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Disclosery

AGG ISHARES TR

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SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers
1,910
13F filers
1,935
New
122
Added
963
Reduced
599
Sold out
96
Shares held by filers
1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MTC Wealth Management LLC415,764$41.7M19.41%-2,50013F-HRTimeline
Dakota Wealth Management413,171$41.4M0.84%+83,91113F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC412,908$41.4M1.46%+1,90013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.411,311$41.2M0.3%+7,40513F-HRTimelineGroup
Fort Point Capital Partners LLC410,627$41.2M5.23%+20,51313F-HRTimeline
Cornerstone Management, Inc.409,503$41.1M6.79%+40,11913F-HRTimeline
eCIO, Inc.409,287$41M15.32%+27,35113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…408,843$41M3.52%+112,11113F-HRTimelineGroup
Single Point Partners, LLC422,653$41M8.32%+8,62713F-HRTimeline
VICUS CAPITAL406,396$40.7M3.11%-16,95913F-HRTimeline
DB Fitzpatrick & Co, Inc405,779$40.7M36.77%-5,55813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…405,219$40.6M6.23%+13,36113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC404,909$40.6M1.77%+31,64413F-HRTimeline
Arbor Investment Advisors, LLC402,623$40.4M5.12%+3,49113F-HRTimeline
Tandem Wealth Advisors LLC402,341$40.3M19.18%+28,05613F-HRTimeline
Global Retirement Partners, LLC399,036$40M0.9%+15,94813F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding397,039$39.8M-12,378Timeline
MGO ONE SEVEN LLC395,666$39.7M0.92%+387,95413F-HRTimeline
Black Diamond Financial, LLC394,546$39.6M4.43%+71,89213F-HRTimeline
CONNABLE OFFICE INC392,574$39.4M3.65%-8,52413F-HRTimeline
Prosperity Consulting Group, LLC389,333$39M1.92%+10,89913F-HRTimeline
Bristlecone Advisors, LLC385,520$38.6M3.23%-4,21613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC384,827$38.6M2.49%+7,34513F-HRTimeline
BRAVE ASSET MANAGEMENT INC383,923$38.5M9.4%+4,64013F-HRTimeline
LOWE BROCKENBROUGH & CO INC378,887$38M1.95%-162,39413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding377,795$37.9M+26,273Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…373,584$37.5M5.48%+14,93513F-HRTimeline
Provenance Wealth Advisors, LLC372,345$37.3M4.82%+6,35913F-HRTimeline
Visionary Wealth Advisors372,039$37.3M1.74%+119,02513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.371,300$37.2M0.06%-57,68213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding370,692$37.2M+6,120Timeline
Smithfield Trust Co367,255$36.8M1.65%+44,08213F-HRTimeline
Gotham Asset Management, LLC366,824$36.8M0.16%+12,05013F-HRTimeline
Wealthspire Advisors, LLC366,262$36.7M0.19%-112,64613F-HRTimeline
First Business Financial Services, Inc.363,294$36.4M3.34%+6,39013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.353,529$35.4M17.32%+23,51113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC353,100$35.4M1.93%+2,60113F-HRTimelineGroup
Liquid Strategies, LLC352,546$35.3M7.28%-132,31413F-HRTimeline
BOKF, NAin group BOKF, NA352,147$35.3M0.53%+18,13213F-HRTimelineGroup
Towercrest Capital Management345,590$34.6M5.56%+36,93813F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC344,640$34.6M18.69%-41013F-HRTimeline
Beirne Wealth Consulting Services, LLC341,112$34.2M8.21%+7,45613F-HRTimeline
Shakespeare Wealth Management, LLC338,563$33.9M7.72%new13F-HRTimeline
LVZ, Inc.336,222$33.7M3.83%+3,65313F-HRTimeline
Lineweaver Wealth Advisors, LLC332,039$33.3M4.88%+54,01313F-HRTimeline
FIRST MERCHANTS CORP329,165$33M1.24%-2,65713F-HRTimeline
Koss-Olinger Consulting, LLC332,544$33M2.72%-1,34713F-HRTimeline
Verdence Capital Advisors LLC323,746$32.8M1.89%+95,03213F-HRTimeline
AdvisorNet Financial, Inc323,723$32.5M1.84%+18,85213F-HRTimeline
Greenspring Advisors, LLC323,485$32.4M5.73%13F-HRTimeline
UNITED BANK308,204$30.9M3.68%-5,60813F-HRTimeline
ETF Portfolio Partners, Inc.306,143$30.7M8.17%+9,10413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…305,151$30.6M0.61%+3,47013F-HRTimelineGroup
UNIQUE WEALTH, LLC303,197$30.4M4.46%+5,17413F-HRTimeline
Fiduciary Group, LLC302,182$30.3M2.66%+45,04713F-HRTimeline
First Bank & Trust302,124$30.3M5.1%+7,94013F-HRTimeline
JT Stratford LLC300,717$30.1M4.04%-139,69713F-HRTimeline
First Citizens Asset Management, Inc.297,832$29.9M10.59%-358,31913F-HR/ATimeline
FIRST CITIZENS INVESTOR SERVICES, INC.297,831$29.9M11.54%13F-HRTimeline
First Washington CORP297,782$29.9M8%-85,98513F-HRTimeline
Elm Partners Management LLC295,139$29.6M1.2%+20,27013F-HR/ATimeline
NewEdge Wealth, LLC295,988$29.6M0.42%+48,99713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management290,826$29.2M0.99%-3,91113F-HRTimelineGroup
Legacy Private Trust Co.290,583$29.1M1.74%+22,39713F-HRTimeline
Sanctuary Advisors, LLC290,398$29.1M0.17%+10,27313F-HR/ATimeline
Zhang Financial LLC289,103$29M1.18%+69,63613F-HRTimeline
Summit Financial, LLC287,893$28.9M0.44%+46,78513F-HRTimeline
SYON CAPITAL LLC287,270$28.8M1.55%+5,66813F-HRTimeline
Man Group plcin group Man Group plc285,398$28.6M0.06%+17,75713F-HRTimelineGroup
World Investment Advisors284,976$28.6M0.58%+2,72213F-HRTimeline
Atria Investments, Inc284,924$28.6M0.33%+101,41813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…283,768$28.4M1.44%-7,00413F-HRTimeline
Fort Henry Capital, LLC282,459$28.3M17.99%+5,38813F-HRTimeline
Grey Fox Wealth Advisors, LLC282,314$28.3M5.77%-47213F-HRTimeline
GP Brinson Investments LLC280,650$28.1M11.47%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC280,541$28.1M4.63%+60,76113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…280,368$28.1M1.18%+11,09213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…278,957$28M0.48%-2,01113F-HRTimelineGroup
SG Americas Securities, LLC278,680$27.9M0.1%new13F-HRTimeline
HANCOCK WHITNEY CORP274,430$27.5M0.5%-14,86013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding273,109$27.4M+9,783Timeline
Perigon Wealth Management, LLC272,387$27.3M0.56%-21,75513F-HRTimeline
Octavia Wealth Advisors, LLC270,613$27.1M2.7%+20,55713F-HRTimeline
Compound Planning, Inc.269,103$27M0.87%+46,94013F-HRTimeline
Tanager Wealth Management LLP267,176$26.8M2.81%-18,84013F-HRTimeline
TD Capital Management LLC267,061$26.8M2.41%-5,70213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC266,962$26.8M0.03%+3,13813F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC266,873$26.8M4.43%-4,34313F-HRTimeline
Caliber Wealth Management, LLC / KS265,103$26.6M2.96%+13,02113F-HRTimeline
Marquette Asset Management, LLC264,548$26.5M4.06%+22,68213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.263,670$26.4M2.54%+10,46613F-HRTimeline
Hudson Capital Management LLC261,518$26.2M6.96%-1,65713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP260,851$26.2M0.17%+4,13713F-HR/ATimelineGroup
Matrix Trust Co260,534$26.1M4.09%+21,82613F-HRTimeline
Heartwood Wealth Advisors LLC259,882$26.1M2.43%+4,83113F-HRTimeline
Golden State Wealth Management, LLC259,456$26M2.87%+2,81513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC259,104$26M1.71%-13,48413F-HRTimeline
Parallel Advisors, LLC255,450$25.6M0.47%+8,37913F-HRTimeline
Eley Financial Management, Inc253,743$25.4M9.16%+5,00313F-HRTimeline
Pure Financial Advisors, LLC253,509$25.4M0.4%+8,43313F-HRTimeline
BayBridge Capital Group, LLC251,269$25.2M16.06%+4,99713F-HRTimeline
Financial Designs Corp249,290$25.1M14.51%+10,57613F-HRTimeline
Galvin, Gaustad & Stein, LLC248,874$24.9M2.03%+3,76113F-HRTimeline
BANK OF HAWAII247,531$24.8M1.24%+2,37713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…245,606$24.6M0.05%+21,95013F-HRTimelineGroup
CULTIVAR CAPITAL, INC.239,111$24M15.99%+7,75013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC237,926$23.9M0.26%-4,08813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding237,427$23.8M+30,152Timeline
Cresset Asset Management, LLC236,206$23.7M0.1%+1,13213F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC235,154$23.6M13.29%+85,83413F-HRTimeline
DT Investment Partners, LLC233,633$23.4M1.98%-4,66713F-HRTimeline
Snider Financial Group233,422$23.4M6.38%+3,77313F-HRTimeline
Main Street Financial Solutions, LLC232,805$23.3M1.5%+13,17013F-HRTimeline
Valmark Advisers, Inc.229,072$23M0.3%+14,73513F-HRTimeline
Sequent Planning LLC227,579$22.8M6.47%+213,61513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC227,513$22.8M1.55%-40,08613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC226,482$22.7M2.74%-6,84213F-HRTimeline
Florida Trust Wealth Management Co226,313$22.7M0.65%+52,82713F-HRTimeline
Horizon Investments, LLC225,015$22.4M0.29%-31,83413F-HRTimeline
CHEMUNG CANAL TRUST CO223,189$22.4M4.46%+6,69413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK221,699$22.2M2.85%+10,16313F-HRTimelineGroup
Sheridan Capital Management, LLC220,918$22.1M11.7%+39,42713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC220,762$22.1M6.79%+12,78713F-HRTimeline
WRAPMANAGER INC217,271$21.8M6.7%-46,71913F-HRTimeline
INTEGRITY ALLIANCE, LLC.216,775$21.7M1.03%+33,87313F-HRTimeline
TCI Wealth Advisors, Inc.216,766$21.7M1.3%-2,34813F-HRTimeline
Berger Financial Group, Inc216,341$21.7M1.3%+2,02713F-HRTimeline
Hudock, Inc.213,454$21.4M3.25%-2,29013F-HRTimeline
Lutz Financial Services LLC210,884$21.1M1.53%-4,66713F-HRTimeline
Integrated Wealth Concepts LLC210,842$21.1M0.19%+6,59313F-HRTimeline
Ted Buchan & Co210,763$21.1M8.28%+10,02513F-HRTimeline
Summit Wealth Partners, LLC209,358$21M3.79%+8,69113F-HRTimeline
SBI Securities Co., Ltd.207,585$20.8M0.53%-18,37213F-HRTimeline
Advisory Services Network, LLC205,712$20.6M0.3%-13,73613F-HRTimeline
Sowell Financial Services LLC205,284$20.6M0.79%+78613F-HRTimeline
BALLAST ADVISORS LLC205,248$20.6M5.67%+7,41913F-HRTimeline
Souders Financial Advisors203,319$20.4M2.42%+7,47113F-HRTimeline
Garde Capital, Inc.202,597$20.3M1.02%+2,74213F-HRTimeline
KELLY FINANCIAL GROUP LLC201,376$20.2M5.35%+15,59513F-HRTimeline
Waverly Advisors, LLC200,769$20.1M0.2%-87,31013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC200,483$20.1M2.36%-5,01013F-HRTimeline
DSG Capital Advisors, LLC200,021$20.1M3.2%+55,03413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P200,000$20.1M0.02%+67,58913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…199,588$20M0.69%+12,27513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC198,319$19.9M0.03%new13F-HRTimelineGroup
INSIGHT 2811, INC.198,270$19.9M8.86%+18,15713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…197,903$19.8M1.29%+5,42113F-HRTimeline
REGIMEN WEALTH, LLC197,739$19.8M5.88%+3,42713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC195,008$19.5M7.48%+7,59913F-HRTimeline
Modera Wealth Management, LLC194,015$19.4M0.23%-1,94313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC193,127$19.4M0.48%+10,26313F-HRTimeline
NorthCrest Asset Manangement, LLC193,343$19.4M0.46%+6,90213F-HRTimeline
Fund Evaluation Group, LLC188,921$18.9M0.69%+3,41513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…187,424$18.8M0.24%+11,16613F-HRTimelineGroup
Forefront Wealth Partners, LLC186,772$18.7M4.71%+82,28513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS186,088$18.7M0.69%-175,45913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers185,050$18.6M0.03%+22,39913F-HRTimelineGroup
Passaic Partners LLC182,465$18.3M2.2%-226,43813F-HRTimeline
DIVERSIFIED TRUST CO182,336$18.3M0.37%+5,54713F-HRTimeline
Ally Invest Advisors Inc.181,006$18.1M1.3%+17,62113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …180,430$18.1M3.03%new13F-HRTimelineGroup
Clearstead Advisors, LLC177,725$17.8M0.26%-41,73413F-HRTimeline
Cordgrass Capital Advisors, LLC177,306$17.8M4.39%+8,15613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC177,751$17.7M0.64%+126,19213F-HRTimelineGroup
Joel Adams & Associates, Inc.175,585$17.6M14.2%+6,26613F-HRTimeline
Omega Financial Group, LLC174,866$17.5M5.9%+3,74113F-HRTimeline
Chesapeake Wealth Management174,583$17.5M5.34%+13,69013F-HRTimeline
Onyx Bridge Wealth Group LLC174,160$17.5M1.9%-113,04813F-HRTimeline
Texas Capital Bank Wealth Management Se…174,144$17.5M1.44%-7,61913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES173,727$17.4M6.68%-1,88913F-HRTimeline
Alpha Financial Partners LLC172,974$17.3M11.28%+9,92413F-HRTimeline
James J. Burns & Company, LLC172,641$17.3M2.58%+11,27613F-HRTimeline
Diversified Enterprises, LLC171,245$17.2M1.16%+12,99513F-HRTimeline
Financial Partners Group, Inc170,425$17.1M2.13%+5,46813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP169,888$17M0.01%+6,03613F-HRTimeline
Qube Research & Technologies Ltd169,541$17M0.02%+83,45013F-HRTimeline
Sigma Planning Corp168,069$16.8M0.48%-5,50713F-HRTimeline
WASHINGTON TRUST Co167,012$16.7M0.55%+6,53413F-HRTimeline
Genus Capital Management Inc.166,560$16.7M1.94%-8,78013F-HRTimeline
WEBSTER BANK, N. A.164,783$16.5M1.59%+7,32013F-HRTimeline
Sunesis Advisors, LLC164,358$16.5M7.7%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC164,297$16.5M5.21%+6,18413F-HRTimeline
ASPIRIANT, LLC163,669$16.4M0.5%-121,79113F-HRTimeline
CHOREO, LLC162,919$16.3M0.21%+1,75813F-HRTimeline
FIDUCIENT ADVISORS LLC159,492$16M1.87%+5,40713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC159,362$16M0.21%-2,51413F-HRTimeline
Aquire Wealth Advisors, LLC159,307$16M3.93%+8,36313F-HRTimeline
CX Institutional157,491$15.8M0.48%+105,92413F-HRTimeline
Walker Financial Services, Inc.157,355$15.8M6.14%-300,42613F-HRTimeline
Sequoia Financial Advisors, LLC156,592$15.7M0.1%+8,80113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC155,662$15.6M2.4%+96,98813F-HRTimeline
MIdWestOne Financial Group, Inc.153,614$15.4M1.87%+21,45413F-HRTimeline
GPS Wealth Strategies Group, LLC153,185$15.4M1.62%+3,85013F-HRTimeline
Prospera Financial Services Inc152,548$15.3M0.26%+77113F-HRTimeline
Silverleafe Capital Partners, LLC151,759$15.2M4.7%+5113F-HRTimeline
Cercano Management LLC151,570$15.2M0.58%013F-HRTimeline
Sandy Cove Advisors, LLC151,151$15.2M4.84%+1,09113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC150,501$15.1M0.17%+18,83013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP148,043$14.8M0.92%+12,15413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC147,983$14.8M0.54%+9,11913F-HRTimelineGroup