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Disclosery

AGG ISHARES TR

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SHS (fund)

2,053 managers (2,085 13F filers) reported a position in AGG shares at 2026-06-30, 1,238,529,003 shares in all. 115 filers opened a position and 105 filers sold out during the quarter.

Managers
2,053
13F filers
2,085
New
115
Added
1,023
Reduced
681
Sold out
105
Shares held by filers
1,238,529,003

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,159,073$10.9B4.38%-22,015,73513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,816,907$9.19B2.49%+4,102,24113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,617,105$6.59B0.42%-3,043,37713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,014,488$6.44B1.12%+1,318,60813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.61,984,138$6.14B0.09%+8,551,33013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding45,234,151$4.48B-2,398,749Timeline
MERCER GLOBAL ADVISORS INC /ADV44,994,014$4.45B5.5%+5,645,25513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\39,478,188$3.91B4.27%-3,070,59513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,692,523$3.53B0.19%+3,170,52313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,143,686$2.29B0.27%+2,385,23313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,323,687$1.62B0.09%+2,835,72613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,602,475$1.62B2.71%+1,676,82413F-HRTimeline
Betterment LLC15,621,139$1.55B2.62%-8,284,23713F-HRTimeline
Cetera Investment Advisers15,483,118$1.53B1.4%+230,76513F-HRTimeline
LPL Financial LLC15,294,726$1.51B0.34%+1,416,04013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,914,270$1.48B0.3%+282,09013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,864,310$1.47B1.55%+1,116,09313F-HRTimelineGroup
Acorns Advisers, LLC14,625,279$1.45B9.44%+1,156,05213F-HRTimeline
Creative Planningin group Creative Planning13,634,358$1.35B0.79%-392,04913F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding13,285,657$1.32B-115,193Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,571,702$1.24B0.13%-1,543,55813F-HRTimelineGroup
WealthNavi Inc.11,751,184$1.16B9.11%+237,83213F-HRTimeline
Arizona PSPRS Trust11,528,817$1.14B42.51%+121,34513F-HR/ATimeline
UBS Group AGgroup of 2 filers holding11,457,206$1.13B+374,481Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,972,401$1.09B0.54%+636,15013F-HRTimelineGroup
TIAAgroup of 4 filers holding10,630,571$1.05B+2,205,103Timeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…10,271,333$1.02B82%+3,545,30313F-HRTimelineGroup
Cerity Partners LLCgroup of 3 filers holding10,070,224$997M+1,046,083Timeline
FMR LLCin group FMR LLC9,503,943$941M0.04%+418,61013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC9,219,241$913M8.74%+572,82213F-HRTimeline
Johns Hopkins University8,024,716$794M53.11%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,349,938$727M0.87%-160,19313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,338,388$726M0.6%+19,13813F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding7,128,422$706M-148,050Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,818,247$675M0.11%+73,60513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,806,888$674M0.11%+157,84513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,703,403$664M1.02%+464,32313F-HRTimeline
MACKENZIE FINANCIAL CORP5,736,700$568M0.57%+3,00013F-HRTimeline
Members Trust Co5,656,531$560M17.43%-67,77513F-HRTimeline
Constellation Investments, Inc.5,624,548$557M17.48%-296,35813F-HRTimeline
D.A. DAVIDSON & CO.5,295,358$524M2.9%+128,23213F-HRTimeline
Simplify Asset Management Inc.5,041,755$499M7.05%+941,68913F-HRTimeline
SigFig Wealth Management, LLC4,261,394$423M11.22%+146,42013F-HRTimeline
&PARTNERS4,253,416$421M1.73%+336,58513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,213,649$417M0.19%+515,94313F-HRTimelineGroup
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…4,125,631$408M1.27%013F-HRTimelineGroup
EP Wealth Advisors, LLC3,949,910$391M1.49%+759,25713F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,876,497$384M2.87%-28,91713F-HRTimeline
Prime Capital Investment Advisors, LLC3,796,233$376M3.65%+116,76013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,769,235$373M0.33%+1,039,83213F-HRTimelineGroup
SageView Advisory Group, LLC3,533,005$350M11.46%-177,44913F-HRTimeline
South Dakota Investment Council3,453,435$342M5.86%+181,10013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,386,314$335M+61,365Timeline
Jupiter Topco LLCin group Janus Henderson3,291,989$326M0.13%13F-HRTimelineGroup
MASON STREET ADVISORS, LLC3,050,830$302M27.21%+1,56713F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,961,712$294M0.1%+99,51113F-HRTimeline
FACTORY MUTUAL INSURANCE CO2,940,924$291M2.74%+1,118,00013F-HRTimeline
Dynasty Wealth Management, LLC2,900,060$287M2.13%+159,96213F-HRTimeline
Stairway Partners, LLC2,809,276$278M13.1%+373,95813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,801,364$277M1.37%+375,32013F-HR/ATimeline
Balentine LLC2,738,511$271M9.63%-226,36713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,719,367$269M0.24%+1,392,38913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,603,807$258M1.2%+70,25413F-HRTimeline
Steward Partners Investment Advisory, L…2,524,310$250M1.28%-1,226,82013F-HRTimeline
Blue Trust, Inc.2,419,179$239M2.51%-31,77413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,387,883$236M3.2%+400,77713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Disciplina Capital Management LLC2,385,633$236M24.39%+147,79113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,372,924$235M0.28%+203,48213F-HRTimelineGroup
Quotient Wealth Partners, LLC1,944,130$192M4.54%+63,99813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,850,416$183M2.91%+61,24113F-HRTimeline
National Philanthropic Trust1,821,278$180M2.61%+13,96113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,800,481$178M0.22%+18,20113F-HRTimeline
Destination Wealth Management1,776,193$176M4.11%+90,61613F-HRTimeline
HighTower Advisors, LLC1,754,022$174M0.17%-259,05813F-HRTimeline
Kingsview Wealth Management, LLC1,753,696$174M2.1%+84,94713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,741,645$172M2.1%+41,27013F-HRTimeline
WESBANCO BANK INC1,674,935$166M4.12%+142,30413F-HRTimeline
Capital Asset Advisory Services LLC1,659,794$164M5.95%+42,22313F-HRTimeline
REBALANCE, LLC1,629,077$161M8.45%+168,77913F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,586,900$157M0.16%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,563,598$155M0.32%+204,55713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,551,511$154M2.56%+26,47513F-HRTimeline
Cambridge Investment Research Advisors,…1,549,543$153M0.34%+81,07013F-HR/ATimeline
Beacon Pointe Advisors, LLC1,529,585$151M0.7%+18,33013F-HRTimeline
F/m Investments LLC1,487,215$147M7.48%+1,460,04613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,475,528$146M0.25%+884,97013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,436,769$142M0.41%+1,392,73013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,419,485$141M0.31%+6,03013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,409,782$140M0.05%-217,69713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,395,122$138M3.69%+149,85913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,381,704$137M-9,479Timeline
Trajan Wealth LLC1,349,489$134M5.04%+37,82113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,341,923$133M1.99%-533,24313F-HRTimeline
Fisher Asset Management, LLC1,340,551$133M0.04%+64,92813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,336,039$132M2.52%-17,94113F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV1,308,098$129M1.87%+332,21113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,283,233$127M1.9%+40,11513F-HR/ATimeline
V-Square Quantitative Management LLC1,269,238$126M11.94%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,229,747$122M0.07%-122,74313F-HRTimeline
Crestwood Advisors Group, LLC1,207,232$119M1.77%+67,99013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,204,256$119M0.06%+52,40913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,198,655$119M0.13%-1,405,13413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,175,981$116M0.18%+27,01513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,149,181$114M-89,215Timeline
SCS Capital Management LLC1,143,665$113M1.07%+955,48313F-HRTimeline
MAI Capital Management1,113,048$110M0.42%+608,21813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,106,481$110M0.36%+20,74013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.1,102,068$109M10.18%+59,99213F-HRTimeline
Zhang Financial LLC1,094,000$108M3.16%+195,70313F-HRTimeline
Orion Porfolio Solutions, LLC1,088,029$108M0.82%+45,12113F-HRTimeline
Center for Financial Planning, Inc.1,083,836$107M10.03%+30,12813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,076,313$107M-481,953Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,075,916$106M2.77%+127,47713F-HRTimelineGroup
GenTrust, LLC1,049,714$104M3.99%+3,90913F-HRTimeline
Meridian Wealth Partners, LLC994,500$98.4M11.92%+51,32713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$98.2M0.06%013F-HRTimelineGroup
Steele Capital Management, Inc.991,812$98.2M3.61%+39,50113F-HRTimeline
Affiance Financial, LLC990,470$98M14.11%+18,36613F-HRTimeline
Greenspring Advisors, LLC986,628$97.7M5.41%+48,21713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC982,632$97.3M1.49%+52,95613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management979,730$97M0.97%+38,85213F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT976,001$96.6M5.75%-4,45713F-HRTimeline
Baker Avenue Asset Management, LP971,622$96.2M1.83%+44,16113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP948,493$93.9M0.13%-468,52613F-HR/ATimelineGroup
NEOS Investment Management LLC911,236$89.9M0.33%+89,45213F-HRTimeline
NewEdge Advisors, LLC901,815$89.3M0.27%+46,83713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM900,000$89.1M0.39%new13F-HRTimeline
Koss-Olinger Consulting, LLC899,732$89.1M6.86%+70,32513F-HRTimeline
Cordoba Advisory Partners LLC896,121$88.7M18.8%new13F-HRTimeline
1832 Asset Management L.P.895,487$88.6M0.11%-45,03613F-HRTimeline
PDS Planning, Inc880,458$87.1M5.04%+36,31813F-HRTimeline
Metropolitan Life Insurance Co/NY873,733$86.5M24.2%+26,00013F-HRTimeline
OARSMAN CAPITAL, INC.871,502$86.3M9.13%-44,01113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…864,576$85.6M0.16%+29,55513F-HRTimelineGroup
Ellenbecker Investment Group858,837$85M9.88%+36,65513F-HRTimeline
Howard Capital Management, LLC850,759$84.2M1%-883,44613F-HRTimeline
FORM Wealth Advisors, LLC834,770$82.6M9.09%+328,33313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC829,533$82.1M0.6%+29,41013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…823,286$81.5M0.57%+110,86313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…810,957$80.3M0.44%+24,21413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding787,733$78M+67,823Timeline
COLDSTREAM CAPITAL MANAGEMENT INC785,945$77.8M0.97%-530,88513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS784,037$77.6M0.04%+89,42613F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT780,181$77.2M0.55%+27,86113F-HRTimeline
INTEGRITY ALLIANCE, LLC.775,041$76.7M2.41%+415,33813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources769,345$76.1M0.02%+53,11613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC741,875$73.4M3.66%+41,24713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT737,198$73M3.92%+24,29713F-HRTimelineGroup
RATIONAL ADVISORS, INC.735,041$72.8M6.67%+16,39413F-HRTimeline
Sand Hill Global Advisors, LLC722,961$71.6M2.15%+62,15013F-HRTimeline
Savvy Advisors, Inc.719,535$71.2M1.52%+43,83213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…713,093$70.6M0.6%+301,02013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…712,093$70.5M1.74%+49,79413F-HRTimeline
Bell Bank706,220$69.9M2.67%+49,77313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding702,471$69.5M+7,697Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC691,853$68.5M0.43%+30,31913F-HRTimelineGroup
Prentice Wealth Management LLC682,200$67.5M13.94%+30,44213F-HRTimeline
LOWE BROCKENBROUGH & CO INC678,593$67.2M2.99%+194,89513F-HRTimeline
Trust Co675,092$66.8M6.03%+9,79713F-HRTimeline
Octavia Wealth Advisors, LLC670,616$66.4M5.73%+56,83313F-HRTimeline
MATHER GROUP, LLC.667,038$66M0.58%+46,42113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…654,207$64.8M0.11%-133,52413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.652,197$64.6M3.33%+31,92013F-HRTimeline
Permanent Capital Management, LP651,553$64.5M8.64%+4,12813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …646,646$64M0.44%+53,81813F-HRTimelineGroup
Focus Financial Network, Inc.641,837$63.5M1.97%+33,40513F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…615,315$61M4.93%+294,08413F-HRTimelineGroup
Gotham Asset Management, LLC616,188$61M0.14%+8,42713F-HRTimeline
Vestmark Advisory Solutions, Inc.611,878$60.6M0.57%+77,97713F-HRTimeline
Cresset Asset Management, LLC609,084$60.3M0.22%+217,14813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…604,948$59.9M3.58%-93,00613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC593,169$58.7M5.91%+4,02013F-HRTimelineGroup
Verger Capital Management LLC592,645$58.7M17.18%-105,84913F-HRTimeline
Janney Montgomery Scott LLC589,790$58.4M0.11%-237,70513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.588,927$58.3M0.57%+30,07613F-HRTimelineGroup
Adaptive Financial Consulting, LLC582,685$57.7M20.2%+8,38713F-HRTimeline
Chaney Capital Management, Inc.574,238$56.8M17.87%-1,63113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…567,447$56.2M7.45%+31,18113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.562,955$55.7M0.08%+174,69413F-HRTimelineGroup
GoalFusion Wealth Management, LLC560,186$55.4M22.39%+36,50913F-HRTimeline
Allworth Financial LP559,519$55.4M0.24%+1,37713F-HRTimeline
Bricktown Capital, LLC556,727$55.1M9.96%+14,52913F-HRTimeline
Smartleaf Asset Management LLC551,062$54.8M1.78%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp549,771$54.4M0.16%+152,80413F-HRTimelineGroup
Summit Trail Advisors, LLC549,204$54.4M0.68%+15,32313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.545,101$54M0.32%+12,12713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC544,631$53.9M0.19%-76,58413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…542,186$53.7M0.08%+73,56813F-HRTimelineGroup
Mascoma Wealth Management LLC539,593$53.4M9.9%+32,53813F-HRTimeline
Keel Point, LLC535,197$53M3.13%+11,02813F-HRTimeline
BOKF, NAin group BOKF, NA534,439$52.9M0.73%-34,65313F-HRTimelineGroup
SCOTIA CAPITAL INC.530,875$52.5M0.2%+42,64813F-HRTimeline
Composition Wealth, LLC529,898$52.4M0.62%+47,72313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC525,911$52.1M1.99%+150,07113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO523,000$51.8M2.05%-799,00013F-HRTimeline
Gridiron Partners, LLC523,975$51.7M27.13%+56,31413F-HRTimeline
Twele Capital Management, Inc.515,560$51M8.33%+40,23313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC513,842$50.9M0.93%+18,87613F-HRTimeline
Abound Wealth Management510,029$50.5M10.02%+29,19113F-HRTimeline
Single Point Partners, LLC1,598,788$50.1M8.82%+36,74113F-HRTimeline