AOM institutional holders

iShares Core 40/60 Moderate Allocation ETF · 317 reporting institutions · $647M reported value

Funds that can replace AOM · AOM return decomposition

Institutional holdings

Institutions reporting AOM, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$153M02026-06-30
Lpl Financial LLC$60.3M23,4582026-06-30
Foundations Investment Advisors, LLC$28.8M3022026-06-30
Morgan Stanley$27M23,1852026-06-30
Royal Bank of Canada$17M02026-06-30
Weitzel Financial Services, Inc.$15.6M62026-06-30
Wells Fargo & Company/mn$15.2M02026-06-30
Aj Advisors, LLC$14.1M32026-06-30
Bank of America Corp /de$13.6M02026-06-30
Ameriprise Financial Inc$12.9M02026-06-30
Cetera Investment Advisers$11.7M10,3702026-06-30
Weaver Consulting Group, LLC$8.9M42026-06-30
Investment Advisory Group LLC$8.1M52026-06-30
Osaic Holdings, Inc.$7.7M02026-06-30
Commonwealth Equity Services, LLC$7.3M2,8632026-06-30
Lodestar Private Asset Management LLC$7.2M52026-06-30
Ameritas Advisory Services, LLC$6.8M5502026-06-30
Western Wealth Management, LLC$5.9M1122026-06-30
Royal Fund Management, LLC$5.7M832026-06-30
Raymond James Financial Inc$5.5M02026-06-30
Focus Financial$5.5M1212026-06-30
Truist Financial Corp$4.5M02026-06-30
Financial Advocates Investment Management$4.4M02025-09-30
Waverly Advisors, LLC$4.2M2312026-06-30
Ellenbecker Investment Group$4.2M202026-06-30
Hershey Financial Advisers, LLC$4.1M32026-06-30
Taylor Financial Group, Inc.$4M42026-06-30
Onyx Bridge Wealth Group LLC$4M222026-06-30
Focus Partners Wealth$3.8M1,0482026-06-30
Envestnet Pmc$3.8M602026-06-30
Brookstone Capital Management$3.6M3372026-06-30
Consilium Wealth Advisory, LLC$3.6M52026-06-30
Jpmorgan Chase & Co$3.6M02026-06-30
Wealth Enhancement Advisory Services, LLC$3.4M1,0262026-06-30
Mutual Advisors, LLC$3.3M1532026-06-30
Kestra Advisory Services, LLC$3.3M1,4792026-06-30
Basso Capital Management, LP$3.1M22026-06-30
Jim Saulnier & Associates, LLC$3.1M52026-06-30
Ae Wealth Management LLC$3.1M4712026-06-30
Vvr Holdings LLC$2.9M22026-06-30
American Trust$2.9M02026-06-30
Cogent Private Wealth, Inc.$2.7M52026-06-30
Private Advisor Group, LLC$2.5M9272026-06-30
Aspiriant, LLC$2.5M732026-06-30
True Private Wealth Advisors$2.5M112026-06-30
Gts Securities LLC$2.4M02026-06-30
Enclave Advisors, LLC$2.2M32026-06-30
Beacon Financial Advisory LLC$2.2M132026-06-30
Manske Wealth Management$2.1M102026-06-30
Seeds Investor LLC$2.1M32026-06-30
Denver Wealth Management, Inc.$2.1M122026-06-30
High Net Worth Advisory Group LLC$1.9M62026-06-30
Stifel Financial Corp$1.8M02026-06-30
National Bank of Canada /fi$1.8M02026-06-30
Lifeplan Financial, LLC$1.7M22026-06-30
Jones Financial Companies LLLP$1.7M02026-06-30
Milestone Asset Management, LLC$1.6M112026-06-30
Harbour Investments, Inc.$1.6M2472026-06-30
Legacy Wealth Partners, LLC$1.5M92026-06-30
UBS Group AG$1.5M02026-06-30
Patton Albertson Miller Group, LLC$1.5M182026-06-30
Newedge Advisors$1.5M6012026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Insigneo Advisory Services, LLC$1.4M2252026-06-30
Godshalk Welsh Capital Management, Inc.$1.4M12026-06-30
R2 Wealth Management Partners$1.3M32026-06-30
Hub Investment Partners, LLC$1.3M1182026-06-30
Prosperity - An Eisneramper Company$1.3M652026-06-30
Bluestem Wealth Partners, LLC$1.3M172026-06-30
Rda Financial Network$1.2M162026-06-30
Independent Financial Group, LLC$1.2M4812026-06-30
Hanover Advisors Inc$1.2M22026-06-30
Arq Wealth Advisors, LLC$1.2M152026-06-30
Sovereign Financial Group, Inc.$1.2M232026-06-30
Mcf Advisors LLC$1.2M332026-06-30
J.W. Cole Advisors, Inc.$1.1M4992026-06-30
Fort Henry Capital, LLC$1.1M22026-06-30
Avior Wealth Management, LLC$1.1M692026-06-30
Rothschild Wealth LLC$1.1M312026-06-30
Global Financial Private Client, LLC$1.1M52026-06-30
Strategic Blueprint, LLC$1.1M552026-06-30
Blair William & Co/il$1M3292026-06-30
Eight 31 Financial, LLC$1M42026-06-30
Redhawk Wealth Advisors, Inc.$1M432026-06-30
One Capital Management, LLC$1M642026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$1M02026-06-30
MML Investors Services, LLC$977.6K5,1202026-06-30
Cgn Advisors LLC$957.8K362026-06-30
Mariner, LLC$950K02026-06-30
Beacon Investment Advisory Services, Inc.$949.8K312026-06-30
Thrive Capital Management, LLC$938.5K172026-06-30
World Investment Advisors$935.4K3592026-06-30
Ritholtz Wealth Management$913.9K582026-06-30
Hightower Advisors, LLC$889K1,0462026-06-30
Cerity Partners LLC$881.6K7772026-06-30
Legacy Financial Group LLC$872.8K82026-06-30
Msa Financial$871.3K82026-06-30
Axxcess Wealth Management, LLC$847.6K382026-06-30
Waterloo Capital, LP$839.6K572026-06-30
Gilpin Wealth Management, LLC$829K42026-06-30
Gallacher Capital Management LLC$793.9K62026-06-30
Mesirow Financial Investment Management, Inc.$762.6K922026-06-30
Alti Global, Inc.$749K02026-06-30
Northstar Group, Inc.$738.1K52026-06-30
Unique Wealth, LLC$734.5K142026-06-30
L.K. Benson & Company, P.C.$714.9K22026-06-30
Advisory Services Network$710.4K2532026-06-30
Fmr LLC$697.2K02026-06-30
Potentia Wealth$693.6K92026-06-30
Mai Capital Management$683.3K3082026-06-30
Steelpeak Wealth, LLC$666K422026-06-30
Concurrent Investment Advisors, LLC$655.5K3492026-06-30
Hopwood Nicholas Hunter$643.1K32026-06-30
Visionary Wealth Advisors$643K462026-06-30
Money Concepts Capital Corp$637.8K3892026-06-30
Wealth Forward, LLC$615.4K22026-06-30
Armstrong, Fleming & Moore, Inc$604.7K112026-06-30
Captrust Financial Advisors$597.4K9622026-06-30
Steward Partners Investment Advisory, LLC$597.2K4812026-06-30
Summit Wealth Partners, LLC$594.6K122026-06-30
Central Trust Co$586.4K02026-06-30
Sigma Planning Corp$582.3K4742026-06-30
Ausdal Financial Partners, Inc.$578.1K1892026-06-30
Mps Loria Financial Planners, LLC$575.3K62026-06-30
The Ascent Group, LLC$563.1K202026-06-30
Stratos Wealth Partners, Ltd.$557K3862026-06-30
Onedigital Investment Advisors LLC$551.9K3862026-06-30
Laurel Oak Wealth Management, LLC$545.1K142026-06-30
Clear Creek Financial Management, LLC$543.6K442026-06-30
Bridgeport Financial Solutions$541.6K132026-06-30
Rea Wealth Management$529.1K112026-06-30
Integrity Financial Corp /wa$527.5K142026-06-30
Heirloom Wealth Management LLC$522.2K192026-06-30
Equitable Holdings, Inc.$519.1K02026-06-30
Wealthcare Advisory Partners LLC$505.9K1702026-06-30
Dentgroup LLC$492.1K02025-12-31
Siligmueller & Norvid Wealth Advisors LLC$487.9K02025-09-30
Moss Adams Wealth Advisors LLC$469.4K212026-06-30
Simplifi, Inc.$465.8K22026-06-30
Mendel Capital Management LLC$463K22026-06-30
First Heartland Consultants, Inc.$445.9K992026-06-30
Ima Advisory Services, Inc.$443.3K482026-06-30
Cornerstone Planning Group LLC$430.2K232026-06-30
Rtd Financial Advisors, Inc.$419.2K202026-06-30
Bay Harbor Wealth Management, LLC$406.7K32026-06-30
Tempus Wealth Planning, LLC$405.1K102026-06-30
Federation Des Caisses Desjardins Du Quebec$403.8K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$403.1K02026-06-30
Vestmark Advisory Solutions, Inc.$403.1K82026-06-30
Westmount Partners, LLC$402.8K262026-06-30
Kastel Capital Advisors, LLC$399.8K32026-06-30
Cfo4life Group, LLC$395.9K02026-06-30
Geowealth Management, LLC$394.9K02026-06-30
Lido Advisors, LLC$394.2K3202026-06-30
Maxele Advisors, LLC$392.4K22026-06-30
Aqr Capital Management LLC$390.1K12026-06-30
Capital Asset Managemnet, LLC$387.2K02026-06-30
Phil A. Younker & Associates, Ltd.$379.6K22026-06-30
Rfg Advisory, LLC$371.1K1912026-06-30
Centennial Advisors, LLC$360.2K102026-06-30
Citadel Advisors LLC$354.9K02026-06-30
Creative Planning$352.7K1,1712026-06-30
Xena Financial Planning, LLC$347.2K22026-06-30
Sagespring Wealth Partners$343.2K1262026-06-30
Austin Private Wealth, LLC$332K02025-12-31
Leading Edge Financial Planning LLC$329.1K92026-06-30
Bright Futures Wealth Management, Llc.$326.7K142026-06-30
Premier Private Wealth Management LLC$324.9K42026-06-30
Claro Advisors Inc.$321.8K202026-06-30
Ghp Investment Advisors Inc$320.7K272026-06-30
Sequoia Financial Group, LLC$320.6K2582026-06-30
Jane Street Group, LLC$317.8K02026-06-30
Worth Financial Advisory Group, LLC$317.1K72026-06-30
Gwn Securities Inc.$313.3K4492026-06-30
Atria Investments, Inc$312.9K62026-06-30
Archford Capital Strategies, LLC$310.3K162026-06-30
Goldman Sachs Group Inc$309.7K02026-06-30
Syverson Strege$307.4K142026-06-30
Mkd Wealth$305.2K62026-06-30
Assetmark, Inc$304.3K2202026-06-30
Sherman Wealth Management LLC$303.9K32026-06-30
Arax Advisory Partners$301.5K2322026-06-30
Pfg Advisors$298K832026-06-30
Rockefeller Capital Management LP$295.5K3462026-06-30
Integrity Wealth Solutions LLC$290.3K22026-06-30
Aprio Wealth Management, LLC$284.4K362026-06-30
Mercer Global Advisors Inc /adv$284.3K02026-06-30
Empirical Asset Management, LLC$283.5K122026-06-30
Ep Wealth Advisors, LLC$280.2K3382026-06-30
Tpg Financial Advisors, LLC$275.6K182026-06-30
Scotia Capital Inc.$273.6K02026-06-30
Silver Oak Securities, Incorporated$273.4K1172026-06-30
Focus Partners Advisor Solutions, LLC$272.7K422026-06-30
Fiduciary Financial Group, LLC$261.7K92026-06-30
Mosley Wealth Management$260.8K122026-06-30
Smith Partners Wealth Management, LLC$260.2K22026-06-30
Venturi Wealth Management, LLC$258.8K202026-06-30
Efficient Advisors, LLC$253K02026-03-31
Corecap Advisors, LLC$252.2K1182026-06-30
First Commonwealth Financial Corp /PA$249.5K02026-06-30
McKinley Carter Wealth Services, Inc.$246.4K252026-06-30
Cwm, LLC$244.2K6672026-03-31
Diversify Advisory Services, LLC$242.1K1162026-06-30
Diversify Wealth Management, LLC$242.1K782026-06-30
Qube Research & Technologies Ltd$239.3K02026-06-30
Madrid Financial Services$236.4K22026-06-30
Bsw Wealth Partners$234.3K02026-06-30
Dynamic$233.8K752026-06-30
Coordinated Financial Services, Inc.$233K02026-03-31
Bank of Montreal /can$231.1K02026-06-30
Lebenthal Global Advisors, LLC$230.6K252026-06-30
Nicolet Wealth Management$226.6K462025-12-31
Plan Group Financial, LLC$225.2K182026-06-30
Cardinal Point Capital Management Ulc$222.2K82026-06-30
National Wealth Management Group, LLC$217K182026-06-30
Aquire Wealth Advisors, LLC$215.9K82026-06-30
Sanctuary Advisors, LLC$214.4K4012026-06-30
Wealthgarden F.S. LLC$211.1K52026-06-30
Geneos Wealth Management, Inc.$209K1932026-06-30
Nicolet Bankshares Inc$209K02026-06-30
Signet Financial Management, LLC$207.1K122026-03-31
Mission Wealth Management, LP$206.2K1382026-06-30
Bos Asset Management, LLC$205.3K102026-06-30
Kingsview Wealth Management, LLC$202.1K1152026-06-30
Vines Capital Management, LLC$201.3K32026-06-30
Ssa Swiss Advisors AG$199.7K32026-06-30
Farther Finance Advisors, LLC$198.5K3342026-06-30
Parallel Advisors, LLC$194.9K752026-06-30
Proathlete Wealth Management LLC$186.7K42026-06-30
Allworth Financial, LP$179.2K3172026-06-30
Schuylkill Financial LLC$174.2K22026-06-30
Blue Trust, Inc.$168.6K02026-06-30
Jfs Wealth Advisors, LLC$157K332026-06-30
Montgomery Financial Services LLC$141.3K42026-06-30
Advisornet Wealth Partners$133.5K582026-06-30
Global Retirement Partners LLC$132.6K4912026-06-30
Lanark Financial, Inc.$128.7K692026-06-30
Evolution Wealth Management Inc.$123.2K32026-06-30
Kingdom Financial Group Llc.$107K152026-06-30
Darwin Wealth Management, LLC$100.7K122026-06-30
Sunbelt Securities, Inc.$100.3K632026-03-31
Soa Wealth Advisors, Llc.$99K102026-06-30
Lloyd Advisory Services, Llc.$96.6K72026-06-30
Founders Financial Alliance, LLC$94.9K322026-06-30
Salomon & Ludwin, LLC$86.5K62026-06-30
TD Waterhouse Canada Inc.$84.6K02026-06-30
Capital Investment Advisory Services, LLC$82.4K1032026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$82.1K02026-06-30
Hfm Investment Advisors, LLC$81.6K72026-06-30
Pacific Center for Financial Services$80K52026-06-30

The 250 largest of 317 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30