Ishares Core 60/40 Balanced
$68.28-0.5%
+$80.2M
Net Activity
+5.54% total shares
Institutions Holding
454
Popularity Rank
#1330
Avg Weight
0.31%
Total Value
$1.4B
454 institutions currently hold AOR, with 268 net buyers and 145 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
145
Net Buying Institutions
268
Top 5 by Value
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Across its top 20 institutional holders, AOR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
AOR ranks #1330 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AOR is a top-conviction position for Worth Asset Management, LLC — at 16.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AOR belongs to BlackRock, Inc., but the position matters far more to Worth Asset Management, LLC, who has 16.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Weitzel Financial Services, Inc. has added to its AOR position for two straight quarters, increasing it by $941.3K to reach $2.7M today.
Dynamic Advisor Solutions LLC has trimmed its AOR position for two straight quarters, cutting it by $1.8M while still holding $1.2M.
AOR is down 0.5% today, but institutions show net buying of $80.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$124.6M
Total Buy Value
$54.3M
Total Sell Value
268
Net Buyers
145
Net Sellers
AOR
Q2 2026
Top 5 Institutional Movers
+$12.6M
+$7.2M
+$5.8M
+$5.6M
+$5.4M
AOR 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
464289867
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
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Access AOR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AORCLI
npx alphasmo stocks get AOR