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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

286 managers (286 13F filers) reported a position in AOM shares at 2025-12-31, 13,577,332 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
286
13F filers
286
New
33
Added
128
Reduced
78
Sold out
20
Shares held by filers
13,577,332

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TPG Financial Advisors, LLC4,633$221K0.07%-45213F-HRTimeline
RWA WEALTH PARTNERS, LLC4,629$221K<0.01%-86213F-HRTimeline
Coordinated Financial Services, Inc.4,608$220K0.13%new13F-HRTimeline
Cardinal Point Capital Management ULC4,584$219K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC4,505$215K<0.01%new13F-HRTimeline
Blue Trust, Inc.4,450$212K<0.01%+1,07113F-HRTimeline
Kingsview Wealth Management, LLC4,384$209K<0.01%+6213F-HRTimeline
Aquire Wealth Advisors, LLC4,330$207K0.05%new13F-HRTimeline
CoreCap Advisors, LLC4,314$206K0.01%+27413F-HRTimeline
WEALTHGARDEN F.S. LLC4,231$205K0.14%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,260$203K0.01%-51813F-HRTimeline
Madrid Financial Services4,247$203K0.15%new13F-HRTimeline
FMR LLCin group FMR LLC4,231$202K<0.01%+42913F-HRTimelineGroup
SSA SWISS ADVISORS AG4,003$191K0.09%-43013F-HRTimeline
Cornerstone Planning Group LLC3,866$188K0.03%+19113F-HRTimeline
Allworth Financial LP3,728$178K<0.01%+74213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,719$178K0.05%+6213F-HRTimeline
Farther Finance Advisors, LLC3,594$172K<0.01%+2,21813F-HRTimeline
Parallel Advisors, LLC3,554$170K<0.01%+2,00013F-HRTimeline
IMA Advisory Services, Inc.3,192$152K0.01%-77513F-HRTimeline
Root Financial Partners, LLC2,925$140K0.01%013F-HRTimeline
Strategic Advocates LLC2,823$135K0.03%-513F-HRTimeline
AdvisorNet Financial, Inc2,818$134K0.01%+36813F-HRTimeline
SOA Wealth Advisors, LLC.2,718$130K0.02%+4013F-HRTimeline
HFM Investment Advisors, LLC2,624$125K0.05%-1213F-HRTimeline
Global Retirement Partners, LLC2,563$122K<0.01%+2913F-HRTimeline
Darwin Wealth Management, LLC2,391$114K0.04%-10013F-HRTimeline
LANARK FINANCIAL, INC.2,380$114K0.01%+87013F-HRTimeline
Geneos Wealth Management Inc.2,369$113K<0.01%-1613F-HRTimeline
Sunbelt Securities, Inc.2,117$101K0.01%+213F-HRTimeline
Founders Financial Alliance, LLC1,903$90.8K0.02%-5513F-HRTimeline
McIlrath & Eck, LLC1,800$85.9K0.01%+1513F-HRTimeline
Salomon & Ludwin, LLC1,744$83.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,728$82.5K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,645$78.5K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services1,567$74.6K0.02%013F-HRTimeline
Qube Research & Technologies Ltd1,503$71.7K<0.01%+1,01913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,500$71.6K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,453$69.4K0.01%-6213F-HRTimeline
Vermillion & White Wealth Management Gr…1,427$68.1K0.04%+1,39713F-HRTimeline
JNBA Financial Advisors1,361$65K0.01%+1513F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,346$64.2K0.02%-30413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,257$60K<0.01%new13F-HRTimeline
Rossby Financial, LCC1,236$59K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,206$57.6K0.04%+2013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…732$34.9K<0.01%-7713F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC724$34.6K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp663$31.6K<0.01%-15713F-HRTimelineGroup
Sound Income Strategies, LLC649$31.3K<0.01%+1713F-HRTimeline
Archer Investment Corp635$30.3K0.01%+613F-HRTimeline
WOLFF WIESE MAGANA LLC632$30.2K0.02%+2113F-HRTimeline
Bogart Wealth, LLC595$28.4K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC587$28K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC513$24.5K0.01%new13F-HRTimeline
SageView Advisory Group, LLC439$21K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN430$20.5K<0.01%013F-HRTimeline
IFP Advisors, Inc411$19.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management405$19.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.404$19.3K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC383$18K<0.01%+713F-HR/ATimelineGroup
Elevated Capital Advisors, LLC368$17.6K<0.01%new13F-HRTimeline
Dunhill Financial, LLC365$17.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC324$15.4K0.01%+613F-HRTimeline
Godfrey Financial Associates, Inc.320$15.3K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC291$13.9K<0.01%+513F-HRTimeline
Navalign, LLC272$13K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC270$12.9K<0.01%+3113F-HRTimeline
DecisionPoint Financial, LLC265$12.6K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.238$11.3K<0.01%new13F-HRTimeline
American Capital Advisory, LLC135$6.44K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC128$6.11K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.119$5.68K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC113$5.39K<0.01%-7313F-HRTimeline
SHP Wealth Management100$4.77K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA85$4.06K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48$3.58K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV73$3.47K<0.01%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…65$3.1K<0.01%013F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC65$3.08K<0.01%013F-HRTimeline
COMERICA BANK53$2.52K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC52$2.48K<0.01%-113F-HRTimeline
Clearstead Advisors, LLC31$1.48K<0.01%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25$1.19K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…13$620<0.01%13F-HRTimeline
High Note Wealth, LLC1$31<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC300$00%new13F-HRTimelineValue filed as zero, left out of ratios.