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Disclosery

AOK ISHARES TR

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CORE 30 70 ETF (fund)

165 managers (165 13F filers) reported a position in AOK shares at 2026-03-31, 5,429,167 shares in all. 18 filers opened a position and 18 filers sold out during the quarter.

Managers
165
13F filers
165
New
18
Added
71
Reduced
45
Sold out
18
Shares held by filers
5,429,167

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC638,539$25.5M0.01%-8,42213F-HRTimeline
Strategic Investment Solutions, Inc. /IL396,812$15.8M3.82%+8,07113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.343,820$13.7M<0.01%+24,99613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management218,371$8.71M0.1%+187,60213F-HRTimelineGroup
Curran Financial Partners, LLC203,036$8.1M1.45%+28,46913F-HRTimeline
Cetera Investment Advisers200,198$7.99M0.01%+2,43113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO178,434$7.12M0.05%+42,62213F-HRTimeline
One Capital Management, LLC175,243$6.99M0.19%+157,36113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY172,626$6.89M<0.01%-68,52513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/165,955$6.62M<0.01%-16,76413F-HRTimelineGroup
Weaver Consulting Group148,591$5.93M1.41%+2,16113F-HRTimeline
Investment Advisory Group, LLC147,271$5.87M1.49%+2,88313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,224$4.32M<0.01%-49,47613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…103,594$4.13M0.01%+10,77613F-HRTimeline
Elevation Capital Advisory, LLC102,956$4.11M1.75%+76,89713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,901$3.59M0.01%+31,60813F-HRTimelineGroup
Foundations Investment Advisors, LLC79,258$3.16M0.04%+2,91913F-HRTimeline
Private Advisor Group, LLC71,809$2.86M0.01%-3,45513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,533$2.85M<0.01%-23,86213F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC71,015$2.83M2.24%+29,64413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,378$2.73M<0.01%+27,96813F-HRTimelineGroup
High Net Worth Advisory Group LLC56,600$2.26M0.53%+12,95013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC55,500$2.21M0.01%-101,21913F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC54,879$2.19M0.45%013F-HRTimeline
AVALON CAPITAL MANAGEMENT51,432$2.05M0.58%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.45,398$1.81M0.03%+15,08613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,425$1.75M<0.01%+39,93813F-HR/ATimelineGroup
Rothschild Wealth LLC40,052$1.6M0.14%+42913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,691$1.58M<0.01%+2,40113F-HRTimeline
Mariner, LLCin group Mariner, LLC38,373$1.53M<0.01%-1,27813F-HRTimelineGroup
Consilium Wealth Advisory, LLC36,450$1.45M0.5%+15513F-HRTimeline
Waterloo Capital, L.P.35,302$1.41M0.1%-75613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC35,038$1.4M0.1%+1,12013F-HRTimeline
Onyx Bridge Wealth Group LLC32,878$1.31M0.14%+17313F-HRTimeline
RCW Management, LLC31,989$1.28M1.31%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/31,119$1.24M<0.01%-7,80213F-HRTimelineGroup
BlueStem Wealth Partners, LLC30,427$1.21M0.13%-95513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,021$1.2M<0.01%-4,98213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,764$1.19M<0.01%-8,82813F-HR/ATimelineGroup
RIK SAYLOR FINANCIAL, INC.29,489$1.18M0.89%+3413F-HRTimeline
UBS Group AGin group UBS Group AG28,337$1.13M<0.01%-37013F-HRTimelineGroup
Visionary Wealth Advisors28,075$1.12M0.05%-20,30313F-HRTimeline
Thrive Capital Management, LLC25,970$1.04M0.23%-90013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,147$1.01M0.01%+5,50813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,943$996K<0.01%-14,39313F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.23,436$935K0.62%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD23,198$925K0.14%-3413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,647$903K<0.01%-375,59813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,411$894K0.07%+7,05913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,486$857K<0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.21,092$841K0.15%-7,27713F-HRTimeline
Waverly Advisors, LLC20,891$833K0.01%+3,54213F-HRTimeline
Madrid Financial Services19,819$791K0.47%+5,23513F-HRTimeline
Modera Wealth Management, LLC19,010$758K0.01%+73513F-HRTimeline
RDA Financial Network18,195$726K0.18%+113F-HRTimeline
Camarda Financial Advisors, LLC17,899$714K0.38%-60013F-HRTimeline
Legacy Wealth Partners, LLC17,680$705K0.18%-22013F-HRTimeline
Wealth Forward, LLC15,266$609K0.34%-14313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,180$597K<0.01%+6,52813F-HRTimelineGroup
Prosperity Consulting Group, LLC14,536$580K0.03%+4313F-HRTimeline
Integrated Wealth Concepts LLC14,287$570K<0.01%-5,64213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,067$561K<0.01%-84,02913F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,702$507K<0.01%-14,10213F-HRTimeline
TRUE Private Wealth Advisors12,659$505K0.05%013F-HRTimeline
UNIQUE WEALTH, LLC12,255$489K0.07%-1713F-HRTimeline
Ausdal Financial Partners, Inc.11,943$476K0.02%-17013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,455$457K0.03%-12513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,254$449K<0.01%+5,55513F-HRTimelineGroup
Spartan Wealth Advisory Services LLC11,180$446K0.04%13F-HRTimeline
Federation des caisses Desjardins du Qu…10,989$438K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,826$432K0.03%-4,14913F-HRTimeline
National Wealth Management Group, LLC10,570$422K0.16%+2,55013F-HRTimeline
Legacy Financial Group LLC10,426$416K0.05%+1,23513F-HRTimeline
Valpey Financial Services, LLC9,836$392K0.26%-1,63113F-HRTimeline
SAGE FINANCIAL GROUP INC9,495$379K0.02%013F-HRTimeline
Insight Wealth Partners, LLC9,401$375K0.15%013F-HRTimeline
GeoWealth Management, LLC9,243$369K0.01%+53713F-HRTimeline
Chicago Partners Investment Group LLC8,969$367K0.01%+4313F-HRTimeline
Advisors Capital Management, LLC8,904$355K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC8,566$342K0.11%+2213F-HRTimeline
Dynamic Advisor Solutions LLC8,541$341K0.01%new13F-HRTimeline
AE Wealth Management LLC8,384$334K<0.01%+1713F-HRTimeline
ASPIRIANT, LLC8,060$322K0.01%013F-HRTimeline
Transcendent Capital Group LLC7,891$315K0.14%+11913F-HRTimeline
MML INVESTORS SERVICES, LLC7,827$312K<0.01%-1,13913F-HRTimeline
Archvest Wealth Advisors, Inc.7,825$312K0.2%-3,23013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,744$309K<0.01%-46313F-HRTimelineGroup
Millington Financial Advisors, LLC7,431$304K0.13%+3713F-HRTimeline
BridgePort Financial Solutions, LLC7,625$304K0.09%+63913F-HRTimeline
Strategic Blueprint, LLC7,622$304K0.02%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,469$298K<0.01%+1,00313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,325$292K<0.01%+2,06813F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,274$291K0.01%new13F-HRTimelineGroup
Valley Financial Group, Inc.7,103$283K0.15%+23113F-HRTimeline
Tempus Wealth Planning, LLC6,662$266K0.06%+2113F-HRTimeline
Well Done, LLC6,538$261K0.04%-21013F-HRTimeline
FMR LLCin group FMR LLC6,493$259K<0.01%+43213F-HRTimelineGroup
EP Wealth Advisors, LLC6,412$256K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,392$255K0.01%-72013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,000$239K0.04%013F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC5,924$236K0.1%new13F-HRTimeline
USAdvisors Wealth Management, LLC5,868$231K0.08%-11313F-HRTimeline
Mutual Advisors, LLC5,773$230K<0.01%+74913F-HRTimeline
HighTower Advisors, LLC5,667$226K<0.01%+613F-HRTimeline
&PARTNERS5,543$221K<0.01%new13F-HRTimeline
Prentice Wealth Management LLC5,517$220K0.05%+50313F-HRTimeline
Coordinated Financial Services, Inc.5,260$210K0.12%new13F-HRTimeline
Western Wealth Management, LLC5,104$204K0.01%+2013F-HR/ATimeline
Janney Montgomery Scott LLC5,025$200K<0.01%-20,90413F-HRTimeline
CWM, LLCin group CWM, LLC4,866$194K<0.01%+1,20013F-HRTimelineGroup
IFP Advisors, Inc4,644$185K<0.01%+1413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,490$179K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA4,230$169K0.08%-8813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,079$163K<0.01%13F-HRTimelineGroup
Geneos Wealth Management Inc.4,004$160K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3,879$155K<0.01%+9813F-HRTimeline
Allworth Financial LP3,574$143K<0.01%+43213F-HRTimeline
Bay Harbor Wealth Management, LLC3,318$132K0.03%+1413F-HRTimeline
NewEdge Advisors, LLC3,270$130K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC3,218$129K<0.01%+45313F-HRTimeline
IMA Advisory Services, Inc.3,169$126K0.01%+16913F-HRTimeline
Costello Asset Management, INC2,635$105K0.04%013F-HRTimeline
Mosley Wealth Management2,378$95.5K0.04%new13F-HRTimeline
Caldwell Trust Co2,250$89.8K0.01%013F-HRTimeline
MAI Capital Management1,881$75K<0.01%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,875$74.8K<0.01%+1,22713F-HRTimelineGroup
Qube Research & Technologies Ltd1,787$71.3K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,777$70.9K0.05%013F-HRTimeline
United Community Bankin group United Community Bank1,425$56.8K0.02%013F-HRTimelineGroup
Arax Advisory Partners1,394$55.6K<0.01%-813F-HRTimeline
Medallion Wealth Advisors, LLC1,337$53.3K0.02%-4913F-HRTimeline
Cornerstone Planning Group LLC1,238$50.7K0.01%+13313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,243$49.6K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC1,238$49.4K0.01%+513F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,195$47.7K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,073$42.8K<0.01%+10013F-HRTimeline
WELLINGTON-ALTUS USA INC.900$37.3K0.02%new13F-HRTimeline
CoreCap Advisors, LLC843$33.6K<0.01%+1313F-HRTimeline
Sunbelt Securities, Inc.816$32.6K<0.01%+45813F-HRTimeline
N.E.W. Advisory Services LLC797$31.8K<0.01%013F-HRTimeline
Advisory Services Network, LLC774$30.9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.729$29.1K<0.01%013F-HRTimeline
Leo H. Evart, Inc.692$27.6K0.02%13F-HR/ATimeline
Synergy Investment Management, LLC635$25.3K0.01%new13F-HRTimeline
Archer Investment Corp617$24.6K0.01%013F-HRTimeline
CX Institutional606$24K<0.01%+2813F-HRTimeline
HFM Investment Advisors, LLC580$23.2K0.01%+313F-HRTimeline
Tidemark, LLC551$22K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC495$19.7K<0.01%-813F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN475$18.9K<0.01%013F-HRTimeline
Coston, McIsaac & Partners461$18K<0.01%+213F-HRTimeline
Westfuller Advisors, LLC446$17.8K0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC365$14.6K<0.01%-23613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC347$13.8K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC336$13.4K<0.01%+813F-HRTimeline
PRIVATE TRUST CO NA300$12K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC183$7.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC183$7.3K<0.01%013F-HRTimeline
NVWM, LLC176$7.02K<0.01%013F-HRTimeline
Horizons Wealth Management156$6.22K<0.01%013F-HRTimeline
MATHER GROUP, LLC.151$6K<0.01%new13F-HRTimeline
Root Financial Partners, LLC107$4.27K<0.01%-75613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28$1.12K<0.01%-213F-HRTimelineGroup
Clearstead Advisors, LLC16$621<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC0$19<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.