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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
Arax Advisory Partners456,545$45.6M1.33%new13F-HRTimeline
Zhang Financial LLC455,781$45.5M1.7%+166,67813F-HRTimeline
Abound Wealth Management453,932$45.3M10.62%+33,26713F-HRTimeline
Private Advisor Group, LLC452,922$45.2M0.21%-33,45713F-HRTimeline
AMARILLO NATIONAL BANK450,200$45M7.9%+12,20413F-HRTimeline
Composition Wealth, LLC448,293$44.8M0.64%-37,39613F-HRTimeline
Single Point Partners, LLC466,883$44.6M8.81%+44,23013F-HRTimeline
LOWE BROCKENBROUGH & CO INC445,167$44.5M2.19%+66,28013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC442,250$44.2M2.62%13F-HRTimeline
Summit Trail Advisors, LLC441,621$44.1M0.76%+7,52813F-HRTimeline
Smartleaf Asset Management LLC439,587$44M1.67%+356,85213F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD439,337$43.9M6.31%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC429,099$42.9M2.02%+24,19013F-HRTimeline
Tandem Wealth Advisors LLC368,346$42.7M19.16%-33,99513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding427,225$42.7M-30,380Timeline
Black Diamond Financial, LLC426,781$42.6M4.49%+32,23513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC425,352$42.5M1.45%+12,44413F-HRTimelineGroup
Global Retirement Partners, LLC421,304$42.1M0.75%+22,26813F-HRTimeline
Cornerstone Management, Inc.421,019$42.1M6.86%+11,51613F-HRTimeline
P/E Global LLC420,497$42M3.03%-106,08713F-HRTimeline
Elm Partners Management LLC420,411$42M1.55%+125,27213F-HR/ATimeline
Beirne Wealth Consulting Services, LLC413,763$41.3M11.97%+72,65113F-HRTimeline
MTC Wealth Management LLC412,464$41.2M19.33%-3,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.407,787$40.7M0.06%+36,48713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…405,848$40.5M0.07%+160,24213F-HR/ATimelineGroup
DB Fitzpatrick & Co, Inc403,111$40.3M35.79%-2,66813F-HRTimeline
Arbor Investment Advisors, LLC400,886$40M5.27%-1,73713F-HRTimeline
Smithfield Trust Co394,323$39.3M1.74%+27,06813F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding389,389$38.9M+62,165Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…388,878$38.8M5.61%+15,29413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC388,807$38.8M2.45%+3,98013F-HRTimeline
VICUS CAPITAL387,971$38.8M2.91%-18,42513F-HRTimeline
Fiduciary Group, LLC385,621$38.5M3.23%+83,43913F-HRTimeline
BRAVE ASSET MANAGEMENT INC382,740$38.2M9.02%-1,18313F-HRTimeline
Towercrest Capital Management382,609$38.2M6.03%+37,01913F-HRTimeline
First Business Financial Services, Inc.381,535$38.1M3.5%+18,24113F-HRTimeline
Prosperity Consulting Group, LLC380,971$38.1M1.71%-8,36213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding372,168$37.2M+1,476Timeline
WHI TRUST Co LLC371,591$37.1M28.6%13F-HRTimeline
SVB WEALTH LLC370,967$37.1M2.18%-84,41813F-HRTimeline
Provenance Wealth Advisors, LLC370,033$37M4.1%-2,31213F-HRTimeline
Buck Wealth Strategies, LLC368,411$36.8M4.67%-86,10913F-HRTimeline
Financial Engines Advisors L.L.C.367,962$36.8M0.07%-93,48613F-HRTimeline
Gotham Asset Management, LLC367,183$36.7M0.13%+35913F-HRTimeline
1607 Capital Partners, LLC360,343$36M2.45%-97,60213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC357,427$35.7M1.88%+4,32713F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.357,190$35.7M16.85%+3,66113F-HRTimeline
Shakespeare Wealth Management, LLC355,317$35.5M7.84%+16,75413F-HRTimeline
Visionary Wealth Advisors354,809$35.4M1.6%-17,23013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…353,127$35.3M0.4%+74,17013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…352,836$35.2M1.44%+72,46813F-HR/ATimeline
Advisory Services Network, LLC350,288$35M0.5%+144,57613F-HRTimeline
Lineweaver Wealth Advisors, LLC347,283$34.7M4.73%+15,24413F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC344,640$34.4M17.45%013F-HRTimeline
eCIO, Inc.342,999$34.3M15.95%-66,28813F-HRTimeline
Acumen Wealth Advisors, LLC342,659$34.2M9.86%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC341,253$34.1M2.42%+60,71213F-HR/ATimeline
Cordoba Advisory Partners LLC341,179$34.1M8.42%13F-HRTimeline
Man Group plcin group Man Group plc338,422$33.8M0.06%+53,02413F-HRTimelineGroup
LVZ, Inc.337,993$33.8M3.77%+1,77113F-HR/ATimeline
Cresset Asset Management, LLC336,372$33.6M0.14%+100,16613F-HRTimeline
Daybright Advisory Services, Inc.333,942$33.4M8.9%13F-HRTimeline
Verdence Capital Advisors LLC332,281$33.2M1.96%+8,53513F-HRTimeline
UNIQUE WEALTH, LLC332,166$33.2M4.63%+28,96913F-HRTimeline
AdvisorNet Financial, Inc331,574$33.1M1.76%+7,85113F-HRTimeline
Atria Investments, Inc331,254$33.1M0.38%+46,33013F-HRTimeline
Liquid Strategies, LLC328,839$32.8M7.15%-23,70713F-HRTimeline
Qube Research & Technologies Ltd327,077$32.7M0.05%+157,53613F-HRTimeline
FIRST MERCHANTS CORP320,022$32M1.18%-9,14313F-HRTimeline
UNITED BANK318,214$31.8M4.2%+10,01013F-HRTimeline
ETF Portfolio Partners, Inc.315,193$31.5M8.12%+9,05013F-HRTimeline
NewEdge Wealth, LLC314,163$31.4M0.35%+18,17513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…313,861$31.3M0.6%+8,71013F-HRTimelineGroup
Summit Financial, LLC305,794$30.5M0.45%+17,90113F-HRTimeline
SG Americas Securities, LLC305,167$30.5M0.04%+26,48713F-HRTimeline
First Bank & Trust305,085$30.5M4.96%+2,96113F-HRTimeline
NorthRock Partners, LLC303,725$30.3M0.51%+297,56513F-HRTimeline
Fund Evaluation Group, LLC300,744$30M0.99%+111,82313F-HRTimeline
First Washington CORP297,782$29.7M7.7%013F-HRTimeline
First Citizens Asset Management, Inc.296,676$29.6M10.36%-1,15613F-HRTimeline
Fort Henry Capital, LLC295,599$29.5M18.09%+13,14013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC294,922$29.5M0.04%+27,96013F-HRTimelineGroup
World Investment Advisors292,162$29.2M0.48%+7,18613F-HR/ATimeline
Octavia Wealth Advisors, LLC288,966$28.9M2.76%+18,35313F-HRTimeline
Marquette Asset Management, LLC288,958$28.9M4.26%+24,41013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management288,846$28.8M0.97%-1,98013F-HRTimelineGroup
Sanctuary Advisors, LLC287,212$28.7M0.16%-3,18613F-HRTimeline
SYON CAPITAL LLC287,069$28.7M1.43%-20113F-HRTimeline
Perigon Wealth Management, LLC286,661$28.6M0.51%+14,27413F-HRTimeline
Summit Asset Management, LLC286,241$28.6M4.05%+196,05613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding283,703$28.3M+46,276Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…283,696$28.3M1.46%-7213F-HRTimeline
HANCOCK WHITNEY CORP282,206$28.2M0.51%+7,77613F-HRTimeline
Sunflower Bank, N.A.281,867$28.2M7.09%-272,49913F-HRTimeline
GP Brinson Investments LLC280,650$28M12.08%013F-HRTimeline
Grey Fox Wealth Advisors, LLC278,213$27.8M5.69%-4,10113F-HRTimeline
One Capital Management, LLC277,017$27.7M0.84%+234,58813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC276,577$27.6M1.63%+49,06413F-HRTimeline
Tanager Wealth Management LLP275,203$27.5M2.74%+8,02713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding274,740$27.4M-103,055Timeline
Pure Financial Advisors, LLC272,875$27.3M0.4%+19,36613F-HRTimeline
Financial Designs Corp272,350$27.2M15.41%+23,06013F-HRTimeline
Compound Planning, Inc.271,627$27.1M0.8%+2,52413F-HRTimeline
Caliber Wealth Management, LLC / KS270,295$27M2.91%+5,19213F-HRTimeline
Hudson Capital Management LLC266,085$26.6M6.67%+4,56713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP265,079$26.5M0.17%+4,22813F-HRTimelineGroup
Heartwood Wealth Advisors LLC265,041$26.5M2.44%+5,15913F-HRTimeline
TD Capital Management LLC263,950$26.4M2.34%-3,11113F-HRTimeline
CONNABLE OFFICE INC263,590$26.3M2.41%-128,98413F-HRTimeline
Golden State Wealth Management, LLC263,367$26.3M2.78%+3,91113F-HRTimeline
Matrix Trust Co263,065$26.3M4.34%+2,53113F-HRTimeline
Sequent Planning LLC262,041$26.2M6.66%+34,46213F-HRTimeline
Parallel Advisors, LLC261,673$26.1M0.48%+6,22313F-HRTimeline
BayBridge Capital Group, LLC260,844$26.1M16.14%+9,57513F-HRTimeline
Texas Capital Bank Wealth Management Se…260,802$26M1.5%+86,65813F-HRTimeline
Eley Financial Management, Inc260,590$26M9.35%+6,84713F-HRTimeline
James J. Burns & Company, LLC255,659$25.5M3.52%+83,01813F-HRTimeline
Mutual Advisors, LLC253,683$25.3M0.54%+139,03413F-HRTimeline
Galvin, Gaustad & Stein, LLC253,304$25.3M1.98%+4,43013F-HRTimeline
Main Street Financial Solutions, LLC251,490$25.1M1.88%+18,68513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.251,485$25.1M2.41%-12,18513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC251,458$25.1M2.8%+24,97613F-HRTimeline
BANK OF HAWAII249,289$24.9M1.23%+1,75813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC247,990$24.8M0.29%+10,06413F-HRTimelineGroup
Horizon Investments, LLC247,665$24.7M0.31%+22,65013F-HRTimeline
Valmark Advisers, Inc.247,376$24.7M0.3%+18,30413F-HRTimeline
BCS Wealth Management246,808$24.7M2.49%+137,23813F-HRTimeline
Legacy Private Trust Co.246,574$24.6M1.45%-44,00913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC245,643$24.5M7.03%+24,88113F-HRTimeline
Florida Trust Wealth Management Co243,616$24.3M0.67%+17,30313F-HRTimeline
CULTIVAR CAPITAL, INC.243,154$24.3M15.55%+4,04313F-HRTimeline
EIGHT 31 FINANCIAL, LLC242,599$24.2M13.29%+7,44513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC240,317$24M1.55%-18,78713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK237,828$23.8M3.16%+16,12913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC236,209$23.6M0.26%+85,70813F-HRTimelineGroup
DIVERSIFIED TRUST CO235,199$23.5M0.43%+52,86313F-HRTimeline
Snider Financial Group234,810$23.5M6.25%+1,38813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC234,552$23.4M4.96%-32,32113F-HRTimeline
CHEMUNG CANAL TRUST CO234,171$23.4M4.63%+10,98213F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC231,475$23.1M2.5%+30,99213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…231,434$23.1M0.76%+31,84613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.230,512$23M0.84%+13,73713F-HRTimeline
Sowell Financial Services LLC229,717$22.9M0.84%+24,43313F-HRTimeline
Sheridan Capital Management, LLC225,580$22.5M11.42%+4,66213F-HRTimeline
Ted Buchan & Co224,776$22.5M8.24%+14,01313F-HRTimeline
Farther Finance Advisors, LLC223,933$22.4M0.24%+79,44813F-HRTimeline
Lutz Financial Services LLC219,891$22M1.49%+9,00713F-HRTimeline
NorthCrest Asset Manangement, LLC218,977$21.9M0.49%+25,63413F-HRTimeline
Clearstead Advisors, LLC217,140$21.7M0.27%+39,41513F-HRTimeline
Berger Financial Group, Inc216,330$21.6M1.25%-1113F-HRTimeline
TCI Wealth Advisors, Inc.213,260$21.3M1.17%-3,50613F-HRTimeline
SBI Securities Co., Ltd.213,215$21.3M0.55%+5,63013F-HRTimeline
WRAPMANAGER INC212,212$21.2M7.17%-5,05913F-HRTimeline
BALLAST ADVISORS LLC209,752$21M5.78%+4,50413F-HRTimeline
Hudock, Inc.209,186$20.9M3.08%-4,26813F-HRTimeline
KELLY FINANCIAL GROUP LLC209,181$20.9M5.31%+7,80513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…207,813$20.8M0.26%+20,38913F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC206,542$20.6M8.01%+11,53413F-HRTimeline
Westerkirk Capital Inc.206,370$20.6M2.01%-560,35013F-HRTimeline
Thayer Partners, LLC / MA205,807$20.6M10%13F-HRTimeline
Foguth Wealth Management, LLC.204,503$20.4M3.17%13F-HRTimeline
INSIGHT 2811, INC.203,385$20.3M8.97%+5,11513F-HRTimeline
Forefront Wealth Partners, LLC202,518$20.2M9.58%+15,74613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding202,174$20.2M-70,935Timeline
Waverly Advisors, LLC201,591$20.1M0.16%+82213F-HRTimeline
DSG Capital Advisors, LLC199,856$20M3.05%-16513F-HRTimeline
REGIMEN WEALTH, LLC200,313$20M5.85%+2,57413F-HRTimeline
Ally Invest Advisors Inc.199,572$19.9M1.38%+18,56613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…198,307$19.8M1.26%+40413F-HRTimeline
Vise Technologies, Inc.197,400$19.7M0.39%+133,15413F-HRTimeline
Summit Wealth Partners, LLC194,705$19.4M3.59%-14,65313F-HRTimeline
Joel Adams & Associates, Inc.194,514$19.4M14.6%+18,92913F-HRTimeline
ASPIRIANT, LLC193,384$19.3M0.55%+29,71513F-HRTimeline
Modera Wealth Management, LLC191,523$19.1M0.22%-2,49213F-HRTimeline
Integrated Wealth Concepts LLC190,811$19.1M0.23%-20,03113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES185,897$18.6M6.88%+12,17013F-HRTimeline
Chesapeake Wealth Management185,510$18.5M5.52%+10,92713F-HRTimeline
Omega Financial Group, LLC185,474$18.5M6.16%+10,60813F-HRTimeline
Sunesis Advisors, LLC182,703$18.2M8.26%+18,34513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC180,419$18M5.41%+16,12213F-HRTimeline
Diversified Enterprises, LLC178,432$17.8M1.06%+7,18713F-HRTimeline
Merit Financial Group, LLC176,777$17.7M0.14%+76,49413F-HRTimeline
CHOREO, LLC174,816$17.5M0.22%+11,89713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …174,988$17.5M2.88%-5,44213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC174,060$17.4M0.03%-24,25913F-HRTimelineGroup
Alpha Financial Partners LLC173,846$17.4M10.6%+87213F-HRTimeline
Cornerstone Wealth Group, LLC173,673$17.3M1.19%-385,29213F-HRTimeline
F/m Investments LLC173,400$17.3M0.66%+130,14513F-HRTimeline
Kopp Family Office, LLC173,360$17.3M11.05%+57,78013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers172,070$17.2M0.02%-12,98013F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC171,997$17.2M2.9%+119,99513F-HRTimeline
MGO ONE SEVEN LLC171,436$17.1M0.35%-224,23013F-HRTimeline
Arrowroot Family Office, LLC170,820$17.1M6.21%+33,35313F-HRTimeline
FIRST HORIZON CORP170,793$17.1M0.76%+82,99913F-HRTimeline
Sigma Planning Corp169,983$17M0.47%+1,91413F-HRTimeline
WASHINGTON TRUST Co170,183$17M0.56%+3,17113F-HRTimeline
Alliance Wealth Management Group169,236$16.9M3.71%+27,24113F-HRTimeline
Financial Partners Group, Inc168,763$16.9M1.95%-1,66213F-HRTimeline
WEBSTER BANK, N. A.168,905$16.9M1.58%+4,12213F-HRTimeline
Cordgrass Capital Advisors, LLC168,856$16.9M4.05%-8,45013F-HRTimeline