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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

259 managers (261 13F filers) reported a position in AOM shares at 2025-03-31, 11,551,561 shares in all. 32 filers opened a position and 31 filers sold out during the quarter.

Managers
259
13F filers
261
New
32
Added
72
Reduced
110
Sold out
31
Shares held by filers
11,551,561

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.2,910,257$128M<0.01%+162,62013F-HRTimelineGroup
LPL Financial LLC995,458$43.7M0.02%+45,47713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY566,367$24.9M<0.01%-532,09513F-HRTimelineGroup
Foundations Investment Advisors, LLC426,954$18.7M0.35%+69,95813F-HRTimeline
Madrid Financial Services345,424$15.2M11.04%+82,81913F-HRTimeline
Weitzel Financial Services, Inc.280,083$12.1M5.78%+5,93313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA275,406$12.1M<0.01%-43,03613F-HR/ATimelineGroup
HUB Investment Partners, LLC273,829$12M0.48%+19,13613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC264,141$11.6M<0.01%-138,51713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN253,483$11.1M<0.01%-715,58613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.225,880$9.91M0.02%+21,50413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,918$8.73M<0.01%+11,21613F-HRTimelineGroup
Weaver Consulting Group160,042$7.02M2.12%-6213F-HRTimeline
Cetera Investment Advisers154,705$6.79M0.01%+60,77613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC139,117$6.1M0.01%-6,47713F-HRTimeline
Investment Advisory Group, LLC136,066$5.97M2%+1,75213F-HRTimeline
Cambridge Investment Research Advisors,…132,110$5.8M0.02%-18,34013F-HRTimeline
Focus Financial Network, Inc.126,327$5.54M0.23%-63,17913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,224$5.06M0.01%-5,25013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC111,254$4.88M0.61%+16,02313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…108,318$4.75M0.19%-4,27013F-HRTimelineGroup
Royal Fund Management, LLC104,144$4.58M0.55%+2,48613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,740$3.98M<0.01%-644,37413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,160$3.96M0.01%-4,93713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding87,462$3.84M+49,332Timeline
Financial Advocates Investment Manageme…86,472$3.79M0.27%+4,39913F-HRTimeline
Consilium Wealth Advisory, LLC84,215$3.7M1.85%-13,88913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management81,636$3.58M0.05%-11,25313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,912$3.55M<0.01%+39,05813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC76,471$3.36M0.48%+8,36213F-HRTimeline
Waverly Advisors, LLC75,044$3.29M0.04%+1,76313F-HRTimeline
SSA SWISS ADVISORS AG70,902$3.11M1.59%13F-HRTimeline
Mutual Advisors, LLC69,105$3.02M0.09%-1,47013F-HRTimeline
One Capital Management, LLC64,157$2.82M0.1%+24,49213F-HRTimeline
Taylor Financial Group, Inc.60,312$2.65M1.84%+5,86013F-HRTimeline
TRUE Private Wealth Advisors60,213$2.64M0.32%+1,87613F-HRTimeline
UBS Group AGin group UBS Group AG57,721$2.53M<0.01%-2,28513F-HRTimelineGroup
Smith Anglin Financial, LLC52,217$2.29M0.24%+1,07513F-HRTimeline
Ellenbecker Investment Group49,394$2.17M0.39%+14113F-HRTimeline
Manske Wealth Management47,169$2.07M0.78%+1,15713F-HRTimeline
Beacon Financial Advisory LLC44,175$1.94M0.59%-1,11713F-HRTimeline
Patton Albertson Miller Group, LLC43,345$1.9M0.28%+62313F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,661$1.78M+2,433Timeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …40,552$1.78M0.02%+18,88413F-HRTimelineGroup
LifePlan Financial, LLC37,980$1.67M1.45%-9,59113F-HRTimeline
GeoWealth Management, LLC34,497$1.51M0.06%+1,19113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC34,243$1.5M0.32%+14,11813F-HRTimeline
BlueStem Wealth Partners, LLC31,536$1.38M0.19%-3,49313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.30,183$1.32M0.03%-40,95013F-HRTimelineGroup
ASPIRIANT, LLC29,629$1.3M0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,407$1.29M<0.01%+18,63813F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC28,505$1.25M0.97%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,858$1.22M0.13%-14813F-HRTimeline
RDA Financial Network26,090$1.14M0.34%-55013F-HRTimeline
J.W. COLE ADVISORS, INC.26,015$1.14M0.04%+16,36613F-HRTimeline
Prosperity Consulting Group, LLC24,778$1.09M0.08%+4,90613F-HRTimeline
Gallacher Capital Management LLC24,725$1.08M0.53%-38513F-HRTimeline
GTS SECURITIES LLC23,421$1.03M0.04%+15,69313F-HRTimeline
Fort Henry Capital, LLC21,991$965K0.69%-1,96013F-HRTimeline
EIGHT 31 FINANCIAL, LLC21,286$934K0.6%-93,92813F-HRTimeline
Atria Wealth Solutions, Inc.20,900$917K0.01%-99613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,430$896K0.03%-64813F-HRTimeline
Sovereign Financial Group, Inc.20,140$884K0.2%-7213F-HRTimeline
Sigma Planning Corp20,124$883K0.03%-2,46613F-HRTimeline
Global Financial Private Client, LLC20,101$882K0.34%+1,64413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,100$882K0.01%-1,47213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,641$862K0.07%new13F-HRTimeline
Avior Wealth Management, LLC19,613$861K0.03%+73313F-HRTimeline
HighTower Advisors, LLC19,553$858K<0.01%+98313F-HRTimeline
MML INVESTORS SERVICES, LLC19,474$855K<0.01%-21613F-HRTimeline
NewEdge Advisors, LLC19,038$835K<0.01%-2,37713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,019$835K<0.01%+4,02613F-HRTimelineGroup
AE Wealth Management LLC18,846$827K0.01%-81313F-HRTimeline
Northstar Group, Inc.18,406$808K0.13%-89613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,316$804K<0.01%+30513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.17,867$784K0.02%-8,92613F-HRTimeline
Godshalk Welsh Capital Management, Inc.17,796$781K0.51%+2513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,548$770K0.17%013F-HRTimeline
Summit Wealth Partners, LLC17,502$768K0.16%-21213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,489$767K0.04%-37513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,272$758K0.03%-5,00013F-HRTimeline
GWN SECURITIES INC.16,939$743K0.04%+8,40613F-HRTimeline
Plan Group Financial, LLC16,574$727K0.26%-1,60513F-HRTimeline
MAI Capital Management16,106$707K0.01%-9213F-HRTimeline
Legacy Financial Group LLC15,790$693K0.11%-4913F-HRTimeline
UNIQUE WEALTH, LLC15,586$684K0.13%+6,67913F-HRTimeline
Rothschild Wealth LLC15,378$675K0.19%-1,69713F-HRTimeline
World Investment Advisors15,238$669K0.02%013F-HRTimeline
SteelPeak Wealth, LLC15,111$663K0.03%-1,48213F-HRTimeline
Vestmark Advisory Solutions, Inc.14,843$651K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,767$648K0.01%-3,31413F-HRTimeline
Ausdal Financial Partners, Inc.14,624$642K0.05%+46013F-HRTimeline
Mesirow Financial Investment Management…14,320$628K0.01%+10013F-HRTimeline
Clear Creek Financial Management, LLC13,826$607K0.06%+52713F-HRTimeline
Dentgroup LLC13,310$584K0.44%013F-HRTimeline
Integrity Financial Corp /WA13,283$583K0.33%-17413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,878$565K<0.01%-18,31613F-HRTimelineGroup
Janney Montgomery Scott LLC12,801$562K<0.01%-101,65813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,653$554K<0.01%+4,34613F-HR/ATimelineGroup
RFG Advisory, LLC11,652$511K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,219$492K<0.01%+613F-HRTimelineGroup
Mason & Associates, LLC11,161$490K0.14%-70313F-HRTimeline
CENTRAL TRUST Co11,003$483K0.01%+2,19813F-HRTimeline
BridgePort Financial Solutions, LLC11,000$483K0.22%+5113F-HRTimeline
Fort Point Capital Partners LLC10,419$457K0.05%-93213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,404$457K0.03%+59413F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,252$450K0.01%-1,02813F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,751$428K0.02%+30413F-HRTimeline
Advisory Services Network, LLC9,514$417K0.01%-3,21913F-HRTimeline
INVESTMENT PARTNERS, LTD.9,497$417K0.17%013F-HRTimeline
Mendel Capital Management LLC9,280$407K0.25%-78613F-HRTimeline
Federation des caisses Desjardins du Qu…9,158$402K<0.01%-1,35013F-HRTimeline
Moss Adams Wealth Advisors LLC9,144$401K0.04%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,046$397K<0.01%-40513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,018$396K<0.01%-1,30013F-HRTimeline
IMA Advisory Services, Inc.9,387$394K0.05%-1513F-HRTimeline
Wealth Forward, LLC8,799$386K0.27%-9513F-HRTimeline
RTD Financial Advisors, Inc.8,763$385K0.05%013F-HRTimeline
Tempus Wealth Planning, LLC8,712$382K0.11%-33213F-HRTimeline
CENTAURUS FINANCIAL, INC.8,567$376K0.02%-3,30513F-HRTimeline
Heirloom Wealth Management8,547$375K0.11%-3,30313F-HRTimeline
IHT Wealth Management, LLC8,537$375K0.01%-10213F-HRTimeline
Private Advisor Group, LLC8,475$372K<0.01%-4,44213F-HRTimeline
SimpliFi, Inc.8,409$369K0.17%+7213F-HRTimeline
Atlas Private Wealth Advisors8,392$368K0.05%-36613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,241$362K0.02%new13F-HRTimelineGroup
MPS Loria Financial Planners, LLC8,026$352K0.1%new13F-HRTimeline
Bay Harbor Wealth Management, LLC8,005$351K0.11%-1413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,989$351K<0.01%-1,45813F-HRTimelineGroup
CFO4Life Group, LLC7,935$348K0.06%013F-HRTimeline
Maxele Advisors, LLC7,890$346K0.33%-10013F-HRTimeline
Archford Capital Strategies, LLC7,845$344K0.05%-51713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,061$340K0.03%-31113F-HRTimelineGroup
First Heartland Consultants, Inc.7,641$335K0.03%-99913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,467$328K0.01%-48,33513F-HRTimeline
Visionary Wealth Advisors7,398$325K0.02%-46613F-HRTimeline
Bright Futures Wealth Management, LLC.7,629$324K0.36%+15713F-HRTimeline
Leading Edge Financial Planning LLC7,370$323K0.1%013F-HRTimeline
Syverson Strege & Co7,272$319K0.1%+37913F-HRTimeline
Arax Advisory Partners7,251$318K0.02%-75113F-HRTimeline
Integrated Wealth Concepts LLC7,135$313K<0.01%-3,61413F-HRTimeline
TOWNSQUARE CAPITAL LLC7,092$311K<0.01%013F-HRTimeline
SEEDS INVESTOR LLC7,039$309K0.09%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,977$306K<0.01%-23713F-HRTimelineGroup
Austin Private Wealth, LLC6,955$305K0.03%-55313F-HRTimeline
Worth Financial Advisory Group, LLC6,843$300K0.19%+14513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,829$300K0.01%-23413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,478$284K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.6,300$276K0.04%+5013F-HRTimeline
RFP Financial Group LLC6,187$272K0.11%+47513F-HRTimeline
McKinley Carter Wealth Services, Inc.6,109$268K0.02%013F-HRTimeline
Financial Enhancement Group LLC6,246$268K0.04%-42,33613F-HRTimeline
MKD WEALTH COACHES, LLC6,071$266K0.3%-1,85413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,945$261K<0.01%new13F-HRTimelineGroup
CGN Advisors LLC5,857$257K0.03%+6413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,853$257K0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,808$255K<0.01%-36413F-HRTimeline
Aprio Wealth Management, LLC5,700$250K0.03%013F-HRTimeline
Dynamic Advisor Solutions LLC5,599$246K0.01%-43713F-HRTimeline
Empirical Asset Management, LLC5,597$246K0.08%-2313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$241K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.5,484$241K<0.01%013F-HRTimeline
Waterloo Capital, L.P.5,465$240K0.02%new13F-HRTimeline
Archvest Wealth Advisors, Inc.5,465$240K0.2%-86913F-HRTimeline
Estate Counselors, LLC5,325$234K0.02%-83013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,165$227K0.11%-49713F-HRTimeline
Venturi Wealth Management, LLC5,149$226K0.01%+47913F-HRTimeline
High Falls Advisors, Inc5,138$225K0.05%new13F-HRTimeline
TPG Financial Advisors, LLC5,083$223K0.1%-26913F-HRTimeline
JFS WEALTH ADVISORS, LLC5,019$220K0.01%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$219K0.05%new13F-HRTimelineGroup
Creative Planningin group Creative Planning4,944$217K<0.01%-35813F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC4,870$214K0.02%+3413F-HRTimeline
CWM, LLCin group CWM, LLC4,857$213K<0.01%+55013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC4,810$211K0.04%+113F-HRTimeline
Philip James Wealth Mangement, LLC4,788$210K0.03%-80013F-HRTimeline
Westmount Partners, LLC4,788$210K0.06%new13F-HRTimeline
Summit Financial, LLC4,713$207K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,888$206K0.04%+2213F-HRTimeline
Stonebridge Financial Group, LLC4,688$206K0.02%-20213F-HRTimeline
Cornerstone Planning Group LLC4,427$190K0.05%+52913F-HRTimeline
AdvisorNet Financial, Inc3,670$161K0.01%+38513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,620$159K0.06%new13F-HRTimeline
CoreCap Advisors, LLC3,460$152K0.01%-29513F-HRTimeline
Blue Trust, Inc.3,379$148K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC3,381$148K0.1%new13F-HRTimeline
Allworth Financial LP3,363$146K<0.01%-7613F-HRTimeline
SOA Wealth Advisors, LLC.3,230$142K0.03%013F-HRTimeline
FMR LLCin group FMR LLC2,949$129K<0.01%+1,38313F-HRTimelineGroup
Darwin Wealth Management, LLC2,802$122K0.04%013F-HRTimeline
Sunbelt Securities, Inc.2,584$113K0.01%+3013F-HRTimeline
HFM Investment Advisors, LLC2,583$113K0.05%13F-HRTimeline
Qube Research & Technologies Ltd2,419$106K<0.01%+1,87013F-HRTimeline
Capital Investment Advisory Services, L…2,414$106K0.01%-51013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,362$104K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC1,958$85.9K0.02%-313F-HRTimeline
Salomon & Ludwin, LLC1,780$78.1K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,771$77.7K0.02%+2113F-HRTimeline
McIlrath & Eck, LLC1,753$76.9K0.01%-613F-HRTimeline
Gould Capital, LLC1,670$73.3K0.05%013F-HRTimeline