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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

297 managers (300 13F filers) reported a position in AOM shares at 2026-06-30, 13,190,476 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
297
13F filers
300
New
30
Added
121
Reduced
95
Sold out
24
Shares held by filers
13,190,476

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
BlackRock, Inc.in group BlackRock, Inc.3,067,353$153M<0.01%+40,94713F-HRTimelineGroup
LPL Financial LLC1,208,139$60.3M0.01%-49,62213F-HRTimeline
Foundations Investment Advisors, LLC576,705$28.8M0.3%+16,71413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY540,513$27M<0.01%-174,20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,210$17M<0.01%+3,50913F-HRTimelineGroup
Weitzel Financial Services, Inc.315,749$15.6M5.29%+2,67113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN305,020$15.2M<0.01%+11,81513F-HRTimelineGroup
AJ Advisors, LLC283,095$14.1M4.39%+8,22913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/273,226$13.6M<0.01%-14,24313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC258,799$12.9M<0.01%-3,56713F-HRTimelineGroup
Cetera Investment Advisers233,786$11.7M0.01%+18,00413F-HRTimeline
WEDBUSH SECURITIES INC193,700$9.66M0.25%+184,21013F-HRTimeline
Weaver Consulting Group178,155$8.89M1.82%+1,74513F-HRTimeline
Investment Advisory Group, LLC161,473$8.06M1.75%+12,15513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.154,781$7.72M0.01%+3,76913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC146,926$7.33M0.01%-8,88413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC145,264$7.25M0.63%-4,39413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…137,083$6.84M0.14%+61,17713F-HRTimelineGroup
Cambridge Investment Research Advisors,…119,528$5.96M0.01%-5,53813F-HR/ATimeline
Western Wealth Management, LLC117,762$5.88M0.19%+22,49113F-HRTimeline
Royal Fund Management, LLC113,660$5.67M0.47%+3,16413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,495$5.51M<0.01%+8,34813F-HRTimelineGroup
Focus Financial Network, Inc.109,571$5.47M0.17%-6,29613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,161$4.5M0.01%+87613F-HRTimelineGroup
Waverly Advisors, LLC84,372$4.21M0.02%-45313F-HRTimeline
Ellenbecker Investment Group83,370$4.16M0.48%+2,18113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding82,285$4.11M-388Timeline
Hershey Financial Advisers, LLC81,878$4.08M2.93%+2,06913F-HRTimeline
Taylor Financial Group, Inc.81,107$4.05M2.22%+3,49813F-HRTimeline
Onyx Bridge Wealth Group LLC79,435$3.96M0.36%+1,70613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,237$3.75M<0.01%-5,42313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management73,102$3.65M0.04%-6313F-HRTimelineGroup
Consilium Wealth Advisory, LLC71,955$3.59M1.07%-4,67213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,928$3.58M<0.01%+4,69113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,914$3.36M0.01%-55713F-HRTimeline
Mutual Advisors, LLC65,998$3.29M0.06%-23113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,263$3.26M0.01%+4,49513F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.62,530$3.12M0.77%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC62,051$3.1M1.25%+5,31313F-HRTimeline
AE Wealth Management LLC62,037$3.1M0.01%+49,45113F-HRTimeline
VVR Holdings LLC58,410$2.91M1.26%-2,91113F-HRTimeline
American Trust57,302$2.86M0.22%+33,71313F-HRTimeline
Cogent Private Wealth, Inc.53,182$2.65M1.66%new13F-HRTimeline
Private Advisor Group, LLC49,723$2.48M0.01%-8,06113F-HRTimeline
ASPIRIANT, LLC49,669$2.48M0.06%013F-HRTimeline
TRUE Private Wealth Advisors49,534$2.47M0.21%+2313F-HRTimeline
GTS SECURITIES LLC47,720$2.38M0.05%-92,98413F-HRTimeline
Enclave Advisors LLC45,013$2.25M0.29%-1,24013F-HRTimeline
Beacon Financial Advisory LLC44,541$2.22M0.44%+29413F-HRTimeline
Manske Wealth Management42,211$2.11M0.52%+20013F-HRTimeline
SEEDS INVESTOR LLC41,898$2.09M0.21%-28,93013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.41,217$2.06M0.59%+5,16813F-HRTimeline
UBS Group AGgroup of 2 filers holding38,154$1.9M-3,407Timeline
High Net Worth Advisory Group LLC37,300$1.86M0.4%+5,70013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,221$1.81M<0.01%-1,59513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,706$1.78M<0.01%+1,80513F-HRTimelineGroup
LifePlan Financial, LLC35,023$1.75M1.22%-2,27813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,862$1.73M<0.01%+4,68513F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC32,354$1.61M0.25%+40213F-HRTimeline
HARBOUR INVESTMENTS, INC.31,105$1.55M0.02%+1,09713F-HRTimeline
Legacy Wealth Partners, LLC30,901$1.54M0.35%-13413F-HRTimeline
Patton Albertson Miller Group, LLC29,810$1.49M0.15%-75013F-HRTimeline
NewEdge Advisors, LLC29,581$1.48M<0.01%+5,37713F-HRTimeline
Integrated Wealth Concepts LLC29,253$1.46M0.01%+5,45513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,928$1.39M0.05%+2313F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,229$1.36M0.73%+513F-HRTimeline
R2 Capital Strategies, LLC26,909$1.34M0.61%13F-HRTimeline
HUB Investment Partners, LLC26,573$1.33M0.02%-8,84213F-HRTimeline
Prosperity Consulting Group, LLC26,284$1.31M0.05%-2,74413F-HRTimeline
BlueStem Wealth Partners, LLC25,510$1.27M0.13%-60013F-HRTimeline
RDA Financial Network24,320$1.21M0.26%+5013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,050$1.2M0.02%-55213F-HRTimeline
HANOVER ADVISORS INC23,569$1.18M0.42%-9,12713F-HRTimeline
ARQ WEALTH ADVISORS, LLC23,725$1.16M0.14%new13F-HRTimeline
Sovereign Financial Group, Inc.23,159$1.16M0.18%+1,25213F-HRTimeline
MCF Advisors LLC23,081$1.15M0.04%new13F-HRTimeline
J.W. COLE ADVISORS, INC.22,907$1.14M0.02%new13F-HRTimeline
Fort Henry Capital, LLC22,793$1.14M0.63%+11313F-HRTimeline
Avior Wealth Management, LLC22,162$1.11M0.03%+55913F-HRTimeline
Rothschild Wealth LLC22,004$1.1M0.09%-1,83513F-HRTimeline
Global Financial Private Client, LLC21,238$1.06M0.29%-5313F-HRTimeline
Strategic Blueprint, LLC21,076$1.05M0.05%+1,87713F-HRTimeline
BLAIR WILLIAM & CO/IL20,981$1.05M<0.01%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,863$1.04M0.62%013F-HRTimeline
Redhawk Wealth Advisors, Inc.20,769$1.04M0.1%+5,41313F-HRTimeline
One Capital Management, LLC21,860$1.04M0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20,623$1.03M0.37%+3,57613F-HRTimeline
MML INVESTORS SERVICES, LLC19,596$978K<0.01%+4,36213F-HRTimeline
CGN Advisors LLC19,198$958K0.07%+12613F-HRTimeline
Mariner, LLCin group Mariner, LLC19,041$950K<0.01%-9,20613F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…19,037$950K0.04%-4313F-HRTimeline
Thrive Capital Management, LLC18,811$938K0.18%-1,44613F-HRTimeline
World Investment Advisors19,748$935K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,319$914K0.01%-1,05113F-HR/ATimeline
HighTower Advisors, LLC17,818$889K<0.01%-38313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,670$882K<0.01%+5,36513F-HRTimelineGroup
Legacy Financial Group LLC17,494$873K0.1%+60813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,465$871K0.14%-20913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,989$848K0.01%-2,12113F-HRTimeline
Waterloo Capital, L.P.16,829$840K0.05%+2,11413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16,617$829K0.57%+2,48613F-HRTimeline
Gallacher Capital Management LLC15,912$794K0.45%-9,35813F-HRTimeline
Mesirow Financial Investment Management…15,286$763K0.01%+18013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,013$749K0.02%-113F-HRTimelineGroup
Northstar Group, Inc.14,795$738K0.09%-50013F-HRTimeline
UNIQUE WEALTH, LLC14,722$734K0.09%+4,22113F-HRTimeline
L.K. Benson & Company, P.C.14,329$715K0.22%+3,96413F-HRTimeline
Advisory Services Network, LLC14,240$710K0.01%+81013F-HRTimeline
FMR LLCin group FMR LLC13,975$697K<0.01%+9,26213F-HRTimelineGroup
POTENTIA WEALTH13,902$694K0.28%+6713F-HRTimeline
MAI Capital Management13,697$683K<0.01%-33013F-HRTimeline
SteelPeak Wealth, LLC13,349$666K0.02%+39613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,140$656K0.01%-1,51713F-HRTimelineGroup
Hopwood Nicholas Hunter12,889$643K0.18%-35313F-HRTimeline
Visionary Wealth Advisors12,888$643K0.03%+12013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,784$638K0.03%-3,47813F-HRTimeline
Wealth Forward, LLC12,335$615K0.31%-1513F-HRTimeline
Armstrong, Fleming & Moore, Inc12,121$605K0.2%+7913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,974$597K<0.01%+3,87013F-HRTimeline
Steward Partners Investment Advisory, L…11,971$597K<0.01%-2,18113F-HRTimeline
Summit Wealth Partners, LLC11,918$595K0.08%-16013F-HRTimeline
CENTRAL TRUST Co11,754$586K0.01%-2,57613F-HRTimeline
Sigma Planning Corp11,672$582K0.01%+1313F-HRTimeline
Ausdal Financial Partners, Inc.11,587$578K0.02%+1,01313F-HRTimeline
MPS Loria Financial Planners, LLC11,532$575K0.13%+80713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,287$563K0.02%+1,11613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,164$557K0.01%-16513F-HRTimelineGroup
OneDigital Investment Advisors LLC11,063$552K<0.01%+40913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,925$545K0.08%-1,90813F-HRTimeline
Clear Creek Financial Management, LLC10,895$544K0.03%+44213F-HRTimeline
BridgePort Financial Solutions, LLC10,857$542K0.14%-1,06313F-HRTimeline
INVESTMENT PARTNERS, LTD.10,606$529K0.17%+6513F-HRTimeline
Integrity Financial Corp /WA10,573$527K0.25%-85313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,525$525K<0.01%new13F-HRTimelineGroup
Heirloom Wealth Management10,467$522K0.08%+36113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,404$519K<0.01%-7,23813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.10,371$517K0.02%+6013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,141$506K0.01%+1,30713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding9,890$484K+4,531Timeline
Moss Adams Wealth Advisors LLC9,408$469K0.03%+3213F-HRTimeline
SimpliFi, Inc.9,337$466K0.18%+25213F-HRTimeline
Mendel Capital Management LLC9,280$463K0.21%013F-HRTimeline
First Heartland Consultants, Inc.8,937$446K0.03%+59613F-HRTimeline
IMA Advisory Services, Inc.8,885$443K0.03%+5,69313F-HRTimeline
Cornerstone Planning Group LLC8,770$430K0.05%+2,12513F-HRTimeline
RTD Financial Advisors, Inc.8,403$419K0.05%+23113F-HRTimeline
Bay Harbor Wealth Management, LLC8,152$407K0.09%013F-HRTimeline
Tempus Wealth Planning, LLC8,120$405K0.08%-1,46213F-HRTimeline
Federation des caisses Desjardins du Qu…8,093$404K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,080$403K<0.01%013F-HRTimeline
Westmount Partners, LLC8,074$403K0.09%+13313F-HRTimeline
Kastel Capital Advisors, LLC8,440$400K0.25%013F-HRTimeline
CFO4Life Group, LLC7,935$396K0.05%013F-HRTimeline
GeoWealth Management, LLC7,916$395K0.01%+17313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,901$394K<0.01%-40913F-HRTimelineGroup
Maxele Advisors, LLC7,866$392K0.27%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,820$390K<0.01%013F-HRTimelineGroup
Capital Asset Managemnet, LLC7,761$387K0.87%-1,31213F-HRTimeline
Phil A. Younker & Associates, Ltd.7,609$380K0.26%013F-HRTimeline
RFG Advisory, LLC7,439$371K0.01%+4813F-HRTimeline
Centennial Advisors, LLC7,220$360K0.43%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,114$355K<0.01%-7,68313F-HRTimelineGroup
Creative Planningin group Creative Planning7,070$353K<0.01%+1,50313F-HRTimelineGroup
Xena Financial Planning, LLC6,960$347K0.33%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,879$343K0.01%+8213F-HRTimeline
Leading Edge Financial Planning LLC6,597$329K0.06%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,549$327K0.21%-14813F-HRTimeline
Premier Private Wealth Management LLC6,513$325K0.28%-1,82113F-HRTimeline
Claro Advisors Inc.6,450$322K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.6,429$321K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC6,427$321K<0.01%new13F-HRTimeline
HRT FINANCIAL LP6,376$318K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,371$318K<0.01%new13F-HRTimelineGroup
Worth Financial Advisory Group, LLC6,355$317K0.13%new13F-HRTimeline
GWN SECURITIES INC.6,279$313K0.05%-2,92813F-HRTimeline
Atria Investments, Inc6,271$313K<0.01%+1,72313F-HRTimeline
Archford Capital Strategies, LLC6,219$310K0.03%-6413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,207$310K<0.01%new13F-HRTimelineGroup
Syverson Strege & Co6,162$307K0.07%-25713F-HRTimeline
MKD WEALTH COACHES, LLC6,118$305K0.26%+43513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,099$304K<0.01%+5,37513F-HRTimelineGroup
Sherman Wealth Management LLC6,092$304K0.23%+70913F-HRTimeline
Arax Advisory Partners6,044$302K<0.01%-69713F-HRTimeline
PFG Advisors5,973$298K0.02%+16813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,923$296K<0.01%+5713F-HRTimelineGroup
Integrity Wealth Solutions LLC5,820$290K0.11%+3713F-HRTimeline
Aprio Wealth Management, LLC5,700$284K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,699$284K<0.01%new13F-HR/ATimeline
Empirical Asset Management, LLC5,682$283K0.06%+513F-HRTimeline
EP Wealth Advisors, LLC5,616$280K<0.01%-74813F-HRTimeline
TPG Financial Advisors, LLC5,525$276K0.08%+20113F-HRTimeline
SCOTIA CAPITAL INC.5,484$274K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,480$273K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,245$262K0.03%+8913F-HRTimeline
Mosley Wealth Management5,228$261K0.08%-5,48013F-HRTimeline
Smith Partners Wealth Management, LLC5,215$260K0.21%+41213F-HRTimeline
Venturi Wealth Management, LLC5,188$259K0.01%+14913F-HRTimeline
CoreCap Advisors, LLC5,056$252K0.01%+26613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,006$250K<0.01%+2713F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$249K0.03%013F-HRTimelineGroup