iShares Core 80/20 Aggressiv ETF (AOA): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow AOA for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 425

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$97.6

+10.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of AOA (all 13F filers)

Rockefeller Capital Management612 KWealth adviser+55 K
LPL Financial247 KWealth adviser−64 K
Assetmark245 KWealth adviser+626
JIM Saulnier & Associates244 KType not verified+35 K
Ellenbecker Investment Group223 KType not verified+7,195
Foundations Investment Advisors202 KType not verified+26 K
Wells Fargo185 KBank or trading desk−10 K
Cambridge Investment Research Advisors154 KWealth adviser+4,033
Morgan Stanley149 KBank or trading desk−22 K
Waverly Advisors145 KType not verified+6,446

Filer	Type
Rockefeller Capital Management	Wealth adviser	612 K	+55 K	$59.7M
LPL Financial	Wealth adviser	247 K	−64 K	$24.1M
Assetmark	Wealth adviser	245 K	+626	$24.0M
JIM Saulnier & Associates	Type not verified	244 K	+35 K	$23.8M
Ellenbecker Investment Group	Type not verified	223 K	+7,195	$21.8M
Foundations Investment Advisors	Type not verified	202 K	+26 K	$19.7M
Wells Fargo	Bank or trading desk	185 K	−10 K	$18.0M
Cambridge Investment Research Advisors	Wealth adviser	154 K	+4,033	$15.1M
Morgan Stanley	Bank or trading desk	149 K	−22 K	$14.5M
Waverly Advisors	Type not verified	145 K	+6,446	$14.2M

Rockefeller Capital Management
Shares
612 K
Change
+55 K
See more
Type
Wealth adviser
Value
$59.7M
LPL Financial
Shares
247 K
Change
−64 K
See more
Type
Wealth adviser
Value
$24.1M
Assetmark
Shares
245 K
Change
+626
See more
Type
Wealth adviser
Value
$24.0M
JIM Saulnier & Associates
Shares
244 K
Change
+35 K
See more
Type
Type not verified
Value
$23.8M
Ellenbecker Investment Group
Shares
223 K
Change
+7,195
See more
Type
Type not verified
Value
$21.8M
Foundations Investment Advisors
Shares
202 K
Change
+26 K
See more
Type
Type not verified
Value
$19.7M
Wells Fargo
Shares
185 K
Change
−10 K
See more
Type
Bank or trading desk
Value
$18.0M
Cambridge Investment Research Advisors
Shares
154 K
Change
+4,033
See more
Type
Wealth adviser
Value
$15.1M
Morgan Stanley
Shares
149 K
Change
−22 K
See more
Type
Bank or trading desk
Value
$14.5M
Waverly Advisors
Shares
145 K
Change
+6,446
See more
Type
Type not verified
Value
$14.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗