Ishares Core 30/70 Conservat
$40.45-0.3%
+$21.5M
Net Activity
+8.61% total shares
Institutions Holding
184
Popularity Rank
#3225
Avg Weight
0.15%
Total Value
$241.4M
184 institutions currently hold AOK, with 90 net buyers and 70 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
70
Net Buying Institutions
90
Top 5 by Value
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Across its top 20 institutional holders, AOK's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 30/100).
AOK ranks #3225 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
184 institutions disclose a position in AOK, but none treat it as a major bet — even Elevation Capital Advisory, LLC, its most concentrated holder, allocates just 4.7% of its own portfolio to it.
Tempus Wealth Planning, LLC has added to its AOK position for two straight quarters, increasing it by $225.7K to reach $491.5K today.
Congress Asset Management Co has trimmed its AOK position for two straight quarters, cutting it by $7.1M while still holding $41.6K.
AOK is down 0.3% today, but institutions show net buying of $21.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$43.8M
Total Buy Value
$26.9M
Total Sell Value
90
Net Buyers
70
Net Sellers
AOK
Q2 2026
Top 5 Institutional Movers
+$8.0M
-$7.1M
+$4.0M
AOK does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464289883
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Access AOK's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AOKCLI
npx alphasmo stocks get AOK