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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Composition Wealth, LLC482,175$47.9M0.66%+33,88213F-HRTimeline
Legacy Wealth Partners, LLC481,289$47.8M11.98%-21,55113F-HRTimeline
Abound Wealth Management480,838$47.7M10.85%+26,90613F-HRTimeline
Fort Point Capital Partners LLC478,375$47.5M6.23%+19,97813F-HRTimeline
Twele Capital Management, Inc.475,327$47.2M8.41%+5,75413F-HRTimeline
Single Point Partners, LLC1,562,047$47M9.35%+1,095,16413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…468,618$46.5M0.08%+62,77013F-HRTimelineGroup
Gridiron Partners, LLC467,661$46.3M28.27%-10,15313F-HRTimeline
Legacy Financial Strategies, LLC465,781$46.2M8.34%+4,14213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp456,804$45.3M0.05%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding450,364$44.7M+23,139Timeline
Black Diamond Financial, LLC449,571$44.6M4.87%+22,79013F-HRTimeline
AMARILLO NATIONAL BANK449,359$44.6M7.88%-84113F-HRTimeline
MTC Wealth Management LLC449,187$44.6M21.18%+36,72313F-HRTimeline
Fiduciary Group, LLC447,888$44.5M3.8%+62,26713F-HRTimeline
Cornerstone Management, Inc.445,933$44.3M7.05%+24,91413F-HRTimeline
James J. Burns & Company, LLC445,648$44.2M6%+189,98913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC437,958$43.5M1.5%+12,60613F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC433,617$43M2.3%-8,63313F-HRTimeline
DB Fitzpatrick & Co, Inc430,257$42.7M36.57%+27,14613F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD427,728$42.5M6.16%-11,60913F-HRTimeline
Beirne Wealth Consulting Services, LLC425,964$42.3M11.96%+12,20113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…425,375$42.2M6.13%+36,49713F-HRTimeline
Wealthspire Retirement, LLC423,670$42.1M2.52%-277,77313F-HRTimeline
Smithfield Trust Co418,434$41.5M1.81%+24,11113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…412,073$40.9M0.45%+58,94613F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.409,600$40.7M0.05%13F-HRTimelineGroup
Towercrest Capital Management408,315$40.5M6.32%+25,70613F-HRTimeline
Arbor Investment Advisors, LLC407,435$40.4M5.26%+6,54913F-HRTimeline
Buck Wealth Strategies, LLC406,755$40.4M4.99%+38,34413F-HRTimeline
WHI TRUST Co LLC404,787$40.2M30.27%+33,19613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…400,371$39.7M1.03%new13F-HRTimelineGroup
eCIO, Inc.399,971$39.7M17.45%+56,97213F-HRTimeline
BRAVE ASSET MANAGEMENT INC399,490$39.7M9.42%+16,75013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC398,229$39.5M2.58%+9,42213F-HRTimeline
RHUMBLINE ADVISERS394,918$39.2M0.03%-84,55813F-HRTimeline
SYON CAPITAL LLC394,329$39.1M1.97%+107,26013F-HRTimeline
Lifestyle Asset Management, Inc.393,707$39.1M12.77%+227,32613F-HRTimeline
Cresset Asset Management, LLC391,936$38.9M0.17%+55,56413F-HRTimeline
VICUS CAPITAL390,805$38.8M2.85%+2,83413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.388,261$38.5M0.06%-19,52613F-HRTimelineGroup
Discipline Wealth Solutions, LLC387,815$38.5M4.05%+233,59213F-HRTimeline
EARNED WEALTH ADVISORS, LLC379,390$37.7M2.52%+38,13713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC375,840$37.3M1.64%-53,25913F-HRTimeline
First Business Financial Services, Inc.375,696$37.3M3.32%-5,83913F-HRTimeline
Prosperity Consulting Group, LLC374,806$37.2M1.66%-6,16513F-HRTimeline
Verdence Capital Advisors LLC370,199$36.7M2.14%+37,91813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…369,979$36.7M1.53%+17,14313F-HRTimeline
Visionary Wealth Advisors369,575$36.7M1.62%+14,76613F-HRTimeline
Lineweaver Wealth Advisors, LLC367,543$36.5M4.92%+20,26013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC367,131$36.4M3.78%+135,65613F-HRTimeline
Provenance Wealth Advisors, LLC366,258$36.4M3.85%-3,77513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding363,841$36.1M-8,327Timeline
BRIGHT FINANCIAL ADVISORS, INC.361,118$35.8M16.43%+3,92813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC360,480$35.8M1.89%+3,05313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.359,703$35.7M1.36%+129,19113F-HRTimeline
First Bank & Trust357,684$35.5M5.72%+52,59913F-HRTimeline
Financial Engines Advisors L.L.C.356,969$35.4M0.07%-10,99313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.355,184$35.1M0.25%+248,48613F-HRTimeline
Daybright Advisory Services, Inc.352,543$35M9.69%+18,60113F-HRTimeline
LVZ, Inc.349,732$34.7M3.96%+11,73913F-HRTimeline
Acumen Wealth Advisors, LLC347,987$34.5M9.29%+5,32813F-HRTimeline
Passaic Partners LLC346,733$34.4M4.17%new13F-HRTimeline
Tandem Wealth Advisors LLC343,924$34.1M15.22%-24,42213F-HRTimeline
UNITED BANK343,098$34.1M4.36%+24,88413F-HRTimeline
AdvisorNet Financial, Inc338,179$33.6M1.74%+6,60513F-HRTimeline
Perigon Wealth Management, LLC337,233$33.5M0.61%+50,57213F-HRTimeline
UNIQUE WEALTH, LLC335,535$33.3M4.61%+3,36913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …334,661$33.2M3.71%+193,45513F-HRTimelineGroup
Advisory Services Network, LLC332,953$33.1M0.44%-17,33513F-HRTimeline
Fund Evaluation Group, LLC328,168$32.6M1%+27,42413F-HRTimeline
NewEdge Wealth, LLC327,394$32.5M0.39%+13,23113F-HRTimeline
SVB WEALTH LLC324,807$32.2M2.12%-46,16013F-HRTimeline
Parallel Advisors, LLC324,740$32.2M0.58%+63,06713F-HR/ATimeline
Main Street Financial Solutions, LLC324,426$32.2M2.35%+72,93613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…321,837$31.9M0.58%+7,97613F-HRTimelineGroup
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…321,231$31.9M2.65%new13F-HRTimelineGroup
Summit Financial, LLC321,111$31.9M0.41%+15,31713F-HRTimeline
FIRST MERCHANTS CORP317,722$31.5M1.2%-2,30013F-HRTimeline
ETF Portfolio Partners, Inc.316,836$31.5M8.26%+1,64313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding315,479$31.3M+31,776Timeline
P/E Global LLC312,957$31.1M2.45%-107,54013F-HRTimeline
Summit Asset Management, LLC311,757$30.9M4.31%+25,51613F-HRTimeline
NorthRock Partners, LLC309,931$30.8M0.5%+6,20613F-HRTimeline
First Citizens Asset Management, Inc.308,839$30.7M10.87%+12,16313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management306,747$30.5M1.04%+17,90113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC305,920$30.4M0.05%+10,99813F-HRTimelineGroup
Marquette Asset Management, LLC305,135$30.3M4.53%+16,17713F-HRTimeline
Fort Henry Capital, LLC304,761$30.3M18.3%+9,16213F-HRTimeline
Caliber Wealth Management, LLC / KS304,322$30.2M3.31%+34,02713F-HRTimeline
Heartwood Wealth Advisors LLC301,214$29.9M2.61%+36,17313F-HRTimeline
Compound Planning, Inc.299,111$29.7M0.92%+27,48413F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP294,385$29.2M32.08%+158,63213F-HRTimelineGroup
Avior Wealth Management, LLC293,531$29.1M0.83%+267,37213F-HRTimeline
Sequent Planning LLC291,946$29M7.01%+29,90513F-HRTimeline
Sanctuary Advisors, LLC291,732$29M0.16%+4,52013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC289,486$28.8M1.63%+12,90913F-HR/ATimeline
COUNTRY TRUST BANK289,943$28.8M0.55%-1,458,12813F-HRTimeline
Grey Fox Wealth Advisors, LLC289,549$28.7M5.55%+11,33613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding286,710$28.5M+121,692Timeline
Pure Financial Advisors, LLC285,179$28.3M0.41%+12,30413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…281,821$28M1.52%-1,87513F-HRTimeline
GP Brinson Investments LLC280,650$27.9M12.64%013F-HRTimeline
Hudson Capital Management LLC275,834$27.4M7.08%+9,74913F-HRTimeline
Kopp Family Office, LLC275,258$27.3M18.8%+101,89813F-HRTimeline
Elm Partners Management LLC275,691$27.3M1.18%-144,72013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC273,998$27.2M3.21%+22,54013F-HRTimeline
Financial Designs Corp273,029$27.1M15.09%+67913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP272,548$27.1M0.18%+7,46913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding272,402$27M-2,338Timeline
Ted Buchan & Co271,991$27M9.81%+47,21513F-HRTimeline
HANCOCK WHITNEY CORP272,190$27M0.47%-10,01613F-HRTimeline
1607 Capital Partners, LLC271,133$26.9M1.94%-89,21013F-HRTimeline
Farther Finance Advisors, LLC269,206$26.7M0.25%+45,27313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC267,352$26.5M7.56%+21,70913F-HRTimeline
BANK OF HAWAII266,933$26.5M1.39%+17,64413F-HRTimeline
Eley Financial Management, Inc266,209$26.4M9.54%+5,61913F-HR/ATimeline
World Investment Advisors263,360$26.1M0.42%-28,80213F-HRTimeline
Mutual Advisors, LLC263,176$26.1M0.56%+9,49313F-HRTimeline
Efficient Advisors, LLC262,936$26.1M1.85%-231,68113F-HRTimeline
BayBridge Capital Group, LLC260,844$26.1M16.14%013F-HRTimeline
TD Capital Management LLC261,814$26M2.34%-2,13613F-HRTimeline
Sunflower Bank, N.A.261,519$26M6.62%-20,34813F-HRTimeline
Clearstead Advisors, LLC258,984$25.7M0.23%+41,84413F-HRTimeline
WEBSTER BANK, N. A.258,958$25.7M2.43%+90,05313F-HRTimeline
Matrix Trust Co258,524$25.7M4.26%-4,54113F-HRTimeline
Trek Financial, LLC257,903$25.6M1.36%+252,29613F-HRTimeline
Golden State Wealth Management, LLC254,606$25.3M2.76%-8,76113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC253,778$25.2M0.31%+5,78813F-HRTimelineGroup
Tanager Wealth Management LLP252,569$25.1M2.43%-22,63413F-HRTimeline
CHOREO, LLC250,944$24.9M0.31%+76,12813F-HRTimeline
Galvin, Gaustad & Stein, LLC250,337$24.9M1.99%-2,96713F-HRTimeline
CULTIVAR CAPITAL, INC.248,347$24.7M15.76%+5,19313F-HRTimeline
Florida Trust Wealth Management Co247,047$24.5M0.69%+3,43113F-HRTimeline
Independent Advisor Alliance245,160$24.3M0.26%+187,26213F-HRTimeline
Sowell Financial Services LLC241,793$24M0.89%+12,07613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…241,631$24M0.79%+10,19713F-HRTimelineGroup
DIVERSIFIED TRUST CO240,736$23.9M0.44%+5,53713F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding237,860$23.8M+118,838Timeline
CONNABLE OFFICE INC240,099$23.8M2.34%-23,49113F-HRTimeline
Bryn Mawr Trust Advisors, LLC239,690$23.8M1.15%+74,92113F-HRTimeline
Forefront Wealth Partners, LLC237,137$23.5M9.85%+34,61913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK236,195$23.4M3.28%-1,63313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC235,405$23.4M0.23%-80413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.234,392$23.3M0.36%+162,25513F-HRTimeline
CHEMUNG CANAL TRUST CO234,202$23.2M4.71%+3113F-HRTimeline
WealthPlan Investment Management, LLC231,674$23M1.28%+127,18313F-HRTimeline
Sheridan Capital Management, LLC227,003$22.5M11.88%+1,42313F-HRTimeline
ASPIRIANT, LLC224,361$22.3M0.63%+30,97713F-HRTimeline
SBI Securities Co., Ltd.222,735$22.1M0.61%+9,52013F-HRTimeline
Texas Capital Bank Wealth Management Se…221,474$22M1.3%-39,32813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…221,227$22M0.27%+13,41413F-HRTimelineGroup
WRAPMANAGER INC220,586$21.9M7.61%+8,37413F-HRTimeline
Strategic Financial Planning, Inc.861,289$21.6M12.65%new13F-HRTimeline
Legacy Private Trust Co.215,767$21.4M1.32%-30,80713F-HRTimeline
Ally Invest Advisors Inc.213,236$21.2M1.42%+13,66413F-HRTimeline
Thayer Partners, LLC / MA212,801$21.1M10.06%+6,99413F-HRTimeline
INSIGHT 2811, INC.212,282$21.1M9.16%+8,89713F-HRTimeline
Integrated Wealth Concepts LLC211,042$21M0.17%+20,23113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC210,908$20.9M8.21%+4,36613F-HRTimeline
TCI Wealth Advisors, Inc.210,411$20.9M1.11%-2,84913F-HRTimeline
Hudock, Inc.210,231$20.9M3.07%+1,04513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers209,983$20.8M0.03%+37,91313F-HRTimelineGroup
Lutz Financial Services LLC209,147$20.8M1.4%-10,74413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding206,170$20.5M+3,996Timeline
Optas, LLC206,072$20.5M3.1%+104,00113F-HRTimeline
Sunesis Advisors, LLC204,954$20.3M9.2%+22,25113F-HRTimeline
Omega Financial Group, LLC204,508$20.3M6.69%+19,03413F-HRTimeline
Snider Financial Group203,265$20.2M6.09%-31,54513F-HRTimeline
TRB Wealth Management, LLC203,057$20.2M2.86%13F-HRTimeline
DSG Capital Advisors, LLC201,894$20M3.21%+2,03813F-HRTimeline
Diversified Enterprises, LLC201,135$20M1.09%+22,70313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…199,731$19.8M1.27%+1,42413F-HRTimeline
BALLAST ADVISORS LLC199,428$19.8M5.76%-10,32413F-HR/ATimeline
Scissortail Wealth Management, LLC198,947$19.7M3.97%new13F-HRTimeline
Vise Technologies, Inc.197,400$19.7M0.39%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding196,907$19.5M+95,240Timeline
Chesapeake Wealth Management193,951$19.3M5.91%+8,44113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES193,786$19.2M7.27%+7,88913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/192,866$19.1M0.02%+118,40713F-HRTimelineGroup
Waverly Advisors, LLC191,712$19M0.14%-9,87913F-HRTimeline
KELLY FINANCIAL GROUP LLC191,117$19M4.77%-18,06413F-HRTimeline
SCS Capital Management LLC188,182$18.7M0.2%-424,93113F-HRTimeline
Sigma Planning Corp187,719$18.6M0.52%+17,73613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK186,115$18.5M0.09%+39,68613F-HRTimelineGroup
Modera Wealth Management, LLC185,501$18.4M0.22%-6,02213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC185,469$18.4M1.34%-54,84813F-HRTimeline
Cornerstone Wealth Group, LLC183,945$18.3M1.18%+10,27213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC184,204$18.3M2.1%+24,43213F-HRTimeline
Joel Adams & Associates, Inc.183,207$18.2M13.51%-11,30713F-HRTimeline
Cordgrass Capital Advisors, LLC182,171$18.1M4.23%+13,31513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …180,542$17.9M2.85%+5,55413F-HRTimelineGroup
Alliance Wealth Management Group180,053$17.9M3.91%+10,81713F-HRTimeline
FIRST HORIZON CORP179,748$17.8M0.75%+8,95513F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…177,300$17.6M0.11%13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC176,846$17.6M0.44%+147,44513F-HRTimeline
Summit Wealth Partners, LLC176,054$17.5M2.77%-18,65113F-HRTimeline
Strategic Financial Group, LLC175,686$17.4M17.95%13F-HRTimeline
Dakota Wealth Management175,210$17.4M0.38%+17,16313F-HR/ATimeline
Alpha Financial Partners LLC174,670$17.3M10.26%+82413F-HRTimeline