§ EQUITY
USDAOM
ISHARES CORE 40/60 MODERATE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
162 increased/new, 94 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 3.0M | 0.0% | +4% |
| LPL Financial LLC | 1.3M | 0.0% | −1% |
| Morgan Stanley | 715K | 0.0% | n/a |
| Foundations Investment Advisors, LLC | 560K | 0.3% | +5% |
| ROYAL BANK OF CANADA | 337K | 0.0% | +4% |
| Weitzel Financial Services, Inc. | 313K | 5.6% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for AOM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER59.5% · 268 holders
PASSIVE / INDEX22.8% · 1 holder
DEALER / BANK15.4% · 17 holders
QUALITY / COMPOUNDER2.2% · 3 holders
TACTICAL / MACRO0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AOM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AOM yet.