Who owns AOK?
iShares Core 30/70 Conservative Allocation ETF · iShares
184 institutions reported holding AOK, worth $246.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AOK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $26.1M | 629,396 | −9,143 shares |
| BlackRock, Inc. | New York, NY | $15.8M | 381,368 | +37,548 shares |
| Strategic Investment Solutions, Inc. | Orland Park, IL | $14.4M | 347,664 | −49,148 shares |
| Elevation Capital Advisory, LLC | Bend, OR | $12.1M | 292,381 | +189,425 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $9.5M | 228,938 | +125,344 shares |
| Curran Financial Partners, LLC | Daniel Island, SC | $9.4M | 226,292 | +23,256 shares |
| Cetera Investment Advisers | Schaumburg, IL | $8.6M | 207,720 | +7,522 shares |
| Morgan Stanley | New York, NY | $7.3M | 175,361 | +2,735 shares |
| Cambridge Associates LLC /MA/ | Boston, MA | $7.1M | 170,773 | New position |
| One Capital Management, LLC | Westlake Village, CA | $7.0M | 175,243 | No change |
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 AOK?
184 institutional managers reported holding AOK in Form 13F filings for June 30, 2026, worth $246.2M in total. The largest reported position was held by LPL Financial LLC, at $26.1M.
Did institutions buy or sell AOK last quarter?
Reported 13F value rose 14.0% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 8 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 AOK 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.