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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

263 managers (263 13F filers) reported a position in AOM shares at 2025-09-30, 11,366,702 shares in all. 19 filers opened a position and 23 filers sold out during the quarter.

Managers
263
13F filers
263
New
19
Added
106
Reduced
98
Sold out
23
Shares held by filers
11,366,702

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Root Financial Partners, LLC2,925$139K0.01%new13F-HRTimeline
Strategic Advocates LLC2,828$135K0.04%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,678$127K0.02%+1913F-HRTimeline
HFM Investment Advisors, LLC2,636$125K0.05%+1913F-HRTimeline
Global Retirement Partners, LLC2,534$121K<0.01%+18913F-HRTimeline
Darwin Wealth Management, LLC2,491$119K0.04%-3513F-HRTimeline
AdvisorNet Financial, Inc2,450$117K0.01%-1,45813F-HRTimeline
Geneos Wealth Management Inc.2,385$113K<0.01%+1,14813F-HRTimeline
Sunbelt Securities, Inc.2,115$101K0.01%-43913F-HRTimeline
Founders Financial Alliance, LLC1,958$93.2K0.02%013F-HRTimeline
McIlrath & Eck, LLC1,785$84.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,744$83K0.01%-3613F-HRTimeline
Capital Investment Advisory Services, L…1,728$82.2K0.01%-15513F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,650$78.5K0.03%-3313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,645$78.3K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services1,567$74.6K0.02%+1313F-HRTimeline
Parallel Advisors, LLC1,554$73.9K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,515$72.1K0.01%+2813F-HRTimeline
LANARK FINANCIAL, INC.1,510$71.8K0.01%+1,31013F-HRTimeline
Farther Finance Advisors, LLC1,376$65.5K<0.01%-56113F-HRTimeline
JNBA Financial Advisors1,346$64K0.01%+31913F-HRTimeline
Rossby Financial, LCC1,236$59K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,186$56.4K0.04%+913F-HRTimeline
Painted Porch Advisors LLC1,072$51K0.02%new13F-HRTimeline
Pineridge Advisors LLC959$45.6K0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp820$39K<0.01%-19913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…809$38.5K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC724$34.4K<0.01%-14413F-HRTimelineGroup
Sound Income Strategies, LLC632$30K<0.01%-40013F-HRTimeline
Archer Investment Corp629$29.9K0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC611$29.1K0.02%-1813F-HRTimeline
Bogart Wealth, LLC595$28.3K<0.01%013F-HRTimeline
UMB Bank, n.a.565$26.9K<0.01%-56513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Community Bankin group United Community Bank500$23.8K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd484$23K<0.01%+12913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN430$20.5K<0.01%-3513F-HRTimeline
IFP Advisors, Inc411$19.6K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management405$19.3K<0.01%-2213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC376$18K<0.01%+313F-HRTimelineGroup
Boreal Capital Management LLC371$17.7K0.01%013F-HRTimeline
Dunhill Financial, LLC365$17.4K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC318$15.1K0.01%+313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC286$13.6K<0.01%+213F-HR/ATimeline
Smartleaf Asset Management LLC239$11.3K<0.01%013F-HRTimeline
CX Institutional234$11K<0.01%013F-HRTimeline
JPL Wealth Management, LLC216$10.3K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC186$8.85K<0.01%+7513F-HRTimeline
American Capital Advisory, LLC135$6.42K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC128$6.09K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC96$4.57K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC86$4.09K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48$3.57K<0.01%-2713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV71$3.4K<0.01%-35413F-HRTimeline
MJT & Associates Financial Advisory Gro…65$3.09K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC65$3.07K<0.01%-5013F-HRTimeline
FSA Wealth Management LLC30$2.66K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC53$2.52K<0.01%-413F-HRTimeline
Clearstead Advisors, LLC30$1.45K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…30$1.43K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25$1.19K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC16$761<0.01%+513F-HRTimeline
Noble Wealth Management PBC13$619<0.01%13F-HRTimeline
High Note Wealth, LLC1$31<0.01%013F-HRTimeline