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Disclosery

AGG ISHARES TR

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SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers
2,066
13F filers
2,098
New
116
Added
1,029
Reduced
687
Sold out
105
Shares held by filers
1,239,605,534

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
Single Point Partners, LLC1,598,788$50.1M8.82%+36,74113F-HRTimeline
Fort Point Capital Partners LLC502,262$49.7M5.31%+23,88713F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…501,042$49.6M4.56%-32,69013F-HRTimelineGroup
Arax Advisory Partners493,378$48.8M0.32%+365,94813F-HRTimeline
Global Retirement Partners, LLC492,742$48.8M0.75%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding491,283$48.6M+40,919Timeline
Liquid Strategies, LLC485,509$48.1M6.56%-13,61013F-HRTimeline
WHI TRUST Co LLC483,896$47.9M30.96%+79,10913F-HRTimeline
Legacy Wealth Partners, LLC478,994$47.4M10.65%-2,29513F-HRTimeline
Fund Evaluation Group, LLC477,654$47.3M1.28%+149,48613F-HRTimeline
Fiduciary Group, LLC475,570$47.1M3.69%+27,68213F-HRTimeline
Black Diamond Financial, LLC474,608$47M4.14%+25,03713F-HRTimeline
James J. Burns & Company, LLC468,298$46.4M5.02%+22,65013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.466,853$46.2M0.29%+111,66913F-HRTimeline
Cornerstone Management, Inc.464,929$46M6.62%+18,99613F-HRTimeline
EARNED WEALTH ADVISORS, LLC459,940$45.5M2.94%+80,55013F-HRTimeline
Legacy Financial Strategies, LLC458,378$45.4M7.03%-7,40313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…456,728$45.2M5.72%+31,35313F-HRTimeline
Smithfield Trust Co455,713$45.1M1.8%+37,27913F-HRTimeline
AMARILLO NATIONAL BANK448,532$44.4M7.12%-82713F-HRTimeline
MTC Wealth Management LLC447,318$44.3M19.86%-1,86913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC444,989$44M2.69%+11,37213F-HRTimeline
DB Fitzpatrick & Co, Inc444,901$44M35.59%+14,64413F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC444,260$44M1.31%+6,30213F-HRTimelineGroup
eCIO, Inc.443,674$43.9M12.34%+43,70313F-HRTimeline
Towercrest Capital Management443,414$43.9M6.12%+35,09913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.435,291$43.1M0.05%+25,69113F-HRTimelineGroup
SYON CAPITAL LLC434,648$43M1.88%+40,31913F-HRTimeline
Wealthspire Retirement, LLC435,405$42.9M2.35%+11,73513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding430,397$42.6M+66,556Timeline
Buck Wealth Strategies, LLC421,730$41.7M4.37%+14,97513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC421,576$41.6M0.12%+292,94713F-HRTimelineGroup
Arbor Investment Advisors, LLC416,709$41.2M4.67%+9,27413F-HRTimeline
Commonwealth Financial Services, LLC407,606$40.3M5.42%new13F-HRTimeline
Private Advisor Group, LLC398,188$39.4M0.18%-85,51413F-HRTimeline
Visionary Wealth Advisors393,563$39M1.54%+23,98813F-HRTimeline
Daybright Advisory Services, Inc.395,660$38.5M9.2%+43,11713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…388,721$38.5M1.43%+18,74213F-HRTimeline
First Business Financial Services, Inc.388,636$38.5M2.98%+12,94013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC387,622$38.4M1.84%+27,14213F-HRTimelineGroup
Verdence Capital Advisors LLC386,468$38.3M2.01%+16,26913F-HRTimeline
BRAVE ASSET MANAGEMENT INC382,543$37.9M8.1%-16,94713F-HRTimeline
Lineweaver Wealth Advisors, LLC378,591$37.5M4.45%+11,04813F-HRTimeline
Discipline Wealth Solutions, LLC378,419$37.5M3.27%-9,39613F-HRTimeline
Indivisible Partners377,855$37.4M2.11%+345,29313F-HRTimeline
Provenance Wealth Advisors, LLC374,851$37.1M3.53%+8,59313F-HRTimeline
VICUS CAPITAL374,512$37.1M2.39%-16,29313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.370,792$36.7M15.36%+9,67413F-HRTimeline
Elm Partners Management LLC369,207$36.5M1.09%+93,51613F-HR/ATimeline
Advisory Services Network, LLC368,810$36.5M0.42%+35,85713F-HRTimeline
First Bank & Trust366,803$36.3M5.34%+9,11913F-HRTimeline
Financial Engines Advisors L.L.C.366,468$36.3M0.06%+9,49913F-HRTimeline
McLean Asset Management Corp371,519$36.2M4.78%+334,95113F-HRTimeline
Perigon Wealth Management, LLC363,971$36M0.57%+26,73813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …362,472$35.9M3.64%+27,81113F-HRTimelineGroup
LVZ, Inc.359,346$35.6M3.61%+9,61413F-HRTimeline
Prosperity Consulting Group, LLC354,851$35.1M1.33%-19,95513F-HRTimeline
Professional Financial Advisors, LLC352,310$34.9M6.03%-343,11313F-HRTimeline
Summit Financial, LLC352,172$34.9M0.38%+31,06113F-HRTimeline
Acumen Wealth Advisors, LLC349,345$34.6M7.33%+1,35813F-HRTimeline
Pure Financial Advisors, LLC349,298$34.6M0.44%+64,11913F-HRTimeline
Main Street Financial Solutions, LLC347,719$34.4M2.21%+23,29313F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC344,640$34.1M11.74%new13F-HRTimeline
AdvisorNet Financial, Inc342,460$33.9M1.55%+4,28113F-HRTimeline
UNITED BANK340,970$33.7M3.96%-2,12813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC340,140$33.7M1.98%-58,08913F-HRTimeline
Qube Research & Technologies Ltd338,933$33.5M0.04%new13F-HRTimeline
P/E Global LLC338,206$33.5M2.15%+25,24913F-HRTimeline
Kopp Family Office, LLC337,533$33.4M20.48%+62,27513F-HRTimeline
Vise Technologies, Inc.337,480$33.4M0.38%+140,08013F-HRTimeline
Grey Fox Wealth Advisors, LLC335,347$33.2M5.21%+45,79813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding334,554$33.1M+19,075Timeline
Parallel Advisors, LLC333,643$33M0.5%+8,90313F-HRTimeline
UNIQUE WEALTH, LLC330,744$32.7M3.82%-4,79113F-HRTimeline
BayBridge Capital Group, LLC327,035$32.4M16.87%+66,19113F-HRTimeline
NewEdge Wealth, LLC326,649$32.3M0.33%-74513F-HRTimeline
ETF Portfolio Partners, Inc.325,817$32.2M7.67%+8,98113F-HRTimeline
Marquette Asset Management, LLC325,066$32.2M4.14%+19,93113F-HRTimeline
Summit Asset Management, LLC324,822$32.2M4.12%+13,06513F-HRTimeline
SVB WEALTH LLC323,014$32M2.02%-1,79313F-HRTimeline
Waverly Advisors, LLC321,460$31.8M0.18%+129,74813F-HRTimeline
NorthRock Partners, LLC320,830$31.8M0.46%+10,89913F-HRTimeline
Man Group plcin group Man Group plc320,062$31.7M0.06%+229,71313F-HRTimelineGroup
Sanctuary Advisors, LLC319,381$31.6M0.15%+27,64913F-HRTimeline
Bryn Mawr Trust Advisors, LLC318,393$31.5M1.37%+78,70313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK317,134$31.4M0.14%+131,01913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…315,575$31.2M0.49%-6,26213F-HRTimelineGroup
RHUMBLINE ADVISERS314,345$31.1M0.02%-80,57313F-HRTimeline
Fort Henry Capital, LLC313,230$31M17.08%+8,46913F-HRTimeline
Sequent Planning LLC313,224$31M6.62%+21,27813F-HRTimeline
First Citizens Asset Management, Inc.312,802$31M9.9%+3,96313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC312,639$30.9M0.05%+6,71913F-HRTimelineGroup
Eley Financial Management, Inc309,663$30.7M9.93%+43,45413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding313,222$30.6M+146,890Timeline
Caliber Wealth Management, LLC / KS308,699$30.6M2.95%+4,37713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management307,520$30.4M0.92%+77313F-HRTimelineGroup
Heartwood Wealth Advisors LLC306,452$30.3M2.36%+5,23813F-HRTimeline
WealthPlan Investment Management, LLC305,978$30.3M1.5%+74,30413F-HRTimeline
FIRST MERCHANTS CORP305,537$30.2M1.06%-12,18513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC302,046$29.9M1.53%+12,56013F-HRTimeline
Beirne Wealth Consulting Services, LLC300,743$29.8M5.92%-125,22113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC297,735$29.5M2.92%+23,73713F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP290,898$28.8M24.64%-3,48713F-HRTimelineGroup
Forefront Wealth Partners, LLC290,048$28.7M8.9%+52,91113F-HRTimeline
HANCOCK WHITNEY CORP289,058$28.6M0.48%+16,86813F-HRTimeline
Financial Designs Corp288,327$28.5M15.3%+15,29813F-HRTimeline
Hudson Capital Management LLC284,336$28.1M6.8%+8,50213F-HRTimeline
Horizon Investments, LLC284,724$28M0.31%-244,67213F-HRTimeline
WEBSTER BANK, N. A.281,696$27.9M2.42%+22,73813F-HRTimeline
GP Brinson Investments LLC280,650$27.8M11.34%013F-HRTimeline
BANK OF HAWAII280,398$27.8M1.37%+13,46513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP279,831$27.7M0.17%+7,28313F-HRTimelineGroup
Ted Buchan & Co277,977$27.5M9%+5,98613F-HRTimeline
Farther Finance Advisors, LLC276,853$27.4M0.21%+7,64713F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…275,000$27.2M2.38%new13F-HRTimelineGroup
Quantinno Capital Management LP273,363$27.1M0.03%+244,48113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC270,541$26.8M6.47%+3,18913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…266,472$26.4M1.39%-15,34913F-HRTimeline
ASPIRIANT, LLC263,856$26.1M0.64%+39,49513F-HRTimeline
World Investment Advisors259,013$25.7M0.43%-4,34713F-HRTimeline
iA Global Asset Management Inc.259,600$25.7M0.31%-586,65813F-HRTimeline
Golden State Wealth Management, LLC259,018$25.6M2.34%+4,41213F-HRTimeline
Matrix Trust Co257,323$25.5M3.69%-1,20113F-HRTimeline
CHOREO, LLC256,008$25.3M0.28%+5,06413F-HRTimeline
CONNABLE OFFICE INC255,508$25.3M2.23%+15,40913F-HRTimeline
CULTIVAR CAPITAL, INC.254,345$25.2M16.21%+5,99813F-HRTimeline
DIVERSIFIED TRUST CO254,098$25.2M0.4%+13,36213F-HRTimeline
Galvin, Gaustad & Stein, LLC253,257$25.1M1.85%+2,92013F-HRTimeline
Florida Trust Wealth Management Co253,069$25M0.62%+6,02213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC252,075$25M0.3%-1,70313F-HRTimelineGroup
Integrated Wealth Concepts LLC251,168$24.9M0.16%+40,12613F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers249,886$24.7M0.03%+39,90313F-HRTimelineGroup
Sunflower Bank, N.A.249,745$24.7M5.91%-11,77413F-HR/ATimeline
Compound Planning, Inc.248,550$24.6M0.64%-50,56113F-HRTimeline
Sowell Financial Services LLC247,748$24.5M0.8%+5,95513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC247,675$24.5M2.32%-119,45613F-HRTimeline
Snider Financial Group246,229$24.4M6.2%+42,96413F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding241,540$24M+3,680Timeline
Columbia Bank241,181$23.9M5.35%+183,61613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK241,175$23.9M3.02%+4,98013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO240,707$23.8M4.4%+6,50513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC238,261$23.6M0.22%+2,85613F-HRTimelineGroup
Clearstead Advisors, LLC236,811$23.4M0.22%-22,17313F-HRTimeline
Tandem Wealth Advisors LLC235,324$23.3M9.27%-108,60013F-HRTimeline
TD Capital Management LLC235,271$23.3M1.9%-26,54313F-HRTimeline
Texas Capital Bank Wealth Management Se…232,873$23M1.23%+11,39913F-HRTimeline
HARBOUR INVESTMENTS, INC.231,503$22.9M0.31%-2,88913F-HRTimeline
Tanager Wealth Management LLP227,275$22.5M1.96%-25,29413F-HRTimeline
Ally Invest Advisors Inc.226,868$22.5M1.36%+13,63213F-HRTimeline
SBI Securities Co., Ltd.225,843$22.4M0.51%+3,10813F-HRTimeline
Thayer Partners, LLC / MA224,064$22.2M9.18%+11,26313F-HRTimeline
WRAPMANAGER INC223,892$22.2M6.93%+3,30613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…223,499$22.1M0.25%+2,27213F-HRTimelineGroup
Sheridan Capital Management, LLC223,099$22.1M10.63%-3,90413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…222,404$22M0.62%-19,22713F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC222,133$22M7.96%+11,22513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding221,836$22M+15,666Timeline
Legacy Private Trust Co.220,202$21.8M1.22%+4,43513F-HRTimeline
Omega Financial Group, LLC216,553$21.4M6.52%+12,04513F-HRTimeline
Stamos Capital Partners, L.P.216,193$21.4M3.28%-709,89213F-HRTimeline
BALLAST ADVISORS LLC215,046$21.3M5.07%+15,61813F-HRTimeline
INSIGHT 2811, INC.214,231$21.2M8.59%+1,94913F-HRTimeline
Diversified Enterprises, LLC214,136$21.2M1.03%+13,00113F-HRTimeline
Hudock, Inc.212,568$21M2.69%+2,33713F-HRTimeline
Alliance Wealth Management Group212,383$21M4.09%+32,33013F-HRTimeline
TRB Wealth Management, LLC210,632$20.8M2.78%+7,57513F-HRTimeline
Wealthspire Advisors, LLC209,861$20.8M0.11%+59,89913F-HRTimeline
Lutz Financial Services LLC208,958$20.7M1.26%-18913F-HRTimeline
Garde Capital, Inc.208,346$20.6M0.92%new13F-HRTimeline
ES4, LLC207,027$20.5M10.76%+52,37013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding205,854$20.4M-66,548Timeline
DSG Capital Advisors, LLC207,656$20.4M2.89%+5,76213F-HRTimeline
KELLY FINANCIAL GROUP LLC204,205$20.2M4.49%+13,08813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC203,469$20.1M5.67%+38,28313F-HRTimeline
Scissortail Wealth Management, LLC202,137$20M3.85%+3,19013F-HRTimeline
Chesapeake Wealth Management202,075$20M5.61%+8,12413F-HRTimeline
Sunesis Advisors, LLC201,340$19.9M8.24%-3,61413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…200,698$19.9M1.15%+96713F-HRTimeline
TCI Wealth Advisors, Inc.200,623$19.9M0.86%-9,78813F-HRTimeline
Dakota Wealth Management197,691$19.6M0.37%+22,48113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES197,004$19.5M6.77%+3,21813F-HRTimeline
Passaic Partners LLC193,201$19.1M1.83%-153,53213F-HRTimeline
Joel Adams & Associates, Inc.191,138$18.9M12.15%+7,93113F-HRTimeline
Cornerstone Wealth Group, LLC188,336$18.6M1.11%+4,39113F-HRTimeline
FIRST HORIZON CORP187,656$18.6M0.71%+7,90813F-HRTimeline
MERIDIAN MANAGEMENT CO186,700$18.5M4.15%+115,07513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …186,201$18.4M2.58%+5,65913F-HRTimelineGroup
TCP Asset Management, LLC183,413$18.2M2.06%+14,19913F-HRTimeline
Bouchey Financial Group, Ltd.182,758$18.1M1.17%-589,32413F-HRTimeline
Merit Financial Group, LLC181,117$17.9M0.11%+7,54113F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC180,684$17.9M1.82%-3,52013F-HRTimeline
CVA Family Office, LLC180,155$17.8M1.61%+33,83813F-HRTimeline
Range Advisory, LLC178,747$17.7M2.11%+52,65413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC178,644$17.7M3.53%+4,49213F-HRTimeline
Modera Wealth Management, LLC177,616$17.6M0.19%-7,88513F-HRTimeline
Alpha Financial Partners LLC176,374$17.5M9.17%+1,70413F-HRTimeline
Strategic Financial Group, LLC176,302$17.5M16.72%+61613F-HRTimeline
BLAIR WILLIAM & CO/IL174,976$17.3M0.05%+11,42113F-HRTimeline
WASHINGTON TRUST Co173,092$17.1M0.53%-1,51213F-HRTimeline
Summit Wealth Partners, LLC169,947$16.8M2.4%-6,10713F-HRTimeline