisors In…8,042$758K0.11%+62013F-HRTimeline
Mullooly Asset Management, Inc.8,494$752K0.28%+16413F-HRTimeline
Boston Standard Wealth Management, LLC8,430$750K0.12%-59413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,429$746K<0.01%+1,09113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC8,426$746K0.04%+32613F-HRTimeline
Orin Green Financial, LLC8,313$736K0.3%+59613F-HRTimeline
Wealthquest Corp8,232$728K0.05%-31213F-HR/ATimeline
TRUE Private Wealth Advisors8,215$727K0.07%-2,00413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,206$726K0.14%+2,43713F-HRTimeline
Marion Wealth Management8,082$715K0.16%+40013F-HRTimeline
AE Wealth Management LLC7,853$695K<0.01%+8513F-HRTimeline
Fidato Wealth LLC7,821$692K0.45%-30413F-HRTimeline
Meridian Wealth Management, LLC7,748$686K0.02%013F-HRTimeline
Savvy Advisors, Inc.7,737$685K0.02%+34813F-HRTimeline
AdvisorNet Financial, Inc7,569$670K0.03%-52613F-HRTimeline
Courage Miller Partners, LLC7,547$668K0.19%-8213F-HRTimeline
Kingsview Wealth Management, LLC7,528$666K0.01%+12913F-HRTimeline
Chicago Partners Investment Group LLC6,995$659K0.01%+1,36913F-HRTimeline
Berman McAleer LLC7,372$652K0.09%-1,00513F-HRTimeline
Plan Group Financial, LLC7,354$651K0.15%-89813F-HRTimeline
Trilogy Capital Inc.7,320$648K0.03%-34013F-HRTimeline
Topel & Distasi Wealth Management, LLC7,275$644K0.33%+6813F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC6,647$630K0.26%+19813F-HRTimeline
FWG Investments, LLC.7,108$629K0.4%+1,32613F-HRTimeline
SimpliFi, Inc.7,055$624K0.26%+24313F-HRTimeline
MRWM Advisors, LLC6,875$608K0.33%-1013F-HRTimeline
Sanctuary Advisors, LLC6,820$604K<0.01%-43513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,756$598K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co6,740$596K0.01%+19613F-HRTimeline
Valmark Advisers, Inc.6,599$584K0.01%+1,31613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,520$577K0.17%-39913F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,472$573K0.15%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,336$561K0.01%+16613F-HRTimelineGroup
Vertrix Wealth Management, LLC6,333$560K0.21%13F-HRTimeline
Cape Investment Advisory, Inc.6,330$560K0.19%+5613F-HRTimeline
JNBA Financial Advisors6,288$556K0.05%+42013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP6,282$556K0.02%+14713F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,217$550K0.33%+2913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,064$537K<0.01%-1,28413F-HRTimeline
West Wealth Group, LLC5,946$526K0.1%-4113F-HRTimeline
Regal Investment Advisors LLC5,886$521K0.03%+39913F-HRTimeline
Janney Montgomery Scott LLC5,857$518K<0.01%-2,07913F-HRTimeline
HB Wealth Management, LLC5,784$512K<0.01%-69113F-HRTimeline
Integrity Financial Corp /WA5,678$502K0.25%-67513F-HRTimeline
Gallacher Capital Management LLC5,630$498K0.19%-91113F-HRTimeline
Root Financial Partners, LLC5,588$495K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,566$493K<0.01%+3,37213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP5,427$480K0.01%-3,78013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,398$478K0.03%-45413F-HRTimeline
Independent Advisor Alliance5,338$472K0.01%new13F-HRTimeline
Aquire Wealth Advisors, LLC5,315$470K0.12%+12313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,301$469K0.03%-20713F-HRTimeline
Tarbox Family Office, Inc.5,273$467K0.08%013F-HRTimeline
Merit Financial Group, LLC5,241$464K<0.01%+2,75013F-HRTimeline