Vault-13

ISHARES TR AOM

MODERT ALLOC ETF · ETP · CUSIP 464289875

294 institutional holders +8 vs Q4 2025
13,157,17813.2m shares reported held*
$623.3mreported value*
36 new 104 added 100 reduced 26 sold out net sold ≈ $18.6m (-397.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($382.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.37. Options: 0 managers hold calls (— notional), 1 hold puts ($1.1m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 222Q4 22: 250Q1 23: 230Q2 23: 220Q3 23: 230Q4 23: 255Q1 24: 232Q2 24: 242Q3 24: 237Q4 24: 264Q1 25: 262Q2 25: 270Q3 25: 263Q4 25: 286Q1 26: 294294Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022222
Q4 2022250
Q1 2023230
Q2 2023220
Q3 2023230
Q4 2023255
Q1 2024232
Q2 2024242
Q3 2024237
Q4 2024264
Q1 2025262
Q2 2025270
Q3 2025263
Q4 2025286
Q1 2026294

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 115 bought or addedQ2 24: 124 cut or sold outQ3 24: 113 bought or addedQ3 24: 119 cut or sold outQ3 24Q4 24: 151 bought or addedQ4 24: 90 cut or sold outQ1 25: 105 bought or addedQ1 25: 139 cut or sold outQ1 25Q2 25: 146 bought or addedQ2 25: 108 cut or sold outQ3 25: 125 bought or addedQ3 25: 122 cut or sold outQ3 25Q4 25: 161 bought or addedQ4 25: 97 cut or sold outQ1 26: 140 bought or addedQ1 26: 126 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024115124
Q3 2024113119
Q4 202415190
Q1 2025105139
Q2 2025146108
Q3 2025125122
Q4 202516197
Q1 2026140126

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ2 25 calls: $0Q2 25 puts: $180.0kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $528.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $181.5kQ4 25P/C —Q1 26 calls: $0Q1 26 puts: $1.1mQ1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$180.0k—
Q3 2025$0$528.0k—
Q4 2025$0$181.5k—
Q1 2026$0$1.1m—

Biggest buyers

KAVAR CAPITAL PARTNERS GROUP, LLC New +259,957+260.0k
GTS SECURITIES LLC Added +120,166+120.2k
BlackRock, Inc. Added +105,583+105.6k
Hershey Financial Advisers, LLC New +79,809+79.8k
JPMORGAN CHASE & CO Added +48,429+48.4k
Foundations Investment Advisors, LLC Added +28,373+28.4k
BLAIR WILLIAM & CO/IL New +20,981+21.0k
Focus Financial Network, Inc. Added +16,857+16.9k
DENVER WEALTH MANAGEMENT, INC. Added +16,201+16.2k
ROYAL BANK OF CANADA Added +14,211+14.2k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -338,445-338.4k
WELLS FARGO & COMPANY/MN Reduced -251,795-251.8k
HUB Investment Partners, LLC Reduced -246,085-246.1k
MORGAN STANLEY Reduced -141,773-141.8k
AMERIPRISE FINANCIAL INC Reduced -106,320-106.3k
KilterHowling LLC Reduced -57,237-57.2k
HANOVER ADVISORS INC Reduced -46,055-46.1k
J.W. COLE ADVISORS, INC. Sold out -27,858-27.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -22,272-22.3k
Consilium Wealth Advisory, LLC Reduced -15,580-15.6k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Added $1.1m32.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution new · filed 2025-04-15 8.8% new 2.9m≈ $145.2m 2025-04-15

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,026,4063.0m $143.4m $143.4m 0.00% Added +105.6k +105,583
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,257,7611.3m $59.6m $59.6m 0.02% Reduced -15.0k -14,962
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 714,713714.7k $33.9m $33.9m 0.00% Reduced -141.8k -141,773
4 Foundations Investment Advisors, LLC 0.33% of their portfolio PHOENIX, AZ 559,991560.0k $26.5m $26.5m 0.33% Added +28.4k +28,373
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 336,701336.7k $15.9m $15.9m 0.00% Added +14.2k +14,211
6 Weitzel Financial Services, Inc. 5.59% of their portfolio DUBUQUE, IA 313,078313.1k $14.8m $14.8m 5.59% Added +11.8k +11,814
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 293,205293.2k $13.9m $13.9m 0.00% Reduced -251.8k -251,795
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 287,469287.5k $13.6m $13.6m 0.00% Reduced -5.6k -5,556
9 AJ Advisors, LLC 4.83% of their portfolio NASHVILLE, TN 274,866274.9k $13.0m $13.0m 4.83% Added +5.8k +5,770
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 262,366262.4k $12.4m $12.4m 0.00% Reduced -106.3k -106,320
11 KAVAR CAPITAL PARTNERS GROUP, LLC 1.54% of their portfolio LEAWOOD, KS 259,957260.0k $12.3m $12.3m 1.54% New
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 215,782215.8k $10.2m $10.2m 0.01% Reduced -2.6k -2,613
13 Weaver Consulting Group 1.99% of their portfolio HUNTINGTON BEACH, CA 176,410176.4k $8.4m $8.4m 1.99% Added +2.2k +2,232
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 155,810155.8k $7.4m $7.4m 0.01% Added +10.8k +10,780
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 151,012151.0k $7.2m $7.2m 0.01% Added +7.9k +7,879
16 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.70% of their portfolio ALAMO, CA 149,658149.7k $7.1m $7.1m 0.70% Added +7.4k +7,414
17 Investment Advisory Group, LLC 1.80% of their portfolio HANOVER, MA 149,318149.3k $7.1m $7.1m 1.80% Added +4.1k +4,115
18 GTS SECURITIES LLC 0.24% of their portfolio NEW YORK, NY 140,704140.7k $6.7m $6.7m 0.24% Added +120.2k +120,166
19 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 125,066125.1k $5.9m $5.9m 0.02% Added +6.6k +6,564
20 Focus Financial Network, Inc. 0.20% of their portfolio MINNEAPOLIS, MN 115,867115.9k $5.5m $5.5m 0.20% Added +16.9k +16,857
21 Royal Fund Management, LLC 0.50% of their portfolio Lady Lake, FL 110,496110.5k $5.2m $5.2m 0.50% Reduced -3.5k -3,491
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 102,147102.1k $4.8m $4.8m 0.00% Reduced -338.4k -338,445
23 Western Wealth Management, LLC 0.17% of their portfolio GOLDEN, CO 95,27195.3k $4.5m $4.5m 0.17% Added +1.8k +1,820
24 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 89,28589.3k $4.2m $4.2m 0.01% Reduced -1.4k -1,393
25 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 84,82584.8k $4.0m $4.0m 0.03% Added +1.3k +1,340
26 Ellenbecker Investment Group 0.52% of their portfolio WAUKESHA, WI 81,18981.2k $3.8m $3.8m 0.52% Added +2.6k +2,597
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,66080.7k $3.8m $3.8m 0.00% Added +5.4k +5,356
28 Hershey Financial Advisers, LLC 3.26% of their portfolio LANCASTER, PA 79,80979.8k $3.8m $3.8m 3.26% New
29 Onyx Bridge Wealth Group LLC 0.40% of their portfolio TARRYTOWN, NY 77,72977.7k $3.7m $3.7m 0.40% Reduced -367 -367
30 Taylor Financial Group, Inc. 2.23% of their portfolio Roanoke, VA 77,60977.6k $3.7m $3.7m 2.23% Added +3.1k +3,097
31 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 77,02277.0k $3.6m $3.6m 0.00% Reduced -717 -717
32 Consilium Wealth Advisory, LLC 1.24% of their portfolio FRISCO, TX 76,62776.6k $3.6m $3.6m 1.24% Reduced -15.6k -15,580
33 Ameritas Advisory Services, LLC 0.14% of their portfolio Lincoln, NE 75,90675.9k $3.6m $3.6m 0.14% Reduced -1.8k -1,824
34 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 73,16573.2k $3.5m $3.5m 0.04% Added +925 +925
35 SEEDS INVESTOR LLC 0.47% of their portfolio NEW YORK, NY 70,82870.8k $3.4m $3.4m 0.47% Reduced -9.0k -9,033
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 68,47168.5k $3.2m $3.2m 0.01% Reduced -22.3k -22,272
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 67,23767.2k $3.1m $3.1m 0.00% Added +48.4k +48,429
38 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 66,22966.2k $3.1m $3.1m 0.07% Reduced -1.4k -1,368
39 VVR Holdings LLC 1.50% of their portfolio BELLINGHAM, WA 61,32161.3k $2.9m $2.9m 1.50% Reduced -3.6k -3,614
40 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 60,76860.8k $2.9m $2.9m 0.01% Added +9.1k +9,104
41 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 57,78457.8k $2.7m $2.7m 0.01% Added +1.2k +1,208
42 JIM SAULNIER & ASSOCIATES, LLC 1.31% of their portfolio FORT COLLINS, CO 56,73856.7k $2.7m $2.7m 1.31% Added +9.0k +8,971
43 ASPIRIANT, LLC 0.07% of their portfolio San Francisco, CA 49,66949.7k $2.4m $2.4m 0.07% Added +4.5k +4,451
44 TRUE Private Wealth Advisors 0.22% of their portfolio Salem, OR 49,51149.5k $2.3m $2.3m 0.22% Reduced -894 -894
45 Enclave Advisors LLC 0.31% of their portfolio AUSTIN, TX 46,25346.3k $2.2m $2.2m 0.31% Reduced -1.1k -1,092
46 Beacon Financial Advisory LLC 0.47% of their portfolio CLEVELAND, OH 44,24744.2k $2.1m $2.1m 0.47% Added +520 +520
47 Manske Wealth Management 0.56% of their portfolio HOUSTON, TX 42,01142.0k $2.0m $2.0m 0.56% Reduced -500 -500
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,81637.8k $1.8m $1.8m 0.00% Reduced -2.1k -2,052
49 LifePlan Financial, LLC 1.31% of their portfolio MANKATO, MN 37,30137.3k $1.8m $1.8m 1.31% Added +5.3k +5,302
50 DENVER WEALTH MANAGEMENT, INC. 0.59% of their portfolio DENVER, CO 36,04936.0k $1.7m $1.7m 0.59% Added +16.2k +16,201
51 HUB Investment Partners, LLC 0.04% of their portfolio AUSTIN, TX 35,41535.4k $1.7m $1.7m 0.04% Reduced -246.1k -246,085
52 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 33,90133.9k $1.6m $1.6m 0.00% Added +12.3k +12,280
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,48133.5k $1.6m $1.6m 0.00% Added +82 +82
54 HANOVER ADVISORS INC 0.63% of their portfolio SENECA, SC 32,69632.7k $1.5m $1.5m 0.63% Reduced -46.1k -46,055
55 MILESTONE ASSET MANAGEMENT, LLC 0.28% of their portfolio PITTSBURGH, PA 31,95232.0k $1.5m $1.5m 0.28% Reduced -183 -183
56 High Net Worth Advisory Group LLC 0.35% of their portfolio NAPLES, FL 31,60031.6k $1.5m $1.5m 0.35% Added +10.4k +10,400
57 Legacy Wealth Partners, LLC 0.37% of their portfolio Lakewood, CO 31,03531.0k $1.5m $1.5m 0.37% Reduced -2.3k -2,285
58 Patton Albertson Miller Group, LLC 0.17% of their portfolio Chattanooga, TN 30,56030.6k $1.4m $1.4m 0.17% Reduced -11.7k -11,681
59 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 30,17730.2k $1.4m $1.4m 0.00% Added +8.0k +8,041
60 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 30,00830.0k $1.4m $1.4m 0.02% Added +4.5k +4,498
61 Prosperity Consulting Group, LLC 0.06% of their portfolio OWINGS MILLS, MD 29,02829.0k $1.4m $1.4m 0.06% Added +1.0k +1,042
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,24728.2k $1.3m $1.3m 0.00% Added +14.1k +14,054
63 INSIGNEO ADVISORY SERVICES, LLC 0.09% of their portfolio MIAMI, FL 27,90527.9k $1.3m $1.3m 0.09% Added +10 +10
64 Godshalk Welsh Capital Management, Inc. 0.75% of their portfolio RADNOR, PA 27,22427.2k $1.3m $1.3m 0.75% Added +5.4k +5,425
65 BlueStem Wealth Partners, LLC 0.14% of their portfolio MINNETONKA, MN 26,11026.1k $1.2m $1.2m 0.14% Reduced -17 -17
66 Gallacher Capital Management LLC 0.46% of their portfolio LONE TREE, CO 25,27025.3k $1.2m $1.2m 0.46% Reduced -1.5k -1,464
67 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 24,60224.6k $1.2m $1.2m 0.03% Reduced -100 -100
68 RDA Financial Network 0.29% of their portfolio AKRON, IA 24,27024.3k $1.1m $1.1m 0.29% Reduced -400 -400
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,20424.2k $1.1m $1.1m 0.00% Reduced -39 -39
70 Rothschild Wealth LLC 0.10% of their portfolio OAK BROOK, IL 23,83923.8k $1.1m $1.1m 0.10% Added +1.8k +1,829
71 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 23,79823.8k $1.1m $1.1m 0.01% Added +6.8k +6,849
72 American Trust 0.10% of their portfolio LEXINGTON, KY 23,58923.6k $1.1m $1.1m 0.10% Reduced -2.0k -1,976
73 KMG FIDUCIARY PARTNERS, LLC 0.08% of their portfolio TOLEDO, OH 22,69522.7k $1.1m $1.1m 0.08% Reduced -401 -401
74 Fort Henry Capital, LLC 0.65% of their portfolio Wheeling, WV 22,68022.7k $1.1m $1.1m 0.65% Added +123 +123
75 Sovereign Financial Group, Inc. 0.18% of their portfolio STAMFORD, CT 21,90721.9k $1.0m $1.0m 0.18% Reduced -241 -241
76 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 21,86021.9k $1.0m $1.0m 0.03% Reduced -5.1k -5,126
77 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 21,60321.6k $1.0m $1.0m 0.03% Added +379 +379
78 Global Financial Private Client, LLC 0.33% of their portfolio Sarasota, FL 21,29121.3k $1.0m $1.0m 0.33% Added +318 +318
79 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 20,98121.0k $993.9k $993.9k 0.00% New
80 EIGHT 31 FINANCIAL, LLC 0.60% of their portfolio MIDLAND, TX 20,86320.9k $988.3k $988.3k 0.60% Reduced -23 -23
81 Thrive Capital Management, LLC 0.21% of their portfolio FORT WASHINGTON, PA 20,25720.3k $959.6k $959.6k 0.21% Reduced -133 -133
82 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 19,74819.7k $935.4k $935.4k 0.02% Added +723 +723
83 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 19,37019.4k $917.6k $917.6k 0.02% Reduced -1.1k -1,143
84 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 19,19919.2k $909.5k $909.5k 0.05% Added +10.4k +10,448
85 AXXCESS WEALTH MANAGEMENT, LLC 0.03% of their portfolio CARLSBAD, CA 19,11019.1k $905.2k $905.2k 0.03% Reduced -1.5k -1,496
86 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.04% of their portfolio MORRISTOWN, NJ 19,08019.1k $903.8k $903.8k 0.04% Added +1.2k +1,224
87 CGN Advisors LLC 0.07% of their portfolio MANHATTAN, KS 19,07219.1k $903.4k $903.4k 0.07% Added +13.2k +13,225
88 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,20118.2k $862.1k $862.1k 0.00% Reduced -1.4k -1,409
89 MARINO, STRAM & ASSOCIATES LLC 0.15% of their portfolio BRAINTREE, MA 17,67417.7k $837.2k $837.2k 0.15% Unchanged
90 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 17,64217.6k $838.6k $838.6k 0.01% Added +11.3k +11,303
91 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.33% of their portfolio INDIANAPOLIS, IN 17,04717.0k $807.5k $807.5k 0.33% Added +2.8k +2,816
92 Legacy Financial Group LLC 0.10% of their portfolio DES MOINES, IA 16,88616.9k $799.9k $799.9k 0.10% Added +194 +194
93 MONEY CONCEPTS CAPITAL CORP 0.04% of their portfolio PALM BEACH GARDENS, FL 16,26216.3k $770.3k $770.3k 0.04% Added +2.0k +2,015
94 Redhawk Wealth Advisors, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 15,35615.4k $727.4k $727.4k 0.08% Added +4.5k +4,512
95 Northstar Group, Inc. 0.10% of their portfolio NEW YORK, NY 15,29515.3k $724.5k $724.5k 0.10% Reduced -1.4k -1,355
96 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,23415.2k $721.6k $721.6k 0.00% Reduced -3.7k -3,705
97 Mesirow Financial Investment Management, Inc. 0.01% of their portfolio CHICAGO, IL 15,10615.1k $715.6k $715.6k 0.01% Added +435 +435
98 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 15,01415.0k $711.2k $711.2k 0.02% Reduced -181 -181
99 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,79714.8k $700.9k $700.9k 0.00% Added +7.0k +6,973
100 Waterloo Capital, L.P. 0.05% of their portfolio AUSTIN, TX 14,71514.7k $697.0k $697.0k 0.05% Added +3.9k +3,915