ISHARES CORE 40/60 MODERATE AOM
$49.35
+0.0% 52w: $43.29 – $49.61
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data43.2946.4549.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
292
+8 QoQ
13F value
$622.9M
-3.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AOM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.0M | $143.4M | 0.0% | +3.6% |
| LPL Financial LLC | Bank broker | 1.3M | $59.6M | 0.0% | -1.2% |
| MORGAN STANLEY | Bank broker | 714.7K | $33.9M | 0.0% | -16.6% |
| Foundations Investment Advisors, LLC | Wealth advisor | 560.0K | $26.5M | 0.3% | +5.3% |
| ROYAL BANK OF CANADA | Bank broker | 336.7K | $15.9M | 0.0% | +4.4% |
| Weitzel Financial Services, Inc. | Wealth advisor | 313.1K | $14.8M | 5.6% | +3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 293.2K | $13.9M | 0.0% | -46.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 287.5K | $13.6M | 0.0% | -1.9% |
| AJ Advisors, LLC | Wealth advisor | 274.9K | $13.0M | 4.8% | +2.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 262.4K | $12.4M | 0.0% | -28.8% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | Other | 260.0K | $12.3M | 1.5% | New |
| Cetera Investment Advisers | Wealth advisor | 215.8K | $10.2M | 0.0% | -1.2% |
| Weaver Consulting Group | Wealth advisor | 176.4K | $8.4M | 2.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 155.8K | $7.4M | 0.0% | +7.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 151.0K | $7.2M | 0.0% | +5.5% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 149.7K | $7.1M | 0.7% | +5.2% |
| Investment Advisory Group, LLC | Wealth advisor | 149.3K | $7.1M | 1.8% | +2.8% |
| GTS SECURITIES LLC | Market maker | 140.7K | $6.7M | 0.2% | +585.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 125.1K | $5.9M | 0.0% | +5.5% |
| Focus Financial Network, Inc. | Wealth advisor | 115.9K | $5.5M | 0.2% | +17.0% |
| Royal Fund Management, LLC | Other | 110.5K | $5.2M | 0.5% | -3.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 102.1K | $4.8M | 0.0% | -76.8% |
| Western Wealth Management, LLC | Wealth advisor | 95.3K | $4.5M | 0.2% | +1.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 89.3K | $4.2M | 0.0% | -1.5% |
| Waverly Advisors, LLC | Wealth advisor | 84.8K | $4.0M | 0.0% | +1.6% |
| Ellenbecker Investment Group | Wealth advisor | 81.2K | $3.8M | 0.5% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 80.7K | $3.8M | 0.0% | +7.1% |
| Hershey Financial Advisers, LLC | Wealth advisor | 79.8K | $3.8M | 3.3% | New |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 77.7K | $3.7M | 0.4% | -0.5% |
| Taylor Financial Group, Inc. | Other | 77.6K | $3.7M | 2.2% | +4.2% |
| Focus Partners Wealth | Wealth advisor | 77.0K | $3.6M | 0.0% | -0.9% |
| Consilium Wealth Advisory, LLC | Other | 76.6K | $3.6M | 1.2% | -16.9% |
| Ameritas Advisory Services, LLC | Wealth advisor | 75.9K | $3.6M | 0.1% | -2.3% |
| Brookstone Capital Management | Wealth advisor | 73.2K | $3.5M | 0.0% | +1.3% |
| SEEDS INVESTOR LLC | Wealth advisor | 70.8K | $3.4M | 0.5% | -11.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 68.5K | $3.2M | 0.0% | -24.5% |
| JPMORGAN CHASE & CO | Bank broker | 67.2K | $3.1M | 0.0% | +257.5% |
| Mutual Advisors, LLC | Wealth advisor | 66.2K | $3.1M | 0.1% | -2.0% |
| VVR Holdings LLC | Wealth advisor | 61.3K | $2.9M | 1.5% | -5.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 60.8K | $2.9M | 0.0% | +17.6% |
| Private Advisor Group, LLC | Wealth advisor | 57.8K | $2.7M | 0.0% | +2.1% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 56.7K | $2.7M | 1.3% | +18.8% |
| ASPIRIANT, LLC | Wealth advisor | 49.7K | $2.4M | 0.1% | +9.8% |
| TRUE Private Wealth Advisors | Wealth advisor | 49.5K | $2.3M | 0.2% | -1.8% |
| Enclave Advisors LLC | Wealth advisor | 46.3K | $2.2M | 0.3% | -2.3% |
| Beacon Financial Advisory LLC | Wealth advisor | 44.2K | $2.1M | 0.5% | +1.2% |
| Manske Wealth Management | Other | 42.0K | $2.0M | 0.6% | -1.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 37.8K | $1.8M | 0.0% | -5.1% |
| LifePlan Financial, LLC | Wealth advisor | 37.3K | $1.8M | 1.3% | +16.6% |
| DENVER WEALTH MANAGEMENT, INC. | Wealth advisor | 36.0K | $1.7M | 0.6% | +81.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.