13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
AOA

ISHARES CORE 80/20 AGGRESSIV

429 institutions still hold ISHARES CORE 80/20 AGGRESSIV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289859·Exchange Traded Fund·429 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.9%
vs prior quarter
13F value held
$290M
76.0% inst. owned
of float
Holders
429
-76 QoQ
filers reporting
Activity
+20 / −29
+1,050 added · −791 reduced
this quarter
Concentration
17.02%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q1 2026

429 institutions reported AOA in Q1 2026. Rockefeller Capital Management L.P. leads at 17.0% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$49M557K0.09%Q1 202602
LPL Financial LLC
CIK 0001403438
$28M311K0.01%Q1 202603
ASSETMARK, INC
CIK 0001344551
$21M240K0.04%Q4 202504
Ellenbecker Investment Group
CIK 0001731497
$19M216K2.58%Q1 202605
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$19M209K9.01%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M195K0.00%Q1 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$16M176K0.19%Q1 202608
MORGAN STANLEY
CIK 0000895421
$15M171K0.00%Q1 202609
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$13M152K0.22%Q1 202610
Waverly Advisors, LLC
CIK 0001568787
$12M139K0.09%Q1 202611
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$11M126K0.68%Q1 202612
PATTON ALBERTSON MILLER GROUP, LLC
CIK 0001511037
$10M112K1.18%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M107K0.00%Q1 202614
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$9M96K0.11%Q1 202615
Western Wealth Management, LLC
CIK 0001767902
$8M85K0.27%Q1 202616
Prosperity Consulting Group, LLC
CIK 0001910398
$7M83K0.33%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M75K0.01%Q1 202618
Legacy Financial Group LLC
CIK 0001834011
$7M74K0.83%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M72K0.00%Q1 202620
Financial Advocates Investment Management
CIK 0001730293
$6M72K3.55%Q3 2025
Page 1 of 22
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