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AOM ISHARES TR

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CORE 40 MODE ETF (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in AOM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Weaver Consulting Group173,018$8.43M1.64%-5,13713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,336$3.57M0.01%+5,42213F-HRTimeline
LifePlan Financial, LLC30,111$1.47M1.04%-4,91213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,554$1.15M0.02%-49613F-HRTimeline
Avior Wealth Management, LLC21,756$1.06M0.03%-40613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…18,819$917K0.03%-21813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC17,497$853K0.58%+88013F-HRTimeline
Retireful, LLC13,408$654K0.56%new13F-HRTimeline
First Heartland Consultants, Inc.8,936$436K0.03%-113F-HRTimeline
RTD Financial Advisors, Inc.8,381$408K0.04%-2213F-HRTimeline
Xena Financial Planning, LLC6,960$339K0.32%013F-HRTimeline
Sherman Wealth Management LLC6,092$304K0.23%013F-HRTimeline
MKD WEALTH COACHES, LLC5,740$280K0.23%-37813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,468$267K0.03%+22313F-HRTimeline
Dynamic Advisor Solutions LLC4,653$227K0.01%-3413F-HRTimeline
BOS Asset Management, LLC4,116$201K0.05%+113F-HRTimeline
Farther Finance Advisors, LLC3,856$188K<0.01%-12313F-HRTimeline
CoreCap Advisors, LLC2,923$142K<0.01%-2,13313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,709$83.3K0.01%+19713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC449$21.9K0.01%+313F-HRTimeline
Cape Investment Advisory, Inc.410$20K0.01%+313F-HRTimeline