iShares Core 80/20 AggressivAOAETF
13F holders, Q1 2026 (March 31)407holders
32new positions
26sold out
2famous investors
$68.35avg. 13F price*
At the end of Q1 2026, 407 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, unchanged from Q4 2025. 32 opened new positions and 26 sold out. The largest holders were Rockefeller Capital Management L.P. ($49.3M), LPL Financial LLC ($27.6M) and Assetmark, Inc. ($21.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 80/20 Aggressiv
- CUSIP
- 464289859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $11.5M |
| Exits | 26 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 611,914 shares bought and 758,826 shares sold, net −146,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Rockefeller Capital Management L.P. | 0.09% | Add +0.5% | 556,687 | $49.3M |
| LPL Financial LLC | 0.01% | Add +16.9% | 311,488 | $27.6M |
| Assetmark, Inc. | 0.04% | Add +2.1% | 244,856 | $21.7M |
| Ellenbecker Investment Group | 2.58% | Add +21.6% | 216,273 | $19.1M |
| Jim Saulnier & Associates, LLC | 9.01% | Add +9.0% | 209,260 | $18.5M |
| Wells Fargo & Company | 0.00% | Reduce -21.0% | 194,664 | $17.2M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -2.1% | 176,150 | $15.6M |
| Morgan Stanley | 0.00% | Add +22.3% | 171,267 | $15.2M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Reduce -1.7% | 152,290 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.0% | 150,170 | $13.3M |
| Waverly Advisors, LLC | 0.09% | Add +3.4% | 138,998 | $12.3M |
| LBMC Investment Advisors, LLC | 0.68% | Add +1.3% | 126,421 | $11.2M |
| Patton Albertson Miller Group, LLC | 1.18% | Add +4.5% | 112,097 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 107,144 | $9.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +10.2% | 106,172 | $9.4M |
| Hopwood Nicholas Hunter | 2.87% | Reduce -0.2% | 101,970 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +4.4% | 96,306 | $8.5M |
| Western Wealth Management, LLC | 0.29% | Add +9.3% | 85,035 | $7.5M |
| Prosperity Consulting Group, LLC | 0.33% | Add +9.4% | 82,575 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 74,814 | $6.6M |
| Legacy Financial Group LLC | 0.83% | Reduce -0.9% | 74,362 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -49.0% | 71,786 | $6.4M |
| Consilium Wealth Advisory, LLC | 2.12% | Add +4.1% | 70,340 | $6.2M |
| Harbour Investments, Inc. | 0.10% | Add +21.5% | 69,573 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +137.7% | 68,745 | $6.1M |
| Unique Wealth, LLC | 0.77% | Reduce -0.9% | 62,888 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.7% | 61,971 | $5.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -0.7% | 61,562 | $5.4M |
| Wealth Alliance, LLC | 0.53% | Reduce -1.5% | 60,211 | $5.3M |
| GeoWealth Management, LLC | 0.19% | Reduce -4.0% | 59,909 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.8% | 59,700 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.4% | 55,434 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -47.0% | 54,835 | $4.9M |
| Weaver Consulting Group | 1.14% | Add +19.4% | 54,280 | $4.8M |
| Legacy Wealth Partners, LLC | 1.11% | Reduce -11.0% | 50,120 | $4.4M |
| Fort Henry Capital, LLC | 2.64% | Add +2.7% | 49,327 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +38.4% | 48,523 | $4.3M |
| Strategic Blueprint, LLC | 0.24% | Add +65.0% | 46,379 | $4.1M |
| UBS Group AG | 0.00% | Reduce -2.1% | 45,990 | $4.1M |
| SteelPeak Wealth, LLC | 0.12% | Add +5.1% | 44,938 | $4.0M |
| Ritholtz Wealth Management | 0.07% | Reduce -2.3% | 42,858 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +4.7% | 40,009 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.4% | 39,422 | $3.5M |
| Westmount Partners, LLC | 0.81% | Add +2.4% | 37,232 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +56.2% | 36,270 | $3.2M |
| Allworth Financial LP | 0.01% | Add +2.2% | 34,057 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +10.2% | 33,912 | $3.0M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Add +20.9% | 33,389 | $3.0M |
| ODonnell Financial Services, LLC | 0.97% | Add +1.4% | 31,876 | $2.8M |
| Marino, Stram & Associates LLC | 0.49% | Add +0.2% | 30,994 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | New | 30,634 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +7.1% | 30,493 | $2.7M |
| Hanover Advisors Inc. | 1.03% | Reduce -20.8% | 28,659 | $2.5M |
| Wealth Forward, LLC | 1.39% | Add +7.0% | 27,855 | $2.5M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -2.8% | 27,842 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -81.3% | 27,803 | $2.5M |
| CX Institutional | 0.07% | Reduce -70.9% | 27,477 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -35.4% | 27,250 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +6.1% | 27,262 | $2.4M |
| RTD Financial Advisors, Inc. | 0.30% | Reduce -9.1% | 27,146 | $2.4M |
| Somnio Financial Group, LLC | 1.52% | Add +2.3% | 26,125 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +3.5% | 25,581 | $2.3M |
| NorthStar Asset Management LLC | 1.07% | Reduce 0.0% | 2,194,160 | $2.2M |
| Mariner, LLC | 0.00% | Add +32.3% | 24,096 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 23,993 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +0.9% | 23,839 | $2.1M |
| Madrid Financial Services | 1.24% | Reduce -11.0% | 23,759 | $2.1M |
| Lodestar Private Asset Management LLC | 0.21% | Add +10.7% | 23,698 | $2.1M |
| Worth Asset Management, LLC | 0.77% | Add +9.5% | 23,447 | $2.1M |
| Creative Planning | 0.00% | Reduce -19.3% | 23,021 | $2.0M |
| Moss Adams Wealth Advisors LLC | 0.15% | Add +21.1% | 22,917 | $2.0M |
| HFM Investment Advisors, LLC | 0.78% | Reduce -11.7% | 22,899 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 21,686 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 21,601 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 20,941 | $1.9M |
| Visionary Wealth Advisors | 0.08% | Reduce -2.8% | 20,561 | $1.8M |
| Tobias Financial Advisors, Inc. | 0.25% | Add +8.6% | 20,425 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.48% | Reduce -0.2% | 20,204 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +19.0% | 19,800 | $1.8M |
| CGN Advisors LLC | 0.14% | Add +1.4% | 19,466 | $1.7M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -1.0% | 19,119 | $1.7M |
| Canal Capital Management, LLC | 0.23% | Reduce -47.5% | 19,093 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +16.8% | 19,024 | $1.7M |
| Syverson Strege & Co | 0.39% | Reduce -7.7% | 18,543 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +594.8% | 18,113 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +1.9% | 16,924 | $1.5M |
| Summit Wealth Partners, LLC | 0.24% | Add +3.3% | 16,793 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +58.8% | 16,756 | $1.5M |
| Tempus Wealth Planning, LLC | 0.34% | Add +3.7% | 16,664 | $1.5M |
| Buttonwood Financial Group, LLC | 0.90% | Reduce -22.5% | 16,537 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +31.2% | 16,536 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +7.3% | 16,442 | $1.5M |
| MOR Wealth Management, LLC | 0.65% | Add +3.1% | 15,968 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +233.6% | 15,832 | $1.4M |
| Sovereign Financial Group, Inc. | 0.24% | Add +0.1% | 15,453 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +3.7% | 15,290 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.49% | Add +2.1% | 15,145 | $1.3M |
| Cerity Partners Retirement Plan Advisors LLC | 0.68% | — | 15,504 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 14,624 | $1.3M |
| Greystone Financial Group, LLC | 0.36% | Reduce -35.9% | 14,373 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.1% | 14,366 | $1.3M |
| Cornerstone Planning Group LLC | 0.17% | Add +9.4% | 13,272 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 14,009 | $1.2M |
| Rothschild Wealth LLC | 0.11% | Add +4.5% | 13,954 | $1.2M |
| Mainsail Asset Management, LLC | 0.55% | Add +2.9% | 13,812 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +17.4% | 13,444 | $1.2M |
| Aspiriant, LLC | 0.03% | Add +0.7% | 13,319 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +198.7% | 12,991 | $1.1M |
| Worth Financial Advisory Group, LLC | 0.49% | Reduce -21.9% | 11,364 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +264.9% | 13,073 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.12% | Add +1.4% | 12,647 | $1.1M |
| Nicolet Bankshares Inc. | 0.04% | New | 12,554 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 12,584 | $1.1M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -25.0% | 12,234 | $1.1M |
| Thryve Wealth Management LLC | 0.71% | Add +0.8% | 12,075 | $1.1M |
| Prentice Wealth Management LLC | 0.24% | Reduce -16.3% | 11,974 | $1.1M |
| Acropolis Investment Management, LLC | 0.05% | Add +5.6% | 11,921 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +0.4% | 11,686 | $1.1M |
| Citadel Advisors | 0.00% | New | 11,801 | $1.0M |
| ABLE Financial Group, LLC | 0.20% | Add +12.8% | 11,665 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.1% | 11,543 | $1.0M |
| Diversified Trust Co. | 0.02% | Reduce -0.3% | 10,999 | $973K |
| World Equity Group, Inc. | 0.25% | Add +0.8% | 10,909 | $965K |
| High Net Worth Advisory Group LLC | 0.22% | Add +107.7% | 10,800 | $956K |
| Diversify Wealth Management, LLC | 0.02% | Add +99.7% | 10,220 | $956K |
| MPS Loria Financial Planners, LLC | 0.25% | Add +15.7% | 10,772 | $953K |
| Stonebridge Financial Group, LLC | 0.08% | Add +1.5% | 10,724 | $949K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.2% | 10,692 | $946K |
| Integrity Wealth Solutions LLC | 0.36% | Add +3.1% | 10,412 | $921K |
| Clear Creek Financial Management, LLC | 0.07% | Add +8.7% | 10,406 | $921K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 10,233 | $906K |
| Bcwm, LLC | 0.26% | Add +0.4% | 10,204 | $903K |
| Clearview Wealth Management LLC | 0.64% | — | 10,185 | $901K |
| Saxony Capital Management, LLC | 0.52% | Reduce -32.5% | 10,139 | $897K |
| Hobbs Group Advisors, LLC | 0.27% | Reduce -38.4% | 10,081 | $892K |
| Kickstand Ventures, Llc. | 0.19% | Add +7.1% | 9,955 | $881K |
| FMR LLC | 0.00% | Add +9.8% | 9,946 | $880K |
| EverSource Wealth Advisors, LLC | 0.03% | No change | 9,883 | $875K |
| Insight Advisors, LLC/ PA | 0.16% | Add +0.1% | 9,589 | $849K |
| GEN Financial Management, INC. | 0.52% | Reduce -2.5% | 9,475 | $838K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +31.2% | 9,036 | $800K |
| Avior Wealth Management, LLC | 0.02% | Add +4.0% | 9,023 | $798K |
| Maia Wealth LLC | 0.13% | Reduce -3.6% | 9,013 | $798K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -2.9% | 8,957 | $793K |
| Mgo One Seven LLC | 0.02% | Add +7.3% | 8,913 | $789K |
| Weitzel Financial Services, Inc. | 0.29% | Add +8.9% | 8,732 | $777K |
| Modera Wealth Management, LLC | 0.01% | Add +35.6% | 8,765 | $776K |
| Brighton Jones LLC | 0.02% | New | 8,740 | $773K |
| Krilogy Financial LLC | 0.02% | Add +7.0% | 8,190 | $766K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Add +8.3% | 8,042 | $758K |
| Mullooly Asset Management, Inc. | 0.28% | Add +2.0% | 8,494 | $752K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -6.6% | 8,430 | $750K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.9% | 8,429 | $746K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +4.0% | 8,426 | $746K |
| Orin Green Financial, LLC | 0.30% | Add +7.7% | 8,313 | $736K |
| Wealthquest Corp | 0.05% | Reduce -3.6% | 8,232 | $728K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -19.6% | 8,215 | $727K |
| Magnolia Capital Advisors LLC | 0.14% | Add +42.2% | 8,206 | $726K |
| Marion Wealth Management | 0.16% | Add +5.2% | 8,082 | $715K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 7,853 | $695K |
| Fidato Wealth LLC | 0.45% | Reduce -3.7% | 7,821 | $692K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,748 | $686K |
| Savvy Advisors, Inc. | 0.02% | Add +4.7% | 7,737 | $685K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -6.5% | 7,569 | $670K |
| Courage Miller Partners, LLC | 0.19% | Reduce -1.1% | 7,547 | $668K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.7% | 7,528 | $666K |
| Chicago Partners Investment Group LLC | 0.01% | Add +24.3% | 6,995 | $659K |
| Berman McAleer LLC | 0.09% | Reduce -12.0% | 7,372 | $652K |
| Plan Group Financial, LLC | 0.15% | Reduce -10.9% | 7,354 | $651K |
| Trilogy Capital Inc. | 0.03% | Reduce -4.4% | 7,320 | $648K |
| Topel & Distasi Wealth Management, LLC | 0.33% | Add +0.9% | 7,275 | $644K |
| Boyum Wealth Architects LLC | 0.26% | Add +3.1% | 6,647 | $630K |
| FWG Investments, LLC. | 0.40% | Add +22.9% | 7,108 | $629K |
| SimpliFi, Inc. | 0.26% | Add +3.6% | 7,055 | $624K |
| MRWM Advisors, LLC | 0.33% | Reduce -0.1% | 6,875 | $608K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.0% | 6,820 | $604K |
| AQR Capital Management | 0.00% | New | 6,756 | $598K |
| CENTRAL TRUST Co | 0.01% | Add +3.0% | 6,740 | $596K |
| Valmark Advisers, Inc. | 0.01% | Add +24.9% | 6,599 | $584K |
| Pension & Wealth Management Advisors, Inc. | 0.17% | Reduce -5.8% | 6,520 | $577K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 6,472 | $573K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.7% | 6,336 | $561K |
| Vertrix Wealth Management, LLC | 0.21% | — | 6,333 | $560K |
| Cape Investment Advisory, Inc. | 0.19% | Add +0.9% | 6,330 | $560K |
| JNBA Financial Advisors | 0.05% | Add +7.2% | 6,288 | $556K |
| Palisade Capital Management, LP | 0.02% | Add +2.4% | 6,282 | $556K |
| Eight 31 Financial, LLC | 0.33% | Add +0.5% | 6,217 | $550K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.5% | 6,064 | $537K |
| West Wealth Group, LLC | 0.10% | Reduce -0.7% | 5,946 | $526K |
| Regal Investment Advisors LLC | 0.03% | Add +7.3% | 5,886 | $521K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.2% | 5,857 | $518K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.7% | 5,784 | $512K |
| Integrity Financial Corp | 0.25% | Reduce -10.6% | 5,678 | $502K |
| Gallacher Capital Management LLC | 0.19% | Reduce -13.9% | 5,630 | $498K |
| Root Financial Partners, LLC | 0.02% | No change | 5,588 | $495K |
| Fifth Third Bancorp | 0.00% | Add +153.7% | 5,566 | $493K |
| Mission Wealth Management, LP | 0.01% | Reduce -41.1% | 5,427 | $480K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -7.8% | 5,398 | $478K |
| Independent Advisor Alliance | 0.01% | New | 5,338 | $472K |
| Aquire Wealth Advisors, LLC | 0.12% | Add +2.4% | 5,315 | $470K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -3.8% | 5,301 | $469K |
| Tarbox Family Office, Inc. | 0.08% | No change | 5,273 | $467K |
| Merit Financial Group, LLC | 0.00% | Add +110.4% | 5,241 | $464K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.5% | 5,182 | $459K |
| Arcus Capital Partners, LLC | 0.16% | Reduce -75.4% | 5,152 | $456K |
| Great Point Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 5,148 | $456K |
| Arax Advisory Partners | 0.01% | Add +8.4% | 5,114 | $453K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 5,083 | $450K |
| Vise Technologies, Inc. | 0.01% | No change | 5,012 | $449K |
| Frederick Financial Consultants, LLC | 0.22% | Reduce -6.6% | 5,059 | $448K |
| Klingman & Associates, LLC | 0.02% | No change | 5,013 | $444K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 4,930 | $436K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -39.6% | 4,810 | $426K |
| BCGM Wealth Management, LLC | 0.11% | Add +3.9% | 4,750 | $420K |
| IMA Advisory Services, Inc. | 0.04% | Add +0.3% | 4,713 | $417K |
| Fca Corp. | 0.12% | Add +14.5% | 4,681 | $414K |
| Compass Financial Group, Inc. (Ohio) | 0.30% | Reduce -6.4% | 4,652 | $412K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +820.7% | 4,456 | $394K |
| Twelve Points Wealth Management LLC | 0.09% | Add +9.2% | 4,367 | $386K |
| Cwm, LLC | 0.00% | Add +21.2% | 4,220 | $373K |
| Efficient Advisors, LLC | 0.03% | Reduce -2.4% | 4,152 | $367K |
| Centerline Wealth Advisors, LLC | 0.13% | Reduce -10.9% | 4,135 | $366K |
| SWP Financial LLC | 0.18% | No change | 4,051 | $358K |
| Kesler, Norman & Wride, LLC | 0.06% | Reduce -8.1% | 4,013 | $355K |
| Altura Wealth Advisors Inc. | 0.15% | Reduce -13.4% | 3,996 | $354K |
| Cardinal Point Capital Management ULC | 0.02% | Add +11.1% | 3,992 | $353K |
| Well Done, LLC | 0.05% | Add +4.2% | 3,986 | $353K |
| Smith Partners Wealth Management, LLC | 0.32% | Reduce -2.5% | 3,984 | $353K |
| Nvwm, LLC | 0.08% | Reduce -7.5% | 3,933 | $348K |
| Milestone Asset Management, LLC | 0.06% | Add +4.9% | 3,904 | $346K |
| Blair William & Co. | 0.00% | Add +24.6% | 3,902 | $345K |
| Coldstream Capital Management Inc. | 0.00% | Add +50.7% | 3,867 | $342K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -13.4% | 3,836 | $339K |
| Andrews Advisory Associates, LLC | 0.18% | Add +0.6% | 3,807 | $337K |
| Optivise Advisory Services LLC | 0.20% | New | 3,772 | $334K |
| Gould Capital, LLC | 0.20% | Reduce -5.0% | 3,764 | $333K |
| Secured Retirement Advisors, LLC | 0.19% | Add +5.8% | 3,763 | $333K |
| Insight Wealth Partners, LLC | 0.13% | Add +40.9% | 3,726 | $330K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,677 | $329K |
| Purpose Unlimited Inc. | 0.01% | New | 3,727 | $329K |
| Choice Wealth Advisors LLC | 0.13% | Add +5.2% | 3,680 | $326K |
| Summit Trail Advisors, LLC | 0.00% | No change | 3,674 | $325K |
| Mayfair Advisory Group, LLC | 0.11% | Add +4.8% | 3,664 | $324K |
| New Republic Capital, LLC | 0.11% | Add +4.3% | 3,660 | $324K |
| Lifelong Wealth Advisors, Inc. | 0.09% | New | 3,651 | $323K |
| McNamara Financial Services, Inc. | 0.06% | Add +5.0% | 3,651 | $323K |
| Bellwether Advisors, LLC | 0.05% | Reduce -9.0% | 3,630 | $321K |
| New Capital Management LP | 0.08% | Reduce -1.4% | 3,597 | $318K |
| Composition Wealth, LLC | 0.00% | Add +15.4% | 3,595 | $318K |
| Centaurus Financial, Inc. | 0.01% | Add +13.5% | 3,405 | $301K |
| IFP Advisors, Inc | 0.01% | Add +3.5% | 3,391 | $300K |
| Altrius Capital Management Inc | 0.06% | Reduce -2.8% | 3,362 | $298K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -21.3% | 3,355 | $297K |
| Aprio Wealth Management, LLC | 0.02% | Add +7.2% | 3,270 | $289K |
| Westshore Wealth, LLC | 0.10% | Add +2.7% | 3,240 | $287K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.3% | 3,238 | $287K |
| Columbia River Financial Group, LLC | 0.17% | Add +3.2% | 3,228 | $285K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,202 | $283K |
| Premier Private Wealth Management LLC | 0.30% | Add +0.8% | 3,194 | $283K |
| Mosley Wealth Management | 0.13% | Reduce -0.7% | 3,182 | $280K |
| Valpey Financial Services, LLC | 0.18% | Reduce -2.7% | 3,116 | $276K |
| Ameriflex Group, Inc. | 0.14% | New | 3,109 | $275K |
| Vested Financial Planning, LLC | 0.21% | Add +6.5% | 3,096 | $274K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 3,070 | $272K |
| CoreCap Advisors, LLC | 0.01% | Add +2.0% | 3,068 | $271K |
| Arkansas Financial Group, Inc. | 0.04% | Add +2.6% | 2,960 | $271K |
| Compound Planning, Inc. | 0.01% | Reduce -3.3% | 3,055 | $270K |
| Wealth Effects LLC | 0.10% | Reduce -18.0% | 3,037 | $269K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +22.8% | 3,034 | $268K |
| Forte Asset Management LLC | 0.12% | Add +3.8% | 3,033 | $268K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -0.5% | 3,027 | $268K |
| Uptick Partners, LLC | 0.05% | New | 3,009 | $266K |
| BIP Wealth, LLC | 0.01% | Add +19.0% | 2,976 | $263K |
| National Bank of Canada | 0.00% | Add +15.8% | 2,977 | $263K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.4% | 2,941 | $260K |
| Bay Harbor Wealth Management, LLC | 0.07% | Add +1.6% | 2,938 | $260K |
| Partners in Financial Planning | 0.04% | No change | 2,919 | $258K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,892 | $256K |
| Peak Wealth Management LLC | 0.21% | Add +3.1% | 2,891 | $256K |
| Client 1ST Advisory Group, LLC | 0.08% | Add +0.2% | 2,851 | $252K |
| Parallel Advisors, LLC | 0.00% | Add +33.0% | 2,845 | $252K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +0.1% | 2,766 | $245K |
| PNC Financial Services Group, Inc. | 0.00% | Add +36.6% | 2,762 | $244K |
| Financial Strategies Group, Inc. | 0.04% | Reduce -28.3% | 2,584 | $244K |
| Landmark Wealth Management, LLC | 0.06% | New | 2,730 | $242K |
| TL Private Wealth | 0.10% | Add +2.9% | 2,636 | $241K |
| tru Independence LLC | 0.12% | Reduce -7.1% | 2,726 | $241K |
| Swmg, LLC | 0.07% | No change | 2,690 | $238K |
| Archvest Wealth Advisors, Inc. | 0.15% | Reduce -13.6% | 2,687 | $238K |
| Parkway Wealth Management Group, LLC | 0.03% | Add +12.3% | 2,565 | $235K |
| Cora Capital Advisors LLC | 0.08% | No change | 2,625 | $232K |
| TD Waterhouse Canada Inc. | 0.00% | Add +391.0% | 2,612 | $232K |
| Family Wealth Partners, LLC | 0.08% | Add +0.3% | 2,616 | $232K |
| Salus Financial Advisors, LLC | 0.13% | Reduce -2.4% | 2,594 | $230K |
| Atlas Legacy Advisors, LLC | 0.04% | Add +0.5% | 2,592 | $229K |
| Motley Fool Wealth Management, LLC | 0.03% | Reduce -74.0% | 2,573 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.4% | 2,560 | $227K |
| Chemistry Wealth Management LLC | 0.04% | Reduce -1.4% | 2,519 | $223K |
| Riverbend Wealth Management, LLC | 0.14% | Add +5.6% | 2,477 | $219K |
| Waterloo Capital, L.P. | 0.01% | Reduce -84.8% | 2,381 | $211K |
| Corepath Wealth Partners LLC | 0.14% | Reduce -0.0% | 2,299 | $210K |
| Coordinated Financial Services, Inc. | 0.12% | Add +2.9% | 2,367 | $209K |
| Markin Asset Management, LP | 0.23% | No change | 2,362 | $209K |
| Naples Global Advisors, LLC | 0.01% | Reduce -2.1% | 2,326 | $206K |
| Atlas Private Wealth Advisors | 0.05% | New | 2,306 | $204K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +3.1% | 2,304 | $204K |
| Lazari Capital Management, Inc. | 0.07% | No change | 2,299 | $203K |
| PFG Advisors | 0.01% | New | 2,292 | $203K |
| Highland Financial Advisors, LLC | 0.05% | New | 2,287 | $202K |
| Phil A. Younker & Associates, Ltd. | 0.13% | New | 2,282 | $202K |
| Perissos Private Wealth Management, LLC | 0.17% | Reduce -5.9% | 2,277 | $201K |
| Bond & Devick Financial Network, Inc. | 0.06% | New | 2,269 | $201K |
| Lanark Financial, Inc. | 0.01% | Add +66.0% | 2,209 | $196K |
| Longview Financial Advisors LLC | 0.10% | Add +8.0% | 2,151 | $190K |
| Signaturefd, LLC | 0.00% | No change | 2,108 | $187K |
| Mascoma Wealth Management LLC | 0.04% | Add +7.6% | 2,044 | $181K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +43.3% | 1,970 | $174K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -8.0% | 1,731 | $153K |
| Elevate Wealth Advisory, Inc. | 0.09% | Add +38.8% | 1,660 | $147K |
| MAI Capital Management | 0.00% | Add +4.5% | 1,587 | $140K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.1% | 1,531 | $136K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -12.2% | 1,518 | $134K |
| Wellington-Altus USA Inc. | 0.07% | Add +1270.7% | 1,261 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.5% | 1,385 | $123K |
| AlphaCore Capital LLC | 0.00% | Add +8.0% | 1,372 | $121K |
| NBT Bank, N.A. | 0.01% | Add +1294.4% | 1,255 | $111K |
| Clarity Asset Management, Inc. | 0.05% | Add +209.8% | 1,199 | $106K |
| Bank of Montreal | 0.00% | Add +83.1% | 1,179 | $104K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -2.7% | 1,170 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,157 | $102K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $92K |
| Synergy Investment Management, LLC | 0.03% | New | 1,000 | $88K |
| Mather Group, Llc. | 0.00% | New | 1,000 | $88K |
| Qube Research & Technologies Ltd | 0.00% | Add +351.2% | 943 | $83K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 936 | $83K |
| American Capital Advisory, LLC | 0.03% | No change | 880 | $78K |
| US Bancorp \de | 0.00% | Reduce -30.8% | 877 | $78K |
| Citigroup Inc. | 0.00% | Reduce -27.3% | 800 | $71K |
| Strategic Advocates LLC | 0.31% | Reduce -96.8% | 781 | $69K |
| CKW Financial Group | 0.01% | Add +0.9% | 770 | $69K |
| Align Financial, LLC | 0.04% | Reduce -98.9% | 779 | $69K |
| Hantz Financial Services, Inc. | 0.00% | New | 748 | $66K |
| Legacy Wealth Managment, LLC | 0.03% | Add +3.4% | 697 | $62K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 685 | $61K |
| Frisco Financial Planning LLC | 0.05% | No change | 670 | $59K |
| Larson Financial Group LLC | 0.00% | Reduce -38.2% | 611 | $54K |
| Blueline Advisors LLC | 0.04% | No change | 554 | $49K |
| Pacifica Partners Inc. | 0.02% | New | 519 | $46K |
| Activest Wealth Management | 0.01% | No change | 499 | $44K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $44K |
| Noble Wealth Management PBC | 0.02% | No change | 490 | $43K |
| Eastern Bank | 0.00% | No change | 440 | $39K |
| Rossby Financial, LCC | 0.01% | No change | 426 | $38K |
| Proathlete Wealth Management LLC | 0.01% | Add +25.3% | 386 | $34K |
| Destiny Wealth Partners, LLC | 0.00% | New | 350 | $31K |
| Capital Advisor Network LLC | 0.04% | — | 331 | $29K |
| MCF Advisors LLC | 0.00% | New | 303 | $27K |
| International Assets Investment Management, LLC | 0.00% | Reduce -39.2% | 296 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 293 | $26K |
| 1 North Wealth Services LLC | 0.01% | Add +0.8% | 264 | $23K |
| Abound Wealth Management | 0.01% | New | 262 | $23K |
| Clearstead Trust, LLC | 0.00% | Add +712.9% | 252 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 225 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 224 | $20K |
| Retirement Wealth Solutions LLC | 0.01% | Add +59.3% | 215 | $19K |
| Elevated Capital Advisors, LLC | 0.00% | Add +10.9% | 213 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 208 | $18K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +0.5% | 194 | $17K |
| Caldwell Trust Co | 0.00% | No change | 175 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 152 | $13K |
| Addison Advisors LLC | 0.00% | Add +3.9% | 135 | $12K |
| Financial Life Planners | 0.01% | New | 133 | $12K |
| CGC Financial Services, LLC | 0.00% | Add +4.8% | 131 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 128 | $11K |
| Sfam, LLC | 0.01% | No change | 122 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 119 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 114 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 108 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 89 | $8K |
| Essential Partners LLC | 0.00% | Add +41.9% | 88 | $8K |
| Spire Wealth Management | 0.00% | No change | 88 | $8K |
| Ankerstar Wealth, LLC | 0.01% | No change | 82 | $7K |
| IFG Advisory, LLC | 0.02% | Reduce -98.9% | 79 | $7K |
| Private Trust Co. NA | 0.00% | No change | 75 | $7K |
| Operose Advisors LLC | 0.00% | New | 67 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $6K |
| Milestone Investment Advisors LLC | 0.00% | Add +14.0% | 57 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 54 | $5K |
| Horizon Financial Services, LLC | 0.00% | No change | 54 | $5K |
| Networth Advisors, LLC | 0.00% | Add +41.7% | 51 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -48.4% | 48 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 43 | $4K |
| Key Financial Inc | 0.00% | No change | 37 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.9% | 35 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 31 | $3K |
| BlackRock, Inc. | 0.00% | New | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -65.6% | 21 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Triumph Capital Management | 0.00% | No change | 11 | $973 |
| Paladin Advisory Group, LLC | 0.00% | Reduce -87.7% | 9 | $796 |
| Aventus Investment Advisors, Inc. | 0.00% | New | 1 | $88 |
| Tsfg, LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is AOA's weight in each manager's 13F, not the share of iShares Core 80/20 Aggressiv the manager owns.