ISHARES CORE CONSERVATIVE AL (AOK) Institutional Shareholders
ISHARES CORE CONSERVATIVE AL (AOK) 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 $204.41M in AOK holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AOK tracked by InsiderSet, reporting ownership valued at approximately $25.47M in its March 31, 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 $26.26M, representing an estimated gain of +3.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed AOK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Blackrock, Inc., Strategic Investment Solutions, Inc., and several other long-term asset managers with concentrated positions in ISHARES CORE CONSERVATIVE AL (AOK).
This page ranks the largest institutional AOK 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
168
Total Reported Value
$204.41M
Largest Holder
Lpl Financial Llc
Largest Position
$25.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 638,539 | $25,471,329 | $26,263,109 | +$791,780 | +3.11% | |
| Blackrock, Inc. | 0.00% | 343,820 | $13,714,980 | $14,141,317 | +$426,337 | +3.11% | |
| Strategic Investment Solutions, Inc. | 3.20% | 322,321 | $13,369,483 | $13,257,063 | -$112,420 | -0.84% | |
| Elevation Capital Advisory, Llc | 4.68% | 292,381 | $12,127,943 | $12,025,631 | -$102,312 | -0.84% | |
| Curran Financial Partners, Llc | 1.45% | 203,036 | $8,099,105 | $8,350,871 | +$251,766 | +3.11% | |
| Cetera Investment Advisers | 0.01% | 200,198 | $7,985,895 | $8,234,144 | +$248,249 | +3.11% | |
| One Capital Management, Llc | 0.19% | 175,243 | $6,990,443 | $7,207,745 | +$217,302 | +3.11% | |
| Morgan Stanley | 0.00% | 172,626 | $6,886,098 | $7,100,107 | +$214,009 | +3.11% | |
| Bank Of America Corp | 0.00% | 165,955 | $6,619,961 | $6,825,729 | +$205,768 | +3.11% | |
| Weaver Consulting Group | 1.32% | 155,483 | $6,449,440 | $6,395,016 | -$54,424 | -0.84% | |
| Investment Advisory Group, Llc | 1.49% | 147,271 | $5,874,659 | $6,057,256 | +$182,597 | +3.11% | |
| Wells Fargo & Company/Mn | 0.00% | 108,224 | $4,317,053 | $4,451,253 | +$134,200 | +3.11% | |
| Osaic Holdings, Inc. | 0.01% | 89,901 | $3,586,573 | $3,697,628 | +$111,055 | +3.10% | |
| Foundations Investment Advisors, Llc | 0.04% | 79,258 | $3,161,590 | $3,259,882 | +$98,292 | +3.11% | |
| Stifel Financial Corp | 0.00% | 71,533 | $2,853,468 | $2,942,152 | +$88,684 | +3.11% | |
| Private Advisor Group, Llc | 0.01% | 66,873 | $2,773,884 | $2,750,486 | -$23,398 | -0.84% | |
| Susquehanna International Group, Llp | 0.00% | 68,378 | $2,727,598 | $2,812,387 | +$84,789 | +3.11% | |
| High Net Worth Advisory Group Llc | 0.55% | 62,600 | $2,596,648 | $2,574,738 | -$21,910 | -0.84% | |
| Gilpin Wealth Management, Llc | 1.79% | 62,505 | $2,592,708 | $2,570,831 | -$21,877 | -0.84% | |
| Lido Advisors, Llc | 0.01% | 55,500 | $2,213,932 | $2,282,715 | +$68,783 | +3.11% | |
| Legacy Capital Wealth Partners, Llc | 0.45% | 54,879 | $2,189,123 | $2,257,173 | +$68,050 | +3.11% | |
| Avalon Capital Management | 0.50% | 50,746 | $2,104,944 | $2,087,183 | -$17,761 | -0.84% | |
| Harbour Investments, Inc. | 0.03% | 45,398 | $1,810,952 | $1,867,220 | +$56,268 | +3.11% | |
| Basso Capital Management, L.P. | 0.42% | 40,858 | $1,694,770 | $1,680,490 | -$14,280 | -0.84% | |
| Brookstone Capital Management | 0.02% | 38,706 | $1,605,506 | $1,591,978 | -$13,528 | -0.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,697 | $1,605,160 | $1,591,608 | -$13,552 | -0.84% | |
| Rothschild Wealth Llc | 0.14% | 40,052 | $1,597,674 | $1,647,339 | +$49,665 | +3.11% | |
| Mariner, Llc | 0.00% | 38,373 | $1,530,712 | $1,578,281 | +$47,569 | +3.11% | |
| Consilium Wealth Advisory, Llc | 0.50% | 36,450 | $1,453,995 | $1,499,189 | +$45,194 | +3.11% | |
| J.W. Cole Advisors, Inc. | 0.02% | 33,088 | $1,372,474 | $1,360,909 | -$11,565 | -0.84% | |
| Rcw Management, Llc | 1.19% | 31,989 | $1,326,904 | $1,315,708 | -$11,196 | -0.84% | |
| National Bank Of Canada | 0.00% | 31,119 | $1,240,715 | $1,279,924 | +$39,209 | +3.16% | |
| Bluestem Wealth Partners, Llc | 0.13% | 30,427 | $1,213,738 | $1,251,463 | +$37,725 | +3.11% | |
| Corient Private Wealth Llc | 0.00% | 30,021 | $1,197,513 | $1,234,764 | +$37,251 | +3.11% | |
| Ameriprise Financial Inc | 0.00% | 29,764 | $1,187,281 | $1,224,193 | +$36,912 | +3.11% | |
| Rik Saylor Financial, Inc. | 0.89% | 29,489 | $1,176,296 | $1,212,883 | +$36,587 | +3.11% | |
| Ubs Group Ag | 0.00% | 28,337 | $1,130,363 | $1,165,501 | +$35,138 | +3.11% | |
| Visionary Wealth Advisors | 0.05% | 28,075 | $1,119,893 | $1,154,725 | +$34,832 | +3.11% | |
| Thrive Capital Management, Llc | 0.23% | 25,970 | $1,035,944 | $1,068,146 | +$32,202 | +3.11% | |
| Equitable Holdings, Inc. | 0.01% | 25,147 | $1,009,149 | $1,034,296 | +$25,147 | +2.49% | |
| Royal Bank Of Canada | 0.00% | 24,943 | $996,000 | $1,025,906 | +$29,906 | +3.00% | |
| L.K. Benson & Company, P.C. | 0.29% | 23,418 | $971,378 | $963,182 | -$8,196 | -0.84% | |
| Perryman Financial Advisory Inc | 0.13% | 22,968 | $952,723 | $944,674 | -$8,049 | -0.84% | |
| Phil A. Younker & Associates, Ltd. | 0.62% | 23,436 | $934,862 | $963,923 | +$29,061 | +3.11% | |
| Raymond James Financial Inc | 0.00% | 22,647 | $903,391 | $931,471 | +$28,080 | +3.11% | |
| Silver Oak Securities, Incorporated | 0.07% | 22,411 | $893,976 | $921,764 | +$27,788 | +3.11% | |
| Sovereign Financial Group, Inc. | 0.13% | 21,167 | $878,024 | $870,599 | -$7,425 | -0.85% | |
| Citadel Advisors Llc | 0.00% | 21,486 | $857,077 | $883,719 | +$26,642 | +3.11% | |
| Waterloo Capital, L.P. | 0.05% | 20,260 | $840,385 | $833,294 | -$7,091 | -0.84% | |
| Waverly Advisors, Llc | 0.01% | 20,891 | $833,344 | $859,247 | +$25,903 | +3.11% |
Frequently asked questions about AOK
Who owns the most AOK stock?
The largest holders of AOK 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 CONSERVATIVE AL (AOK).
Is AOK widely held by superinvestors?
Many widely followed stocks like AOK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOK 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.