13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AOA

ISHARES CORE 80/20 AGGRESSIV

448 institutions still hold ISHARES CORE 80/20 AGGRESSIV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289859·Exchange Traded Fund·448 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$335M
visible holders
Holders
448
filers reporting
Concentration
17.81%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q2 2026

448 institutions reported AOA in Q2 2026. Rockefeller Capital Management L.P. leads at 17.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$60M612K0.09%Q2 202602
LPL Financial LLC
CIK 0001403438
$24M247K0.01%Q2 202603
ASSETMARK, INC
CIK 0001344551
$24M245K0.04%Q2 202604
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$24M244K9.59%Q2 202605
Ellenbecker Investment Group
CIK 0001731497
$22M223K2.54%Q2 202606
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$20M202K0.20%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M185K0.00%Q2 202608
MORGAN STANLEY
CIK 0000895421
$15M149K0.00%Q2 202609
Waverly Advisors, LLC
CIK 0001568787
$14M145K0.08%Q2 202610
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$14M142K0.22%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M150K0.03%Q1 202612
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$12M125K0.66%Q2 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$11M109K0.12%Q2 202614
PATTON ALBERTSON MILLER GROUP, LLC
CIK 0001511037
$11M108K1.05%Q2 202615
Hopwood Nicholas Hunter
CIK 0002091827
$10M103K2.77%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M103K0.00%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$9M106K0.02%Q1 202618
Western Wealth Management, LLC
CIK 0001767902
$9M91K0.29%Q2 202619
Prosperity Consulting Group, LLC
CIK 0001910398
$8M86K0.32%Q2 202620
CX Institutional
CIK 0001737089
$8M83K0.23%Q2 2026
Page 1 of 23
428 more holders available. Log in →