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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

268 managers (269 13F filers) reported a position in AOM shares at 2025-06-30, 12,135,077 shares in all. 30 filers opened a position and 23 filers sold out during the quarter.

Managers
268
13F filers
269
New
30
Added
118
Reduced
85
Sold out
23
Shares held by filers
12,135,077

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SOA Wealth Advisors, LLC.2,659$122K0.02%-57113F-HRTimeline
HFM Investment Advisors, LLC2,617$120K0.05%+3413F-HRTimeline
Darwin Wealth Management, LLC2,526$116K0.04%-27613F-HRTimeline
Sunbelt Securities, Inc.2,554$111K0.01%-3013F-HRTimeline
Global Retirement Partners, LLC2,345$108K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.2,047$94.3K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,958$90.1K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,937$89.2K<0.01%+89113F-HRTimeline
Capital Investment Advisory Services, L…1,883$86.7K0.01%-53113F-HRTimeline
McIlrath & Eck, LLC1,785$82.2K0.01%+3213F-HRTimeline
Salomon & Ludwin, LLC1,780$81.5K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,683$77.5K0.03%+14513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,645$75.7K<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services1,554$71.6K0.02%+913F-HRTimeline
Parallel Advisors, LLC1,554$71.6K<0.01%-9713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,487$68.5K0.01%+2513F-HRTimeline
Geneos Wealth Management Inc.1,237$57K<0.01%+39713F-HRTimeline
Rossby Financial, LCC1,236$56.9K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,177$54.2K0.04%+813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,163$53.5K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.1,130$52K<0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC1,032$47.5K<0.01%new13F-HRTimeline
JNBA Financial Advisors1,027$47.3K<0.01%-813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,019$46.9K<0.01%-1,34313F-HRTimelineGroup
Pineridge Advisors LLC955$44K0.02%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC868$40K<0.01%+57013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…809$37.2K<0.01%-1713F-HRTimelineGroup
Transce3nd, LLC786$36.2K0.02%-53613F-HRTimeline
WestEnd Advisors, LLC631$29.1K<0.01%+57413F-HRTimeline
WOLFF WIESE MAGANA LLC629$29K0.02%+213F-HRTimeline
Archer Investment Corp627$28.9K0.01%+213F-HRTimeline
Bogart Wealth, LLC595$27.4K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC552$25.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank500$23K0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN465$21.4K<0.01%-1013F-HRTimeline
Wood Tarver Financial Group, LLC465$21K0.01%-4213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management427$19.6K<0.01%-21513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV425$19.6K<0.01%+35513F-HRTimeline
IFP Advisors, Inc411$18.9K<0.01%013F-HRTimeline
Bellwether Advisors, LLC372$17.1K<0.01%+1913F-HRTimeline
Boreal Capital Management LLC371$17.1K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC373$17K<0.01%-613F-HRTimelineGroup
Aventus Investment Advisors, Inc.470$16.7K0.01%13F-HRTimeline
Qube Research & Technologies Ltd355$16.3K<0.01%-2,06413F-HRTimeline
Medallion Wealth Advisors, LLC315$14.5K0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC284$13.1K0.01%+213F-HRTimeline
CX Institutional234$11K<0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC239$11K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC209$9.62K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$9K<0.01%-75013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners186$8.58K<0.01%+113F-HRTimelineGroup
American Capital Advisory, LLC135$6.22K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC128$5.89K<0.01%-19513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC115$5.31K<0.01%-113F-HRTimeline
Aptus Capital Advisors, LLC111$5.13K<0.01%-413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC96$4.42K<0.01%013F-HRTimelineGroup
Gould Capital, LLC95$4.37K<0.01%-1,57513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.75$3.45K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…65$2.99K<0.01%013F-HR/ATimeline
Richard Bernstein Advisors LLC57$2.65K<0.01%+5313F-HRTimeline
FSA Wealth Management LLC30$2.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.40$1.84K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC30$1.39K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…30$1.38K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25$1.15K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC11$506<0.01%+1013F-HRTimeline
High Note Wealth, LLC1$30<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.