Ishares Core 40/60 Moderate
$48.60-0.1%
+$20.2M
Net Activity
+0.38% total shares
Institutions Holding
301
Popularity Rank
#2117
Avg Weight
0.16%
Total Value
$648.0M
301 institutions currently hold AOM, with 157 net buyers and 123 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
123
Net Buying Institutions
157
Top 5 by Value
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Across its top 20 institutional holders, AOM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
AOM ranks #2117 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AOM is a top-conviction position for Weitzel Financial Services, Inc. — at 5.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AOM belongs to BlackRock, Inc., but the position matters far more to Weitzel Financial Services, Inc., who has 5.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Weitzel Financial Services, Inc. has added to its AOM position for two straight quarters, increasing it by $874.5K to reach $15.7M today.
LifePlan Financial, LLC has trimmed its AOM position for two straight quarters, cutting it by $301.2K while still holding $1.5M.
AOM is down 0.1% today, but institutions show net buying of $20.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$37.7M
Total Buy Value
$45.0M
Total Sell Value
157
Net Buyers
123
Net Sellers
AOM
Q2 2026
Top 5 Institutional Movers
-$12.3M
+$9.7M
-$6.9M
-$4.3M
+$3.2M
AOM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464289875
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access AOM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AOMCLI
npx alphasmo stocks get AOM