AOA Institutional Ownership & Shareholders
ISHARES CORE AGGRESSIVE ALLO (AOA) is currently held by 404 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $710.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of AOA tracked by InsiderSet, reporting ownership valued at approximately $59.71M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.84M, representing an estimated loss of -1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 33% of the total disclosed AOA value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Lpl Financial Llc, Jim Saulnier & Associates, Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE AGGRESSIVE ALLO (AOA).
This page ranks the largest institutional AOA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
404
Total Reported Value
$710.28M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$59.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.09% | 611,739 | $59,705,816 | $58,843,174 | -$862,642 | -1.44% | |
| Lpl Financial Llc | 0.01% | 247,088 | $24,115,763 | $23,767,395 | -$348,368 | -1.44% | |
| Jim Saulnier & Associates, Llc | 9.59% | 244,296 | $23,843,267 | $23,498,832 | -$344,435 | -1.44% | |
| Assetmark, Inc | 0.04% | 240,188 | $23,363,042 | $23,103,684 | -$259,358 | -1.11% | |
| Ellenbecker Investment Group | 2.54% | 223,468 | $21,810,556 | $21,495,387 | -$315,169 | -1.45% | |
| Foundations Investment Advisors, Llc | 0.20% | 202,154 | $19,730,268 | $19,445,193 | -$285,075 | -1.44% | |
| Wells Fargo & Company/Mn | 0.00% | 184,629 | $18,019,786 | $17,759,464 | -$260,322 | -1.44% | |
| Morgan Stanley | 0.00% | 148,997 | $14,542,198 | $14,332,021 | -$210,177 | -1.45% | |
| Waverly Advisors, Llc | 0.08% | 145,444 | $14,195,366 | $13,990,258 | -$205,108 | -1.44% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 141,970 | $13,856,352 | $13,656,094 | -$200,258 | -1.45% | |
| Lbmc Investment Advisors, Llc | 0.66% | 125,330 | $12,232,253 | $12,055,493 | -$176,760 | -1.45% | |
| Kestra Private Wealth Services, Llc | 0.12% | 115,256 | $11,210,914 | $11,086,475 | -$124,439 | -1.11% | |
| Thrivent Financial For Lutherans | 0.02% | 111,352 | $10,868,000 | $10,710,949 | -$157,051 | -1.45% | |
| Consilium Wealth Advisory, Llc | 3.06% | 106,382 | $10,347,746 | $10,232,885 | -$114,861 | -1.11% | |
| Patton Albertson Miller Group, Llc | 1.02% | 104,257 | $10,141,078 | $10,028,481 | -$112,597 | -1.11% | |
| Bank Of America Corp | 0.00% | 102,669 | $10,020,470 | $9,875,731 | -$144,739 | -1.44% | |
| Commonwealth Equity Services, Llc | 0.01% | 93,146 | $9,060,337 | $8,959,714 | -$100,623 | -1.11% | |
| Western Wealth Management, Llc | 0.29% | 90,624 | $8,844,907 | $8,717,123 | -$127,784 | -1.44% | |
| Prosperity Consulting Group, Llc | 0.32% | 85,630 | $8,357,447 | $8,236,750 | -$120,697 | -1.44% | |
| Osaic Holdings, Inc. | 0.01% | 74,652 | $7,289,862 | $7,180,776 | -$109,086 | -1.50% | |
| Legacy Financial Group Llc | 0.80% | 72,975 | $7,122,313 | $7,019,465 | -$102,848 | -1.44% | |
| Harbour Investments, Inc. | 0.09% | 70,456 | $6,876,457 | $6,777,163 | -$99,294 | -1.44% | |
| Royal Bank Of Canada | 0.00% | 70,134 | $6,845,000 | $6,746,189 | -$98,811 | -1.44% | |
| Strategic Blueprint, Llc | 0.33% | 68,536 | $6,666,501 | $6,592,478 | -$74,023 | -1.11% | |
| Jpmorgan Chase & Co | 0.00% | 67,537 | $6,574,084 | $6,496,384 | -$77,700 | -1.18% | |
| Raymond James Financial Inc | 0.00% | 63,301 | $6,178,205 | $6,088,923 | -$89,282 | -1.45% | |
| Cetera Investment Advisers | 0.01% | 62,920 | $6,140,869 | $6,052,275 | -$88,594 | -1.44% | |
| Clearstead Advisors, Llc | 0.06% | 61,477 | $6,000,231 | $5,913,473 | -$86,758 | -1.45% | |
| Weaver Consulting Group | 1.16% | 61,369 | $5,969,335 | $5,903,084 | -$66,251 | -1.11% | |
| Unique Wealth, Llc | 0.67% | 60,479 | $5,882,818 | $5,817,475 | -$65,343 | -1.11% | |
| Wealth Alliance, Llc | 0.49% | 59,396 | $5,797,067 | $5,713,301 | -$83,766 | -1.44% | |
| Kestra Advisory Services, Llc | 0.02% | 54,359 | $5,287,496 | $5,228,792 | -$58,704 | -1.11% | |
| Legacy Wealth Partners, Llc | 1.13% | 53,501 | $5,204,058 | $5,146,261 | -$57,797 | -1.11% | |
| Geowealth Management, Llc | 0.16% | 51,728 | $5,048,644 | $4,975,716 | -$72,928 | -1.44% | |
| Fort Henry Capital, Llc | 2.78% | 51,172 | $4,977,518 | $4,922,235 | -$55,283 | -1.11% | |
| Farther Finance Advisors, Llc | 0.03% | 50,181 | $4,881,075 | $4,826,910 | -$54,165 | -1.11% | |
| Hanover Advisors Inc | 1.75% | 49,732 | $4,853,880 | $4,783,721 | -$70,159 | -1.45% | |
| Ubs Group Ag | 0.00% | 47,074 | $4,594,422 | $4,528,048 | -$66,374 | -1.44% | |
| Steelpeak Wealth, Llc | 0.11% | 45,999 | $4,474,288 | $4,424,644 | -$49,644 | -1.11% | |
| Redhawk Wealth Advisors, Inc. | 0.41% | 41,982 | $4,083,616 | $4,038,249 | -$45,367 | -1.11% | |
| Ritholtz Wealth Management | 0.06% | 41,696 | $4,069,538 | $4,010,738 | -$58,800 | -1.44% | |
| Mutual Advisors, Llc | 0.08% | 40,943 | $3,995,999 | $3,938,307 | -$57,692 | -1.44% | |
| Citadel Advisors Llc | 0.00% | 40,400 | $3,943,040 | $3,886,076 | -$56,964 | -1.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 38,442 | $3,747,375 | $3,697,736 | -$49,639 | -1.32% | |
| Westmount Partners, Llc | 0.82% | 38,147 | $3,723,111 | $3,669,360 | -$53,751 | -1.44% | |
| Newedge Advisors, Llc | 0.01% | 36,886 | $3,600,069 | $3,548,064 | -$52,005 | -1.44% | |
| Rtd Financial Advisors, Inc. | 0.37% | 34,927 | $3,397,362 | $3,359,628 | -$37,734 | -1.11% | |
| Cerity Partners Llc | 0.00% | 34,254 | $3,343,154 | $3,294,892 | -$48,262 | -1.44% | |
| Odonnell Financial Services, Llc | 0.93% | 32,227 | $3,145,355 | $3,099,915 | -$45,440 | -1.44% | |
| Ep Wealth Advisors, Llc | 0.01% | 31,800 | $3,103,679 | $3,058,842 | -$44,837 | -1.44% |
Frequently asked questions about AOA
Who are the largest institutional holders of AOA?
The largest institutional holders of AOA reported in the latest SEC Form 13F filings include Rockefeller Capital Management L.P., Lpl Financial Llc, Jim Saulnier & Associates, Llc, Assetmark, Inc, and Ellenbecker Investment Group. InsiderSet ranks institutional holders by their latest reported AOA position.
What is AOA institutional ownership?
This page tracks AOA positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE AGGRESSIVE ALLO (AOA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOA?
InsiderSet currently tracks 404 institutional managers reporting AOA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOA shareholders.
How much AOA stock do institutions own?
Institutional investment managers disclosed approximately $710.28M in AOA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOA institutional ownership last updated?
The latest AOA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOA position after the reporting date.
Are institutions buying or selling AOA?
Institutional buying and selling can be analyzed by comparing AOA positions across consecutive 13F reporting periods. InsiderSet's AOA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOA ownership changes.
How has AOA institutional ownership changed over time?
InsiderSet tracks AOA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.