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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
RENAISSANCE TECHNOLOGIES LLC169,699$16.8M0.02%new13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC167,570$16.6M12.39%+18,28413F-HRTimeline
Genus Capital Management Inc.167,450$16.6M1.63%013F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…166,500$16.5M0.07%-10,80013F-HRTimelineGroup
GeoWealth Management, LLC165,146$16.3M0.51%+34,26513F-HRTimeline
Family Capital Trust Co164,373$16.3M5.29%+16,57113F-HR/ATimeline
Financial Partners Group, Inc164,064$16.2M1.65%-4,06713F-HRTimeline
Robinswood Financial LLC163,669$16.2M4.64%+8,60113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC163,475$16.2M0.35%+10,91013F-HRTimeline
North Berkeley Wealth Management, LLC163,252$16.2M6.53%+74,13913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC161,572$16M0.12%+7,65513F-HRTimeline
Smith & Howard Wealth Management, LLC161,324$16M3.28%+30,65813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS161,259$16M0.57%-52513F-HRTimelineGroup
Mullooly Asset Management, Inc.160,987$15.9M4.9%+14,22013F-HRTimeline
Sound Financial Strategies Group, LLC160,502$15.9M10.09%-30213F-HRTimeline
Rothschild Wealth LLC160,324$15.9M1.27%+3,09113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC159,599$15.8M0.5%-3,91213F-HRTimelineGroup
Caldwell Trust Co158,921$15.7M1.27%+13,21613F-HRTimeline
Arrowroot Family Office, LLC158,730$15.7M4.5%-66313F-HRTimeline
Foguth Wealth Management, LLC.160,313$15.7M1.79%+5,62613F-HRTimeline
KINTRA WEALTH, LLC160,451$15.7M0.82%+82,53613F-HRTimeline
Granite Harbor Advisors, Inc.156,231$15.5M6.11%+2,91713F-HRTimeline
MARQUETTE ASSOCIATES, INC.155,973$15.4M11.25%+93,43113F-HRTimeline
NWAM LLC155,802$15.4M0.77%+31,52713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC155,773$15.4M0.19%-2,22013F-HRTimeline
Evensky & Katz LLC155,002$15.3M0.79%+6,55613F-HRTimeline
Sharp Wealth Advisory, LLC154,625$15.3M7.09%+8,08113F-HRTimeline
Ashton Thomas Private Wealth, LLC154,080$15.3M0.32%+72,13013F-HRTimeline
Providence First Trust Co153,747$15.2M4.26%-80413F-HRTimeline
FAGAN ASSOCIATES, INC.153,268$15.2M1.87%+5,33713F-HRTimeline
Sequoia Financial Advisors, LLC152,297$15.1M0.08%-23113F-HRTimeline
FC Advisory LLC152,147$15.1M3.99%+2,25913F-HRTimeline
MOTIVE WEALTH ADVISORS151,575$15M6.17%+8,24513F-HRTimeline
Montecito Bank & Trust150,950$14.9M2.24%+2,79313F-HRTimeline
Eagle Strategies LLC150,069$14.9M1.48%+7,36013F-HRTimeline
CVS HEALTH Corp149,700$14.8M6.58%013F-HRTimeline
FIDUCIENT ADVISORS LLC149,252$14.8M2.12%-18,66213F-HRTimeline
Tide Cove Capital Partners LLC151,241$14.8M9.56%+1,50913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC149,048$14.8M0.42%+1,20613F-HRTimeline
OLD NATIONAL BANCORP /IN/148,288$14.7M0.29%-606,58313F-HRTimeline
Cornerstone National Bank & Trust Co146,751$14.5M4.89%+88,75613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC145,605$14.4M1.41%+4,30213F-HRTimeline
One Day In July LLC144,680$14.3M1%+9,10013F-HRTimeline
SFAM, LLC144,594$14.3M11.68%+7,86713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding142,503$14.1M-144,207Timeline
Facet Wealth, Inc.142,416$14.1M0.2%-1,45613F-HRTimeline
BCS Wealth Management142,203$14.1M2.54%+10,32413F-HRTimeline
High Note Wealth, LLC142,048$14.1M2.4%+11,19813F-HRTimeline
Catalyst Capital Advisors LLC142,032$14.1M0.23%+10,50613F-HRTimeline
Somnio Financial Group, LLC141,923$14M8.32%+7,14813F-HRTimeline
McGlone Suttner Wealth Management, Inc.140,716$13.9M1.63%+10,12613F-HRTimeline
High Net Worth Advisory Group LLC140,341$13.9M2.95%+98513F-HRTimeline
Asset Allocation Strategies LLC139,076$13.8M2.12%+47,60813F-HRTimeline
Freestate Advisors LLC137,105$13.6M10.14%+1,91313F-HRTimeline
LMG Wealth Partners, LLC136,337$13.5M2.16%+10,27213F-HRTimeline
J.W. COLE ADVISORS, INC.135,121$13.4M0.23%new13F-HRTimeline
Townsend Financial Planning, LLC132,713$13.1M11.45%+8,31513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP131,987$13.1M0.01%013F-HRTimeline
Prospera Financial Services Inc131,882$13.1M0.19%-5,34413F-HRTimeline
Accelerate Investment Advisors LLC131,339$13M7.47%+3,74113F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP131,303$13M7.15%+7,46013F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC131,150$13M0.66%-20013F-HRTimeline
OFS Enterprise LLC129,872$12.9M3.28%+10,77213F-HRTimeline
Aquire Wealth Advisors, LLC129,620$12.8M2.94%-13,51513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC128,789$12.7M0.02%-9,22413F-HRTimelineGroup
HRT FINANCIAL LP128,683$12.7M0.02%+106,85013F-HRTimeline
Mann Financial Group, Inc.128,194$12.7M10.62%-6,64413F-HRTimeline
Modern Wealth Management, LLC128,041$12.7M0.15%-8,82313F-HRTimeline
NDWM LLC127,840$12.7M7.43%+8,71013F-HRTimeline
Blue Chip Partners, LLC127,755$12.6M0.8%+19,65713F-HRTimeline
Slow Capital, Inc.127,150$12.6M1.47%-11,51813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…126,022$12.5M0.24%+6,98613F-HRTimelineGroup
U S WEALTH GROUP, LLC.125,476$12.4M7.44%+27,84813F-HRTimeline
Peak Financial Management, Inc.125,149$12.4M2.84%+70513F-HRTimeline
Granite Bay Wealth Management, LLC124,466$12.3M1.13%+82,87213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC123,521$12.2M0.16%+18,54913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC122,304$12.1M0.89%-63,16513F-HRTimeline
COREPATH WEALTH PARTNERS LLC123,414$12.1M7.55%+6,69613F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV122,587$12.1M2.54%+53813F-HRTimeline
Sandy Cove Advisors, LLC121,827$12.1M3.02%-13,09613F-HRTimeline
CENTRAL BANK & TRUST CO121,637$12M1.71%-2,20213F-HRTimeline
HB Wealth Management, LLC121,624$12M0.07%-6713F-HRTimeline
Timonier Family Office, LTD.121,246$12M3.39%13F-HRTimeline
Wescott Financial Advisory Group, LLC120,222$11.9M0.92%+2,35113F-HRTimeline
Parkway Wealth Management Group, LLC119,824$11.9M1.37%-86513F-HRTimeline
LifePlan Investment Advisors, Inc.119,048$11.8M4.06%-17513F-HRTimeline
Carbahal Olsen Financial Services Group…118,579$11.7M8.15%+2,61513F-HRTimeline
Westerkirk Capital Inc.117,900$11.7M1.12%-14,80013F-HRTimeline
Coastline Trust Co117,726$11.7M1.03%+23,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LeConte Wealth Management, LLC117,507$11.6M6.34%+9,71913F-HRTimeline
Valmark Advisers, Inc.116,486$11.5M0.12%-11,24913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC114,989$11.4M1.81%-39,29513F-HRTimeline
Avior Wealth Management, LLC114,823$11.4M0.3%-178,70813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP114,310$11.3M0.52%-13,19213F-HRTimeline
Belpointe Asset Management LLC113,917$11.3M0.37%+6,91013F-HRTimeline
Geneos Wealth Management Inc.113,756$11.3M0.23%+1,17313F-HRTimeline
MGO ONE SEVEN LLC113,612$11.2M0.19%-3,99413F-HRTimeline
Independent Solutions Wealth Management…112,822$11.2M1.46%+40113F-HRTimeline
Accurate Wealth Management, LLC113,261$11.1M1.06%+20,38113F-HRTimeline
COUNTRY TRUST BANK112,229$11.1M0.19%-177,71413F-HRTimeline
Roundview Capital LLC112,153$11.1M0.61%-7,56913F-HRTimeline
Cosner Financial Group, LLC111,674$11.1M5.68%+5,08513F-HRTimeline
CIBC WORLD MARKET INC.110,607$10.9M0.02%+1,94313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC110,518$10.9M0.2%+5,89513F-HRTimeline
NorthCrest Asset Manangement, LLC111,364$10.9M0.28%+7,50913F-HRTimeline
Harpswell Capital Advisors, LLC110,163$10.9M7%+6,15613F-HRTimeline
NorthCoast Asset Management LLC109,549$10.8M0.24%-2,15813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC109,462$10.8M0.44%+10713F-HRTimeline
Merited Wealth, LLC108,259$10.7M7.58%+48,51713F-HRTimeline
IEQ CAPITAL, LLC108,177$10.7M0.05%-12,10313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…107,886$10.7M0.72%-79613F-HRTimelineGroup
Koenig Investment Advisory, LLC107,644$10.7M8.28%+2,71813F-HRTimeline
Midwestern Financial, LLC /IA107,267$10.6M7.43%+8,70213F-HRTimeline
Waterloo Capital, L.P.107,044$10.6M0.6%+18,12313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.107,489$10.5M8.25%+37,38413F-HRTimeline
STAR Financial Bank105,818$10.5M4.27%+11,09813F-HRTimeline
Sigma Planning Corp105,579$10.5M0.26%-82,14013F-HRTimeline
Investment Research Partners LLC104,143$10.3M3.49%+7,31013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC103,994$10.3M2.99%+2,87313F-HRTimeline
HTG Investment Advisors, Inc.103,848$10.3M2.64%-26,01113F-HRTimeline
Strategic Financial Partners, Ltd.103,542$10.2M3.87%-45,35313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.103,176$10.2M6.22%-70113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC102,658$10.2M0.01%+38,04813F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC102,330$10.1M3.62%+7,59013F-HRTimeline
Optas, LLC101,009$10M1.4%-105,06313F-HRTimeline
JT Stratford LLC100,926$9.99M1.1%-1,83413F-HRTimeline
Storen Legacy Partners, LLC100,232$9.92M2.7%+14,28513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC100,001$9.9M2.57%+7,81913F-HRTimeline
Edgestream Partners, L.P.99,843$9.88M0.29%+85,05113F-HRTimeline
Lifestyle Asset Management, Inc.99,359$9.83M2.64%-294,34813F-HRTimeline
Blankinship & Foster, LLC99,129$9.81M1.98%-1,90313F-HRTimeline
Westside Investment Management, Inc.99,000$9.8M1.29%+7,27313F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.76M2.9%013F-HRTimeline
Silver Coast Investments LLC97,875$9.69M2.88%+4,37813F-HRTimeline
Crabel Capital Management, LLC97,734$9.67M7.06%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.96,370$9.54M0.14%+62,83213F-HRTimelineGroup
Glassy Mountain Advisors, Inc.96,102$9.51M2.6%+8,14113F-HRTimeline
Clearwater Capital Advisors, LLC95,075$9.41M0.69%-2,17713F-HRTimeline
PFG Advisors94,895$9.39M0.47%-21,50213F-HRTimeline
DRW Securities, LLC94,823$9.39M0.56%+83,09013F-HRTimeline
Financial Planning Navigators CORP94,162$9.32M3.49%+8,44913F-HRTimeline
Frisco Financial Planning LLC94,135$9.32M7.02%+2,72613F-HRTimeline
Columbus Macro, LLC93,981$9.3M0.9%+7,52813F-HRTimeline
IFP Advisors, Inc93,781$9.28M0.17%-13,40013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC93,582$9.26M2.72%+1,85113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC93,542$9.26M3.15%+2,22513F-HRTimeline
NewSquare Capital LLC93,072$9.21M0.68%+72913F-HRTimeline
TPG Advisors LLC92,818$9.19M5.04%+10,57013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC92,585$9.16M1.83%-27,29713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC92,175$9.12M0.34%-1,64313F-HRTimeline
Livet Wealth, LLC92,065$9.11M5.26%+11,93113F-HRTimeline
WCG Wealth Advisors LLC90,811$8.99M0.21%+8,30413F-HRTimeline
Emergent Wealth Advisors, LLC91,216$8.98M4.67%+4,82613F-HRTimeline
DURANTE & WATERS, LLC90,657$8.97M5.88%+7,41613F-HRTimeline
Addis & Hill, Inc90,456$8.95M4.93%+3,04113F-HRTimeline
Firestone Capital Management90,448$8.95M1.67%-2,41213F-HRTimeline
Vericrest Private Wealth90,226$8.93M7.95%+9,11413F-HRTimeline
Pinnacle Financial Group, LLC / IL89,833$8.89M2.17%+3,47613F-HRTimeline
Financial & Tax Architects, LLC89,492$8.86M1.87%-13,12113F-HRTimeline
Aventus Investment Advisors, Inc.88,891$8.8M6.45%-5,00913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding88,308$8.74M-262Timeline
Wayfinding Financial, LLC87,631$8.67M3.28%-2,66413F-HRTimeline
Capstone Financial Advisors, Inc.87,126$8.62M0.42%+1,33313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC87,059$8.62M6.9%+35313F-HRTimeline
Arkadios Wealth Advisors86,957$8.61M0.13%+17113F-HRTimeline
CFS Investment Advisory Services, LLC87,256$8.6M0.57%-5,56013F-HRTimeline
CX Institutional86,726$8.58M0.25%+24,19813F-HRTimeline
Chicago Partners Investment Group LLC87,947$8.56M0.17%-14,08113F-HRTimeline
Simplicity Wealth,LLC86,237$8.54M0.29%+33,12813F-HRTimeline
Atria Investments, Inc85,658$8.48M0.08%-408,82213F-HRTimeline
Premier Path Wealth Partners, LLC84,914$8.4M0.97%+6,96413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD84,500$8.36M3.51%+19,14713F-HRTimeline
Erickson Financial Group, LLC84,132$8.33M4.46%+3,70813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…84,038$8.32M0.2%+1,39313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/84,051$8.32M0.01%-108,81513F-HRTimelineGroup
Chesley Taft & Associates LLC83,979$8.31M0.32%+3,60413F-HRTimeline
Greykasell Wealth Strategies, Inc.82,761$8.19M2.97%-14,13913F-HRTimeline
FDx Advisors, Inc.82,452$8.16M2.46%-58813F-HRTimeline
Fortis Capital Advisors, LLC81,785$8.1M0.91%+2,84113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…81,168$8.03M0.02%+4,51313F-HRTimeline
Curry Webb Wealth Management LLC81,049$8.02M3.32%+25,78513F-HRTimeline
Boomfish Wealth Group, LLC81,036$8.02M3.65%-12913F-HRTimeline
LANARK FINANCIAL, INC.81,024$8.02M0.54%+11,01513F-HRTimeline
Sovran Advisors, LLC81,393$7.97M0.59%+2,95413F-HRTimeline
Navigate Wealth Management, LLC81,078$7.96M4.93%+8,50213F-HRTimeline
Global Assets Advisory, LLC80,280$7.91M1.73%+3,58713F-HRTimeline
Van Hulzen Asset Management, LLC78,753$7.79M0.55%-27,80913F-HRTimeline
SG Americas Securities, LLC78,467$7.77M<0.01%+11,30013F-HRTimeline
Atlas Private Wealth Advisors77,621$7.68M1.68%-5,01413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC77,345$7.66M2.01%+62613F-HRTimeline
Alamar Capital Management, LLC77,150$7.64M3.86%+2,85713F-HRTimeline
Oasis Advisors, LLC76,980$7.62M4.94%new13F-HRTimeline
Regal Investment Advisors LLC76,418$7.56M0.39%+4,19213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC76,005$7.52M<0.01%+35,90813F-HRTimelineGroup
MKD WEALTH COACHES, LLC75,702$7.49M6.4%+55613F-HRTimeline
Walker Financial Services, Inc.75,444$7.47M2.31%-16,59213F-HRTimeline
Avantax Planning Partners, Inc.75,355$7.46M0.19%-89513F-HRTimeline
City State Bank75,203$7.44M1.71%+92113F-HRTimeline
IHT Wealth Management, LLC75,112$7.43M0.16%-48,71213F-HRTimeline
Galaxy Digital Inc.in group Galaxy Group Investments LLC75,000$7.42M1.18%new13F-HRTimelineGroup