AOM

Ishares Core 40/60 ModerateETF$49.28 0.30%
UnclassifiedUSCUSIP 464289875· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
166
+6 QoQ
13F Value (tracked)
$500.7M
13F Moves · latest Q
32 added
15 trimmed
Recent Filings
0

Price & smart-money activity

$49.28 0.30%5Y +10.0%
$35.20$39.17$43.14$47.12$51.092021202220232024202520261321311221182323251628271825152216182419222118312423353035274127323546273739138
Hover for who · click for detailEnd-of-day closing prices52w $45.50 – $50.02
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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.

Top institutional holders

166 tracked 13F filers
#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
9AMERIPRISE FINANCIAL INC
$12.4M
262K
−29%
Reduced · −106K sh
Q1 2026
10Cetera Investment Advisers
$10.2M
216K
−1.2%
Reduced · −3K sh
Q1 2026
11Weaver Consulting Group
$8.4M
176K
+1.3%
Added · +2K sh
Q1 2026
12COMMONWEALTH EQUITY SERVICES, LLC
$7.4M
156K
+7.4%
Added · +11K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$7.2M
151K
+5.5%
Added · +8K sh
Q1 2026
14GTS SECURITIES LLC
$6.7M
141K
+585%
Added · +120K sh
Q1 2026
15Focus Financial Network, Inc.
$5.5M
116K
+17%
Added · +17K sh
Q1 2026
16Royal Fund Management, LLC
$5.2M
110K
−3.1%
Reduced · −3K sh
Q1 2026
17RAYMOND JAMES FINANCIAL INC
$4.8M
102K
−77%
Reduced · −338K sh
Q1 2026
18Western Wealth Management, LLC
$4.5M
95K
+1.9%
Added · +2K sh
Q1 2026
19TRUIST FINANCIAL CORP
$4.2M
89K
−1.5%
Reduced · −1K sh
Q1 2026
20Waverly Advisors, LLC
$4.0M
85K
+1.6%
Added · +1K sh
Q1 2026
21ENVESTNET ASSET MANAGEMENT INC
$3.8M
81K
+7.1%
Added · +5K sh
Q1 2026
22Focus Partners Wealth
$3.6M
77K
−0.9%
Reduced · −717 sh
Q1 2026
23Ameritas Advisory Services, LLC
$3.6M
76K
−2.3%
Reduced · −2K sh
Q1 2026
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$3.4M
68K
−0.8%
Reduced · −557 sh
Q2 2026
25JPMORGAN CHASE & CO
$3.1M
67K
+257%
Added · +48K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
29
funds
Reduced
15
funds
Exited
0
funds

Institutional ownership over time

165 funds+40 since Q3 2024
083165Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $499.3M

Share classes

Class13F holdersValue held
IWYcs382 funds$10.2B
AORcs238 funds$944.0M
AOAcs227 funds$453.5M
IWXUIE175 funds$3.4B
AOMthis pagecs166 funds$500.7M
IWLcs155 funds$1.1B
EUFNmc151 funds$2.0B
IGLBcs144 funds$1.7B

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

Funds that own AOM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA89 funds$22.4B
MICROSOFT CORPMSFT89 funds$18.5B
ALPHABET INC-CL AGOOGL89 funds$11.9B
JPMORGAN CHASE & COJPM89 funds$8.4B
BROADCOM INCAVGO89 funds$8.3B
META PLATFORMS INC-CLASS AMETA89 funds$7.4B
JOHNSON & JOHNSONJNJ89 funds$4.9B
WALMART INCWMT89 funds$4.8B
VISA INC-CLASS A SHARESV89 funds$4.8B
ELI LILLY & COLLY89 funds$4.6B
TESLA INCTSLA89 funds$4.5B
HOME DEPOT INCHD89 funds$3.3B

Ranked by how many of AOM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.