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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
BlackRock, Inc.in group BlackRock, Inc.3,026,406$143M<0.01%+105,58313F-HRTimelineGroup
LPL Financial LLC1,257,761$59.6M0.02%-14,96213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY714,713$33.9M<0.01%-141,77313F-HRTimelineGroup
Foundations Investment Advisors, LLC559,991$26.5M0.33%+28,37313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA336,701$15.9M<0.01%+14,21113F-HRTimelineGroup
Weitzel Financial Services, Inc.313,078$14.8M5.59%+11,81413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN293,205$13.9M<0.01%-251,79513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,469$13.6M<0.01%-5,55613F-HRTimelineGroup
AJ Advisors, LLC274,866$13M4.83%+5,77013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC262,366$12.4M<0.01%-106,32013F-HR/ATimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC259,957$12.3M1.54%new13F-HRTimeline
Cetera Investment Advisers215,782$10.2M0.01%-2,61313F-HRTimeline
Weaver Consulting Group176,410$8.36M1.99%+2,23213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC155,810$7.38M0.01%+10,78013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,012$7.15M0.01%+7,87913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC149,658$7.09M0.7%+7,41413F-HRTimeline
Investment Advisory Group, LLC149,318$7.07M1.8%+4,11513F-HRTimeline
GTS SECURITIES LLC140,704$6.67M0.24%+120,16613F-HRTimeline
Cambridge Investment Research Advisors,…125,066$5.92M0.02%+6,56413F-HRTimeline
Focus Financial Network, Inc.115,867$5.49M0.2%+16,85713F-HRTimeline
Royal Fund Management, LLC110,496$5.23M0.5%-3,49113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,147$4.84M<0.01%-338,44513F-HRTimelineGroup
Western Wealth Management, LLC95,271$4.51M0.17%+1,82013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,285$4.23M0.01%-1,39313F-HRTimelineGroup
Waverly Advisors, LLC84,825$4.02M0.03%+1,34013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding82,673$3.92M+4,934Timeline
Ellenbecker Investment Group81,189$3.85M0.52%+2,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,660$3.82M<0.01%+5,35613F-HRTimelineGroup
Hershey Financial Advisers, LLC79,809$3.78M3.26%new13F-HRTimeline
Onyx Bridge Wealth Group LLC77,729$3.68M0.4%-36713F-HRTimeline
Taylor Financial Group, Inc.77,609$3.68M2.23%+3,09713F-HRTimeline
Consilium Wealth Advisory, LLC76,627$3.63M1.24%-15,58013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…75,906$3.6M0.14%-1,82413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management73,165$3.47M0.04%+92513F-HRTimelineGroup
SEEDS INVESTOR LLC70,828$3.44M0.47%-9,03313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,471$3.24M0.01%-22,27213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO67,237$3.14M<0.01%+48,42913F-HR/ATimelineGroup
Mutual Advisors, LLC66,229$3.14M0.07%-1,36813F-HRTimeline
VVR Holdings LLC61,321$2.9M1.5%-3,61413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC60,768$2.88M0.01%+9,10413F-HRTimelineGroup
Private Advisor Group, LLC57,784$2.74M0.01%+1,20813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC56,738$2.69M1.31%+8,97113F-HRTimeline
ASPIRIANT, LLC49,669$2.35M0.07%+4,45113F-HRTimeline
TRUE Private Wealth Advisors49,511$2.35M0.22%-89413F-HRTimeline
Enclave Advisors LLC46,253$2.19M0.31%-1,09213F-HRTimeline
Beacon Financial Advisory LLC44,247$2.1M0.47%+52013F-HRTimeline
Manske Wealth Management42,011$1.99M0.56%-50013F-HRTimeline
UBS Group AGgroup of 2 filers holding41,561$1.97M+8,162Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,816$1.79M<0.01%-2,05213F-HRTimelineGroup
LifePlan Financial, LLC37,301$1.77M1.31%+5,30213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.36,049$1.71M0.59%+16,20113F-HRTimeline
HUB Investment Partners, LLC35,415$1.68M0.04%-246,08513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,901$1.6M<0.01%+12,28013F-HRTimelineGroup
HANOVER ADVISORS INC32,696$1.55M0.63%-46,05513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC31,952$1.51M0.28%-18313F-HRTimeline
High Net Worth Advisory Group LLC31,600$1.5M0.35%+10,40013F-HRTimeline
Legacy Wealth Partners, LLC31,035$1.47M0.37%-2,28513F-HRTimeline
Patton Albertson Miller Group, LLC30,560$1.45M0.17%-11,68113F-HRTimeline
HARBOUR INVESTMENTS, INC.30,008$1.42M0.02%+4,49813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,177$1.41M<0.01%+8,04113F-HRTimelineGroup
Prosperity Consulting Group, LLC29,028$1.38M0.06%+1,04213F-HRTimeline
Mariner, LLCin group Mariner, LLC28,247$1.34M<0.01%+14,05413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC27,905$1.32M0.09%+1013F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,224$1.29M0.75%+5,42513F-HRTimeline
BlueStem Wealth Partners, LLC26,110$1.24M0.14%-1713F-HRTimeline
Gallacher Capital Management LLC25,270$1.2M0.46%-1,46413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,602$1.17M0.03%-10013F-HR/ATimeline
RDA Financial Network24,270$1.15M0.29%-40013F-HRTimeline
NewEdge Advisors, LLC24,204$1.15M<0.01%-3913F-HR/ATimeline
Rothschild Wealth LLC23,839$1.13M0.1%+1,82913F-HRTimeline
Integrated Wealth Concepts LLC23,798$1.13M0.01%+6,84913F-HRTimeline
American Trust23,589$1.12M0.1%-1,97613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC22,695$1.08M0.08%-40113F-HRTimeline
Fort Henry Capital, LLC22,680$1.07M0.65%+12313F-HRTimeline
Sovereign Financial Group, Inc.21,907$1.04M0.18%-24113F-HRTimeline
One Capital Management, LLC21,860$1.04M0.03%-5,12613F-HRTimeline
Avior Wealth Management, LLC21,603$1.02M0.03%+37913F-HRTimeline
Global Financial Private Client, LLC21,291$1.01M0.33%+31813F-HRTimeline
BLAIR WILLIAM & CO/IL20,981$994K<0.01%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,863$988K0.6%-2313F-HRTimeline
Thrive Capital Management, LLC20,257$960K0.21%-13313F-HRTimeline
World Investment Advisors19,748$935K0.02%+72313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,370$918K0.02%-1,14313F-HRTimeline
Strategic Blueprint, LLC19,199$909K0.05%+10,44813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,110$905K0.03%-1,49613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…19,080$904K0.04%+1,22413F-HRTimeline
CGN Advisors LLC19,072$903K0.07%+13,22513F-HRTimeline
HighTower Advisors, LLC18,201$862K<0.01%-1,40913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,642$839K0.01%+11,30313F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC17,674$837K0.15%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…17,047$808K0.33%+2,81613F-HRTimeline
Legacy Financial Group LLC16,886$800K0.1%+19413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,262$770K0.04%+2,01513F-HRTimeline
Redhawk Wealth Advisors, Inc.15,356$727K0.08%+4,51213F-HRTimeline
Northstar Group, Inc.15,295$725K0.1%-1,35513F-HRTimeline
MML INVESTORS SERVICES, LLC15,234$722K<0.01%-3,70513F-HRTimeline
Mesirow Financial Investment Management…15,106$716K0.01%+43513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,014$711K0.02%-18113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,797$701K<0.01%+6,97313F-HRTimelineGroup
Waterloo Capital, L.P.14,715$697K0.05%+3,91513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,657$694K0.01%+82113F-HRTimelineGroup
CENTRAL TRUST Co14,330$679K0.01%+4,10113F-HRTimeline
Steward Partners Investment Advisory, L…14,152$670K<0.01%-1,86513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,131$669K0.53%+82813F-HRTimeline
MAI Capital Management14,027$664K<0.01%-67413F-HRTimeline
POTENTIA WEALTH13,835$655K0.25%+7,79813F-HRTimeline
Retireful, LLC13,737$651K0.92%new13F-HRTimeline
Advisory Services Network, LLC13,430$636K0.01%-26013F-HRTimeline
Hopwood Nicholas Hunter13,242$627K0.2%-53513F-HRTimeline
SteelPeak Wealth, LLC12,953$614K0.02%-1,43813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,833$608K0.1%-2,04613F-HRTimeline
Visionary Wealth Advisors12,768$605K0.03%+1,06413F-HRTimeline
AE Wealth Management LLC12,586$596K<0.01%-60513F-HRTimeline
Wealth Forward, LLC12,350$585K0.33%+1,12713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,305$583K<0.01%+6,89013F-HRTimelineGroup
Summit Wealth Partners, LLC12,078$572K0.09%-88413F-HRTimeline
Armstrong, Fleming & Moore, Inc12,042$570K0.24%013F-HRTimeline
BridgePort Financial Solutions, LLC11,920$565K0.16%+1,00513F-HRTimeline
Sigma Planning Corp11,659$552K0.02%-2,78213F-HRTimeline
Integrity Financial Corp /WA11,426$541K0.27%+3213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,329$537K0.01%+26913F-HRTimelineGroup
Mosley Wealth Management10,708$509K0.23%013F-HRTimeline
MPS Loria Financial Planners, LLC10,725$508K0.13%+17513F-HRTimeline
OneDigital Investment Advisors LLC10,654$505K<0.01%+2,00313F-HRTimeline
Ausdal Financial Partners, Inc.10,574$501K0.02%-76313F-HRTimeline
INVESTMENT PARTNERS, LTD.10,541$499K0.18%013F-HRTimeline
UNIQUE WEALTH, LLC10,501$497K0.07%-4,22913F-HRTimeline
Clear Creek Financial Management, LLC10,453$495K0.04%-55913F-HRTimeline
L.K. Benson & Company, P.C.10,365$491K0.16%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,311$488K0.02%+75913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,191$483K<0.01%+3,72113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC10,171$482K0.02%+63813F-HRTimelineGroup
Heirloom Wealth Management10,106$479K0.09%+1,01213F-HRTimeline
Tempus Wealth Planning, LLC9,582$454K0.1%+94213F-HRTimeline
WEDBUSH SECURITIES INC9,490$450K0.01%-13,51013F-HRTimeline
Moss Adams Wealth Advisors LLC9,376$444K0.03%+7613F-HRTimeline
Mendel Capital Management LLC9,280$440K0.22%13F-HRTimeline
GWN SECURITIES INC.9,207$436K0.08%-36113F-HRTimeline
SimpliFi, Inc.9,085$430K0.18%+78613F-HRTimeline
Capital Asset Managemnet, LLC9,073$430K0.48%+29813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,834$418K0.01%013F-HRTimelineGroup
Kastel Capital Advisors, LLC8,440$403K0.25%013F-HRTimeline
Fort Point Capital Partners LLC8,412$398K0.05%-10313F-HRTimeline
Plan Group Financial, LLC8,390$397K0.09%-1,20813F-HRTimeline
First Heartland Consultants, Inc.8,341$395K0.03%-24713F-HRTimeline
Premier Private Wealth Management LLC8,334$395K0.42%+9313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,310$394K<0.01%+30513F-HRTimelineGroup
RTD Financial Advisors, Inc.8,172$387K0.05%-58113F-HRTimeline
Bay Harbor Wealth Management, LLC8,152$386K0.1%+6013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,104$384K<0.01%-37313F-HRTimeline
Federation des caisses Desjardins du Qu…8,093$383K<0.01%-1,65813F-HRTimeline
Vestmark Advisory Solutions, Inc.8,080$383K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC7,944$376K0.01%013F-HRTimeline
Westmount Partners, LLC7,941$376K0.09%+86113F-HRTimeline
CFO4Life Group, LLC7,935$376K0.06%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,820$370K<0.01%+79213F-HRTimelineGroup
GeoWealth Management, LLC7,743$367K0.01%-48813F-HRTimeline
Phil A. Younker & Associates, Ltd.7,609$360K0.24%new13F-HRTimeline
RFG Advisory, LLC7,391$350K0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,029$333K<0.01%13F-HRTimelineGroup
Xena Financial Planning, LLC6,960$330K0.37%013F-HRTimeline
Cornerstone Planning Group LLC6,645$326K0.04%+2,77913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,797$322K0.01%-5313F-HRTimeline
Arax Advisory Partners6,741$319K0.01%+9813F-HRTimeline
Bright Futures Wealth Management, LLC.6,697$317K0.22%-96513F-HRTimeline
Leading Edge Financial Planning LLC6,597$312K0.07%013F-HRTimeline
Claro Advisors Inc.6,450$306K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.6,429$305K0.01%new13F-HRTimeline
Syverson Strege & Co6,419$304K0.07%-2,50913F-HRTimeline
EP Wealth Advisors, LLC6,364$301K<0.01%new13F-HRTimeline
Archford Capital Strategies, LLC6,283$298K0.03%-52113F-HRTimeline
Independent Advisor Alliance6,003$284K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,994$284K<0.01%+1,48913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,866$278K<0.01%-16313F-HRTimelineGroup
PFG Advisors5,805$275K0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC5,783$274K0.11%+44213F-HRTimeline
Aprio Wealth Management, LLC5,700$270K0.01%013F-HRTimeline
MKD WEALTH COACHES, LLC5,683$269K0.26%-33013F-HRTimeline
Empirical Asset Management, LLC5,677$269K0.07%013F-HRTimeline
Creative Planningin group Creative Planning5,567$264K<0.01%-2,01713F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,359$260K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.5,484$260K<0.01%013F-HRTimeline
Sherman Wealth Management LLC5,383$255K0.22%-1313F-HRTimeline
Efficient Advisors, LLC5,340$253K0.02%-1,98113F-HRTimeline
TPG Financial Advisors, LLC5,324$252K0.08%+69113F-HRTimeline
Kovack Advisors, Inc.5,296$251K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,190$247K<0.01%+1,59613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,163$245K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC5,156$244K0.03%-413F-HRTimeline
CWM, LLCin group CWM, LLC5,156$244K<0.01%-2,65213F-HRTimelineGroup
Sightline Wealth Advisors, LLC5,113$242K0.1%-35913F-HRTimeline
Venturi Wealth Management, LLC5,039$239K0.01%+25113F-HRTimeline
McKinley Carter Wealth Services, Inc.5,013$237K0.01%-21113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$237K0.04%013F-HRTimelineGroup
KilterHowling LLC5,000$237K0.12%-57,23713F-HRTimeline
&PARTNERS4,990$236K<0.01%-30013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,979$236K<0.01%+10513F-HRTimelineGroup
Coordinated Financial Services, Inc.4,918$233K0.13%+31013F-HRTimeline
Smith Partners Wealth Management, LLC4,803$228K0.2%-1,85813F-HRTimeline
CoreCap Advisors, LLC4,790$227K0.01%+47613F-HRTimeline