ISHARES TR S&P MODERATE ALLOCATION FD

$AOM
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Institutional coverage

275 13F filers hold $AOM.

13F holders
275
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$AOM is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.22%, with an average of 0.08% of portfolio. Largest holder: TRUE Private Wealth Advisors at 0.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
TRUE Private Wealth Advisors
0.22% NEW
α +23.4pts
02
RFG Advisory, LLC
0.01% held
α +16.2pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 275 · Source: 13F-HR
01
Atlantic Edge Private Wealth Management, LLC
—
6,051,972 sh
02
USAdvisors Wealth Management, LLC
0.33% of portfolio
1,799,148 sh
03
Taconic Capital Advisors LP
0.02% of portfolio
1,257,761 sh
04
Banyan Capital Management, Inc.
—
969,702 sh
05
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
416,528 sh
06
Sandbox Financial Partners, LLC
5.59% of portfolio
313,078 sh
07
State Farm Mutual Automobile Insurance Co.
—
281,050 sh
08
V-Square Quantitative Management LLC
4.83% of portfolio
274,866 sh
09
FengHe Fund Management Pte. Ltd.
0.01% of portfolio
215,782 sh
10
Crossingbridge Advisors, LLC
1.99% of portfolio
176,410 sh
See all 275 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AOM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AOM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:17 UTC.