ISHARES CORE CONSERVATIVE AL (AOK) Institutional Ownership Changes & 13F Activity

ISHARES CORE CONSERVATIVE AL (AOK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Strategic Investment Solutions, Inc., Cetera Investment Advisers, Bank Of America Corp, and Private Advisor Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Madrid Financial ServicesBuy+256+1.8%14,584$585.26KQ4 2025Aug 18, 2026
Verus Capital Partners, LlcBuy+4,385+60.9%11,580$464.70KQ4 2025Jul 09, 2026
Strategic Investment Solutions, Inc.Buy+357,177—357,177$14.33MQ4 2025Feb 27, 2026
Sunbelt Securities, Inc.Buy+358—358$14.38KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+35,003—35,003$1.40MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+398,245—398,245$15.98MQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+32,705—32,705$1.31MQ4 2025Feb 18, 2026
Valley Financial Group, Inc.Buy+6,872—6,872$275.75KQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+6,000—6,000$240.78KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+3,270—3,270$131.22KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+63—63$2.53KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+197,767—197,767$7.94MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+182,719—182,719$7.33MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+75,264—75,264$3.02MQ4 2025Feb 17, 2026
Forefront Analytics, LlcBuy+58,682—58,682$2.35MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+58,293—58,293$2.34MQ4 2025Feb 17, 2026
Gladstone Institutional Advisory LlcBuy+51,945—51,945$2.08MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+40,410—40,410$1.62MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+39,336—39,336$1.58MQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+38,921—38,921$1.57MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+38,592—38,592$1.55MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+19,639—19,639$788.11KQ4 2025Feb 17, 2026
Camarda Financial Advisors, LlcBuy+18,499—18,499$742.35KQ4 2025Feb 17, 2026
Legacy Wealth Partners, LlcBuy+17,900—17,900$718.33KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+17,349—17,349$696.21KQ4 2025Feb 17, 2026
Prosperity Consulting Group, LlcBuy+14,493—14,493$581.60KQ4 2025Feb 17, 2026
Insight Wealth Partners, LlcBuy+9,401—9,401$377.26KQ4 2025Feb 17, 2026
Geowealth Management, LlcBuy+8,706—8,706$349.36KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+8,652—8,652$347.21KQ4 2025Feb 17, 2026
Fmr LlcBuy+6,061—6,061$243.24KQ4 2025Feb 17, 2026
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Frequently asked questions about AOK activity

  • Which institutional owners are buying AOK?

    Institutional owners buying AOK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AOK activity?

    "Buy" means an investor increased their reported position in AOK compared to the prior reporting period. This reflects growing exposure to ISHARES CORE CONSERVATIVE AL (AOK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AOK increasing?

    Institutional interest in AOK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.