§ EQUITY
USDAOR
ISHARES CORE 60/40 BALANCED
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
273 increased/new, 129 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 1.9M | 0.0% | +2% |
| LPL Financial LLC | 1.2M | 0.0% | +28% |
| Worth Asset Management, LLC | 690K | 16.6% | +3% |
| JPMORGAN CHASE & CO | 650K | n/a | +9% |
| Bank of America Corp | 589K | 0.0% | +1% |
| Morgan Stanley | 573K | 0.0% | −50% |
◇ AC INTELLIGENCE
Top institutional owners for AOR 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
OTHER71.9% · 379 holders
DEALER / BANK17.1% · 19 holders
PASSIVE / INDEX10.3% · 1 holder
QUALITY / COMPOUNDER0.4% · 2 holders
INCOME / DEFENSIVE0.1% · 3 holders
SYSTEMATIC / QUANT0.1% · 1 holder
TACTICAL / MACRO0.0% · 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 AOR in the last 180 days.