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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

259 managers (261 13F filers) reported a position in AOM shares at 2025-03-31, 11,551,561 shares in all. 32 filers opened a position and 31 filers sold out during the quarter.

Managers
259
13F filers
261
New
32
Added
72
Reduced
110
Sold out
31
Shares held by filers
11,551,561

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Parallel Advisors, LLC1,651$72.5K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,545$67.8K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,538$67.5K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,462$64.2K0.01%-13113F-HRTimeline
Transce3nd, LLC1,322$58K0.03%+6113F-HRTimeline
Rossby Financial, LCC1,236$54K0.02%new13F-HRTimeline
Larson Financial Group LLC1,190$52.2K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,187$52.1K0.01%+62513F-HRTimeline
Elite Financial, Inc.1,200$52K0.03%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,169$51.3K0.05%-113F-HRTimeline
Farther Finance Advisors, LLC1,046$46K<0.01%-12613F-HRTimeline
JNBA Financial Advisors1,035$45.4K<0.01%-27213F-HRTimeline
Capital A Wealth Management, LLC1,011$44.4K0.05%-37913F-HRTimeline
COMERICA BANK968$42.5K<0.01%-4,18013F-HRTimeline
Pineridge Advisors LLC953$41.8K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.950$41K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.902$39.6K0.04%013F-HRTimeline
Geneos Wealth Management Inc.840$36.9K<0.01%-49413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$36.2K<0.01%-86213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management642$28.2K<0.01%-55013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC627$27.5K0.02%013F-HRTimeline
Archer Investment Corp625$27.4K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc625$27.1K0.01%013F-HRTimeline
Bogart Wealth, LLC595$26.1K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC552$24.2K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC507$22.2K0.01%-35413F-HRTimeline
United Community Bankin group United Community Bank500$21.9K0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN475$20.8K<0.01%013F-HRTimeline
IFP Advisors, Inc411$18K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC379$17K<0.01%013F-HRTimelineGroup
Wayfinding Financial, LLC369$16K0.01%new13F-HRTimeline
Bellwether Advisors, LLC353$15.5K<0.01%-37213F-HRTimeline
Mascoma Wealth Management LLC323$14.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC313$13.8K0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC298$13.1K<0.01%-46713F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC282$12.4K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.270$11.8K<0.01%013F-HRTimeline
Asset Dedication, LLC264$11.6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC262$11.5K<0.01%new13F-HR/ATimeline
CX Institutional234$10K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC209$9.17K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners185$8.13K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC135$5.92K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC116$5.11K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC115$5.04K<0.01%-213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC96$4.21K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.75$3.29K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV70$3.09K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC70$3.07K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…65$2.85K<0.01%13F-HRTimeline
WestEnd Advisors, LLC57$2.5K<0.01%-2,46713F-HRTimeline
FSA Wealth Management LLC30$2.29K<0.01%-44613F-HRTimeline
Clearstead Advisors, LLC30$1.32K<0.01%new13F-HRTimeline
Noble Wealth Management PBC13$570<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$176<0.01%new13F-HRTimelineGroup
Richard Bernstein Advisors LLC4$169<0.01%+413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1$44<0.01%new13F-HRTimeline
High Note Wealth, LLC1$28<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29,52213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.