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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

262 managers (263 13F filers) reported a position in AOM shares at 2024-12-31, 13,823,100 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
262
13F filers
263
New
31
Added
120
Reduced
72
Sold out
18
Shares held by filers
13,823,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.2,747,637$119M<0.01%+18,14213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,098,462$47.7M<0.01%+743,70413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN969,069$42.1M0.01%+737,02313F-HRTimelineGroup
LPL Financial LLC949,981$41.3M0.02%+11,28213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC735,114$31.9M0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC402,658$17.5M<0.01%+146,60013F-HRTimelineGroup
Foundations Investment Advisors, LLC356,996$15.5M0.3%+52,97313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA318,442$13.8M<0.01%+27,71713F-HRTimelineGroup
Weitzel Financial Services, Inc.274,150$11.9M5.63%+4,15913F-HRTimeline
Madrid Financial Services262,605$11.4M9.06%13F-HRTimeline
HUB Investment Partners, LLC254,693$11.1M0.47%+22,25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,376$8.88M0.02%+36,09213F-HR/ATimelineGroup
Focus Financial Network, Inc.189,506$8.23M0.33%+21,40413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,702$8.15M<0.01%+1,00013F-HRTimelineGroup
American Trust165,906$7.21M0.55%new13F-HRTimeline
Weaver Consulting Group160,104$6.95M2.14%+2,23813F-HRTimeline
Cambridge Investment Research Advisors,…150,450$6.54M0.02%-4,97713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,594$6.33M0.01%-2,21813F-HRTimeline
Investment Advisory Group, LLC134,314$5.83M1.95%+3,93413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,474$5.23M0.01%+28,09813F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC115,214$5M3.76%-61613F-HRTimeline
Janney Montgomery Scott LLC114,459$4.97M0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…112,588$4.89M0.17%+45,56413F-HRTimelineGroup
Royal Fund Management, LLC101,658$4.43M0.48%+1,27113F-HRTimeline
Retireful, LLC100,834$4.38M2.47%new13F-HRTimeline
Consilium Wealth Advisory, LLC98,104$4.26M2.03%+1,42113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC95,231$4.14M0.52%+10,94713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,097$4.13M0.01%-2,10313F-HRTimelineGroup
Cetera Investment Advisers93,929$4.08M0.01%-94413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management92,889$4.04M0.06%-15,68913F-HRTimelineGroup
Financial Advocates Investment Manageme…82,073$3.57M0.2%+21,19913F-HRTimeline
Waverly Advisors, LLC73,281$3.18M0.05%+3,24613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.71,133$3.09M0.07%-9,47713F-HRTimelineGroup
Mutual Advisors, LLC70,575$3.07M0.09%-50113F-HRTimeline
Onyx Bridge Wealth Group LLC68,109$2.96M0.43%+2,19613F-HRTimeline
UBS Group AGin group UBS Group AG60,006$2.61M<0.01%+66113F-HRTimelineGroup
TRUE Private Wealth Advisors58,337$2.53M0.31%+15,84213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC55,802$2.42M0.06%+48,33813F-HRTimeline
Taylor Financial Group, Inc.54,452$2.37M1.64%+3,20513F-HRTimeline
Smith Anglin Financial, LLC51,142$2.22M0.21%+28213F-HRTimeline
Ellenbecker Investment Group49,253$2.14M0.38%+9,68513F-HRTimeline
Financial Enhancement Group LLC48,582$2.09M0.32%+27,73813F-HRTimeline
LifePlan Financial, LLC47,571$2.07M1.83%+10,73613F-HRTimeline
Manske Wealth Management46,012$2M0.79%13F-HRTimeline
Beacon Financial Advisory LLC45,292$1.97M0.64%-3813F-HRTimeline
Patton Albertson Miller Group, LLC42,722$1.86M0.25%+90013F-HRTimeline
Aveo Capital Partners, LLC42,455$1.84M0.2%+1,06213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,854$1.82M<0.01%+36713F-HRTimelineGroup
Thrive Capital Management, LLC40,104$1.74M0.8%-15,13813F-HRTimeline
One Capital Management, LLC39,665$1.72M0.06%-19413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,228$1.66M0.01%+3213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding38,130$1.66M+31,039Timeline
BlueStem Wealth Partners, LLC35,029$1.52M0.2%13F-HRTimeline
GeoWealth Management, LLC33,306$1.45M0.05%+5,21613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,194$1.36M<0.01%+21,30513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…29,522$1.3M0.07%+1,97513F-HRTimeline
ASPIRIANT, LLC29,629$1.29M0.05%-1,49813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC28,505$1.24M1.07%+88613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC28,006$1.22M0.13%+1,00613F-HRTimeline
HARBOUR INVESTMENTS, INC.26,793$1.16M0.03%-1,09513F-HRTimeline
RDA Financial Network26,640$1.16M0.34%-90013F-HRTimeline
Gallacher Capital Management LLC25,110$1.09M0.54%+4,71013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION24,461$1.06M0.1%013F-HRTimeline
Fort Henry Capital, LLC23,951$1.04M0.74%+34013F-HRTimeline
Sigma Planning Corp22,590$981K0.03%+1,87313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,272$967K0.03%+1,46713F-HRTimeline
Atria Wealth Solutions, Inc.21,896$951K0.01%+1,76213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …21,668$941K0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.21,572$937K0.01%-27013F-HRTimeline
NewEdge Advisors, LLC21,415$930K0.01%-1,55713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,078$916K0.03%-19113F-HRTimeline
Sovereign Financial Group, Inc.20,212$878K0.2%+1,49913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC20,125$874K0.19%-44813F-HRTimeline
Prosperity Consulting Group, LLC19,872$863K0.06%-49413F-HRTimeline
MML INVESTORS SERVICES, LLC19,690$855K<0.01%+52513F-HRTimeline
AE Wealth Management LLC19,659$854K0.01%+4,33413F-HRTimeline
Northstar Group, Inc.19,302$838K0.14%+1013F-HRTimeline
Avior Wealth Management, LLC18,880$820K0.03%+99113F-HRTimeline
HighTower Advisors, LLC18,570$807K<0.01%-1,67113F-HRTimeline
Global Financial Private Client, LLC18,457$802K0.3%+8913F-HRTimeline
Plan Group Financial, LLC18,179$790K0.42%-9,16513F-HRTimeline
Steward Partners Investment Advisory, L…18,081$785K0.01%+6,11413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,059$784K0.04%+22113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,011$782K<0.01%-15,47613F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…17,864$776K0.03%+3513F-HRTimeline
Godshalk Welsh Capital Management, Inc.17,771$772K0.5%+20013F-HRTimeline
Summit Wealth Partners, LLC17,714$769K0.16%-1,07713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,548$762K0.17%-47613F-HRTimeline
Rothschild Wealth LLC17,075$742K0.22%-11,95313F-HRTimeline
SteelPeak Wealth, LLC16,593$721K0.03%-97313F-HRTimeline
MAI Capital Management16,198$704K0.01%new13F-HRTimeline
World Investment Advisors15,238$662K0.02%+2,68113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,993$651K<0.01%+5,11213F-HRTimelineGroup
Mesirow Financial Investment Management…14,220$618K0.01%+25213F-HRTimeline
Ausdal Financial Partners, Inc.14,164$615K0.05%-24913F-HRTimeline
Armstrong, Fleming & Moore, Inc13,961$606K0.37%+24713F-HRTimeline
Integrity Financial Corp /WA13,457$585K0.34%+3913F-HRTimeline
Dentgroup LLC13,310$578K0.44%013F-HRTimeline
Clear Creek Financial Management, LLC13,299$578K0.06%-1,88113F-HRTimeline
Private Advisor Group, LLC12,917$561K<0.01%+3,59513F-HRTimeline
Advisory Services Network, LLC12,733$553K0.01%+4,95113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO12,293$534K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.11,872$516K0.03%-76113F-HRTimeline
Mason & Associates, LLC11,864$515K0.15%+1,23513F-HRTimeline
Heirloom Wealth Management11,850$515K0.15%+3,91013F-HRTimeline
RFG Advisory, LLC11,652$506K0.01%+10213F-HRTimeline
Mosley Wealth Management11,457$505K0.31%-77313F-HRTimeline
Fort Point Capital Partners LLC11,351$493K0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,280$490K0.01%+12513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,213$487K<0.01%-5413F-HRTimelineGroup
BridgePort Financial Solutions, LLC10,949$485K0.22%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,769$468K<0.01%-25,22613F-HRTimelineGroup
Integrated Wealth Concepts LLC10,749$467K0.01%+95413F-HRTimeline
Orion Porfolio Solutions, LLC10,630$462K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,630$462K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…10,508$456K<0.01%+4,03813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,318$448K<0.01%+4,64613F-HRTimeline
Mendel Capital Management LLC10,066$437K0.27%+2313F-HRTimeline
Merriman Wealth Management, LLC9,883$429K0.02%-1,30513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,810$426K0.02%-47413F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.9,649$419K0.02%-3,39613F-HRTimeline
Atria Investments, Inc9,513$413K0.01%+4,65113F-HRTimeline
INVESTMENT PARTNERS, LTD.9,497$413K0.17%+16813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,451$411K<0.01%+1,03413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,447$410K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,447$410K0.02%new13F-HRTimeline
Tempus Wealth Planning, LLC9,044$393K0.12%+8713F-HRTimeline
IMA Advisory Services, Inc.9,402$391K0.05%new13F-HRTimeline
UNIQUE WEALTH, LLC8,907$387K0.08%+3013F-HRTimeline
Wealth Forward, LLC8,894$386K0.27%-1,75713F-HRTimeline
CENTRAL TRUST Co8,805$382K0.01%-78113F-HRTimeline
RTD Financial Advisors, Inc.8,763$381K0.05%-3,00213F-HRTimeline
Atlas Private Wealth Advisors8,758$380K0.05%new13F-HRTimeline
First Heartland Consultants, Inc.8,640$375K0.04%-17613F-HRTimeline
IHT Wealth Management, LLC8,639$375K0.01%-6,48413F-HRTimeline
GWN SECURITIES INC.8,533$371K0.1%13F-HRTimeline
Archford Capital Strategies, LLC8,362$363K0.05%-2413F-HRTimeline
SimpliFi, Inc.8,337$362K0.17%-73813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,307$361K<0.01%+77513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC8,300$361K<0.01%-14,09813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,372$359K0.03%-30313F-HRTimelineGroup
Bay Harbor Wealth Management, LLC8,019$348K0.11%+15713F-HRTimeline
Arax Advisory Partners8,002$348K0.02%+65513F-HRTimeline
Maxele Advisors, LLC7,990$347K0.33%13F-HRTimeline
CFO4Life Group, LLC7,935$345K0.06%013F-HRTimeline
MKD WEALTH COACHES, LLC7,925$344K0.35%13F-HRTimeline
Visionary Wealth Advisors7,864$342K0.02%+1413F-HRTimeline
GTS SECURITIES LLC7,728$336K0.02%-1,10313F-HRTimeline
Bright Futures Wealth Management, LLC.7,472$329K0.29%+30513F-HRTimeline
Austin Private Wealth, LLC7,508$326K0.03%-1313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,435$323K<0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC7,370$320K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,214$313K<0.01%+57513F-HRTimelineGroup
Kingsview Wealth Management, LLC7,113$309K0.01%-5,96313F-HRTimeline
TOWNSQUARE CAPITAL LLC7,092$308K<0.01%+6013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,063$307K0.01%13F-HRTimeline
Syverson Strege & Co6,893$299K0.1%-94813F-HRTimeline
Worth Financial Advisory Group, LLC6,698$291K0.18%+4213F-HRTimeline
Archvest Wealth Advisors, Inc.6,334$275K0.2%+38713F-HRTimeline
Claro Advisors Inc.6,250$272K0.04%+60013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,172$268K<0.01%+45513F-HRTimeline
Estate Counselors, LLC6,155$267K0.03%-56513F-HRTimeline
McKinley Carter Wealth Services, Inc.6,109$265K0.02%-1,88313F-HRTimeline
Dynamic Advisor Solutions LLC6,036$262K0.01%+57113F-HRTimeline
Independent Advisor Alliance5,911$257K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,853$254K0.01%new13F-HRTimelineGroup
Executive Wealth Management, LLC5,829$253K0.02%013F-HRTimeline
CGN Advisors LLC5,793$252K0.02%+1,06913F-HRTimeline
RFP Financial Group LLC5,712$248K0.1%new13F-HRTimeline
Aprio Wealth Management, LLC5,700$248K0.04%+3313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,687$247K0.01%-413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC5,662$246K0.13%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,630$245K0.01%+18213F-HRTimelineGroup
Empirical Asset Management, LLC5,620$244K0.08%+9513F-HRTimeline
Philip James Wealth Mangement, LLC5,588$243K0.03%+11913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$239K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.5,484$238K<0.01%new13F-HRTimeline
TPG Financial Advisors, LLC5,352$232K0.1%+36513F-HRTimeline
Creative Planningin group Creative Planning5,302$230K<0.01%-1,58213F-HRTimelineGroup
COMERICA BANK5,148$224K<0.01%+3,64113F-HR/ATimeline
Adams Wealth Management5,135$223K0.04%+47513F-HRTimeline
CacheTech Inc.5,135$223K0.04%+47513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,019$218K0.01%+8913F-HRTimeline
Stonebridge Financial Group, LLC4,890$212K0.02%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,836$210K0.02%+34513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,866$209K0.05%-29813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,809$209K0.04%+1413F-HRTimeline
Compass Financial Group, INC/SD4,723$205K0.04%-36013F-HRTimeline
Venturi Wealth Management, LLC4,670$203K0.01%+12213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,610$200K0.01%-27013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,307$187K<0.01%+2,42013F-HRTimelineGroup
Cornerstone Planning Group LLC3,898$171K0.04%+70713F-HRTimeline
CoreCap Advisors, LLC3,755$163K0.01%+65113F-HRTimeline
Allworth Financial LP3,439$151K<0.01%-113F-HRTimeline
Blue Trust, Inc.3,379$147K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc3,285$143K0.01%-1,05613F-HRTimeline
Crews Bank & Trust3,230$140K0.02%13F-HRTimeline
SOA Wealth Advisors, LLC.3,230$140K0.03%+4213F-HR/ATimeline
Capital Investment Advisory Services, L…2,924$127K0.01%-5,39013F-HRTimeline
NewSquare Capital LLC2,880$125K0.01%new13F-HRTimeline