§ EQUITY
USDAOA
ISHARES CORE 80/20 AGGRESSIV
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Rockefeller Capital Management L.P. | 557K | 0.1% | +1% |
| LPL Financial LLC | 311K | 0.0% | +17% |
| ASSETMARK, INC | 245K | 0.0% | +2% |
| Ellenbecker Investment Group | 216K | 2.6% | +22% |
| JIM SAULNIER & ASSOCIATES, LLC | 209K | 9.0% | +9% |
| Morgan Stanley IM | 171K | 0.0% | −39% |
◇ AC INTELLIGENCE
Top institutional owners for AOA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.0% · 379 holders
DEALER / BANK7.1% · 15 holders
QUALITY / COMPOUNDER0.4% · 3 holders
TACTICAL / MACRO0.3% · 2 holders
INCOME / DEFENSIVE0.2% · 3 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AOA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AOA yet.