AOK

Ishares Core 30/70 ConservatETF
UnclassifiedUSCUSIP 464289883◍ Confluence graph
Tracked 13F Holders
169
-27 QoQ
13F Value (tracked)
$205.7M
13F Moves · latest Q
31 added
10 trimmed
Recent Filings
0

Who owns AOK?

169 tracked 13F filers

169 tracked 13F filers disclose a position in AOK as of the latest SEC 13F filings, a combined $205.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$25.5M
639K
−1.3%
Reduced · −8K sh
Q1 2026
2BlackRock, Inc.
$13.7M
344K
+7.8%
Added · +25K sh
Q1 2026
3Elevation Capital Advisory, LLC
$12.1M
292K
+184%
Added · +189K sh
Q2 2026
4Curran Financial Partners, LLC
$9.4M
226K
+11%
Added · +23K sh
Q2 2026
5Cetera Investment Advisers
$8.0M
200K
+1.2%
Added · +2K sh
Q1 2026
6CONGRESS ASSET MANAGEMENT CO
$7.1M
178K
+31%
Added · +43K sh
Q1 2026
7One Capital Management, LLC
$7.0M
175K
Held
Q2 2026
8MORGAN STANLEY
$6.9M
173K
−28%
Reduced · −69K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$6.6M
166K
−9.2%
Reduced · −17K sh
Q1 2026
10Investment Advisory Group, LLC
$6.6M
158K
+7.5%
Added · +11K sh
Q2 2026
11Weaver Consulting Group
$6.4M
155K
+4.6%
Added · +7K sh
Q2 2026
12WELLS FARGO & COMPANY/MN
$4.3M
108K
−31%
Reduced · −49K sh
Q1 2026
13Hershey Financial Advisers, LLC
$4.0M
96K
New
+96K sh
Q2 2026
14OSAIC HOLDINGS, INC.
$3.6M
90K
+54%
Added · +32K sh
Q1 2026
15FOUNDATIONS INVESTMENT ADVISORS, LLC
$3.2M
79K
+3.8%
Added · +3K sh
Q1 2026
16STIFEL FINANCIAL CORP
$2.9M
72K
−25%
Reduced · −24K sh
Q1 2026
17SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.7M
68K
+69%
Added · +28K sh
Q1 2026
18Private Advisor Group, LLC
$2.8M
67K
−6.9%
Reduced · −5K sh
Q2 2026
19High Net Worth Advisory Group LLC
$2.6M
63K
+11%
Added · +6K sh
Q2 2026
20GILPIN WEALTH MANAGEMENT, LLC
$2.6M
63K
−12%
Reduced · −9K sh
Q2 2026
21Legacy Capital Wealth Partners, LLC
$2.3M
55K
Held
Q2 2026
22AVALON CAPITAL MANAGEMENT
$2.1M
51K
−1.3%
Reduced · −686 sh
Q2 2026
23Rothschild Wealth LLC
$2.0M
48K
+19%
Added · +8K sh
Q2 2026
24HARBOUR INVESTMENTS, INC.
$1.8M
45K
+50%
Added · +15K sh
Q1 2026
25JPMORGAN CHASE & CO
$1.8M
44K
+890%
Added · +40K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AOK being bought or sold by institutions?

Last quarter, 7 funds opened a new position in AOK and 24 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
24
funds
Reduced
10
funds
Exited
0
funds

Funds that own AOK also own

CompanyCo-held byCombined value
APPLE INCAAPL87 funds$10.2B
NVIDIA CORPNVDA86 funds$9.3B
MICROSOFT CORPMSFT85 funds$5.8B
AMAZON.COM INCAMZN83 funds$5.4B
ALPHABET INC-CL AGOOGL83 funds$4.2B
SS SPDR S&P 500 ETF TRUST-USSPY83 funds$3.1B
INVESCO QQQ TRUST SERIES 1QQQ83 funds$2.8B
ISHARES CORE S&P 500 ETFIVV82 funds$8.7B
VANGUARD S&P 500 ETFVOO82 funds$4.2B
JPMORGAN CHASE & COJPM81 funds$3.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B81 funds$2.2B
ALPHABET INC-CL CGOOG80 funds$3.3B

Ranked by how many of AOK's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

120 funds+13 since Q3 2024
074147Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $101.0M

Share classes

Class13F holdersValue held
IWYcs650 funds$11.9B
AORcs412 funds$1.2B
AOAcs389 funds$659.5M
AOMcs280 funds$617.9M
IWXcs246 funds$3.8B
EUFNmc221 funds$2.0B
IWLcs221 funds$1.5B
IGLBcs200 funds$1.8B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in AOK

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AOK/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AOK.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AOK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.