ISHARES CORE AGGRESSIVE ALLO (AOA) Institutional Shareholders
ISHARES CORE AGGRESSIVE ALLO (AOA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $714.94M in AOA holdings during the latest filing period.
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 $59.98M, representing an estimated gain of +0.46% 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, Assetmark, Inc, 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
411
Total Reported Value
$714.94M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$59.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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 | $59,981,009 | +$275,193 | +0.46% | |
| Lpl Financial Llc | 0.01% | 247,088 | $24,115,763 | $24,226,978 | +$111,215 | +0.46% | |
| Assetmark, Inc | 0.04% | 245,482 | $23,959,090 | $24,069,510 | +$110,420 | +0.46% | |
| Jim Saulnier & Associates, Llc | 9.59% | 244,296 | $23,843,267 | $23,953,223 | +$109,956 | +0.46% | |
| Ellenbecker Investment Group | 2.54% | 223,468 | $21,810,556 | $21,911,037 | +$100,481 | +0.46% | |
| Foundations Investment Advisors, Llc | 0.20% | 202,154 | $19,730,268 | $19,821,200 | +$90,932 | +0.46% | |
| Wells Fargo & Company/Mn | 0.00% | 184,629 | $18,019,786 | $18,102,873 | +$83,087 | +0.46% | |
| Morgan Stanley | 0.00% | 148,997 | $14,542,198 | $14,609,156 | +$66,958 | +0.46% | |
| Waverly Advisors, Llc | 0.08% | 145,444 | $14,195,366 | $14,260,784 | +$65,418 | +0.46% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 141,970 | $13,856,352 | $13,920,159 | +$63,807 | +0.46% | |
| Lbmc Investment Advisors, Llc | 0.66% | 125,330 | $12,232,253 | $12,288,607 | +$56,354 | +0.46% | |
| Thrivent Financial For Lutherans | 0.02% | 111,352 | $10,868,000 | $10,918,064 | +$50,064 | +0.46% | |
| Kestra Private Wealth Services, Llc | 0.12% | 108,771 | $10,616,028 | $10,664,997 | +$48,969 | +0.46% | |
| Patton Albertson Miller Group, Llc | 1.05% | 107,843 | $10,525,474 | $10,574,006 | +$48,532 | +0.46% | |
| Bank Of America Corp | 0.00% | 102,669 | $10,020,470 | $10,066,695 | +$46,225 | +0.46% | |
| Western Wealth Management, Llc | 0.29% | 90,624 | $8,844,907 | $8,885,683 | +$40,776 | +0.46% | |
| Prosperity Consulting Group, Llc | 0.32% | 85,630 | $8,357,447 | $8,396,022 | +$38,575 | +0.46% | |
| Cx Institutional | 0.23% | 82,700 | $8,072,000 | $8,108,735 | +$36,735 | +0.46% | |
| Consilium Wealth Advisory, Llc | 2.37% | 81,761 | $7,979,848 | $8,016,666 | +$36,818 | +0.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 79,097 | $7,719,870 | $7,755,461 | +$35,591 | +0.46% | |
| Osaic Holdings, Inc. | 0.01% | 74,652 | $7,289,862 | $7,319,629 | +$29,767 | +0.41% | |
| Legacy Financial Group Llc | 0.80% | 72,975 | $7,122,313 | $7,155,199 | +$32,886 | +0.46% | |
| Harbour Investments, Inc. | 0.09% | 70,456 | $6,876,457 | $6,908,211 | +$31,754 | +0.46% | |
| Royal Bank Of Canada | 0.00% | 70,134 | $6,845,000 | $6,876,639 | +$31,639 | +0.46% | |
| Jpmorgan Chase & Co | 0.00% | 67,537 | $6,574,084 | $6,622,003 | +$47,919 | +0.73% | |
| Raymond James Financial Inc | 0.00% | 63,301 | $6,178,205 | $6,206,663 | +$28,458 | +0.46% | |
| Cetera Investment Advisers | 0.01% | 62,920 | $6,140,869 | $6,169,306 | +$28,437 | +0.46% | |
| Clearstead Advisors, Llc | 0.06% | 61,477 | $6,000,231 | $6,027,820 | +$27,589 | +0.46% | |
| Weaver Consulting Group | 1.23% | 61,364 | $5,989,172 | $6,016,740 | +$27,568 | +0.46% | |
| Strategic Blueprint, Llc | 0.29% | 59,641 | $5,820,938 | $5,847,800 | +$26,862 | +0.46% | |
| Wealth Alliance, Llc | 0.49% | 59,396 | $5,797,067 | $5,823,778 | +$26,711 | +0.46% | |
| Unique Wealth, Llc | 0.66% | 57,776 | $5,638,964 | $5,664,937 | +$25,973 | +0.46% | |
| Kestra Advisory Services, Llc | 0.02% | 54,499 | $5,319,103 | $5,343,627 | +$24,524 | +0.46% | |
| Geowealth Management, Llc | 0.16% | 51,728 | $5,048,644 | $5,071,930 | +$23,286 | +0.46% | |
| Legacy Wealth Partners, Llc | 1.11% | 50,825 | $4,960,509 | $4,983,391 | +$22,882 | +0.46% | |
| Fort Henry Capital, Llc | 2.69% | 50,005 | $4,880,457 | $4,902,990 | +$22,533 | +0.46% | |
| Hanover Advisors Inc | 1.75% | 49,732 | $4,853,880 | $4,876,223 | +$22,343 | +0.46% | |
| Farther Finance Advisors, Llc | 0.04% | 48,481 | $4,731,747 | $4,753,562 | +$21,815 | +0.46% | |
| Ubs Group Ag | 0.00% | 47,074 | $4,594,422 | $4,615,606 | +$21,184 | +0.46% | |
| Steelpeak Wealth, Llc | 0.12% | 46,498 | $4,538,173 | $4,559,129 | +$20,956 | +0.46% | |
| Ritholtz Wealth Management | 0.06% | 41,696 | $4,069,538 | $4,088,293 | +$18,755 | +0.46% | |
| Mutual Advisors, Llc | 0.08% | 40,943 | $3,995,999 | $4,014,461 | +$18,462 | +0.46% | |
| Citadel Advisors Llc | 0.00% | 40,400 | $3,943,040 | $3,961,220 | +$18,180 | +0.46% | |
| Redhawk Wealth Advisors, Inc. | 0.39% | 40,336 | $3,936,748 | $3,954,945 | +$18,197 | +0.46% | |
| Westmount Partners, Llc | 0.82% | 38,147 | $3,723,111 | $3,740,313 | +$17,202 | +0.46% | |
| Newedge Advisors, Llc | 0.01% | 36,886 | $3,600,069 | $3,616,672 | +$16,603 | +0.46% | |
| Wealth Forward, Llc | 1.70% | 35,042 | $3,420,099 | $3,435,868 | +$15,769 | +0.46% | |
| Cerity Partners Llc | 0.00% | 34,254 | $3,343,154 | $3,358,605 | +$15,451 | +0.46% | |
| Odonnell Financial Services, Llc | 0.93% | 32,227 | $3,145,355 | $3,159,857 | +$14,502 | +0.46% | |
| Ep Wealth Advisors, Llc | 0.01% | 31,800 | $3,103,679 | $3,117,990 | +$14,311 | +0.46% |
Frequently asked questions about AOA
Who owns the most AOA stock?
The largest holders of AOA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE AGGRESSIVE ALLO (AOA).
Is AOA widely held by superinvestors?
Many widely followed stocks like AOA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.