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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

410 managers (413 13F filers) reported a position in AOR shares at 2026-03-31, 18,664,152 shares in all. 38 filers opened a position and 49 filers sold out during the quarter.

Managers
410
13F filers
413
New
38
Added
166
Reduced
127
Sold out
49
Shares held by filers
18,664,152

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.1,917,954$123M<0.01%+29,08213F-HRTimelineGroup
LPL Financial LLC1,184,251$76.2M0.02%+261,85513F-HRTimeline
Worth Asset Management, LLC689,976$44.4M16.55%+19,27313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO650,195$41M<0.01%+56,15813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/589,134$37.9M<0.01%+4,08813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY573,459$36.9M<0.01%+1,51613F-HRTimelineGroup
Mesirow Financial Investment Management…563,116$36.2M0.59%+79,76613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN517,620$33.3M0.01%-673,90113F-HR/ATimelineGroup
ASPIRIANT, LLC509,424$32.8M0.93%+28,09513F-HRTimeline
Consilium Wealth Advisory, LLC421,908$27.1M9.26%+102,64013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC412,258$26.5M12.91%+20,21713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding361,399$23.3M-2,883Timeline
Foundations Investment Advisors, LLC353,886$22.8M0.28%+32,15313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC319,984$20.6M2.99%+95,58413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC286,174$18.4M0.04%+5,53413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,700$17.9M<0.01%+3,20113F-HRTimelineGroup
Madrid Financial Services272,251$17.5M10.34%-28,02413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding268,994$17.3M+18,774Timeline
Waverly Advisors, LLC255,436$16.4M0.12%+7,48313F-HRTimeline
BSW Wealth Partners251,653$16.2M1.98%+3,84113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC231,077$14.9M<0.01%-436,62413F-HRTimelineGroup
Cambridge Investment Research Advisors,…214,506$13.8M0.04%+13,77513F-HRTimeline
UBS Group AGin group UBS Group AG210,130$13.5M<0.01%-35,45213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,131$11.5M0.01%-186,91113F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.176,474$11.4M7.57%-1,07313F-HRTimeline
Cetera Investment Advisers161,173$10.4M0.01%+16,44413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,101$9.47M0.01%-5,95013F-HRTimelineGroup
Ellenbecker Investment Group146,108$9.4M1.27%+33,03713F-HRTimeline
Creative Planningin group Creative Planning126,352$8.13M0.01%-1,99013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC126,300$8.13M0.8%+17,11013F-HRTimeline
One Capital Management, LLC123,544$7.95M0.22%+106,11013F-HRTimeline
TRUE Private Wealth Advisors123,360$7.94M0.76%-1,53813F-HRTimeline
Hopwood Nicholas Hunter110,826$7.13M2.27%+4,06513F-HRTimeline
EIGHT 31 FINANCIAL, LLC110,112$7.09M4.28%+55913F-HRTimeline
Cogent Private Wealth, Inc.108,235$6.96M5.03%+10,97513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.102,224$6.58M0.43%+102,15913F-HRTimelineGroup
Legacy Wealth Partners, LLC96,261$6.19M1.55%-9,41913F-HRTimeline
Strategic Family Wealth Counselors, L.L…94,486$6.08M1.6%+1,55813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,347$6.01M-115,079Timeline
UNIQUE WEALTH, LLC92,493$5.95M0.82%+89413F-HRTimeline
Wealth Forward, LLC85,716$5.52M3.11%-91913F-HRTimeline
Bell Investment Advisors, Inc82,377$5.3M0.83%-8,29913F-HRTimeline
Weaver Consulting Group81,965$5.27M1.26%+4,30713F-HRTimeline
Prosperity Consulting Group, LLC81,473$5.24M0.23%+5,10513F-HRTimeline
Patton Albertson Miller Group, LLC81,466$5.24M0.62%-3,93913F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP57,550$5.16M2.39%013F-HRTimeline
WestEnd Advisors, LLC80,083$5.15M0.12%+30,13713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,097$5.03M0.01%+1,71913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS75,192$4.84M0.19%-1,37913F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC70,497$4.54M0.28%-2,15713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP69,185$4.45M0.01%-4,19813F-HRTimelineGroup
HANOVER ADVISORS INC67,655$4.35M1.77%-32,78013F-HRTimeline
Elevation Capital Advisory, LLC67,214$4.33M1.84%+22,66713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,107$4.19M0.01%-44,62013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management64,681$4.16M0.05%+46713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC61,442$3.95M<0.01%+40,47313F-HRTimelineGroup
BlueStem Wealth Partners, LLC61,347$3.95M0.44%-23613F-HRTimeline
HighPoint Advisor Group LLC60,586$3.9M0.16%-10,16513F-HRTimeline
Fort Henry Capital, LLC59,520$3.83M2.32%+613F-HRTimeline
GeoWealth Management, LLC59,175$3.81M0.14%-2813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,845$3.79M<0.01%+3,48213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,475$3.77M0.01%-21,61413F-HRTimeline
HighTower Advisors, LLC57,741$3.72M<0.01%+29,51113F-HRTimeline
RWA WEALTH PARTNERS, LLC57,562$3.7M0.04%-1,32513F-HRTimeline
Richard Bernstein Advisors LLC55,886$3.6M0.1%+40,48413F-HRTimeline
&PARTNERS53,920$3.47M0.02%-16,02613F-HRTimeline
Intrua Financial, LLC52,752$3.39M0.36%+9,18013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,150$3.36M<0.01%+2,19213F-HRTimelineGroup
Dakota Wealth Management50,210$3.23M0.07%-1413F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC47,315$3.04M0.55%-39713F-HRTimeline
Dynamic Advisor Solutions LLC46,604$3M0.09%+29,81313F-HRTimeline
HARBOUR INVESTMENTS, INC.46,133$2.97M0.05%+1,59013F-HRTimeline
Strategic Blueprint, LLC45,770$2.95M0.17%+29,45213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,741$2.56M0.12%+1,90113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC38,473$2.48M0.27%+7613F-HRTimeline
Integrated Advisors Network LLC37,992$2.44M0.13%-1,10813F-HRTimeline
First Heartland Consultants, Inc.36,965$2.38M0.18%+65813F-HRTimeline
Private Advisor Group, LLC36,107$2.32M0.01%+3,23313F-HRTimeline
Visionary Wealth Advisors35,510$2.29M0.1%+1,33413F-HRTimeline
FAS Wealth Partners, Inc.34,377$2.21M0.14%-15,50013F-HRTimeline
Legacy Advisory Services, LLC34,218$2.2M1.68%+2,58913F-HRTimeline
Independent Advisor Alliance33,599$2.16M0.02%new13F-HRTimeline
Avior Wealth Management, LLC33,497$2.16M0.06%+7,89713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,376$2.15M0.02%+44713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,322$2.14M<0.01%+1,27513F-HRTimelineGroup
Selby Wealth Management, LLC32,309$2.08M0.82%+1,67413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,215$2.07M<0.01%+28,52613F-HRTimelineGroup
Janney Montgomery Scott LLC32,083$2.06M0.01%-76,47813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,071$2.06M0.02%+2,35713F-HRTimelineGroup
Allworth Financial LP31,565$2.03M0.01%+6,61513F-HRTimeline
EP Wealth Advisors, LLC30,336$1.95M0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC29,365$1.89M0.01%+1,65013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS28,958$1.86M<0.01%-3,37913F-HRTimeline
Mutual Advisors, LLC28,071$1.81M0.04%+1,09513F-HRTimeline
Harbor Group, Inc.27,986$1.8M0.26%+4513F-HRTimeline
Rothschild Wealth LLC27,956$1.8M0.16%+1,23513F-HRTimeline
Weitzel Financial Services, Inc.27,452$1.78M0.67%+3,40613F-HRTimeline
Prentice Wealth Management LLC26,930$1.73M0.39%+82113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,437$1.72M0.01%-28113F-HRTimelineGroup
Moss Adams Wealth Advisors LLC26,339$1.69M0.12%+3,53013F-HRTimeline
IMA Advisory Services, Inc.26,161$1.68M0.16%+69913F-HRTimeline
RTD Financial Advisors, Inc.26,025$1.67M0.21%+1,38213F-HRTimeline
Focus Financial Network, Inc.25,773$1.66M0.06%+8,94513F-HRTimeline
Vines Capital Management, LLC25,558$1.64M1.63%+83713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,604$1.62M<0.01%+9,47713F-HRTimelineGroup
Integrated Wealth Concepts LLC25,065$1.61M0.01%-25313F-HRTimeline
Legacy Financial Group LLC25,028$1.61M0.2%-61713F-HRTimeline
Federation des caisses Desjardins du Qu…24,879$1.6M0.01%+3,83513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,811$1.6M<0.01%+4,99113F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC23,509$1.59M0.67%-5,22813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP24,307$1.56M0.06%+16,63913F-HRTimeline
Perigon Wealth Management, LLC23,950$1.54M0.03%-9913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,608$1.52M<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.22,091$1.42M0.15%+1,91613F-HRTimeline
Worth Financial Advisory Group, LLC14,060$1.41M0.63%-8,81313F-HRTimeline
Westside Investment Management, Inc.21,840$1.41M0.22%+9,11013F-HRTimeline
OneDigital Investment Advisors LLC21,768$1.4M0.01%+6,87513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,316$1.37M<0.01%-25013F-HRTimelineGroup
MPS Loria Financial Planners, LLC21,100$1.36M0.36%+2,24813F-HRTimeline
Gallacher Capital Management LLC20,924$1.35M0.52%+1,36113F-HRTimeline
SAGE FINANCIAL GROUP INC20,677$1.33M0.09%-27013F-HRTimeline
SimpliFi, Inc.20,351$1.31M0.55%+1,50413F-HRTimeline
Piedmont Capital Management, LLC20,278$1.31M0.67%-3,12913F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding19,665$1.26M+7,870Timeline
Sanctuary Advisors, LLC19,402$1.25M0.01%-2,83613F-HRTimeline
Tempus Wealth Planning, LLC19,132$1.23M0.28%+9113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC18,845$1.21M0.01%+1,35513F-HRTimeline
Ausdal Financial Partners, Inc.18,681$1.2M0.05%+30413F-HRTimeline
Sequoia Financial Advisors, LLC18,629$1.2M0.01%+4,58913F-HRTimeline
CENTRAL TRUST Co18,454$1.19M0.02%+3,17913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,386$1.18M0.01%-47,19613F-HRTimelineGroup
Integrity Financial Corp /WA18,181$1.17M0.58%-1,17013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC17,883$1.15M0.21%-14913F-HRTimeline
High Net Worth Advisory Group LLC17,500$1.13M0.26%+7,95013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,408$1.12M<0.01%-57213F-HRTimelineGroup
Westmount Partners, LLC17,285$1.11M0.27%+1,46613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,238$1.11M0.01%new13F-HRTimelineGroup
WBH ADVISORY INC17,034$1.1M0.08%013F-HRTimeline
Northstar Group, Inc.17,005$1.09M0.15%013F-HRTimeline
AE Wealth Management LLC15,831$1.02M0.01%-1,01613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,798$1.02M<0.01%-11,53613F-HRTimelineGroup
Clearstead Advisors, LLC15,590$1M0.01%+27113F-HRTimeline
FMR LLCin group FMR LLC15,356$988K<0.01%+2,66313F-HRTimelineGroup
Sigma Planning Corp15,276$983K0.03%-3,39213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,654$943K0.01%-6,55713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.14,034$903K0.25%+9,38713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,344$894K+3,177Timeline
Farther Finance Advisors, LLC13,575$879K0.01%+2,28913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13,455$866K0.01%-1,51813F-HRTimeline
Summit Wealth Partners, LLC13,215$850K0.13%+60613F-HRTimeline
Adirondack Capital Advisors, LLC13,000$837K0.54%013F-HRTimeline
Beacon Pointe Advisors, LLC12,272$790K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC11,879$764K0.06%-38413F-HRTimeline
Composition Wealth, LLC11,833$761K0.01%+73813F-HRTimeline
Greystone Financial Group, LLC11,776$758K0.21%-5,21913F-HRTimeline
New England Private Wealth Advisors LLC11,721$754K0.09%013F-HRTimeline
Brio Consultants, LLC11,067$752K0.09%+99713F-HRTimeline
Sovereign Financial Group, Inc.11,667$751K0.13%-7,66513F-HRTimeline
Pure Financial Advisors, LLC11,580$745K0.01%-1,04213F-HRTimeline
PDS Planning, Inc11,558$744K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,506$740K0.02%+1,57513F-HR/ATimeline
Golden State Wealth Management, LLC11,417$735K0.08%-10513F-HRTimeline
HFM Investment Advisors, LLC11,278$726K0.28%-75713F-HRTimeline
Fidato Wealth LLC11,263$725K0.47%-19013F-HRTimeline
Savvy Advisors, Inc.11,056$711K0.02%+4,16013F-HRTimeline
Valmark Advisers, Inc.10,991$707K0.01%+4,97213F-HRTimeline
Beacon Financial Advisory LLC10,983$707K0.16%+1213F-HRTimeline
Integrity Wealth Solutions LLC10,786$694K0.27%+513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,700$689K<0.01%-8,30013F-HRTimeline
World Investment Advisors10,689$688K0.01%-1,35313F-HRTimeline
Clearview Wealth Management LLC10,666$686K0.49%13F-HRTimeline
SCOTIA CAPITAL INC.10,653$686K<0.01%-84913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,607$683K0.05%+50913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,572$680K0.1%-5,29313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,306$663K0.07%+1,33013F-HRTimeline
NVWM, LLC10,117$651K0.14%-2,24513F-HRTimeline
Busey Bank10,026$645K0.02%013F-HRTimeline
IMG Wealth Management, Inc.9,931$639K0.41%-1,61213F-HRTimeline
Camarda Financial Advisors, LLC9,851$634K0.33%-43213F-HRTimeline
AMERIFLEX GROUP, INC.9,832$633K0.32%-2,19913F-HRTimeline
Cornerstone Planning Group LLC9,274$630K0.08%+2,92313F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP9,743$627K0.02%+2,38413F-HRTimeline
Qube Research & Technologies Ltd9,655$621K<0.01%+5,93713F-HRTimeline
EFG International AGin group EFG International AG9,627$620K0.01%013F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.9,591$617K0.36%+12713F-HRTimeline
AdvisorNet Financial, Inc9,451$608K0.03%-1,71213F-HRTimeline
CWM, LLCin group CWM, LLC9,441$608K<0.01%+70513F-HRTimelineGroup
Creekside Partners9,374$603K0.25%new13F-HRTimeline
Coastal Bridge Advisors, LLC9,128$587K0.04%-5,68913F-HRTimeline
Trilogy Capital Inc.9,014$580K0.03%-1,48713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,942$579K0.02%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,996$579K0.11%+8,30713F-HRTimeline
Heirloom Wealth Management8,993$579K0.1%+46113F-HRTimeline
MOR Wealth Management, LLC8,943$576K0.26%+42513F-HRTimeline
Kingsview Wealth Management, LLC8,903$573K0.01%-2013F-HRTimeline
Vertrix Wealth Management, LLC8,835$569K0.21%13F-HRTimeline
Gladstone Institutional Advisory LLC8,793$566K0.02%013F-HRTimeline
New Capital Management LP8,720$561K0.14%+1013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,718$561K0.07%+17113F-HRTimeline
Transcendent Capital Group LLC8,593$553K0.25%+1,76213F-HRTimeline