AOK Institutional Ownership & Shareholders
ISHARES CORE CONSERVATIVE AL (AOK) is currently held by 178 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $228.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AOK tracked by InsiderSet, reporting ownership valued at approximately $26.11M 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 $25.56M, representing an estimated loss of -2.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
178
Total Reported Value
$228.27M
Largest Holder
Lpl Financial Llc
Largest Position
$26.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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% | 629,396 | $26,107,339 | $25,559,772 | -$547,567 | -2.10% | |
| Blackrock, Inc. | 0.00% | 381,368 | $15,819,145 | $15,487,354 | -$331,791 | -2.10% | |
| Strategic Investment Solutions, Inc. | 3.20% | 322,321 | $13,369,483 | $13,089,456 | -$280,027 | -2.09% | |
| Curran Financial Partners, Llc | 1.40% | 226,292 | $9,386,586 | $9,189,718 | -$196,868 | -2.10% | |
| Cetera Investment Advisers | 0.01% | 207,720 | $8,616,228 | $8,435,509 | -$180,719 | -2.10% | |
| Morgan Stanley | 0.00% | 175,361 | $7,274,057 | $7,121,410 | -$152,647 | -2.10% | |
| Cambridge Associates Llc | 0.10% | 170,773 | $7,083,664 | $6,935,092 | -$148,572 | -2.10% | |
| One Capital Management, Llc | 0.19% | 175,243 | $6,990,443 | $7,116,618 | +$126,175 | +1.80% | |
| Bank Of America Corp | 0.00% | 163,393 | $6,777,560 | $6,635,390 | -$142,170 | -2.10% | |
| Investment Advisory Group, Llc | 1.43% | 158,398 | $6,570,365 | $6,432,543 | -$137,822 | -2.10% | |
| Weaver Consulting Group | 1.20% | 152,893 | $6,166,192 | $6,208,985 | +$42,793 | +0.69% | |
| Osaic Holdings, Inc. | 0.01% | 130,764 | $5,424,590 | $5,310,326 | -$114,264 | -2.11% | |
| Elevation Capital Advisory, Llc | 1.68% | 106,309 | $4,287,440 | $4,317,208 | +$29,768 | +0.69% | |
| Wells Fargo & Company/Mn | 0.00% | 102,774 | $4,263,044 | $4,173,652 | -$89,392 | -2.10% | |
| Hershey Financial Advisers, Llc | 2.87% | 96,363 | $3,997,137 | $3,913,301 | -$83,836 | -2.10% | |
| Stifel Financial Corp | 0.00% | 93,294 | $3,869,882 | $3,788,669 | -$81,213 | -2.10% | |
| Foundations Investment Advisors, Llc | 0.04% | 83,171 | $3,449,937 | $3,377,574 | -$72,363 | -2.10% | |
| Gts Securities Llc | 0.07% | 81,672 | $3,387,755 | $3,316,700 | -$71,055 | -2.10% | |
| Private Advisor Group, Llc | 0.01% | 66,873 | $2,773,884 | $2,715,713 | -$58,171 | -2.10% | |
| Aprio Wealth Management, Llc | 0.13% | 68,759 | $2,773,049 | $2,792,303 | +$19,254 | +0.69% | |
| High Net Worth Advisory Group Llc | 0.55% | 65,188 | $2,629,032 | $2,647,285 | +$18,253 | +0.69% | |
| Gilpin Wealth Management, Llc | 1.56% | 57,348 | $2,312,845 | $2,328,902 | +$16,057 | +0.69% | |
| Legacy Capital Wealth Partners, Llc | 0.46% | 54,879 | $2,213,270 | $2,228,636 | +$15,366 | +0.69% | |
| Avalon Capital Management | 0.50% | 50,746 | $2,104,944 | $2,060,795 | -$44,149 | -2.10% | |
| Rothschild Wealth Llc | 0.16% | 47,634 | $1,975,865 | $1,934,417 | -$41,448 | -2.10% | |
| Harbour Investments, Inc. | 0.03% | 47,557 | $1,972,665 | $1,931,290 | -$41,375 | -2.10% | |
| Jpmorgan Chase & Co | 0.00% | 44,422 | $1,842,625 | $1,803,977 | -$38,648 | -2.10% | |
| Verdence Capital Advisors Llc | 0.08% | 45,592 | $1,838,740 | $1,851,491 | +$12,751 | +0.69% | |
| Lido Advisors, Llc | 0.01% | 43,175 | $1,790,917 | $1,753,337 | -$37,580 | -2.10% | |
| Strongbox Wealth, Llc | 0.48% | 44,255 | $1,784,844 | $1,797,196 | +$12,352 | +0.69% | |
| Basso Capital Management, L.P. | 0.38% | 40,000 | $1,613,181 | $1,624,400 | +$11,219 | +0.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,891 | $1,568,480 | $1,579,364 | +$10,884 | +0.69% | |
| Jane Street Group, Llc | 0.00% | 37,111 | $1,539,364 | $1,507,078 | -$32,286 | -2.10% | |
| Susquehanna International Group, Llp | 0.00% | 36,402 | $1,509,955 | $1,478,285 | -$31,670 | -2.10% | |
| National Bank Of Canada | 0.00% | 35,767 | $1,483,615 | $1,452,498 | -$31,117 | -2.10% | |
| Brookstone Capital Management | 0.01% | 35,093 | $1,415,281 | $1,425,127 | +$9,846 | +0.70% | |
| J.W. Cole Advisors, Inc. | 0.02% | 33,088 | $1,372,474 | $1,343,704 | -$28,770 | -2.10% | |
| Consilium Wealth Advisory, Llc | 0.38% | 32,080 | $1,293,775 | $1,302,769 | +$8,994 | +0.70% | |
| Rcw Management, Llc | 1.16% | 31,776 | $1,281,526 | $1,290,423 | +$8,897 | +0.69% | |
| Equitable Holdings, Inc. | 0.01% | 30,123 | $1,249,496 | $1,223,295 | -$26,201 | -2.10% | |
| Corient Private Wealth Llc | 0.00% | 30,050 | $1,246,467 | $1,220,331 | -$26,137 | -2.10% | |
| Bluestem Wealth Partners, Llc | 0.12% | 29,199 | $1,211,179 | $1,185,771 | -$25,408 | -2.10% | |
| Rik Saylor Financial, Inc. | 0.80% | 28,954 | $1,201,013 | $1,175,822 | -$25,191 | -2.10% | |
| Mariner, Llc | 0.00% | 28,754 | $1,192,714 | $1,167,700 | -$25,014 | -2.10% | |
| Ameriprise Financial Inc | 0.00% | 28,116 | $1,166,235 | $1,141,791 | -$24,444 | -2.10% | |
| Ameritas Advisory Services, Llc | 0.02% | 27,282 | $1,131,663 | $1,107,922 | -$23,741 | -2.10% | |
| Citadel Advisors Llc | 0.00% | 27,083 | $1,123,403 | $1,099,841 | -$23,562 | -2.10% | |
| Ubs Group Ag | 0.00% | 26,930 | $1,117,056 | $1,093,627 | -$23,429 | -2.10% | |
| Thrive Capital Management, Llc | 0.18% | 25,320 | $1,021,141 | $1,028,245 | +$7,104 | +0.70% | |
| Jones Financial Companies Lllp | 0.00% | 23,031 | $951,636 | $935,289 | -$16,347 | -1.72% |
Frequently asked questions about AOK
Who are the largest institutional holders of AOK?
The largest institutional holders of AOK reported in the latest SEC Form 13F filings include Lpl Financial Llc, Blackrock, Inc., Strategic Investment Solutions, Inc., Curran Financial Partners, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported AOK position.
What is AOK institutional ownership?
This page tracks AOK positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE CONSERVATIVE AL (AOK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOK?
InsiderSet currently tracks 178 institutional managers reporting AOK 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 AOK shareholders.
How much AOK stock do institutions own?
Institutional investment managers disclosed approximately $228.27M in AOK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOK institutional ownership last updated?
The latest AOK 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 AOK 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 AOK position after the reporting date.
Are institutions buying or selling AOK?
Institutional buying and selling can be analyzed by comparing AOK positions across consecutive 13F reporting periods. InsiderSet's AOK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOK ownership changes.
How has AOK institutional ownership changed over time?
InsiderSet tracks AOK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.