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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

268 managers (269 13F filers) reported a position in AOM shares at 2025-06-30, 12,135,077 shares in all. 30 filers opened a position and 23 filers sold out during the quarter.

Managers
268
13F filers
269
New
30
Added
118
Reduced
85
Sold out
23
Shares held by filers
12,135,077

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.2,926,402$135M<0.01%+16,14513F-HRTimelineGroup
LPL Financial LLC990,640$45.6M0.02%-4,81813F-HRTimeline
Foundations Investment Advisors, LLC502,887$23.2M0.37%+75,93313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY408,327$18.8M<0.01%-158,04013F-HRTimelineGroup
Madrid Financial Services368,333$17M11.49%+22,90913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC281,931$13M<0.01%+17,79013F-HRTimelineGroup
HUB Investment Partners, LLC280,175$12.9M0.45%+6,34613F-HRTimeline
Weitzel Financial Services, Inc.277,568$12.8M5.44%-2,51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,462$12.8M<0.01%+2,05613F-HR/ATimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC267,607$12.3M1.77%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN251,200$11.6M<0.01%-2,28313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,706$10.7M0.02%+5,82613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200,005$9.21M<0.01%+1,08713F-HRTimelineGroup
Cetera Investment Advisers165,931$7.64M0.01%+11,22613F-HRTimeline
Weaver Consulting Group161,042$7.41M2.05%+1,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,683$6.52M0.01%+2,56613F-HRTimeline
Investment Advisory Group, LLC140,861$6.49M1.96%+4,79513F-HRTimeline
Cambridge Investment Research Advisors,…132,219$6.09M0.02%+10913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…128,093$5.9M0.31%+19,77513F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC122,171$5.62M0.65%+10,91713F-HRTimeline
Royal Fund Management, LLC106,655$4.91M0.52%+2,51113F-HRTimeline
AE Wealth Management LLC104,045$4.79M0.04%+85,19913F-HRTimeline
American Trust98,085$4.52M0.43%new13F-HRTimeline
Focus Financial Network, Inc.97,221$4.48M0.18%-29,10613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,421$4.3M<0.01%+12,50913F-HRTimelineGroup
Consilium Wealth Advisory, LLC92,966$4.28M1.81%+8,75113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,624$4.2M0.01%-23,60013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,280$4.16M0.01%+12013F-HRTimelineGroup
Financial Advocates Investment Manageme…89,455$4.12M0.34%+2,98313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding88,371$4.07M+909Timeline
Waverly Advisors, LLC77,284$3.56M0.04%+2,24013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77,212$3.55M<0.01%-13,52813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC76,073$3.5M0.46%-39813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management74,295$3.42M0.04%-7,34113F-HRTimelineGroup
SEEDS INVESTOR LLC70,234$3.23M0.76%+63,19513F-HRTimeline
Mutual Advisors, LLC69,302$3.2M0.08%+19713F-HRTimeline
Taylor Financial Group, Inc.68,457$3.15M1.97%+8,14513F-HRTimeline
TRUE Private Wealth Advisors58,524$2.69M0.3%-1,68913F-HRTimeline
Smith Anglin Financial, LLC51,096$2.35M0.21%-1,12113F-HRTimeline
Ellenbecker Investment Group49,991$2.3M0.37%+59713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,712$2.29M<0.01%+20,30513F-HRTimelineGroup
Patton Albertson Miller Group, LLC45,977$2.12M0.28%+2,63213F-HRTimeline
Private Advisor Group, LLC45,927$2.11M0.01%+37,45213F-HRTimeline
Manske Wealth Management45,622$2.1M0.69%-1,54713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,472$2.09M<0.01%+27,15613F-HRTimelineGroup
Beacon Financial Advisory LLC43,451$2M0.52%-72413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,206$1.99M+2,545Timeline
GTS SECURITIES LLC41,627$1.92M0.09%+18,20613F-HRTimeline
ASPIRIANT, LLC38,787$1.79M0.06%+9,15813F-HRTimeline
LifePlan Financial, LLC37,643$1.73M1.44%-33713F-HRTimeline
UBS Group AGin group UBS Group AG35,935$1.65M<0.01%-21,78613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC34,039$1.57M0.33%-20413F-HRTimeline
One Capital Management, LLC33,141$1.53M0.05%-31,01613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…31,476$1.45M0.19%+30,28913F-HRTimeline
J.W. COLE ADVISORS, INC.29,261$1.35M0.03%+3,24613F-HRTimeline
Prosperity Consulting Group, LLC28,849$1.33M0.1%+4,07113F-HRTimeline
BlueStem Wealth Partners, LLC28,606$1.32M0.16%-2,93013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,882$1.28M0.11%+2413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC27,651$1.27M0.87%-85413F-HRTimeline
Thrive Capital Management, LLC27,346$1.26M0.39%new13F-HRTimeline
RDA Financial Network25,915$1.19M0.32%-17513F-HRTimeline
Gallacher Capital Management LLC25,528$1.18M0.54%+80313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,917$1.15M<0.01%+15,89913F-HRTimeline
HARBOUR INVESTMENTS, INC.22,970$1.06M0.03%+5,10313F-HRTimeline
Fort Henry Capital, LLC22,006$1.01M0.68%+1513F-HRTimeline
EIGHT 31 FINANCIAL, LLC21,517$991K0.65%+23113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,422$986K0.01%+1,32213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,410$986K0.07%+1,76913F-HRTimeline
MML INVESTORS SERVICES, LLC21,120$972K<0.01%+1,64613F-HRTimeline
Rothschild Wealth LLC20,891$962K0.24%+5,51313F-HRTimeline
Sovereign Financial Group, Inc.20,735$955K0.2%+59513F-HRTimeline
Avior Wealth Management, LLC20,317$935K0.03%+70413F-HRTimeline
Global Financial Private Client, LLC20,101$925K0.35%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,883$914K<0.01%+86413F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT19,699$907K0.02%-73113F-HRTimeline
HighTower Advisors, LLC19,391$893K<0.01%-16213F-HRTimeline
Integrated Wealth Concepts LLC19,319$889K0.01%+12,18413F-HRTimeline
NewEdge Advisors, LLC19,186$883K<0.01%+14813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,639$858K0.02%+11,17213F-HRTimeline
World Investment Advisors18,254$840K0.02%+3,01613F-HRTimeline
Northstar Group, Inc.18,100$833K0.13%-30613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…18,029$830K0.04%+54013F-HRTimeline
Godshalk Welsh Capital Management, Inc.17,821$820K0.51%+2513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,704$815K0.02%-12,47913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,606$808K<0.01%+4,95313F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC17,494$805K0.16%-5413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,272$795K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,131$789K<0.01%+4,25313F-HRTimelineGroup
Summit Wealth Partners, LLC16,939$780K0.15%-56313F-HRTimeline
GeoWealth Management, LLC16,584$763K0.03%-17,91313F-HRTimeline
Legacy Financial Group LLC16,388$755K0.11%+59813F-HRTimeline
Plan Group Financial, LLC16,103$741K0.24%-47113F-HRTimeline
GWN SECURITIES INC.15,481$713K0.13%-1,45813F-HRTimeline
SteelPeak Wealth, LLC15,115$696K0.03%+413F-HRTimeline
MAI Capital Management14,851$684K<0.01%-1,25513F-HRTimeline
Steward Partners Investment Advisory, L…14,834$683K0.01%+6713F-HRTimeline
Atria Wealth Solutions, Inc.14,784$681K0.02%-6,11613F-HRTimeline
UNIQUE WEALTH, LLC14,286$658K0.11%-1,30013F-HRTimeline
Mesirow Financial Investment Management…14,285$658K0.01%-3513F-HRTimeline
Sigma Planning Corp13,836$637K0.02%-6,28813F-HRTimeline
Dentgroup LLC13,310$613K0.43%013F-HRTimeline
Clear Creek Financial Management, LLC13,248$610K0.06%-57813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,818$590K0.04%new13F-HRTimeline
Ausdal Financial Partners, Inc.12,534$577K0.04%-2,09013F-HRTimeline
Integrity Financial Corp /WA12,462$574K0.29%-82113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,445$573K<0.01%+1,22613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,229$563K0.01%new13F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc12,042$554K0.3%new13F-HRTimeline
RFG Advisory, LLC11,763$542K0.01%+11113F-HRTimeline
Federation des caisses Desjardins du Qu…11,612$535K<0.01%+2,45413F-HRTimeline
BridgePort Financial Solutions, LLC11,158$514K0.17%+15813F-HRTimeline
IMA Advisory Services, Inc.11,244$498K0.05%+1,85713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,504$484K0.01%+25213F-HRTimelineGroup
CENTRAL TRUST Co10,117$466K0.01%-88613F-HRTimeline
Fort Point Capital Partners LLC9,951$458K0.05%-46813F-HRTimeline
MPS Loria Financial Planners, LLC9,657$445K0.13%+1,63113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,582$441K0.02%-82213F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.9,552$440K0.17%+5513F-HRTimeline
Heirloom Wealth Management9,528$439K0.12%+98113F-HRTimeline
Mendel Capital Management LLC9,280$427K0.24%013F-HRTimeline
Moss Adams Wealth Advisors LLC9,179$423K0.04%+3513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,881$409K<0.01%-16513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,797$405K0.02%+23013F-HRTimeline
Wealth Forward, LLC8,782$404K0.27%-1713F-HRTimeline
RTD Financial Advisors, Inc.8,771$404K0.05%+813F-HRTimeline
SimpliFi, Inc.8,443$389K0.17%+3413F-HRTimeline
Tempus Wealth Planning, LLC8,394$386K0.1%-31813F-HRTimeline
Atlas Private Wealth Advisors8,392$386K0.05%013F-HRTimeline
Mason & Associates, LLC8,271$381K0.1%-2,89013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,241$379K0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC8,193$377K0.02%-1,55813F-HRTimeline
Waterloo Capital, L.P.8,108$373K0.03%+2,64313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,005$369K<0.01%+1613F-HRTimelineGroup
IHT Wealth Management, LLC7,938$365K0.01%-59913F-HRTimeline
CFO4Life Group, LLC7,935$365K0.06%013F-HRTimeline
Visionary Wealth Advisors7,921$365K0.02%+52313F-HRTimeline
Bay Harbor Wealth Management, LLC7,889$363K0.11%-11613F-HRTimeline
Advisory Services Network, LLC7,734$354K0.01%-1,78013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,714$353K0.03%-34713F-HRTimelineGroup
Archford Capital Strategies, LLC7,407$341K0.04%-43813F-HRTimeline
Leading Edge Financial Planning LLC7,370$339K0.09%013F-HRTimeline
Syverson Strege & Co7,353$339K0.08%+8113F-HRTimeline
Arax Advisory Partners7,343$338K0.02%+9213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,057$325K<0.01%+1,11213F-HRTimelineGroup
OneDigital Investment Advisors LLC6,963$321K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC6,955$320K0.03%013F-HRTimeline
Maxele Advisors, LLC6,896$318K0.28%-99413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,803$313K0.01%-2613F-HRTimeline
MKD WEALTH COACHES, LLC6,528$301K0.32%+45713F-HRTimeline
Claro Advisors Inc.6,350$292K0.05%+5013F-HRTimeline
Creative Planningin group Creative Planning6,202$286K<0.01%+1,25813F-HRTimelineGroup
Financial Enhancement Group LLC6,246$285K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,137$283K<0.01%-84013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.6,078$280K0.02%-3113F-HRTimeline
SCOTIA CAPITAL INC.5,934$273K<0.01%+45013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,898$272K0.01%+4513F-HRTimelineGroup
HANOVER ADVISORS INC5,890$271K0.11%new13F-HRTimeline
Aprio Wealth Management, LLC5,700$262K0.03%013F-HRTimeline
First Heartland Consultants, Inc.7,641$262K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC5,667$261K0.01%+6813F-HRTimeline
Venturi Wealth Management, LLC5,655$260K0.01%+50613F-HRTimeline
Archvest Wealth Advisors, Inc.5,615$259K0.23%+15013F-HRTimeline
RFP Financial Group LLC5,544$255K0.11%-64313F-HRTimeline
Empirical Asset Management, LLC5,538$255K0.08%-5913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,529$255K0.1%+36413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$253K<0.01%013F-HRTimelineGroup
CGN Advisors LLC5,414$249K0.02%-44313F-HRTimeline
Sightline Wealth Advisors, LLC5,388$248K0.12%new13F-HRTimeline
FLP Wealth Management, LLC5,361$247K0.69%new13F-HRTimeline
&PARTNERS5,356$247K<0.01%new13F-HRTimeline
Estate Counselors, LLC5,325$245K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,000$230K<0.01%new13F-HR/ATimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$230K0.05%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC4,914$226K0.04%+2613F-HRTimeline
TPG Financial Advisors, LLC4,903$226K0.09%-18013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,894$225K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,851$223K<0.01%-1,62713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,847$223K0.01%-17213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,814$222K0.04%+413F-HRTimeline
Adams Wealth Management4,808$221K0.04%new13F-HRTimeline
CacheTech Inc.4,808$221K0.04%new13F-HRTimeline
Philip James Wealth Mangement, LLC4,805$221K0.03%+1713F-HRTimeline
Sanctuary Advisors, LLC4,758$219K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC4,707$217K0.02%+1913F-HRTimeline
Atria Investments, Inc4,683$216K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,494$207K<0.01%-8,30713F-HRTimeline
National Wealth Management Group, LLC4,495$207K0.12%new13F-HRTimeline
Integrity Wealth Solutions LLC4,466$206K0.1%new13F-HRTimeline
SSA SWISS ADVISORS AG4,433$204K0.1%-66,46913F-HRTimeline
Cardinal Point Capital Management ULC4,384$202K0.02%new13F-HRTimeline
Westmount Partners, LLC4,367$201K0.06%-42113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,364$201K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC4,081$188K0.04%-34613F-HRTimeline
CWM, LLCin group CWM, LLC3,944$182K<0.01%-91313F-HRTimelineGroup
AdvisorNet Financial, Inc3,908$180K0.01%+23813F-HRTimeline
FMR LLCin group FMR LLC3,867$178K<0.01%+91813F-HRTimelineGroup
CoreCap Advisors, LLC3,783$174K0.01%+32313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,627$167K0.05%+713F-HRTimeline
Blue Trust, Inc.3,379$156K<0.01%013F-HRTimeline
Allworth Financial LP3,287$151K<0.01%-7613F-HRTimeline