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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

292 managers (294 13F filers) reported a position in AOM shares at 2026-03-31, 13,165,258 shares in all. 36 filers opened a position and 26 filers sold out during the quarter.

Managers
292
13F filers
294
New
36
Added
104
Reduced
100
Sold out
26
Shares held by filers
13,165,258

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Dynamic Advisor Solutions LLC4,786$227K0.01%-7813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,785$227K<0.01%-1,29913F-HRTimeline
National Wealth Management Group, LLC4,781$226K0.08%-2,02413F-HRTimeline
RWA WEALTH PARTNERS, LLC4,742$225K<0.01%+11313F-HRTimeline
FMR LLCin group FMR LLC4,713$223K<0.01%+48213F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…4,674$221K0.1%new13F-HRTimeline
Cardinal Point Capital Management ULC4,584$217K0.01%013F-HRTimeline
Atria Investments, Inc4,548$215K<0.01%-31713F-HRTimeline
Columbia River Financial Group, LLC4,549$215K0.12%new13F-HRTimeline
Madrid Financial Services4,515$214K0.13%+26813F-HRTimeline
Janney Montgomery Scott LLC4,497$213K<0.01%-13,76013F-HRTimeline
Kingsview Wealth Management, LLC4,409$209K<0.01%+2513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,372$207K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC4,285$203K<0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC4,231$200K0.14%013F-HRTimeline
Geneos Wealth Management Inc.4,190$198K<0.01%+1,82113F-HRTimeline
SSA SWISS ADVISORS AG4,003$190K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,965$188K0.01%-29513F-HRTimeline
Allworth Financial LP3,947$187K<0.01%+21913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,719$176K0.05%013F-HRTimeline
Qube Research & Technologies Ltd3,416$162K<0.01%+1,91313F-HRTimeline
Blue Trust, Inc.3,379$160K<0.01%-1,07113F-HRTimeline
IMA Advisory Services, Inc.3,192$151K0.01%013F-HRTimeline
Root Financial Partners, LLC2,925$139K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,718$129K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,521$119K0.09%+2,40213F-HRTimeline
Parallel Advisors, LLC2,430$115K<0.01%-1,12413F-HR/ATimeline
LANARK FINANCIAL, INC.2,380$113K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,250$107K0.01%-56813F-HRTimeline
Sunbelt Securities, Inc.2,117$100K0.01%013F-HRTimeline
Darwin Wealth Management, LLC2,097$99.4K0.03%-29413F-HRTimeline
Founders Financial Alliance, LLC1,903$90.1K0.02%013F-HRTimeline
Salomon & Ludwin, LLC1,738$82.1K0.01%-613F-HRTimeline
Capital Investment Advisory Services, L…1,728$81.9K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,645$77.9K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC1,631$77.3K0.03%-99313F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,596$75.6K0.03%+25013F-HRTimeline
Pacific Center for Financial Services1,594$75.5K0.02%+2713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,500$71.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,490$70.6K0.01%+3713F-HRTimeline
JNBA Financial Advisors1,376$65.2K0.01%+1513F-HRTimeline
McIlrath & Eck, LLC1,249$59.2K<0.01%-55113F-HRTimeline
Rossby Financial, LCC1,236$58.8K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,206$57.1K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,183$56K<0.01%-7413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,109$52.5K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…883$41.8K<0.01%+15113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC724$34.3K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp663$31.4K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC649$30.9K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC632$30K0.02%013F-HRTimeline
Capital Advisor Network LLC609$28.8K0.04%13F-HR/ATimeline
My Portfolio Guide, LLC597$28.3K0.02%13F-HRTimeline
Bogart Wealth, LLC595$28.2K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC550$26.1K0.01%new13F-HRTimeline
Archer Investment Corp522$24.7K0.01%-11313F-HRTimeline
Lodestone Wealth Management LLC513$24.3K0.01%013F-HR/ATimeline
United Community Bankin group United Community Bank500$23.7K0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC443$21K0.01%+15213F-HRTimeline
IFP Advisors, Inc411$19.5K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN405$19.2K<0.01%-2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management405$19.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC383$18K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC367$17.4K<0.01%-113F-HRTimeline
Dunhill Financial, LLC365$17.3K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC362$17.1K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC324$15.3K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.320$15.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC270$12.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\239$11.3K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC216$10.2K<0.01%new13F-HR/ATimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.196$9.28K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC135$6.39K<0.01%013F-HRTimeline
MATHER GROUP, LLC.132$6.28K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC128$6.06K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC109$5.16K<0.01%-413F-HRTimeline
SHP Wealth Management100$4.74K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA85$4.03K<0.01%013F-HRTimeline
Key Capital Management, INC85$4.03K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.83$3.93K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.75$3.55K<0.01%+2713F-HRTimelineGroup
IFG Advisory, LLC70$3.32K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC61$2.9K<0.01%-413F-HRTimeline
Richard Bernstein Advisors LLC56$2.63K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52$2.45K<0.01%-2113F-HRTimeline
Scarborough Advisors, LLC44$2.09K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…33$1.56K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC31$1.47K<0.01%013F-HRTimeline
WestEnd Advisors, LLC16$755<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$47<0.01%new13F-HRTimelineGroup
Aventus Investment Advisors, Inc.1$47<0.01%new13F-HRTimeline
High Note Wealth, LLC1$31<0.01%013F-HRTimeline