Who owns AOA?
iShares Core 80/20 Aggressive Allocation ETF · iShares
422 institutions reported holding AOA, worth $766.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AOA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | New York, NY | $59.7M | 611,739 | +55,052 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $30.1M | 308,406 | +158,236 shares |
| LPL Financial LLC | Fort Mill, SC | $24.1M | 247,088 | −64,400 shares |
| Assetmark, Inc. | Concord, CA | $24.0M | 245,482 | +626 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $23.8M | 244,296 | +35,036 shares |
| Ellenbecker Investment Group | Waukesha, WI | $21.8M | 223,468 | +7,195 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $19.7M | 202,154 | +26,004 shares |
| Wells Fargo & Company | San Francisco, CA | $18.0M | 184,629 | −10,035 shares |
| Morgan Stanley | New York, NY | $14.5M | 148,997 | −22,270 shares |
| Waverly Advisors, LLC | Birmingham, AL | $14.2M | 145,444 | +6,446 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AOA?
422 institutional managers reported holding AOA in Form 13F filings for June 30, 2026, worth $766.3M in total. The largest reported position was held by Rockefeller Capital Management L.P., at $59.7M.
Did institutions buy or sell AOA last quarter?
Reported 13F value rose 20.6% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AOA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.