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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

262 managers (263 13F filers) reported a position in AOM shares at 2024-12-31, 13,823,100 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
262
13F filers
263
New
31
Added
120
Reduced
72
Sold out
18
Shares held by filers
13,823,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Darwin Wealth Management, LLC2,802$122K0.04%-1,49513F-HR/ATimeline
Global Retirement Partners, LLC2,610$113K<0.01%+64513F-HRTimeline
Sunbelt Securities, Inc.2,554$111K0.01%+10413F-HRTimeline
WestEnd Advisors, LLC2,524$110K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,465$107K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,362$103K0.02%-70013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,040$88.6K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,961$85.2K0.02%-1,03413F-HRTimeline
Van Hulzen Asset Management, LLC1,932$83.9K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,780$77.3K0.01%-4513F-HRTimeline
McIlrath & Eck, LLC1,759$76.4K0.01%-2,64713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,750$76K0.01%-23213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,688$73.3K<0.01%+1,23013F-HRTimelineGroup
Gould Capital, LLC1,670$72.5K0.05%+30013F-HRTimeline
Parallel Advisors, LLC1,651$71.7K<0.01%-7813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,593$69.2K0.01%-7213F-HRTimeline
FMR LLCin group FMR LLC1,566$68K<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services1,545$67.1K0.02%+2713F-HRTimeline
Capital A Wealth Management, LLC1,390$60.4K0.1%13F-HRTimeline
Geneos Wealth Management Inc.1,334$57.9K<0.01%013F-HRTimeline
JNBA Financial Advisors1,307$56.8K0.01%+4713F-HRTimeline
Transce3nd, LLC1,261$54.8K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,192$51.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,172$50.9K<0.01%+99213F-HRTimeline
Comprehensive Financial Planning, Inc./…1,170$50.8K0.04%13F-HRTimeline
Castleview Partners, LLC1,081$46.9K0.03%+2213F-HR/ATimeline
Pineridge Advisors LLC953$41.4K0.02%-5113F-HRTimeline
Runnymede Capital Advisors, Inc.902$39.2K0.03%13F-HRTimeline
Wood Tarver Financial Group, LLC861$37K0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC800$34.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC765$33.2K<0.01%+41513F-HRTimelineGroup
Bellwether Advisors, LLC725$31.5K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC627$27.2K0.02%+813F-HRTimeline
Glass Jacobson Investment Advisors llc625$27.1K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp625$27.1K0.01%+613F-HRTimeline
Bogart Wealth, LLC595$25.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…562$24.4K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC552$24K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd549$23.8K<0.01%+29713F-HRTimeline
United Community Bankin group United Community Bank500$21.7K0.01%013F-HRTimelineGroup
FSA Wealth Management LLC476$20.7K0.01%+613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN475$20.6K<0.01%013F-HRTimeline
IFP Advisors, Inc411$17.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC379$16K<0.01%+713F-HRTimelineGroup
DUNCKER STREETT & CO INC356$15.5K<0.01%new13F-HRTimeline
Transcendent Capital Group LLC350$15.2K0.01%+813F-HRTimeline
Mascoma Wealth Management LLC323$14K<0.01%-18013F-HRTimeline
Medallion Wealth Advisors, LLC315$13.7K0.01%13F-HRTimeline
WEST PACES ADVISORS INC.270$11.7K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners185$8.05K<0.01%+313F-HRTimelineGroup
American Capital Advisory, LLC135$5.87K<0.01%-2913F-HRTimeline
Aptus Capital Advisors, LLC117$5.09K<0.01%-55213F-HRTimeline
FLP Wealth Management, LLC117$5.08K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC115$5.01K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC96$4.17K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.75$3.26K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV70$3.06K<0.01%-4913F-HRTimeline
Noble Wealth Management PBC13$565<0.01%13F-HRTimeline
High Note Wealth, LLC1$28<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Pacific Capital Wealth Advisors, Inc.0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Legacy Financial Group LLC15,839$688M+38313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.