ISHARES TR
Institutional coverage
156 13F filers hold $AOK.
13F holders
156
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
TRUE Private Wealth Advisors
0.05% held
α +23.4pts
02
Costello Asset Management, INC
0.04% held
α +14.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 156 · Source: 13F-HR01
Taconic Capital Advisors LP
0.01% of portfolio
638,539 sh
02
Swisher Financial Concepts, Inc.
3.76% of portfolio
425,106 sh
03
Atlantic Edge Private Wealth Management, LLC
—
343,820 sh
04
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
256,851 sh
05
State Farm Mutual Automobile Insurance Co.
—
247,026 sh
06
Guardian Point Capital, LP
0.10% of portfolio
218,371 sh
07
Franchise Capital Ltd
1.75% of portfolio
205,912 sh
08
Greenhouse Wealth Management, LLC
1.45% of portfolio
203,036 sh
09
FengHe Fund Management Pte. Ltd.
0.01% of portfolio
200,198 sh
10
Dean Investment Associates, LLC
0.05% of portfolio
178,434 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AOK in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AOK in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:14 UTC.