ISHARES CORE 80/20 AGGRESSIV AOA
$96.99
+0.6% 52w: $78.37 – $97.95
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data78.3788.1697.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
403
+2 QoQ
13F value
$640.5M
-11.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$432K calls / — puts
Institutional value by quarter
Number of holders
Who owns AOA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | Diversified mechanical | 556.7K | $49.3M | 0.1% | +0.5% |
| LPL Financial LLC | Bank broker | 311.5K | $27.6M | 0.0% | +16.9% |
| ASSETMARK, INC | Wealth advisor | 244.9K | $21.7M | 0.0% | +2.1% |
| Ellenbecker Investment Group | Wealth advisor | 216.3K | $19.1M | 2.6% | +21.6% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 209.3K | $18.5M | 9.0% | +9.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 194.7K | $17.2M | 0.0% | -21.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 176.2K | $15.6M | 0.2% | -2.1% |
| MORGAN STANLEY | Bank broker | 171.3K | $15.2M | 0.0% | +22.3% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 152.3K | $13.5M | 0.2% | -1.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 150.2K | $13.3M | 0.0% | -1.0% |
| Waverly Advisors, LLC | Wealth advisor | 139.0K | $12.3M | 0.1% | +3.4% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 126.4K | $11.2M | 0.7% | +1.3% |
| PATTON ALBERTSON MILLER GROUP, LLC | Other | 112.1K | $9.9M | 1.2% | +4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 107.1K | $9.5M | 0.0% | -14.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 106.2K | $9.4M | 0.0% | +10.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 96.3K | $8.5M | 0.1% | +4.4% |
| Western Wealth Management, LLC | Wealth advisor | 85.0K | $7.5M | 0.3% | +9.3% |
| Prosperity Consulting Group, LLC | Wealth advisor | 82.6K | $7.3M | 0.3% | +9.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 74.8K | $6.6M | 0.0% | +3.5% |
| Legacy Financial Group LLC | Wealth advisor | 74.4K | $6.6M | 0.8% | -0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 71.8K | $6.4M | 0.0% | -49.0% |
| Consilium Wealth Advisory, LLC | Other | 70.3K | $6.2M | 2.1% | +4.1% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 69.6K | $6.2M | 0.1% | +21.5% |
| ROYAL BANK OF CANADA | Bank broker | 68.7K | $6.1M | 0.0% | +137.7% |
| UNIQUE WEALTH, LLC | Wealth advisor | 62.9K | $5.6M | 0.8% | -0.9% |
| Cetera Investment Advisers | Wealth advisor | 62.0K | $5.5M | 0.0% | -2.7% |
| Clearstead Advisors, LLC | Wealth advisor | 61.6K | $5.4M | 0.0% | -0.7% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 60.2K | $5.3M | 0.5% | -1.5% |
| GeoWealth Management, LLC | Wealth advisor | 59.9K | $5.3M | 0.2% | -4.0% |
| JPMORGAN CHASE & CO | Bank broker | 59.7K | $5.1M | 0.0% | +14.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 55.4K | $4.9M | 0.0% | -19.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 54.8K | $4.9M | 0.0% | -47.0% |
| Weaver Consulting Group | Wealth advisor | 54.3K | $4.8M | 1.1% | +19.4% |
| Legacy Wealth Partners, LLC | Wealth advisor | 50.1K | $4.4M | 1.1% | -11.0% |
| Fort Henry Capital, LLC | Wealth advisor | 49.3K | $4.4M | 2.6% | +2.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 48.5K | $4.3M | 0.0% | +38.4% |
| Strategic Blueprint, LLC | Wealth advisor | 46.4K | $4.1M | 0.2% | +65.0% |
| UBS Group AG | Bank broker | 46.0K | $4.1M | 0.0% | -2.2% |
| SteelPeak Wealth, LLC | Other | 44.9K | $4.0M | 0.1% | +5.1% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 42.9K | $3.8M | 0.1% | -2.3% |
| Mutual Advisors, LLC | Wealth advisor | 40.0K | $3.5M | 0.1% | +4.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 39.4K | $3.5M | 0.0% | +9.4% |
| Westmount Partners, LLC | Other | 37.2K | $3.3M | 0.8% | +2.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 36.3K | $3.2M | 0.1% | +56.2% |
| Allworth Financial LP | Wealth advisor | 34.1K | $3.0M | 0.0% | +2.2% |
| Cerity Partners LLC | Diversified mechanical | 33.9K | $3.0M | 0.0% | +10.2% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 33.4K | $3.0M | 0.3% | +20.9% |
| ODonnell Financial Services, LLC | Wealth advisor | 31.9K | $2.8M | 1.0% | +1.4% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 31.0K | $2.7M | 0.5% | +0.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 30.6K | $2.7M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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