AOM

Ishares Core 40/60 ModerateETF
UnclassifiedUSCUSIP 464289875◍ Confluence graph
Tracked 13F Holders
280
-56 QoQ
13F Value (tracked)
$617.9M
13F Moves · latest Q
35 added
17 trimmed
Recent Filings
0

Who owns AOM?

280 tracked 13F filers

280 tracked 13F filers disclose a position in AOM as of the latest SEC 13F filings, a combined $617.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$143.4M
3.0M
+3.6%
Added · +106K sh
Q1 2026
2LPL Financial LLC
$59.6M
1.3M
−1.2%
Reduced · −15K sh
Q1 2026
3MORGAN STANLEY
$33.9M
715K
−17%
Reduced · −142K sh
Q1 2026
4FOUNDATIONS INVESTMENT ADVISORS, LLC
$26.5M
560K
+5.3%
Added · +28K sh
Q1 2026
5ROYAL BANK OF CANADA
$15.9M
337K
+4.4%
Added · +14K sh
Q1 2026
6Weitzel Financial Services, Inc.
$15.6M
316K
+0.8%
Added · +3K sh
Q2 2026
7WELLS FARGO & COMPANY/MN
$13.9M
293K
−46%
Reduced · −252K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$13.6M
287K
−1.9%
Reduced · −6K sh
Q1 2026
9AJ Advisors, LLC
$14.1M
283K
+3.0%
Added · +8K sh
Q2 2026
10AMERIPRISE FINANCIAL INC
$12.4M
262K
−29%
Reduced · −106K sh
Q1 2026
11Cetera Investment Advisers
$10.2M
216K
−1.2%
Reduced · −3K sh
Q1 2026
12Weaver Consulting Group
$8.9M
178K
+1.0%
Added · +2K sh
Q2 2026
13Investment Advisory Group, LLC
$8.1M
161K
+8.1%
Added · +12K sh
Q2 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$7.4M
156K
+7.4%
Added · +11K sh
Q1 2026
15OSAIC HOLDINGS, INC.
$7.2M
151K
+5.5%
Added · +8K sh
Q1 2026
16LODESTAR PRIVATE ASSET MANAGEMENT LLC
$7.2M
145K
−2.9%
Reduced · −4K sh
Q2 2026
17GTS SECURITIES LLC
$6.7M
141K
+585%
Added · +120K sh
Q1 2026
18Ameritas Advisory Services, LLC
$6.8M
137K
+81%
Added · +61K sh
Q2 2026
19Western Wealth Management, LLC
$5.9M
118K
+24%
Added · +22K sh
Q2 2026
20Focus Financial Network, Inc.
$5.5M
116K
+17%
Added · +17K sh
Q1 2026
21Royal Fund Management, LLC
$5.7M
114K
+2.9%
Added · +3K sh
Q2 2026
22RAYMOND JAMES FINANCIAL INC
$4.8M
102K
−77%
Reduced · −338K sh
Q1 2026
23TRUIST FINANCIAL CORP
$4.2M
89K
−1.5%
Reduced · −1K sh
Q1 2026
24Waverly Advisors, LLC
$4.0M
85K
+1.6%
Added · +1K sh
Q1 2026
25Ellenbecker Investment Group
$4.2M
83K
+2.7%
Added · +2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AOM being bought or sold by institutions?

Last quarter, 4 funds opened a new position in AOM and 31 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
31
funds
Reduced
17
funds
Exited
0
funds

Funds that own AOM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA150 funds$52.3B
APPLE INCAAPL150 funds$43.5B
MICROSOFT CORPMSFT150 funds$34.5B
AMAZON.COM INCAMZN146 funds$24.0B
ALPHABET INC-CL AGOOGL144 funds$19.9B
SS SPDR S&P 500 ETF TRUST-USSPY144 funds$6.0B
JPMORGAN CHASE & COJPM143 funds$9.8B
ALPHABET INC-CL CGOOG141 funds$14.5B
VANGUARD S&P 500 ETFVOO141 funds$7.1B
WALMART INCWMT141 funds$6.4B
TESLA INCTSLA140 funds$10.9B
ELI LILLY & COLLY140 funds$10.0B

Ranked by how many of AOM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

205 funds+37 since Q3 2024
0131261Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $206.6M

Share classes

Class13F holdersValue held
IWYcs650 funds$11.9B
AORcs412 funds$1.2B
AOAcs389 funds$659.5M
AOMthis pagecs280 funds$617.9M
IWXcs246 funds$3.8B
EUFNmc221 funds$2.0B
IWLcs221 funds$1.5B
IGLBcs200 funds$1.8B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in AOM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AOM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AOM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.