AOM Institutional Ownership
iShares Core 40/60 Moderate Allocation ETF
1W: -1.2%
1M: -1.9%
3M: -1.9%
YTD: +1.6%
1Y: +2.4%
3Y: +34.0%
5Y: +19.8%
$48.63
-0.14 (-0.29%)
Weekly Expected Move ±1.0%
$48
$48
$49
$49
$50
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — AOM
325
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
656M
Total Invested
39
New Positions
120
Increased
120
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (352 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,067,353 | 149M | +40,947 | +1.4% | 8Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,208,139 | 59M | -49,622 | -3.9% | 54Q | SEC ↗ |
| 3 | Foundations Investment Advisors, LLC | 576,705 | 28M | +16,714 | +3.0% | 9Q | SEC ↗ |
| 4 | MORGAN STANLEY | 540,513 | 26M | -174,200 | -24.4% | 60Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 340,210 | 17M | +3,509 | +1.0% | 56Q | SEC ↗ |
| 6 | Weitzel Financial Services, Inc. | 315,749 | 15M | +2,671 | +0.9% | 23Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 305,020 | 15M | +11,815 | +4.0% | 67Q | SEC ↗ |
| 8 | AJ Advisors, LLC | 283,095 | 14M | +8,229 | +3.0% | 3Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 273,226 | 13M | -14,243 | -5.0% | 15Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 258,799 | 13M | -3,567 | -1.4% | 16Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 233,786 | 11M | +18,004 | +8.3% | 23Q | SEC ↗ |
| 12 | WEDBUSH SECURITIES INC | 193,700 | 9M | +184,210 | +1941.1% | 3Q | SEC ↗ |
| 13 | Weaver Consulting Group | 178,155 | 9M | +1,745 | +1.0% | 30Q | SEC ↗ |
| 14 | Investment Advisory Group, LLC | 161,473 | 8M | +12,155 | +8.1% | 19Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 154,781 | 8M | +3,769 | +2.5% | 26Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 146,926 | 7M | -8,884 | -5.7% | 35Q | SEC ↗ |
| 17 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 145,264 | 7M | -4,394 | -2.9% | 15Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 137,083 | 7M | +61,177 | +80.6% | 12Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 119,528 | 6M | -5,538 | -4.4% | 49Q | SEC ↗ |
| 20 | Western Wealth Management, LLC | 117,762 | 6M | +22,491 | +23.6% | 3Q | SEC ↗ |
| 21 | Royal Fund Management, LLC | 113,660 | 6M | +3,164 | +2.9% | 27Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 110,495 | 5M | +8,348 | +8.2% | 7Q | SEC ↗ |
| 23 | Focus Financial Network, Inc. | 109,571 | 5M | -6,296 | -5.4% | 10Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 90,161 | 4M | +876 | +1.0% | 27Q | SEC ↗ |
| 25 | Waverly Advisors, LLC | 84,372 | 4M | -453 | -0.5% | 52Q | SEC ↗ |
| 26 | Ellenbecker Investment Group | 83,370 | 4M | +2,181 | +2.7% | 19Q | SEC ↗ |
| 27 | Hershey Financial Advisers, LLC | 81,878 | 4M | +2,069 | +2.6% | 2Q | SEC ↗ |
| 28 | Taylor Financial Group, Inc. | 81,107 | 4M | +3,498 | +4.5% | 11Q | SEC ↗ |
| 29 | Onyx Bridge Wealth Group LLC | 79,435 | 4M | +1,706 | +2.2% | 13Q | SEC ↗ |
| 30 | Focus Partners Wealth | 76,819 | 4M | -203 | -0.3% | 7Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 75,237 | 4M | -5,423 | -6.7% | 31Q | SEC ↗ |
| 32 | Brookstone Capital Management | 73,102 | 4M | -63 | -0.1% | 42Q | SEC ↗ |
| 33 | Consilium Wealth Advisory, LLC | 71,955 | 3M | -4,672 | -6.1% | 16Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 71,928 | 3M | +4,691 | +7.0% | 21Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 67,914 | 3M | -557 | -0.8% | 12Q | SEC ↗ |
| 36 | Mutual Advisors, LLC | 65,998 | 3M | -231 | -0.3% | 35Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 65,263 | 3M | +4,495 | +7.4% | 24Q | SEC ↗ |
| 38 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 62,530 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | JIM SAULNIER & ASSOCIATES, LLC | 62,051 | 3M | +5,313 | +9.4% | 8Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 62,037 | 3M | +49,451 | +392.9% | 37Q | SEC ↗ |
| 41 | VVR Holdings LLC | 58,410 | 3M | -2,911 | -4.7% | 3Q | SEC ↗ |
| 42 | American Trust | 57,302 | 3M | +33,713 | +142.9% | 5Q | SEC ↗ |
| 43 | Cogent Private Wealth, Inc. NEW | 53,182 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Private Advisor Group, LLC | 49,723 | 2M | -8,061 | -14.0% | 48Q | SEC ↗ |
| 45 | ASPIRIANT, LLC | 49,669 | 2M | — | +0.0% | 26Q | SEC ↗ |
| 46 | TRUE Private Wealth Advisors | 49,534 | 2M | +23 | +0.0% | 21Q | SEC ↗ |
| 47 | GTS SECURITIES LLC | 47,720 | 2M | -92,984 | -66.1% | 9Q | SEC ↗ |
| 48 | Enclave Advisors LLC | 45,013 | 2M | -1,240 | -2.7% | 4Q | SEC ↗ |
| 49 | Beacon Financial Advisory LLC | 44,541 | 2M | +294 | +0.7% | 27Q | SEC ↗ |
| 50 | Manske Wealth Management | 42,211 | 2M | +200 | +0.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BASSO CAPITAL MANAGEMENT, L.P. | 62,530 | 3M |
| Cogent Private Wealth, Inc. | 53,182 | 3M |
| R2 Capital Strategies, LLC | 26,909 | 1M |
| ARQ WEALTH ADVISORS, LLC | 23,725 | 1M |
| MCF Advisors LLC | 23,081 | 1M |
| J.W. COLE ADVISORS, INC. | 22,907 | 1M |
| BESSEMER GROUP INC | 10,525 | 512K |
| Maxele Advisors, LLC | 7,866 | 383K |
| Centennial Advisors, LLC | 7,220 | 351K |
| Sequoia Financial Advisors, LLC | 6,427 | 313K |
| HRT FINANCIAL LP | 6,376 | 310K |
| JANE STREET GROUP, LLC | 6,371 | 310K |
| Worth Financial Advisory Group, LLC | 6,355 | 309K |
| GOLDMAN SACHS GROUP INC | 6,207 | 302K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,699 | 277K |
| SILVER OAK SECURITIES, INCORPORATED | 5,480 | 266K |
| Diversify Advisory Services, LLC | 4,945 | 240K |
| BSW Wealth Partners | 4,696 | 228K |
| Lebenthal Global Advisors, LLC | 4,623 | 225K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4,372 | 213K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KAVAR CAPITAL PARTNERS GROUP, LLC | 259,957 | 13M |
| KMG FIDUCIARY PARTNERS, LLC | 22,695 | 1M |
| Retireful, LLC | 13,737 | 668K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 9,755 | 474K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9,466 | 460K |
| StoneX Group Inc. | 9,135 | 444K |
| Paragon Advisors, LLC | 8,751 | 426K |
| Fort Point Capital Partners LLC | 8,412 | 409K |
| IHT Wealth Management, LLC | 7,944 | 386K |
| Gladstone Institutional Advisory LL | 7,772 | 378K |
| CIBC Bancorp USA Inc. | 7,029 | 342K |
| Independent Advisor Alliance | 6,003 | 292K |
| Orion Porfolio Solutions, LLC | 5,994 | 291K |
| PRIVATE CLIENT SERVICES, LLC | 5,508 | 268K |
| NOMURA ASSET MANAGEMENT CO LTD | 5,500 | 267K |
| Kovack Advisors, Inc. | 5,296 | 258K |
| Financial Enhancement Group LLC | 5,246 | 255K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,163 | 251K |
| Sightline Wealth Advisors, LLC | 5,113 | 249K |
| KilterHowling LLC | 5,000 | 243K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEDBUSH SECURITIES INC | +184,210 | +1941.1% | 193,700 |
| Ameritas Advisory Services, LLC | +61,177 | +80.6% | 137,083 |
| AE Wealth Management LLC | +49,451 | +392.9% | 62,037 |
| BlackRock, Inc. | +40,947 | +1.4% | 3,067,353 |
| American Trust | +33,713 | +142.9% | 57,302 |
| Western Wealth Management, LLC | +22,491 | +23.6% | 117,762 |
| Cetera Investment Advisers | +18,004 | +8.3% | 233,786 |
| Foundations Investment Advisors, LL | +16,714 | +3.0% | 576,705 |
| Investment Advisory Group, LLC | +12,155 | +8.1% | 161,473 |
| WELLS FARGO & COMPANY/MN | +11,815 | +4.0% | 305,020 |
| FMR LLC | +9,262 | +196.5% | 13,975 |
| RAYMOND JAMES FINANCIAL INC | +8,348 | +8.2% | 110,495 |
| AJ Advisors, LLC | +8,229 | +3.0% | 283,095 |
| High Net Worth Advisory Group LLC | +5,700 | +18.0% | 37,300 |
| IMA Advisory Services, Inc. | +5,693 | +178.4% | 8,885 |
| Redhawk Wealth Advisors, Inc. | +5,413 | +35.3% | 20,769 |
| NewEdge Advisors, LLC | +5,377 | +22.2% | 29,581 |
| ASSETMARK, INC | +5,375 | +742.4% | 6,099 |
| Cerity Partners LLC | +5,365 | +43.6% | 17,670 |
| JIM SAULNIER & ASSOCIATES, LLC | +5,313 | +9.4% | 62,051 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -174,200 | -24.4% | 540,513 |
| GTS SECURITIES LLC | -92,984 | -66.1% | 47,720 |
| LPL Financial LLC | -49,622 | -3.9% | 1,208,139 |
| SEEDS INVESTOR LLC | -28,930 | -40.8% | 41,898 |
| BANK OF AMERICA CORP /DE | -14,243 | -5.0% | 273,226 |
| Gallacher Capital Management LLC | -9,358 | -37.0% | 15,912 |
| Mariner, LLC | -9,206 | -32.6% | 19,041 |
| HANOVER ADVISORS INC | -9,127 | -27.9% | 23,569 |
| COMMONWEALTH EQUITY SERVICES, LLC | -8,884 | -5.7% | 146,926 |
| HUB Investment Partners, LLC | -8,842 | -25.0% | 26,573 |
| Private Advisor Group, LLC | -8,061 | -14.0% | 49,723 |
| CITADEL ADVISORS LLC | -7,683 | -51.9% | 7,114 |
| Equitable Holdings, Inc. | -7,238 | -41.0% | 10,404 |
| Focus Financial Network, Inc. | -6,296 | -5.4% | 109,571 |
| BANK OF MONTREAL /CAN | -5,558 | -54.5% | 4,633 |
| Cambridge Investment Research Advis | -5,538 | -4.4% | 119,528 |
| Mosley Wealth Management | -5,480 | -51.2% | 5,228 |
| ENVESTNET ASSET MANAGEMENT INC | -5,423 | -6.7% | 75,237 |
| Consilium Wealth Advisory, LLC | -4,672 | -6.1% | 71,955 |
| LODESTAR PRIVATE ASSET MANAGEMENT L | -4,394 | -2.9% | 145,264 |