AOK Institutional Ownership
iShares Core 30/70 Conservative Allocation ETF
1W: -0.9%
1M: -1.9%
3M: -2.5%
YTD: +0.4%
1Y: +0.8%
3Y: +28.0%
5Y: +13.4%
$40.32
-0.06 (-0.15%)
Weekly Expected Move ±0.9%
$40
$40
$40
$41
$41
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — AOK
196
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
241M
Total Invested
34
New Positions
57
Increased
69
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (212 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 629,396 | 25M | -9,143 | -1.4% | 54Q | SEC ↗ |
| 2 | BlackRock, Inc. | 381,368 | 15M | +37,548 | +10.9% | 8Q | SEC ↗ |
| 3 | Strategic Investment Solutions, Inc. / | 347,664 | 14M | -49,148 | -12.4% | 3Q | SEC ↗ |
| 4 | Elevation Capital Advisory, LLC | 292,381 | 12M | +189,425 | +184.0% | 5Q | SEC ↗ |
| 5 | Curran Financial Partners, LLC | 226,292 | 9M | +23,256 | +11.5% | 23Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 207,720 | 8M | +7,522 | +3.8% | 24Q | SEC ↗ |
| 7 | MORGAN STANLEY | 175,361 | 7M | +2,735 | +1.6% | 60Q | SEC ↗ |
| 8 | One Capital Management, LLC | 175,243 | 7M | — | +0.0% | 6Q | SEC ↗ |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV NEW | 170,773 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 163,393 | 7M | -2,562 | -1.5% | 15Q | SEC ↗ |
| 11 | Investment Advisory Group, LLC | 158,398 | 6M | +11,127 | +7.6% | 19Q | SEC ↗ |
| 12 | Weaver Consulting Group | 155,483 | 6M | +6,892 | +4.6% | 30Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 130,764 | 5M | +40,863 | +45.5% | 26Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 114,469 | 5M | +10,875 | +10.5% | 41Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 102,774 | 4M | -5,450 | -5.0% | 65Q | SEC ↗ |
| 16 | Hershey Financial Advisers, LLC NEW | 96,363 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 93,294 | 4M | +21,761 | +30.4% | 36Q | SEC ↗ |
| 18 | Foundations Investment Advisors, LLC | 83,171 | 3M | +3,913 | +4.9% | 9Q | SEC ↗ |
| 19 | GTS SECURITIES LLC NEW | 81,672 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 66,873 | 3M | -4,936 | -6.9% | 40Q | SEC ↗ |
| 21 | CONGRESS ASSET MANAGEMENT CO | 63,705 | 3M | -114,729 | -64.3% | 15Q | SEC ↗ |
| 22 | High Net Worth Advisory Group LLC | 62,600 | 3M | +6,000 | +10.6% | 3Q | SEC ↗ |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | 62,505 | 3M | -8,510 | -12.0% | 3Q | SEC ↗ |
| 24 | Legacy Capital Wealth Partners, LLC | 54,879 | 2M | — | +0.0% | 9Q | SEC ↗ |
| 25 | AVALON CAPITAL MANAGEMENT | 50,746 | 2M | -686 | -1.3% | 2Q | SEC ↗ |
| 26 | Rothschild Wealth LLC | 47,634 | 2M | +7,582 | +18.9% | 10Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 47,557 | 2M | +2,159 | +4.8% | 17Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 44,422 | 2M | -3 | -0.0% | 4Q | SEC ↗ |
| 29 | Lido Advisors, LLC | 43,175 | 2M | -12,325 | -22.2% | 14Q | SEC ↗ |
| 30 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 40,858 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Brookstone Capital Management | 38,706 | 2M | -179,665 | -82.3% | 41Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 38,697 | 2M | -994 | -2.5% | 35Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC NEW | 37,111 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,402 | 1M | -31,976 | -46.8% | 17Q | SEC ↗ |
| 35 | NATIONAL BANK OF CANADA /FI | 35,767 | 1M | +4,648 | +14.9% | 19Q | SEC ↗ |
| 36 | J.W. COLE ADVISORS, INC. NEW | 33,088 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | RCW Management, LLC | 31,989 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 38 | Consilium Wealth Advisory, LLC | 31,827 | 1M | -4,623 | -12.7% | 14Q | SEC ↗ |
| 39 | Equitable Holdings, Inc. | 30,123 | 1M | +4,976 | +19.8% | 11Q | SEC ↗ |
| 40 | Corient Private Wealth LP | 30,050 | 1M | +29 | +0.1% | 15Q | SEC ↗ |
| 41 | BlueStem Wealth Partners, LLC | 29,199 | 1M | -1,228 | -4.0% | 7Q | SEC ↗ |
| 42 | RIK SAYLOR FINANCIAL, INC. | 28,954 | 1M | -535 | -1.8% | 7Q | SEC ↗ |
| 43 | Mariner, LLC | 28,754 | 1M | -9,619 | -25.1% | 9Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 28,116 | 1M | -1,648 | -5.5% | 16Q | SEC ↗ |
| 45 | Ameritas Advisory Services, LLC NEW | 27,282 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 27,083 | 1M | +5,597 | +26.0% | 2Q | SEC ↗ |
| 47 | UBS Group AG | 26,930 | 1M | -1,407 | -5.0% | 47Q | SEC ↗ |
| 48 | Thrive Capital Management, LLC | 26,529 | 1M | +559 | +2.2% | 5Q | SEC ↗ |
| 49 | L.K. Benson & Company, P.C. NEW | 23,418 | 944K | — | +0.0% | 1Q | SEC ↗ |
| 50 | JONES FINANCIAL COMPANIES LLLP | 23,031 | 929K | +7,851 | +51.7% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 170,773 | 7M |
| Hershey Financial Advisers, LLC | 96,363 | 4M |
| GTS SECURITIES LLC | 81,672 | 3M |
| BASSO CAPITAL MANAGEMENT, L.P. | 40,858 | 2M |
| JANE STREET GROUP, LLC | 37,111 | 1M |
| J.W. COLE ADVISORS, INC. | 33,088 | 1M |
| Ameritas Advisory Services, LLC | 27,282 | 1M |
| L.K. Benson & Company, P.C. | 23,418 | 944K |
| Cerity Partners LLC | 15,886 | 641K |
| R2 Capital Strategies, LLC | 10,363 | 418K |
| Meridian Wealth Management, LLC | 9,713 | 392K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,477 | 342K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 6,222 | 251K |
| Merit Financial Group, LLC | 5,881 | 237K |
| Global Retirement Partners, LLC | 5,875 | 237K |
| Coordinated Financial Services, Inc | 5,260 | 212K |
| COMPASS FINANCIAL MANAGEMENT LLC | 5,162 | 208K |
| JIM SAULNIER & ASSOCIATES, LLC | 5,037 | 203K |
| Redmond Asset Management, LLC | 4,935 | 199K |
| LODESTAR PRIVATE ASSET MANAGEMENT L | 4,907 | 198K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Forefront Analytics, LLC | 58,682 | 2M |
| Gladstone Institutional Advisory LL | 51,945 | 2M |
| KMG FIDUCIARY PARTNERS, LLC | 35,038 | 1M |
| WIN ADVISORS, INC | 22,281 | 898K |
| UNIQUE WEALTH, LLC | 12,255 | 494K |
| Dynamic Advisor Solutions LLC | 8,541 | 344K |
| RTD Financial Advisors, Inc. | 8,287 | 334K |
| DENVER WEALTH MANAGEMENT, INC. | 7,006 | 282K |
| ENDEAVOR PRIVATE WEALTH, INC. | 5,258 | 212K |
| HRT FINANCIAL LP | 5,224 | 211K |
| TD PRIVATE CLIENT WEALTH LLC | 4,490 | 181K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,426 | 98K |
| MAI Capital Management | 1,881 | 76K |
| Medallion Wealth Advisors, LLC | 1,337 | 54K |
| WELLINGTON-ALTUS USA INC. | 900 | 36K |
| CENTRAL TRUST Co | 803 | 32K |
| Advisory Services Network, LLC | 774 | 31K |
| Kohmann Bosshard Financial Services | 753 | 30K |
| Golden State Wealth Management, LLC | 657 | 26K |
| SageView Advisory Group, LLC | 477 | 19K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Elevation Capital Advisory, LLC | +189,425 | +184.0% | 292,381 |
| OSAIC HOLDINGS, INC. | +40,863 | +45.5% | 130,764 |
| BlackRock, Inc. | +37,548 | +10.9% | 381,368 |
| Curran Financial Partners, LLC | +23,256 | +11.5% | 226,292 |
| STIFEL FINANCIAL CORP | +21,761 | +30.4% | 93,294 |
| AE Wealth Management LLC | +13,774 | +164.3% | 22,158 |
| Investment Advisory Group, LLC | +11,127 | +7.6% | 158,398 |
| Cambridge Investment Research Advis | +10,875 | +10.5% | 114,469 |
| Strategic Blueprint, LLC | +10,196 | +133.8% | 17,818 |
| JONES FINANCIAL COMPANIES LLLP | +7,851 | +51.7% | 23,031 |
| Rothschild Wealth LLC | +7,582 | +18.9% | 47,634 |
| Cetera Investment Advisers | +7,522 | +3.8% | 207,720 |
| Weaver Consulting Group | +6,892 | +4.6% | 155,483 |
| High Net Worth Advisory Group LLC | +6,000 | +10.6% | 62,600 |
| CITADEL ADVISORS LLC | +5,597 | +26.0% | 27,083 |
| Equitable Holdings, Inc. | +4,976 | +19.8% | 30,123 |
| MML INVESTORS SERVICES, LLC | +4,816 | +61.5% | 12,643 |
| NATIONAL BANK OF CANADA /FI | +4,648 | +14.9% | 35,767 |
| IMA Advisory Services, Inc. | +4,372 | +138.0% | 7,541 |
| HighTower Advisors, LLC | +4,098 | +72.3% | 9,765 |