iShares Core 80/20 AggressivAOAETF
13F holders, Q2 2026 (June 30)422holders +15
35new positions
20sold out
2famous investors
$98.44avg. 13F price*
At the end of Q2 2026, 422 institutions reported holding iShares Core 80/20 Aggressiv (AOA) in their 13F filings, up 15 from Q1 2026. 35 opened new positions and 20 sold out. The largest holders were NorthStar Asset Management LLC ($222.6M), Rockefeller Capital Management L.P. ($59.7M) and LPL Financial LLC ($24.1M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $13.3M |
| Exits | 20 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 630,995 shares bought and 300,191 shares sold, net +330,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| NorthStar Asset Management LLC | 47.73% | Add +0.0% | 2,194,162 | $222.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +9.9% | 611,739 | $59.7M |
| LPL Financial LLC | 0.01% | Reduce -20.7% | 247,088 | $24.1M |
| Assetmark, Inc. | 0.04% | Add +0.3% | 245,482 | $24.0M |
| Jim Saulnier & Associates, LLC | 9.59% | Add +16.7% | 244,296 | $23.8M |
| Ellenbecker Investment Group | 2.54% | Add +3.3% | 223,468 | $21.8M |
| Foundations Investment Advisors, LLC | 0.20% | Add +14.8% | 202,154 | $19.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 184,629 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.7% | 154,203 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 148,997 | $14.5M |
| Waverly Advisors, LLC | 0.08% | Add +4.6% | 145,444 | $14.2M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Reduce -6.8% | 141,970 | $13.9M |
| LBMC Investment Advisors, LLC | 0.67% | Reduce -0.9% | 125,330 | $12.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.9% | 111,352 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +12.9% | 108,771 | $10.6M |
| Patton Albertson Miller Group, LLC | 1.05% | Reduce -3.8% | 107,843 | $10.5M |
| Hopwood Nicholas Hunter | 2.77% | Add +1.4% | 103,374 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 102,669 | $10.0M |
| Western Wealth Management, LLC | 0.29% | Add +6.6% | 90,624 | $8.8M |
| Prosperity Consulting Group, LLC | 0.32% | Add +3.7% | 85,630 | $8.4M |
| CX Institutional | 0.23% | Add +201.0% | 82,700 | $8.1M |
| Consilium Wealth Advisory, LLC | 2.37% | Add +16.2% | 81,761 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.7% | 79,097 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +34.7% | 74,652 | $7.3M |
| Legacy Financial Group LLC | 0.80% | Reduce -1.9% | 72,975 | $7.1M |
| Harbour Investments, Inc. | 0.09% | Add +1.3% | 70,456 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 70,134 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 67,537 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 63,301 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 62,920 | $6.1M |
| Clearstead Advisors, LLC | 0.06% | Reduce -0.1% | 61,477 | $6.0M |
| Weaver Consulting Group | 1.23% | Add +13.1% | 61,364 | $6.0M |
| Strategic Blueprint, LLC | 0.29% | Add +28.6% | 59,641 | $5.8M |
| Wealth Alliance, LLC | 0.48% | Reduce -1.4% | 59,396 | $5.8M |
| Unique Wealth, LLC | 0.66% | Reduce -8.1% | 57,776 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.6% | 54,499 | $5.3M |
| GeoWealth Management, LLC | 0.16% | Reduce -13.7% | 51,728 | $5.0M |
| Legacy Wealth Partners, LLC | 1.11% | Add +1.4% | 50,825 | $5.0M |
| Fort Henry Capital, LLC | 2.69% | Add +1.4% | 50,005 | $4.9M |
| Hanover Advisors Inc. | 1.75% | Add +73.5% | 49,732 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.1% | 48,481 | $4.7M |
| UBS Group AG | 0.00% | Add +2.4% | 47,074 | $4.6M |
| SteelPeak Wealth, LLC | 0.12% | Add +3.5% | 46,498 | $4.5M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.7% | 41,696 | $4.1M |
| Mutual Advisors, LLC | 0.08% | Add +2.3% | 40,943 | $4.0M |
| Citadel Advisors | 0.00% | Add +242.3% | 40,400 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.39% | Add +20.8% | 40,336 | $3.9M |
| Westmount Partners, LLC | 0.82% | Add +2.5% | 38,147 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.4% | 36,886 | $3.6M |
| Wealth Forward, LLC | 1.70% | Add +25.8% | 35,042 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +1.0% | 34,254 | $3.3M |
| ODonnell Financial Services, LLC | 0.93% | Add +1.1% | 32,227 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +3.8% | 31,800 | $3.1M |
| Marino, Stram & Associates LLC | 0.48% | Reduce -0.6% | 30,812 | $3.0M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -2.2% | 29,823 | $2.9M |
| Archford Capital Strategies, LLC | 0.29% | Add +6.8% | 29,748 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -13.2% | 29,553 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +128.0% | 28,688 | $2.8M |
| Madrid Financial Services | 1.47% | Add +19.4% | 28,378 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +32.0% | 27,647 | $2.7M |
| RTD Financial Advisors, Inc. | 0.29% | Add +1.4% | 27,525 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -1.4% | 26,871 | $2.6M |
| Somnio Financial Group, LLC | 1.54% | Add +2.0% | 26,642 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 26,180 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +5.0% | 25,197 | $2.5M |
| Brookstone Capital Management | 0.02% | Add +3.4% | 24,638 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +13.1% | 24,427 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.5% | 24,106 | $2.4M |
| Worth Asset Management, LLC | 0.74% | Add +0.6% | 23,586 | $2.3M |
| Creative Planning | 0.00% | Reduce -0.3% | 22,947 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 22,493 | $2.2M |
| Lodestar Private Asset Management LLC | 0.19% | Reduce -7.0% | 22,031 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -39.4% | 21,986 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 21,701 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +9.0% | 21,576 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.27% | Add +4.8% | 21,399 | $2.1M |
| Moss Adams Wealth Advisors LLC | 0.13% | Reduce -8.4% | 20,982 | $2.0M |
| Visionary Wealth Advisors | 0.08% | Add +1.4% | 20,851 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -13.5% | 20,845 | $2.0M |
| Arq Wealth Advisors, LLC | 0.25% | New | 21,046 | $2.0M |
| Venturi Wealth Management, LLC | 0.08% | Add +7.1% | 20,479 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +7.4% | 20,435 | $2.0M |
| CGN Advisors LLC | 0.14% | No change | 19,466 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.41% | Reduce -4.9% | 19,223 | $1.9M |
| Canal Capital Management, LLC | 0.23% | Add +0.6% | 19,209 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +15.9% | 19,065 | $1.9M |
| Worth Financial Advisory Group, LLC | 0.74% | Add +60.9% | 18,280 | $1.8M |
| GTS Securities LLC | 0.04% | New | 18,226 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.6% | 18,012 | $1.8M |
| Summit Wealth Partners, LLC | 0.25% | Add +6.7% | 17,925 | $1.7M |
| Cerity Partners Retirement Plan Advisors LLC | 0.71% | Add +13.2% | 17,546 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +17.8% | 17,232 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +49.3% | 17,229 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.6% | 16,444 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +7.0% | 16,360 | $1.6M |
| Buttonwood Financial Group, LLC | 0.91% | Reduce -1.1% | 16,355 | $1.6M |
| Syverson Strege & Co | 0.35% | Reduce -12.2% | 16,284 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.9% | 16,221 | $1.6M |
| Sovereign Financial Group, Inc. | 0.24% | Add +4.5% | 16,156 | $1.6M |
| R2 Capital Strategies, LLC | 0.70% | — | 15,922 | $1.6M |
| Tempus Wealth Planning, LLC | 0.30% | Reduce -4.5% | 15,912 | $1.6M |
| Rothschild Wealth LLC | 0.12% | Add +13.4% | 15,822 | $1.5M |
| Greystone Financial Group, LLC | 0.43% | Add +10.1% | 15,817 | $1.5M |
| HFM Investment Advisors, LLC | 0.52% | Reduce -33.9% | 15,128 | $1.5M |
| MOR Wealth Management, LLC | 0.58% | Reduce -5.8% | 15,046 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +10.5% | 14,855 | $1.4M |
| Mainsail Asset Management, LLC | 0.56% | Add +6.7% | 14,736 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.3% | 14,339 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +109.2% | 14,270 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -1.4% | 14,161 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 14,009 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.46% | Reduce -9.5% | 13,708 | $1.3M |
| Aspiriant, LLC | 0.03% | Add +0.6% | 13,397 | $1.3M |
| Cornerstone Planning Group LLC | 0.16% | Reduce -0.9% | 13,155 | $1.3M |
| Nicolet Bankshares Inc. | 0.04% | Add +3.3% | 12,965 | $1.3M |
| Prentice Wealth Management LLC | 0.25% | Add +4.9% | 12,559 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.6% | 12,604 | $1.2M |
| BlueStem Wealth Partners, LLC | 0.12% | Reduce -2.1% | 12,377 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +5.3% | 12,301 | $1.2M |
| Hobbs Group Advisors, LLC | 0.32% | Add +21.7% | 12,267 | $1.2M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -0.7% | 12,146 | $1.2M |
| High Net Worth Advisory Group LLC | 0.25% | Add +11.6% | 12,050 | $1.2M |
| ABLE Financial Group, LLC | 0.19% | Add +1.6% | 11,846 | $1.2M |
| Acropolis Investment Management, LLC | 0.04% | Reduce -3.9% | 11,455 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +3.9% | 11,428 | $1.1M |
| Clear Creek Financial Management, LLC | 0.07% | Add +9.7% | 11,415 | $1.1M |
| Integrity Wealth Solutions LLC | 0.40% | Add +7.2% | 11,161 | $1.1M |
| Diversify Advisory Services, LLC | 0.02% | New | 11,337 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +10.9% | 11,337 | $1.1M |
| Savant Capital, LLC | 0.00% | Reduce -33.5% | 11,140 | $1.1M |
| MPS Loria Financial Planners, LLC | 0.25% | Add +2.9% | 11,084 | $1.1M |
| World Equity Group, Inc. | 0.24% | Add +0.7% | 10,989 | $1.1M |
| Bcwm, LLC | 0.31% | Add +6.8% | 10,898 | $1.1M |
| FMR LLC | 0.00% | Add +9.5% | 10,888 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 10,754 | $1.0M |
| Stonebridge Financial Group, LLC | 0.08% | Reduce -0.1% | 10,714 | $1.0M |
| Mgo One Seven LLC | 0.02% | Add +13.2% | 10,091 | $985K |
| Lido Advisors, LLC | 0.00% | Reduce -2.6% | 9,971 | $973K |
| Clearview Wealth Management LLC | 0.62% | Reduce -2.6% | 9,916 | $968K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.3% | 9,913 | $967K |
| Magnolia Capital Advisors LLC | 0.16% | Add +19.8% | 9,833 | $960K |
| Stash Investments, LLC | 0.30% | New | 9,635 | $940K |
| Mercer Global Advisors Inc. | 0.00% | Add +57.9% | 9,572 | $934K |
| Weitzel Financial Services, Inc. | 0.32% | Add +10.1% | 9,611 | $928K |
| Meridian Wealth Management, LLC | 0.03% | Add +21.7% | 9,426 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 9,168 | $895K |
| GEN Financial Management, INC. | 0.53% | Reduce -4.3% | 9,070 | $885K |
| TRUE Private Wealth Advisors | 0.07% | Add +8.0% | 8,872 | $866K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.9% | 8,848 | $864K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 8,773 | $856K |
| Kickstand Ventures, Llc. | 0.16% | Reduce -12.0% | 8,760 | $855K |
| HRT Financial LP | 0.00% | New | 8,717 | $850K |
| Insight Advisors, LLC/ PA | 0.15% | Reduce -9.2% | 8,706 | $850K |
| Brighton Jones LLC | 0.02% | Reduce -0.8% | 8,669 | $846K |
| Saxony Capital Management, LLC | 0.39% | Reduce -15.0% | 8,622 | $842K |
| Mullooly Asset Management, Inc. | 0.26% | Add +0.9% | 8,574 | $837K |
| Boston Standard Wealth Management, LLC | 0.12% | Add +0.6% | 8,480 | $827K |
| Marion Wealth Management | 0.17% | Add +4.6% | 8,454 | $825K |
| Orin Green Financial, LLC | 0.30% | Add +1.6% | 8,445 | $824K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -6.0% | 8,419 | $822K |
| Fidato Wealth LLC | 0.48% | Add +6.5% | 8,331 | $813K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -3.1% | 8,168 | $797K |
| Palisade Capital Management, LP | 0.04% | Add +28.4% | 8,069 | $788K |
| Wealthquest Corp | 0.05% | Reduce -3.1% | 7,975 | $778K |
| Arax Advisory Partners | 0.01% | Add +54.5% | 7,903 | $771K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 7,756 | $757K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -4.3% | 7,693 | $751K |
| Montgomery Financial Services LLC | 0.65% | — | 7,611 | $743K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.5% | 7,531 | $735K |
| SimpliFi, Inc. | 0.29% | Add +5.8% | 7,466 | $729K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.8% | 7,544 | $722K |
| Topel & Distasi Wealth Management, LLC | 0.35% | Add +1.5% | 7,383 | $721K |
| Berman McAleer LLC | 0.08% | No change | 7,372 | $720K |
| IMA Advisory Services, Inc. | 0.04% | Add +56.1% | 7,356 | $718K |
| Krilogy Financial LLC | 0.02% | Reduce -10.9% | 7,300 | $712K |
| Cogent Private Wealth, Inc. | 0.44% | New | 7,213 | $704K |
| IFG Advisory, LLC | 0.02% | Add +8941.8% | 7,143 | $697K |
| FWG Investments, LLC. | 0.37% | Add +0.3% | 7,131 | $696K |
| Merit Financial Group, LLC | 0.00% | Add +33.7% | 7,008 | $684K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.7% | 6,945 | $678K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -23.2% | 6,941 | $677K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +5.5% | 6,877 | $671K |
| MRWM Advisors, LLC | 0.28% | Add +0.0% | 6,878 | $671K |
| Bessemer Group Inc. | 0.00% | New | 6,759 | $660K |
| Vertrix Wealth Management, LLC | 0.22% | Add +6.1% | 6,719 | $656K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 6,605 | $645K |
| MML Investors Services, LLC | 0.00% | Add +29.9% | 6,603 | $644K |
| Regal Investment Advisors LLC | 0.03% | Add +11.1% | 6,538 | $638K |
| Boyum Wealth Architects LLC | 0.25% | Reduce -0.8% | 6,596 | $637K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.2% | 6,522 | $637K |
| Trilogy Capital Inc. | 0.02% | Reduce -11.0% | 6,515 | $636K |
| Eight 31 Financial, LLC | 0.38% | Add +4.2% | 6,479 | $632K |
| JNBA Financial Advisors | 0.05% | Add +3.0% | 6,477 | $632K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 6,472 | $632K |
| Courage Miller Partners, LLC | 0.16% | Reduce -15.6% | 6,371 | $622K |
| Cape Investment Advisory, Inc. | 0.17% | Add +0.1% | 6,335 | $618K |
| Maia Wealth LLC | 0.09% | Reduce -29.8% | 6,328 | $618K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 6,186 | $604K |
| Global Retirement Partners, LLC | 0.01% | — | 6,130 | $598K |
| Gallacher Capital Management LLC | 0.33% | Add +7.0% | 6,023 | $588K |
| West Wealth Group, LLC | 0.10% | Add +0.3% | 5,963 | $582K |
| Trivium Point Advisory, LLC | 0.05% | Add +19.8% | 5,761 | $562K |
| Schuylkill Financial LLC | 0.51% | — | 5,705 | $557K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -64.2% | 5,663 | $553K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.3% | 5,653 | $552K |
| AQR Capital Management | 0.00% | Reduce -16.4% | 5,648 | $551K |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 5,607 | $547K |
| Integrity Financial Corp | 0.26% | Reduce -1.4% | 5,601 | $547K |
| Root Financial Partners, LLC | 0.02% | No change | 5,588 | $545K |
| Aquire Wealth Advisors, LLC | 0.12% | Add +2.5% | 5,447 | $532K |
| Plan Group Financial, LLC | 0.11% | Reduce -26.7% | 5,390 | $526K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,301 | $517K |
| Tarbox Family Office, Inc. | 0.07% | Add +0.1% | 5,280 | $515K |
| Arcus Capital Partners, LLC | 0.21% | Add +0.3% | 5,167 | $504K |
| Great Point Wealth Advisors, LLC | 0.08% | No change | 5,148 | $502K |
| Arbor Investment Advisors, LLC | 0.06% | Add +52.3% | 5,108 | $499K |
| Vise Technologies, Inc. | 0.01% | Add +1.7% | 5,098 | $498K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -20.9% | 5,014 | $490K |
| Klingman & Associates, LLC | 0.02% | No change | 5,013 | $489K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 4,949 | $483K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 4,930 | $481K |
| Fca Corp. | 0.12% | Add +3.5% | 4,845 | $473K |
| BCGM Wealth Management, LLC | 0.10% | Add +1.9% | 4,840 | $472K |
| Frederick Financial Consultants, LLC | 0.20% | Reduce -4.5% | 4,834 | $472K |
| Twelve Points Wealth Management LLC | 0.09% | Add +7.7% | 4,704 | $459K |
| Compass Financial Group, Inc. (Ohio) | 0.30% | No change | 4,652 | $454K |
| Integrity Advisory Solutions, LLC | 0.05% | New | 4,616 | $451K |
| Mission Wealth Management, LP | 0.01% | Reduce -15.0% | 4,612 | $450K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +2.4% | 4,561 | $445K |
| DecisionPoint Financial, LLC | 0.08% | New | 4,500 | $437K |
| Well Done, LLC | 0.06% | Add +11.3% | 4,437 | $433K |
| First Heartland Consultants, Inc. | 0.03% | New | 4,420 | $431K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -15.6% | 4,376 | $427K |
| New Republic Capital, LLC | 0.10% | Add +18.1% | 4,321 | $422K |
| Insight Wealth Partners, LLC | 0.06% | Add +15.9% | 4,320 | $422K |
| SWP Financial LLC | 0.18% | No change | 4,051 | $395K |
| Kesler, Norman & Wride, LLC | 0.06% | No change | 4,013 | $392K |
| Smith Partners Wealth Management, LLC | 0.31% | No change | 3,984 | $389K |
| Blair William & Co. | 0.00% | Add +0.9% | 3,939 | $384K |
| Bellwether Advisors, LLC | 0.06% | Add +8.3% | 3,933 | $384K |
| Mayfair Advisory Group, LLC | 0.12% | Add +9.0% | 3,995 | $383K |
| Centerline Wealth Advisors, LLC | 0.12% | Reduce -5.2% | 3,920 | $383K |
| Nvwm, LLC | 0.08% | Reduce -0.4% | 3,918 | $382K |
| New Capital Management LP | 0.09% | Add +8.5% | 3,903 | $381K |
| Secured Retirement Advisors, LLC | 0.19% | Add +2.8% | 3,870 | $378K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.1% | 3,870 | $378K |
| Milestone Asset Management, LLC | 0.06% | Reduce -1.3% | 3,854 | $376K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.1% | 3,841 | $375K |
| Andrews Advisory Associates, LLC | 0.18% | Add +0.3% | 3,820 | $373K |
| Gould Capital, LLC | 0.20% | No change | 3,764 | $367K |
| McNamara Financial Services, Inc. | 0.06% | Add +2.3% | 3,734 | $364K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +88.8% | 3,720 | $363K |
| Composition Wealth, LLC | 0.00% | Add +2.9% | 3,699 | $361K |
| Summit Trail Advisors, LLC | 0.00% | No change | 3,674 | $359K |
| Lifelong Wealth Advisors, Inc. | 0.08% | Reduce -0.0% | 3,650 | $356K |
| National Bank of Canada | 0.00% | Add +20.7% | 3,592 | $351K |
| Centaurus Financial, Inc. | 0.01% | Add +3.5% | 3,525 | $344K |
| Sax Wealth Advisors, LLC | 0.01% | Add +5.4% | 3,877 | $343K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -12.7% | 3,487 | $340K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.4% | 3,459 | $337K |
| Altura Wealth Advisors Inc. | 0.11% | Reduce -14.1% | 3,432 | $335K |
| Purpose Unlimited Inc. | 0.01% | Reduce -8.6% | 3,407 | $333K |
| Choice Wealth Advisors LLC | 0.11% | Reduce -9.9% | 3,317 | $324K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +2.7% | 3,289 | $321K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.3% | 3,279 | $320K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.5% | 3,254 | $318K |
| Westshore Wealth, LLC | 0.10% | No change | 3,240 | $316K |
| Valpey Financial Services, LLC | 0.19% | Add +3.3% | 3,220 | $314K |
| Signaturefd, LLC | 0.00% | Add +52.1% | 3,207 | $313K |
| Columbia River Financial Group, LLC | 0.17% | Reduce -1.4% | 3,182 | $310K |
| Parallel Advisors, LLC | 0.00% | Add +10.4% | 3,140 | $307K |
| CoreCap Advisors, LLC | 0.01% | Add +2.2% | 3,135 | $306K |
| Ameriflex Group, Inc. | 0.12% | No change | 3,109 | $303K |
| Fiduciary Financial Group, LLC | 0.03% | Add +2.6% | 3,105 | $303K |
| Vested Financial Planning, LLC | 0.20% | Add +0.2% | 3,102 | $303K |
| Premier Private Wealth Management LLC | 0.26% | Reduce -4.8% | 3,042 | $297K |
| Forte Asset Management LLC | 0.12% | No change | 3,033 | $296K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +8.4% | 2,998 | $293K |
| Meridian Wealth Advisors, LLC | 0.03% | Reduce -3.4% | 2,966 | $289K |
| Bay Harbor Wealth Management, LLC | 0.07% | No change | 2,938 | $287K |
| Partners in Financial Planning | 0.04% | Add +0.5% | 2,934 | $286K |
| Arkansas Financial Group, Inc. | 0.04% | Reduce -1.0% | 2,930 | $286K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 2,916 | $285K |
| tru Independence LLC | 0.12% | Add +6.7% | 2,909 | $284K |
| Peak Wealth Management LLC | 0.20% | No change | 2,891 | $282K |
| Swmg, LLC | 0.07% | Add +7.7% | 2,897 | $281K |
| Basso Capital Management, L.P. | 0.07% | New | 2,878 | $281K |
| Riverbend Wealth Management, LLC | 0.14% | Add +13.5% | 2,812 | $274K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 2,764 | $270K |
| BIP Wealth, LLC | 0.01% | Reduce -7.2% | 2,762 | $270K |
| Financial Strategies Group, Inc. | 0.04% | Add +7.7% | 2,784 | $269K |
| Salus Financial Advisors, LLC | 0.13% | Add +5.2% | 2,730 | $266K |
| Altrius Capital Management Inc | 0.05% | Reduce -19.5% | 2,707 | $264K |
| TBH Global Asset Management, LLC | 0.05% | New | 2,701 | $264K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -6.1% | 2,676 | $261K |
| Cora Capital Advisors LLC | 0.07% | No change | 2,625 | $256K |
| Family Wealth Partners, LLC | 0.08% | No change | 2,616 | $255K |
| Landmark Wealth Management, LLC | 0.06% | Reduce -4.4% | 2,609 | $255K |
| Chemistry Wealth Management LLC | 0.04% | Add +2.4% | 2,579 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 2,561 | $250K |
| Bond & Devick Financial Network, Inc. | 0.06% | Add +12.1% | 2,543 | $248K |
| Perissos Private Wealth Management, LLC | 0.16% | Add +8.0% | 2,458 | $240K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 2,422 | $236K |
| IFP Advisors, Inc | 0.00% | Reduce -28.6% | 2,421 | $236K |
| Parkway Wealth Management Group, LLC | 0.03% | Reduce -5.9% | 2,414 | $236K |
| Optivise Advisory Services LLC | 0.12% | Reduce -37.0% | 2,375 | $232K |
| Compound Planning, Inc. | 0.01% | Reduce -22.6% | 2,366 | $231K |
| Markin Asset Management, LP | 0.20% | No change | 2,362 | $231K |
| Naples Global Advisors, LLC | 0.01% | No change | 2,326 | $227K |
| PFG Advisors | 0.01% | Add +0.9% | 2,312 | $226K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +0.3% | 2,310 | $225K |
| Lanark Financial, Inc. | 0.02% | Add +4.4% | 2,307 | $225K |
| Lazari Capital Management, Inc. | 0.07% | Add +0.0% | 2,300 | $225K |
| Highland Financial Advisors, LLC | 0.05% | Add +0.5% | 2,298 | $224K |
| Phil A. Younker & Associates, Ltd. | 0.15% | No change | 2,282 | $223K |
| Corepath Wealth Partners LLC | 0.14% | Add +0.0% | 2,300 | $222K |
| Cadence Wealth Management LLC | 0.10% | New | 2,252 | $220K |
| Truist Financial Corp. | 0.00% | New | 2,240 | $219K |
| Calder Financial LLC | 0.20% | New | 2,230 | $218K |
| TL Private Wealth | 0.08% | Reduce -15.4% | 2,231 | $216K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,187 | $213K |
| Lebenthal Global Advisors, LLC | 0.03% | New | 2,173 | $212K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -6.0% | 2,168 | $212K |
| Brio Consultants, LLC | 0.02% | New | 2,153 | $210K |
| Forefront Wealth Partners, LLC | 0.07% | New | 2,152 | $210K |
| Central Valley Advisors, LLC | 0.05% | New | 2,151 | $210K |
| Atlas Legacy Advisors, LLC | 0.03% | Reduce -17.3% | 2,144 | $209K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 2,132 | $208K |
| Snowden Capital Advisors LLC | 0.00% | New | 2,074 | $202K |
| Procyon Advisors, LLC | 0.01% | New | 2,064 | $201K |
| Madrona Financial Services, LLC | 0.04% | New | 2,060 | $201K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -1.3% | 2,017 | $197K |
| Lloyd Advisory Services, LLC. | 0.07% | New | 1,785 | $174K |
| Silver Oak Securities, Incorporated | 0.01% | New | 1,761 | $172K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.9% | 1,715 | $167K |
| Golden State Wealth Management, LLC | 0.01% | Add +10.6% | 1,679 | $164K |
| Elevate Wealth Advisory, Inc. | 0.09% | Add +0.9% | 1,675 | $163K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.6% | 1,546 | $151K |
| AlphaCore Capital LLC | 0.00% | Add +11.5% | 1,530 | $149K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.6% | 1,506 | $147K |
| Longview Financial Advisors LLC | 0.07% | Reduce -30.6% | 1,492 | $146K |
| Bank of Montreal | 0.00% | Add +0.2% | 1,181 | $115K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.3% | 1,174 | $115K |
| Regatta Research & Money Management | 0.11% | — | 1,158 | $113K |
| Montag A & Associates Inc. | 0.00% | No change | 1,036 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.1% | 1,006 | $98K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,000 | $98K |
| Mather Group, Llc. | 0.00% | No change | 1,000 | $98K |
| American Capital Advisory, LLC | 0.03% | No change | 880 | $86K |
| US Bancorp \de | 0.00% | Reduce -10.2% | 788 | $77K |
| Align Financial, LLC | 0.04% | No change | 779 | $76K |
| CKW Financial Group | 0.01% | Add +0.5% | 774 | $75K |
| Manning & Napier Advisors LLC | 0.00% | New | 732 | $71K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 685 | $67K |
| 1 North Wealth Services LLC | 0.02% | Add +159.1% | 684 | $67K |
| Frisco Financial Planning LLC | 0.05% | Add +0.3% | 672 | $66K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 613 | $60K |
| Citigroup Inc. | 0.00% | Reduce -25.0% | 600 | $59K |
| Fiduciary Financial Advisors | 0.01% | New | 596 | $58K |
| Blueline Advisors LLC | 0.04% | No change | 554 | $54K |
| Pacifica Partners Inc. | 0.02% | Add +0.2% | 520 | $50K |
| Activest Wealth Management | 0.01% | No change | 499 | $49K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $48K |
| MV Capital Management, Inc. | 0.00% | New | 454 | $44K |
| Continuum Advisory, LLC | 0.00% | New | 450 | $44K |
| Clearstead Trust, LLC | 0.01% | Add +76.2% | 444 | $43K |
| Eastern Bank | 0.00% | No change | 440 | $43K |
| Noble Wealth Management PBC | 0.02% | Reduce -16.5% | 409 | $40K |
| Proathlete Wealth Management LLC | 0.01% | Add +0.3% | 387 | $38K |
| Mosley Wealth Management | 0.01% | Reduce -89.0% | 350 | $34K |
| Capital Advisor Network LLC | 0.04% | No change | 331 | $32K |
| Strategic Advocates LLC | 0.12% | Reduce -60.8% | 306 | $30K |
| Retirement Wealth Solutions LLC | 0.02% | Add +41.4% | 304 | $30K |
| MCF Advisors LLC | 0.00% | No change | 303 | $30K |
| International Assets Investment Management, LLC | 0.00% | No change | 296 | $29K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 294 | $29K |
| Geneos Wealth Management Inc. | 0.00% | New | 285 | $28K |
| Abound Wealth Management | 0.01% | Add +0.4% | 263 | $26K |
| Compass Financial Management LLC | 0.00% | — | 248 | $24K |
| Simplex Trading, LLC | 0.00% | New | 238 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 225 | $22K |
| Elevated Capital Advisors, LLC | 0.01% | Add +2.8% | 219 | $21K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -78.2% | 206 | $20K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 194 | $19K |
| Caldwell Trust Co | 0.00% | No change | 175 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 152 | $15K |
| Addison Advisors LLC | 0.01% | Add +9.6% | 148 | $14K |
| CGC Financial Services, LLC | 0.00% | No change | 131 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 128 | $12K |
| Sfam, LLC | 0.01% | Add +0.8% | 123 | $12K |
| Fortitude Family Office, LLC | 0.00% | No change | 119 | $12K |
| Robinswood Financial LLC | 0.00% | New | 117 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 114 | $11K |
| Nemes Rush Group LLC | 0.00% | No change | 108 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 105 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 89 | $9K |
| Essential Partners LLC | 0.00% | No change | 88 | $9K |
| Spire Wealth Management | 0.00% | No change | 88 | $9K |
| Ankerstar Wealth, LLC | 0.01% | Reduce -2.4% | 80 | $8K |
| Private Trust Co. NA | 0.00% | No change | 75 | $7K |
| Networth Advisors, LLC | 0.00% | Add +23.5% | 63 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 63 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -91.3% | 65 | $6K |
| Vanguard Advisers Inc. | 0.00% | No change | 54 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 48 | $5K |
| DT Investment Partners, LLC | 0.00% | No change | 45 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 43 | $4K |
| Key Financial Inc | 0.00% | No change | 37 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 32 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 31 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Horizon Financial Services, LLC | 0.00% | Reduce -75.9% | 13 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -97.0% | 13 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Triumph Capital Management | 0.00% | No change | 11 | $1K |
| Paladin Advisory Group, LLC | 0.00% | No change | 9 | $878 |
| West Paces Advisors Inc. | 0.00% | New | 2 | $195 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -95.2% | 1 | $109 |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 1 | $98 |
| 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.