AOA Institutional Ownership
iShares Core 80/20 Aggressive Allocation ETF
1W: -0.8%
1M: -1.0%
3M: -0.0%
YTD: +8.4%
1Y: +10.7%
3Y: +62.1%
5Y: +49.7%
$97.63
+0.42 (+0.43%)
Weekly Expected Move ±1.3%
$95
$96
$98
$99
$100
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AOA
444
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
739M
Total Invested
41
New Positions
194
Increased
141
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (471 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NorthStar Asset Management LLC /NJ | 2,194,162 | $214M | +2 | +0.0% | 11Q | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 611,739 | $60M | +55,052 | +9.9% | 22Q | SEC ↗ |
| 3 | LPL Financial LLC | 247,088 | $24M | -64,400 | -20.7% | 61Q | SEC ↗ |
| 4 | ASSETMARK, INC | 245,482 | $24M | +626 | +0.3% | 30Q | SEC ↗ |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | 244,296 | $24M | +35,036 | +16.7% | 8Q | SEC ↗ |
| 6 | Ellenbecker Investment Group | 223,468 | $22M | +7,195 | +3.3% | 19Q | SEC ↗ |
| 7 | Foundations Investment Advisors, LLC | 202,154 | $20M | +26,004 | +14.8% | 9Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 184,629 | $18M | -10,035 | -5.2% | 64Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 154,203 | $15M | +4,033 | +2.7% | 52Q | SEC ↗ |
| 10 | MORGAN STANLEY | 148,997 | $15M | -22,270 | -13.0% | 53Q | SEC ↗ |
| 11 | Waverly Advisors, LLC | 145,444 | $14M | +6,446 | +4.6% | 42Q | SEC ↗ |
| 12 | Mesirow Financial Investment Managemen | 141,970 | $14M | -10,320 | -6.8% | 11Q | SEC ↗ |
| 13 | LBMC INVESTMENT ADVISORS, LLC | 125,330 | $12M | -1,091 | -0.9% | 59Q | SEC ↗ |
| 14 | Thrivent Financial for Lutherans | 111,352 | $11M | +5,180 | +4.9% | 4Q | SEC ↗ |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 108,771 | $11M | +12,465 | +12.9% | 11Q | SEC ↗ |
| 16 | Patton Albertson Miller Group, LLC | 107,843 | $11M | -4,254 | -3.8% | 41Q | SEC ↗ |
| 17 | Hopwood Nicholas Hunter | 103,374 | $10M | +1,404 | +1.4% | 3Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 102,669 | $10M | -4,475 | -4.2% | 15Q | SEC ↗ |
| 19 | Western Wealth Management, LLC | 90,624 | $9M | +5,589 | +6.6% | 19Q | SEC ↗ |
| 20 | Prosperity Consulting Group, LLC | 85,630 | $8M | +3,055 | +3.7% | 11Q | SEC ↗ |
| 21 | CX Institutional | 82,700 | $8M | +55,223 | +201.0% | 33Q | SEC ↗ |
| 22 | Consilium Wealth Advisory, LLC | 81,761 | $8M | +11,421 | +16.2% | 19Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 79,097 | $8M | +4,283 | +5.7% | 35Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 74,652 | $7M | +19,218 | +34.7% | 26Q | SEC ↗ |
| 25 | Legacy Financial Group LLC | 72,975 | $7M | -1,387 | -1.9% | 10Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 70,456 | $7M | +883 | +1.3% | 17Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 70,134 | $7M | +1,389 | +2.0% | 37Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 67,537 | $7M | +7,837 | +13.1% | 23Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 63,301 | $6M | -8,485 | -11.8% | 7Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 62,920 | $6M | +949 | +1.5% | 10Q | SEC ↗ |
| 31 | Clearstead Advisors, LLC | 61,477 | $6M | -85 | -0.1% | 10Q | SEC ↗ |
| 32 | Weaver Consulting Group | 61,364 | $6M | +7,084 | +13.1% | 30Q | SEC ↗ |
| 33 | Strategic Blueprint, LLC | 59,641 | $6M | +13,262 | +28.6% | 3Q | SEC ↗ |
| 34 | WEALTH ALLIANCE, LLC | 59,396 | $6M | -815 | -1.4% | 12Q | SEC ↗ |
| 35 | UNIQUE WEALTH, LLC | 57,776 | $6M | -5,112 | -8.1% | 15Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 54,499 | $5M | -336 | -0.6% | 24Q | SEC ↗ |
| 37 | GeoWealth Management, LLC | 51,728 | $5M | -8,181 | -13.7% | 10Q | SEC ↗ |
| 38 | Legacy Wealth Partners, LLC | 50,825 | $5M | +705 | +1.4% | 3Q | SEC ↗ |
| 39 | Fort Henry Capital, LLC | 50,005 | $5M | +678 | +1.4% | 23Q | SEC ↗ |
| 40 | HANOVER ADVISORS INC | 49,732 | $5M | +21,073 | +73.5% | 4Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 48,481 | $5M | -42 | -0.1% | 15Q | SEC ↗ |
| 42 | UBS Group AG | 47,074 | $5M | +1,084 | +2.4% | 47Q | SEC ↗ |
| 43 | SteelPeak Wealth, LLC | 46,498 | $5M | +1,560 | +3.5% | 25Q | SEC ↗ |
| 44 | RITHOLTZ WEALTH MANAGEMENT | 41,696 | $4M | -1,162 | -2.7% | 34Q | SEC ↗ |
| 45 | Mutual Advisors, LLC | 40,943 | $4M | +934 | +2.3% | 25Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 40,400 | $4M | +28,599 | +242.3% | 2Q | SEC ↗ |
| 47 | Redhawk Wealth Advisors, Inc. | 40,336 | $4M | +6,947 | +20.8% | 26Q | SEC ↗ |
| 48 | Westmount Partners, LLC | 38,147 | $4M | +915 | +2.5% | 15Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 36,886 | $4M | -2,536 | -6.4% | 15Q | SEC ↗ |
| 50 | Wealth Forward, LLC | 35,042 | $3M | +7,187 | +25.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 21,046 | $2M |
| GTS SECURITIES LLC | 18,226 | $2M |
| R2 Capital Strategies, LLC | 15,922 | $2M |
| Diversify Advisory Services, LLC | 11,337 | $1M |
| Stash Investments, LLC | 9,635 | $941K |
| HRT FINANCIAL LP | 8,717 | $851K |
| Montgomery Financial Services LLC | 7,611 | $743K |
| Cogent Private Wealth, Inc. | 7,213 | $704K |
| BESSEMER GROUP INC | 6,759 | $660K |
| Global Retirement Partners, LLC | 6,130 | $598K |
| Schuylkill Financial LLC | 5,705 | $557K |
| Integrity Advisory Solutions, LLC | 4,616 | $451K |
| DecisionPoint Financial, LLC | 4,500 | $439K |
| First Heartland Consultants, Inc. | 4,420 | $432K |
| BASSO CAPITAL MANAGEMENT, L.P. | 2,878 | $281K |
| TBH Global Asset Management, LLC | 2,701 | $264K |
| AssuredPartners Investment Advisors | 2,422 | $236K |
| Cadence Wealth Management LLC | 2,252 | $220K |
| TRUIST FINANCIAL CORP | 2,240 | $219K |
| Calder Financial LLC | 2,230 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LL | 28,503 | $3M |
| THRYVE WEALTH MANAGEMENT LLC | 12,075 | $1M |
| One Capital Management, LLC | 9,863 | $963K |
| Savvy Advisors, Inc. | 7,737 | $755K |
| Independent Advisor Alliance | 5,338 | $521K |
| Retireful, LLC | 4,743 | $463K |
| Harvest Investment Services, LLC | 4,114 | $402K |
| Vestmark Advisory Solutions, Inc. | 3,578 | $349K |
| Philip James Wealth Mangement, LLC | 3,376 | $330K |
| KilterHowling LLC | 3,193 | $312K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,062 | $299K |
| WEALTH EFFECTS LLC | 3,037 | $297K |
| Johnson Bixby & Associates, LLC | 3,034 | $296K |
| UPTICK PARTNERS, LLC | 3,009 | $294K |
| Signal Advisors Wealth, LLC | 2,892 | $282K |
| Orion Porfolio Solutions, LLC | 2,746 | $268K |
| STEPHENS INC /AR | 2,719 | $265K |
| Archvest Wealth Advisors, Inc. | 2,687 | $262K |
| Ocean Park Asset Management, LLC | 2,616 | $255K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,578 | $252K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -64,400 | -20.7% | 247,088 |
| MORGAN STANLEY | -22,270 | -13.0% | 148,997 |
| Dynamic Advisor Solutions LLC | -14,284 | -39.4% | 21,986 |
| Mesirow Financial Investment Manage | -10,320 | -6.8% | 141,970 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -10,169 | -64.2% | 5,663 |
| WELLS FARGO & COMPANY/MN | -10,035 | -5.2% | 184,629 |
| RAYMOND JAMES FINANCIAL INC | -8,485 | -11.8% | 63,301 |
| GeoWealth Management, LLC | -8,181 | -13.7% | 51,728 |
| HFM Investment Advisors, LLC | -7,771 | -33.9% | 15,128 |
| Savant Capital, LLC | -5,616 | -33.5% | 11,140 |
| UNIQUE WEALTH, LLC | -5,112 | -8.1% | 57,776 |
| Allworth Financial LP | -4,504 | -13.2% | 29,553 |
| BANK OF AMERICA CORP /DE | -4,475 | -4.2% | 102,669 |
| Patton Albertson Miller Group, LLC | -4,254 | -3.8% | 107,843 |
| Mariner, LLC | -3,251 | -13.5% | 20,845 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -3,144 | -11.5% | 24,106 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -3,088 | -12.1% | 22,493 |
| Mosley Wealth Management | -2,832 | -89.0% | 350 |
| Maia Wealth LLC | -2,685 | -29.8% | 6,328 |
| Private Advisor Group, LLC | -2,585 | -15.3% | 14,339 |