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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

263 managers (263 13F filers) reported a position in AOM shares at 2025-09-30, 11,366,702 shares in all. 19 filers opened a position and 23 filers sold out during the quarter.

Managers
263
13F filers
263
New
19
Added
106
Reduced
98
Sold out
23
Shares held by filers
11,366,702

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.2,888,036$137M<0.01%-38,36613F-HRTimelineGroup
LPL Financial LLC1,086,699$51.7M0.02%+96,05913F-HRTimeline
Foundations Investment Advisors, LLC507,680$24.2M0.35%+4,79313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY365,398$17.4M<0.01%-42,92913F-HR/ATimelineGroup
Weitzel Financial Services, Inc.288,776$13.6M5.55%+11,20813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,192$13.6M<0.01%+8,73013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC282,076$13.4M<0.01%+14513F-HRTimelineGroup
HUB Investment Partners, LLC278,968$13.3M0.49%-1,20713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN258,393$12.3M<0.01%+7,19313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/233,121$11.1M<0.01%+33,11613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,301$9.92M0.01%-21,40513F-HRTimelineGroup
Cetera Investment Advisers196,485$9.35M0.01%+30,55413F-HRTimeline
Cambridge Investment Research Advisors,…170,549$8.12M0.02%+38,33013F-HRTimeline
Weaver Consulting Group161,266$7.67M1.95%+22413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,115$6.91M0.01%+3,43213F-HRTimeline
Investment Advisory Group, LLC140,634$6.69M1.82%-22713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC135,193$6.43M0.67%+13,02213F-HRTimeline
HANOVER ADVISORS INC125,743$5.98M2.32%+119,85313F-HRTimeline
American Trust98,698$4.7M0.4%+61313F-HRTimeline
Focus Financial Network, Inc.96,595$4.6M0.16%-62613F-HRTimeline
Consilium Wealth Advisory, LLC93,663$4.46M1.72%+69713F-HRTimeline
Financial Advocates Investment Manageme…93,348$4.44M2.5%+3,89313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,917$4.37M0.01%+29313F-HRTimeline
SEEDS INVESTOR LLC91,704$4.36M0.92%+21,47013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,949$4.28M0.01%-33113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,207$3.82M<0.01%+2,99513F-HRTimelineGroup
Waverly Advisors, LLC78,469$3.73M0.04%+1,18513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding78,183$3.72M-10,188Timeline
Onyx Bridge Wealth Group LLC77,415$3.68M0.4%+1,34213F-HRTimeline
Taylor Financial Group, Inc.75,317$3.58M2.06%+6,86013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,148$3.48M<0.01%-20,27313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management72,074$3.43M0.04%-2,22113F-HRTimelineGroup
Mutual Advisors, LLC68,249$3.26M0.07%-1,05313F-HRTimeline
Ellenbecker Investment Group56,483$2.69M0.4%+6,49213F-HRTimeline
Private Advisor Group, LLC52,715$2.51M0.01%+6,78813F-HRTimeline
TRUE Private Wealth Advisors52,284$2.49M0.25%-6,24013F-HRTimeline
Enclave Advisors LLC47,971$2.28M0.35%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,367$2.21M0.01%+3,16113F-HRTimelineGroup
Patton Albertson Miller Group, LLC45,529$2.17M0.26%-44813F-HRTimeline
ASPIRIANT, LLC45,218$2.15M0.07%+6,43113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,847$2.09M<0.01%-1,62513F-HR/ATimelineGroup
Beacon Financial Advisory LLC43,587$2.07M0.48%+13613F-HRTimeline
Royal Fund Management, LLC43,292$2.06M0.25%-63,36313F-HRTimeline
Manske Wealth Management42,661$2.03M0.62%-2,96113F-HRTimeline
UBS Group AGin group UBS Group AG35,981$1.71M<0.01%+4613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC33,587$1.6M0.89%+5,93613F-HRTimeline
LifePlan Financial, LLC32,791$1.56M1.24%-4,85213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,635$1.55M0.29%-1,40413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,240$1.53M<0.01%+15,10913F-HRTimelineGroup
Prosperity Consulting Group, LLC28,197$1.34M0.07%-65213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,880$1.33M0.09%-213F-HRTimeline
BlueStem Wealth Partners, LLC27,295$1.3M0.15%-1,31113F-HRTimeline
AE Wealth Management LLC26,449$1.26M0.01%-77,59613F-HRTimeline
RDA Financial Network25,415$1.21M0.3%-50013F-HRTimeline
Gallacher Capital Management LLC25,331$1.21M0.48%-19713F-HRTimeline
Thrive Capital Management, LLC25,243$1.2M0.31%-2,10313F-HRTimeline
J.W. COLE ADVISORS, INC.24,656$1.17M0.02%-4,60513F-HRTimeline
One Capital Management, LLC24,217$1.15M0.04%-8,92413F-HRTimeline
HARBOUR INVESTMENTS, INC.22,819$1.09M0.02%-15113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC22,720$1.08M0.07%+1,31013F-HRTimeline
Fort Henry Capital, LLC22,117$1.05M0.67%+11113F-HRTimeline
NewEdge Advisors, LLC21,836$1.04M<0.01%+2,65013F-HRTimeline
EIGHT 31 FINANCIAL, LLC21,309$1.01M0.57%-20813F-HRTimeline
Sovereign Financial Group, Inc.20,922$995K0.19%+18713F-HRTimeline
Global Financial Private Client, LLC20,737$987K0.35%+63613F-HRTimeline
Rothschild Wealth LLC20,692$985K0.21%-19913F-HRTimeline
Avior Wealth Management, LLC20,652$983K0.03%+33513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,258$963K<0.01%+37513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,089$956K<0.01%-1,03113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,857$940K<0.01%+2,25113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT19,629$934K0.02%-7013F-HRTimeline
HighTower Advisors, LLC18,933$901K<0.01%-45813F-HRTimeline
World Investment Advisors18,384$875K0.02%+13013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,113$862K0.02%-52613F-HRTimeline
Godshalk Welsh Capital Management, Inc.17,827$848K0.49%+613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,826$848K0.04%-20313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,521$834K0.15%+2713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,476$832K0.02%+20413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,102$814K0.02%-60213F-HRTimelineGroup
Northstar Group, Inc.16,950$806K0.12%-1,15013F-HRTimeline
Integrated Wealth Concepts LLC16,829$801K0.01%-2,49013F-HRTimeline
Legacy Financial Group LLC16,212$771K0.1%-17613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,428$734K0.27%new13F-HRTimeline
SteelPeak Wealth, LLC15,107$719K0.02%-813F-HRTimeline
Mesirow Financial Investment Management…14,905$709K0.01%+62013F-HRTimeline
MAI Capital Management14,782$703K<0.01%-6913F-HRTimeline
Steward Partners Investment Advisory, L…14,772$703K<0.01%-6213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,545$692K<0.01%+2,10013F-HRTimelineGroup
UNIQUE WEALTH, LLC14,179$675K0.1%-10713F-HRTimeline
Sigma Planning Corp13,325$634K0.02%-51113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,123$624K0.01%+89413F-HRTimelineGroup
Clear Creek Financial Management, LLC12,923$615K0.05%-32513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,818$610K0.04%013F-HRTimeline
Summit Wealth Partners, LLC12,428$591K0.11%-4,51113F-HRTimeline
Plan Group Financial, LLC12,131$577K0.15%-3,97213F-HRTimeline
Armstrong, Fleming & Moore, Inc12,042$573K0.27%013F-HRTimeline
RFG Advisory, LLC11,810$562K0.01%+4713F-HRTimeline
BridgePort Financial Solutions, LLC11,461$545K0.15%+30313F-HRTimeline
Integrity Financial Corp /WA11,425$544K0.26%-1,03713F-HRTimeline
Waterloo Capital, L.P.11,086$527K0.04%+2,97813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,059$526K0.01%+55513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.10,379$494K0.17%+82713F-HRTimeline
Visionary Wealth Advisors10,323$491K0.02%+2,40213F-HRTimeline
Dentgroup LLC10,310$491K0.32%-3,00013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,255$488K0.22%new13F-HRTimeline
Ausdal Financial Partners, Inc.9,997$476K0.02%-2,53713F-HRTimeline
MPS Loria Financial Planners, LLC9,954$474K0.13%+29713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,636$458K<0.01%-15,28113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,533$454K0.02%+1,29213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,335$444K0.02%-24713F-HRTimelineGroup
Fort Point Capital Partners LLC9,286$442K0.06%-66513F-HRTimeline
Mendel Capital Management LLC9,280$442K0.23%013F-HRTimeline
Moss Adams Wealth Advisors LLC9,250$440K0.03%+7113F-HRTimeline
CENTRAL TRUST Co9,155$436K0.01%-96213F-HRTimeline
GWN SECURITIES INC.9,130$434K0.1%-6,35113F-HRTimeline
Heirloom Wealth Management9,009$429K0.1%-51913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,967$427K<0.01%+8613F-HRTimelineGroup
Wealth Forward, LLC8,965$427K0.25%+18313F-HRTimeline
CENTAURUS FINANCIAL, INC.8,847$421K0.02%+5013F-HRTimeline
RTD Financial Advisors, Inc.8,783$418K0.05%+1213F-HRTimeline
OneDigital Investment Advisors LLC8,739$416K<0.01%+1,77613F-HRTimeline
Federation des caisses Desjardins du Qu…8,656$412K<0.01%-2,95613F-HRTimeline
First Heartland Consultants, Inc.8,641$411K0.03%+1,00013F-HRTimeline
SimpliFi, Inc.8,312$395K0.17%-13113F-HRTimeline
GeoWealth Management, LLC8,294$395K0.01%-8,29013F-HRTimeline
Tempus Wealth Planning, LLC8,076$384K0.09%-31813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,005$381K<0.01%013F-HRTimelineGroup
Mason & Associates, LLC8,271$381K0.1%013F-HRTimeline
Gladstone Institutional Advisory LLC7,957$379K0.01%-23613F-HRTimeline
IHT Wealth Management, LLC7,940$378K0.01%+213F-HRTimeline
CFO4Life Group, LLC7,935$378K0.05%013F-HRTimeline
Bay Harbor Wealth Management, LLC7,891$375K0.1%+213F-HRTimeline
Advisory Services Network, LLC7,771$370K0.01%+3713F-HRTimeline
Creative Planningin group Creative Planning7,647$364K<0.01%+1,44513F-HRTimelineGroup
Bright Futures Wealth Management, LLC.7,640$364K0.28%13F-HRTimeline
Efficient Advisors, LLC7,611$362K0.02%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,339$349K0.03%-37513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP7,171$341K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,057$336K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,028$334K<0.01%+2,13413F-HRTimelineGroup
Austin Private Wealth, LLC6,955$331K0.03%013F-HRTimeline
Westmount Partners, LLC6,930$331K0.09%+2,56313F-HRTimeline
Archford Capital Strategies, LLC6,953$331K0.04%-45413F-HRTimeline
National Wealth Management Group, LLC6,914$329K0.12%+2,41913F-HRTimeline
Maxele Advisors, LLC6,896$328K0.28%013F-HRTimeline
Leading Edge Financial Planning LLC6,840$325K0.08%-53013F-HRTimeline
Syverson Strege & Co6,749$321K0.08%-60413F-HRTimeline
SCOTIA CAPITAL INC.6,718$320K<0.01%+78413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,618$315K0.01%-18513F-HRTimeline
Claro Advisors Inc.6,400$305K0.04%+5013F-HRTimeline
Financial Enhancement Group LLC6,246$298K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,232$297K<0.01%+9513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.6,078$289K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,019$286K<0.01%new13F-HRTimelineGroup
MKD WEALTH COACHES, LLC5,976$284K0.28%-55213F-HRTimeline
&PARTNERS5,965$284K<0.01%+60913F-HRTimeline
Dynamic Advisor Solutions LLC5,786$275K0.01%+11913F-HRTimeline
Sightline Wealth Advisors, LLC5,724$272K0.12%+33613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,710$272K0.09%+18113F-HRTimeline
Aprio Wealth Management, LLC5,700$271K0.03%013F-HRTimeline
CGN Advisors LLC5,663$269K0.02%+24913F-HRTimeline
Empirical Asset Management, LLC5,584$266K0.07%+4613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$262K<0.01%013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC5,491$261K<0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC5,353$255K0.03%new13F-HRTimeline
PFG Private Wealth Management, LLC5,275$251K0.11%new13F-HRTimeline
Integrity Wealth Solutions LLC5,275$251K0.11%+80913F-HRTimeline
RFP Financial Group LLC5,712$248K0.1%+16813F-HRTimeline
Estate Counselors, LLC5,100$243K0.02%-22513F-HRTimeline
TPG Financial Advisors, LLC5,085$242K0.09%+18213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,023$239K0.04%+10913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,000$238K<0.01%013F-HR/ATimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$238K0.04%013F-HRTimelineGroup
Evensky & Katz LLC4,991$237K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,932$235K<0.01%+17413F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,911$234K<0.01%-98713F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC4,822$229K0.04%+813F-HRTimeline
JFS WEALTH ADVISORS, LLC4,778$227K0.01%-6913F-HRTimeline
Stonebridge Financial Group, LLC4,733$225K0.02%+2613F-HRTimeline
Atria Investments, Inc4,732$225K<0.01%+4913F-HRTimeline
GTS SECURITIES LLC4,729$225K0.01%-36,89813F-HRTimeline
CWM, LLCin group CWM, LLC4,707$224K<0.01%+76313F-HRTimelineGroup
Venturi Wealth Management, LLC4,604$219K0.01%-1,05113F-HRTimeline
Cardinal Point Capital Management ULC4,584$217K0.02%+20013F-HRTimeline
Janney Montgomery Scott LLC4,495$214K<0.01%+113F-HRTimeline
SSA SWISS ADVISORS AG4,433$211K0.1%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,341$207K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC4,322$206K<0.01%new13F-HRTimeline
Adams Wealth Management4,291$204K0.04%-51713F-HRTimeline
CacheTech Inc.4,291$204K0.04%-51713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,262$203K0.01%-123,83113F-HRTimelineGroup
WEALTHGARDEN F.S. LLC4,231$202K0.14%new13F-HRTimeline
CoreCap Advisors, LLC4,040$192K0.01%+25713F-HRTimeline
FMR LLCin group FMR LLC3,802$181K<0.01%-6513F-HRTimelineGroup
Cornerstone Planning Group LLC3,675$176K0.03%-40613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,657$174K0.05%+3013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,600$171K0.34%-27,87613F-HRTimeline
IMA Advisory Services, Inc.3,967$168K0.02%-7,27713F-HRTimeline
Blue Trust, Inc.3,379$161K<0.01%013F-HRTimeline
Allworth Financial LP2,986$142K<0.01%-30113F-HRTimeline