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Disclosery

AGG ISHARES TR

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SHS (fund)

2,085 managers (2,114 13F filers) reported a position in AGG shares at 2025-12-31, 1,224,882,641 shares in all. 136 filers opened a position and 97 filers sold out during the quarter.

Managers
2,085
13F filers
2,114
New
136
Added
1,000
Reduced
574
Sold out
97
Shares held by filers
1,224,882,641

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BLUELINE ADVISORS LLC251$25.1K0.02%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC259$25K<0.01%+20013F-HRTimeline
SRH ADVISORS, LLC250$25K0.01%013F-HRTimeline
Palouse Capital Management, Inc.243$24.3K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.238$23.7K0.01%+313F-HRTimeline
HFM Investment Advisors, LLC238$23.7K0.01%+4113F-HRTimeline
AlphaCore Capital LLC224$22.4K<0.01%+3113F-HRTimeline
Key Capital Management, INC223$22.3K0.02%13F-HRTimeline
SJS Investment Consulting Inc.221$22.1K<0.01%013F-HRTimeline
Citizens National Bank Trust Department220$22K<0.01%-3013F-HRTimeline
Hilltop National Bank220$22K0.01%013F-HRTimeline
SHP Wealth Management219$21.8K<0.01%13F-HRTimeline
Paladin Advisory Group, LLC205$20.5K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$20.4K<0.01%013F-HRTimelineGroup
Investors Research Corp203$20.3K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC201$20.1K0.01%+6713F-HRTimeline
Founders Capital Management200$20K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$20K<0.01%013F-HRTimelineGroup
Kentucky Trust Co194$19.4K0.01%013F-HRTimeline
Financial Perspectives, Inc190$19K0.01%013F-HRTimeline
Aventura Private Wealth, LLC186$18.6K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC186$18.6K0.01%13F-HRTimeline
LRI Investments, LLC176$17.6K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…166$16.6K0.01%013F-HR/ATimeline
OPTIMA CAPITAL LLC164$16.4K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC163$16.3K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.153$15.3K0.01%013F-HRTimeline
Hurley Capital, LLC148$14.8K0.01%013F-HRTimeline
Wealth Watch Advisors, INC146$14.6K0.01%-5213F-HRTimeline
Signature Equity Partners, LLC146$14.6K0.01%13F-HRTimeline
Sterling Capital Management LLC141$14K<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.126$12.6K<0.01%+313F-HRTimeline
Pillar Financial Advisors, LLC118$11.8K0.01%-4613F-HRTimeline
SITTNER & NELSON, LLC117$11.7K<0.01%new13F-HRTimeline
Quent Capital, LLC114$11.4K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp109$10.8K0.01%-9813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\108$10.8K<0.01%+1913F-HRTimelineGroup
Laurel Wealth Advisors LLC107$10.7K<0.01%new13F-HRTimeline
Costello Asset Management, INC101$10.1K<0.01%new13F-HRTimeline
State of Wyoming100$9.99K<0.01%013F-HRTimeline
Hyposwiss Advisors SA100$9.99K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.89$8.86K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.88$8.83K0.01%13F-HRTimeline
2UniFi Bank84$8.39K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC83$8.29K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC80$7.99K<0.01%+413F-HRTimeline
YANKCOM Partnership78$7.79K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC70$6.99K<0.01%13F-HRTimeline
Versant Capital Management, Inc59$5.89K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC58$5.79K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$5.19K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$4.99K<0.01%013F-HRTimeline
LM Advisors LLC425$4.26K0.08%-3,28113F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC40$3.95K<0.01%+113F-HRTimeline
Root Financial Partners, LLC40$3.94K<0.01%-79613F-HRTimeline
Sankala Group LLC36$3.65K<0.01%13F-HRTimeline
Estate Planners Group, LLC32$3.21K<0.01%13F-HRTimeline
Solstein Capital, LLC29$2.9K<0.01%013F-HRTimeline
First Pacific Financial28$2.81K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC28$2.8K<0.01%-3,20313F-HRTimeline
Front Row Advisors LLC27$2.7K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$2.5K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC25$2.5K<0.01%013F-HRTimeline
Gould Capital, LLC25$2.5K<0.01%+913F-HRTimeline
ALERUS FINANCIAL NA22$2.2K<0.01%-1,12113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC22$2.2K<0.01%13F-HRTimeline
WPG Advisers, LLC19$1.9K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.19$1.85K<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC18$1.8K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC18$1.8K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC14$1.4K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1.2K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC12$1.2K<0.01%13F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$999<0.01%013F-HRTimeline
Noble Wealth Management PBC8$799<0.01%013F-HRTimeline
Strategic Advocates LLC7$693<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$414<0.01%-11113F-HRTimeline
Longview Financial Advisors LLC3$300<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC2$200<0.01%-6,19713F-HR/ATimeline
Kilter Group LLC2$200<0.01%013F-HRTimeline
AFFINITY WEALTH LLC1$100<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$81<0.01%013F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-297,83113F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NFSG Corp0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.