Skip to content
Disclosery

AOM ISHARES TR

Follow

CORE 40 MODE ETF (fund)

297 managers (300 13F filers) reported a position in AOM shares at 2026-06-30, 13,180,666 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
297
13F filers
300
New
30
Added
120
Reduced
96
Sold out
24
Shares held by filers
13,180,666

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
McKinley Carter Wealth Services, Inc.4,938$246K0.01%-7513F-HRTimeline
Qube Research & Technologies Ltd4,796$239K<0.01%+1,38013F-HRTimeline
Madrid Financial Services4,739$236K0.13%+22413F-HRTimeline
BSW Wealth Partners4,696$234K0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,687$234K0.01%-9913F-HRTimeline
Columbia River Financial Group, LLC4,651$232K0.12%+10213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,633$231K<0.01%-5,55813F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,623$231K0.03%new13F-HRTimelineGroup
Plan Group Financial, LLC4,514$225K0.05%-3,87613F-HRTimeline
Cardinal Point Capital Management ULC4,454$222K0.01%-13013F-HRTimeline
Janney Montgomery Scott LLC4,400$220K<0.01%-9713F-HRTimeline
National Wealth Management Group, LLC4,349$217K0.07%-43213F-HRTimeline
Aquire Wealth Advisors, LLC4,327$216K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,301$215K<0.01%+3,91813F-HRTimelineGroup
Sanctuary Advisors, LLC4,297$214K<0.01%+1213F-HRTimeline
WEALTHGARDEN F.S. LLC4,231$211K0.12%013F-HRTimeline
Geneos Wealth Management Inc.4,190$209K<0.01%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,216$209K0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,132$206K<0.01%-65313F-HRTimeline
BOS Asset Management, LLC4,115$205K0.05%new13F-HRTimeline
Kingsview Wealth Management, LLC4,050$202K<0.01%-35913F-HRTimeline
Vines Capital Management, LLC4,035$201K0.17%new13F-HR/ATimeline
SSA SWISS ADVISORS AG4,003$200K0.07%013F-HRTimeline
Farther Finance Advisors, LLC3,979$198K<0.01%-1,21113F-HRTimeline
Parallel Advisors, LLC3,907$195K<0.01%+1,47713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,743$187K0.05%+2413F-HRTimeline
Allworth Financial LP3,592$179K<0.01%-35513F-HRTimeline
Schuylkill Financial LLC3,491$174K0.16%13F-HRTimeline
Blue Trust, Inc.3,379$169K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,147$157K0.01%-81813F-HRTimeline
Montgomery Financial Services LLC2,833$141K0.12%13F-HRTimeline
AdvisorNet Financial, Inc2,675$133K0.01%+42513F-HRTimeline
Global Retirement Partners, LLC2,659$133K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2,580$129K0.01%+20013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,469$123K0.07%-5213F-HRTimeline
Kingdom Financial Group LLC.2,145$107K0.03%new13F-HRTimeline
Darwin Wealth Management, LLC2,018$101K0.03%-7913F-HRTimeline
SOA Wealth Advisors, LLC.1,984$99K0.02%-73413F-HRTimeline
Lloyd Advisory Services, LLC.1,937$96.6K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC1,903$94.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,738$86.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,701$84.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,652$82.4K0.01%-7613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,645$82.1K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC1,637$81.6K0.03%+613F-HRTimeline
Pacific Center for Financial Services1,604$80K0.02%+1013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,512$75.4K0.01%+2213F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,498$74.7K0.02%-9813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,500$74.6K<0.01%013F-HRTimeline
JNBA Financial Advisors1,386$69.1K0.01%+1013F-HRTimeline
Rossby Financial, LCC1,272$63.5K0.01%+3613F-HRTimeline
Comprehensive Financial Planning, Inc./…1,214$60.6K0.03%+813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…780$38.9K<0.01%+74713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC710$35.4K<0.01%-47313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp641$32K<0.01%-2213F-HRTimelineGroup
WOLFF WIESE MAGANA LLC635$31.7K0.01%+313F-HRTimeline
Bogart Wealth, LLC595$29.7K<0.01%013F-HRTimeline
Archer Investment Corp523$26.1K<0.01%+113F-HR/ATimeline
Regatta Research & Money Management512$25.5K0.02%13F-HRTimeline
United Community Bankin group United Community Bank500$24.9K0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC482$24K0.01%-3113F-HRTimeline
Capital Advisor Network LLC471$23.5K0.03%-13813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC446$22.2K0.01%+313F-HRTimeline
IFP Advisors, Inc411$20.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.407$20.3K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management405$20.2K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC369$18.4K0.01%+213F-HRTimeline
Dunhill Financial, LLC365$18.2K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC364$18.2K<0.01%+213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC362$18.1K<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.320$16K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC314$15.7K<0.01%-1013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN300$15K<0.01%-10513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…288$14.4K<0.01%-59513F-HRTimelineGroup
Smartleaf Asset Management LLC270$13.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…243$12.1K0.03%-86613F-HR/ATimelineGroup
JPL Wealth Management, LLC216$10.8K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC208$10.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$9.98K<0.01%new13F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.196$9.77K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS150$7.48K<0.01%new13F-HRTimeline
American Capital Advisory, LLC135$6.74K<0.01%013F-HRTimeline
MATHER GROUP, LLC.133$6.63K<0.01%+113F-HRTimeline
Mascoma Wealth Management LLC128$6.39K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC122$6.09K<0.01%+1313F-HRTimeline
IFG Advisory, LLC116$5.79K<0.01%+4613F-HRTimeline
Institute for Wealth Management, LLC.110$5.49K<0.01%new13F-HRTimeline
SHP Wealth Management100$4.99K<0.01%013F-HRTimeline
Highland Investment Advisors LLC88$4.4K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA85$4.24K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.83$4.14K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$3.56K<0.01%+1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…38$1.9K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC31$1.55K<0.01%013F-HRTimeline
WestEnd Advisors, LLC3$153<0.01%-1313F-HRTimeline
Aventus Investment Advisors, Inc.1$50<0.01%013F-HRTimeline
High Note Wealth, LLC1$32<0.01%013F-HRTimeline