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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
Granite Harbor Advisors, Inc.147,856$14.8M6.23%+28,55113F-HRTimeline
HARBOUR INVESTMENTS, INC.147,568$14.8M0.34%-10,42313F-HRTimeline
Tide Cove Capital Partners LLC146,759$14.7M11.32%+1,43513F-HRTimeline
SCS Capital Management LLC146,462$14.7M0.16%-18,54613F-HRTimeline
Providence First Trust Co145,536$14.6M5.06%-5,65213F-HRTimeline
Farther Finance Advisors, LLC144,485$14.5M0.22%-74,25613F-HRTimeline
Vantage Financial Partners, LLC143,849$14.4M3.04%-14,11013F-HRTimeline
Robinswood Financial LLC143,838$14.4M4.81%+4,55613F-HRTimeline
MOTIVE WEALTH ADVISORS143,398$14.4M6.2%-8,12313F-HRTimeline
Family Capital Trust Co142,875$14.3M4.79%+56713F-HRTimeline
Montecito Bank & Trust142,486$14.3M2.22%13F-HRTimeline
Sound Financial Strategies Group, LLC142,314$14.3M10.42%-5,13613F-HRTimeline
Alliance Wealth Management Group141,995$14.2M3.17%+31,02613F-HRTimeline
BLB&B Advisors, LLC141,370$14.2M0.61%-526,10013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …140,915$14.1M1.77%+4,45013F-HRTimelineGroup
FC Advisory LLC139,927$14M4.1%+1,44813F-HRTimeline
FAGAN ASSOCIATES, INC.139,883$14M1.94%+3,43813F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC139,214$14M13.11%+4,24313F-HRTimeline
Mann Financial Group, Inc.138,580$13.9M13.72%13F-HRTimeline
Financial & Tax Architects, LLC138,314$13.9M3.06%-11,23213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV137,885$13.8M2.62%-19313F-HRTimeline
Arrowroot Family Office, LLC137,467$13.8M5.5%+14,43913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK137,379$13.8M0.08%+5,79913F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC136,918$13.7M2.96%+65013F-HRTimeline
Smith & Howard Wealth Management, LLC136,838$13.7M3.2%-1,71013F-HRTimeline
Permanent Capital Management, LP136,297$13.7M2.55%13F-HRTimeline
Brooklyn Investment Group138,159$13.7M1.84%-4,53513F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC136,030$13.6M1.73%+4,93613F-HRTimeline
High Net Worth Advisory Group LLC134,963$13.5M3.26%-90413F-HRTimeline
rebel Financial LLC0$13.5M5.88%-131,21413F-HRTimelineAmount filed as zero, left out of ratios.
NewSquare Capital LLC134,400$13.5M0.91%+10,62213F-HRTimeline
Sharp Wealth Advisory, LLC134,194$13.5M7.32%+18,25913F-HRTimeline
Evensky & Katz LLC133,616$13.4M0.78%+3,56513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC132,727$13.3M1.54%+3,06613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC132,100$13.2M0.09%+27513F-HRTimelineGroup
NWAM LLC130,310$13.2M0.71%+11,02613F-HR/ATimeline
Modern Wealth Management, LLC131,352$13.2M0.26%+97913F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC131,350$13.2M0.89%013F-HRTimeline
J.W. COLE ADVISORS, INC.131,278$13.2M0.25%+8,19313F-HRTimeline
Mullooly Asset Management, Inc.131,126$13.1M5.04%+8,05513F-HRTimeline
Clearwater Capital Advisors, LLC130,387$13.1M1.11%-49413F-HRTimeline
Cynosure Group, LLC130,301$13.1M1.42%+10,28513F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC129,356$13M0.2%-6,36313F-HRTimeline
HB Wealth Management, LLC128,306$12.9M0.09%+11,95413F-HRTimeline
Wilmington Savings Fund Society, FSB128,144$12.8M0.31%-427,75613F-HR/ATimeline
BLAIR WILLIAM & CO/IL127,569$12.8M0.03%+5,11413F-HRTimeline
Freestate Advisors LLC127,161$12.7M10.69%+2,58913F-HRTimeline
Somnio Financial Group, LLC126,823$12.7M8.62%+3,58213F-HRTimeline
Richard W. Paul & Associates, LLC126,535$12.7M4.33%+3,49413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC125,283$12.6M0.4%+56,55513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC125,171$12.5M0.1%+6,84513F-HRTimeline
Accelerate Investment Advisors LLC124,120$12.4M8.47%+8,78613F-HRTimeline
Ameliora Wealth Management Ltd.123,486$12.4M4.12%-42,83613F-HRTimeline
Catalyst Capital Advisors LLC121,939$12.2M0.25%-8,14613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.121,900$12.2M6.61%-17,00813F-HRTimeline
Lifestyle Asset Management, Inc.120,868$12.1M4.14%+35,23913F-HRTimeline
Blue Barn Wealth, LLC120,807$12.1M5.32%+5,92013F-HRTimeline
CENTRAL BANK & TRUST CO120,778$12.1M1.91%-1,85313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC120,762$12.1M0.84%+116,01913F-HRTimeline
Stanich Group LLC120,657$12.1M7.41%new13F-HRTimeline
TruWealth Advisors, LLC120,236$12.1M0.61%+5,35913F-HRTimeline
Frisco Financial Planning LLC119,933$12M10.26%new13F-HRTimeline
LMG Wealth Partners, LLC119,407$12M2.23%-1,16413F-HRTimeline
Rothschild Wealth LLC119,311$12M2.61%+5,73313F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding118,949$11.9M+118,612Timeline
IHT Wealth Management, LLC117,846$11.8M0.3%-2,40813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding117,744$11.8M+27,746Timeline
Independent Solutions Wealth Management…117,154$11.7M2.09%+50413F-HRTimeline
One Day In July LLC117,135$11.7M0.99%+69513F-HRTimeline
McGlone Suttner Wealth Management, Inc.117,077$11.7M1.64%+2,50613F-HRTimeline
LifePlan Investment Advisors, Inc.115,887$11.6M4.87%+4,23113F-HRTimeline
CIBC WORLD MARKET INC.115,633$11.6M0.02%+4,42213F-HRTimeline
Kopp Family Office, LLC115,580$11.6M7.54%+5,20013F-HRTimeline
Mutual Advisors, LLC114,649$11.6M0.26%+8,22913F-HRTimeline
Peak Financial Management, Inc.115,403$11.6M3.06%+2,68413F-HRTimeline
HTG Investment Advisors, Inc.115,036$11.5M3.88%+1,30913F-HRTimeline
High Note Wealth, LLC114,851$11.5M2.31%+6,05613F-HRTimeline
Caldwell Trust Co114,344$11.5M1.07%+7,83613F-HRTimeline
Strategic Financial Partners, Ltd.114,201$11.4M5.24%-1,43813F-HRTimeline
CVA Family Office, LLC113,857$11.4M1.47%+8,59313F-HRTimeline
Van Hulzen Asset Management, LLC113,167$11.3M0.84%-35813F-HRTimeline
TCP Asset Management, LLC112,950$11.3M2.02%+5,88013F-HRTimeline
PFG Advisors112,944$11.3M0.46%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC111,983$11.2M0.37%+62613F-HRTimeline
COREPATH WEALTH PARTNERS LLC110,671$11.1M8.03%-22,16913F-HRTimeline
Geneos Wealth Management Inc.110,227$11.1M0.28%+2,40113F-HRTimeline
Carbahal Olsen Financial Services Group…110,226$11.1M8.87%+74713F-HRTimeline
Roundview Capital LLC109,579$11M0.69%+2,15613F-HRTimeline
BCS Wealth Management109,570$11M2.48%+21,31013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC109,264$11M1.53%new13F-HRTimeline
Blue Chip Partners, LLC109,295$11M0.82%+1,08613F-HRTimeline
Emergent Wealth Advisors, LLC108,069$10.9M6.31%+17,20213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV108,042$10.8M4.16%+1,35213F-HRTimeline
RFG Advisory, LLC107,857$10.8M0.22%+27,22013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP107,779$10.8M6.41%+2,94313F-HRTimelineGroup
Integrated Advisors Network LLC107,526$10.8M0.45%+42,17213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,698$10.7M0.08%+1,67013F-HRTimeline
RFP Financial Group LLC110,162$10.7M4.35%-2,56913F-HRTimeline
Slow Capital, Inc.105,582$10.6M1.24%+11,19613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/104,779$10.5M0.01%+8,23913F-HRTimelineGroup
Timonier Family Office, LTD.103,748$10.4M3.41%+9,48413F-HRTimeline
CFS Investment Advisory Services, LLC102,593$10.4M0.77%+7,03413F-HRTimeline
SYNOVUS FINANCIAL CORP103,387$10.4M0.12%+1,65513F-HRTimeline
Opes Wealth Management LLC102,559$10.3M1.81%+3,02813F-HRTimeline
Oldfather Financial Services, LLC102,495$10.3M3.2%-1,29913F-HRTimeline
U S WEALTH GROUP, LLC.102,037$10.2M6.68%+28,07913F-HRTimeline
Eagle Strategies LLC101,637$10.2M1.36%-2,41613F-HRTimeline
Cosner Financial Group, LLC101,598$10.2M5.48%+12,72413F-HRTimeline
Wescott Financial Advisory Group, LLC101,271$10.2M0.91%+2,23913F-HRTimeline
Blankinship & Foster, LLC100,421$10.1M2.2%-1,21113F-HRTimeline
Merit Financial Group, LLC100,283$10.1M0.09%+13,80513F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding99,884$10M+10,679Timeline
Bowman & Co S.C.98,975$9.92M4.19%-3,01813F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.88M3.29%013F-HRTimeline
Legacy PCG, LLC97,745$9.8M5.88%-40513F-HRTimeline
Andina Capital Management, LLC97,588$9.78M5.53%-3,71913F-HRTimeline
IFP Advisors, Inc96,884$9.71M0.25%-13,97013F-HR/ATimeline
IFG Advisory, LLC95,259$9.55M0.43%+62,91113F-HRTimeline
TBH Global Asset Management, LLC94,782$9.5M1.85%new13F-HRTimeline
Edgestream Partners, L.P.94,332$9.46M0.28%+84,54813F-HRTimeline
Greykasell Wealth Strategies, Inc.94,008$9.42M3.97%+21,51513F-HRTimeline
NorthLanding Financial Partners, LLC93,724$9.4M7.84%+7,27313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd93,291$9.35M0.11%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC92,912$9.31M0.63%+2,02213F-HRTimeline
Investment Research Partners LLC91,756$9.25M4.16%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC92,050$9.23M0.01%+54,94913F-HRTimelineGroup
Firestone Capital Management91,762$9.2M1.99%+5,11413F-HRTimeline
Columbus Macro, LLC91,540$9.18M1.04%+79513F-HRTimeline
Ausdal Financial Partners, Inc.91,503$9.17M0.45%+10,00513F-HRTimeline
Capstone Financial Advisors, Inc.90,901$9.11M0.49%-2813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.90,857$9.11M0.4%+39,57613F-HRTimelineGroup
EPIQ PARTNERS, LLC90,566$9.08M4.29%+8,64913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/90,500$9.07M<0.01%-647,83013F-HRTimeline
Summit Asset Management, LLC90,185$9.04M1.39%+2,95413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC89,620$8.98M2.11%+68,52213F-HRTimeline
Addis & Hill, Inc88,857$8.9M5.43%-6,11413F-HRTimeline
Coastline Trust Co88,642$8.89M0.95%+4,93313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FDx Advisors, Inc.88,284$8.88M2.66%-1,24413F-HRTimeline
Silver Coast Investments LLC88,395$8.86M3.04%+2,10813F-HRTimeline
Aventus Investment Advisors, Inc.87,919$8.81M7.52%+1,57813F-HRTimeline
FIRST HORIZON CORP87,794$8.8M0.41%13F-HRTimeline
Vernal Point Advisors, LLC87,445$8.77M3.78%-2,83013F-HRTimeline
Westside Investment Management, Inc.87,372$8.76M1.4%+6,55513F-HRTimeline
Csenge Advisory Group87,366$8.76M0.42%+1,53413F-HRTimeline
LeConte Wealth Management, LLC86,496$8.67M5.79%+26,74913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC86,365$8.66M3.03%+2,83813F-HRTimeline
B. Riley Wealth Advisors, Inc.85,439$8.57M0.41%+88313F-HRTimeline
von Borstel & Associates, Inc.85,346$8.55M1.31%new13F-HRTimeline
Arete Wealth Advisors, LLC84,823$8.5M0.53%+6013F-HRTimeline
Avantax Planning Partners, Inc.84,813$8.5M0.24%-5,57213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/84,352$8.46M0.41%+26,53313F-HRTimeline
Chicago Partners Investment Group LLC83,015$8.41M0.22%-31713F-HRTimeline
Wayfinding Financial, LLC83,750$8.4M3.61%+1,19513F-HRTimeline
Asset Allocation Strategies LLC83,358$8.36M1.65%+24,58013F-HRTimeline
Smartleaf Asset Management LLC82,735$8.3M0.51%+12,81513F-HRTimeline
GM Advisory Group, LLC82,735$8.29M0.35%-2,07113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,385$8.26M0.55%-72,05713F-HRTimelineGroup
Optas, LLC82,196$8.24M1.4%+38,89313F-HRTimeline
Regal Investment Advisors LLC81,994$8.22M0.54%+10,63813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC81,301$8.15M7.53%+3,84213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC81,069$8.13M2.72%+39213F-HRTimeline
DURANTE & WATERS, LLC80,713$8.09M5.95%+3,90913F-HRTimeline
OneDigital Investment Advisors LLC80,654$8.09M0.08%-5,27213F-HRTimeline
Atlas Private Wealth Advisors80,436$8.06M1.98%-49,12913F-HRTimeline
KFA Private Wealth Group, LLC80,238$8.04M2.3%+33913F-HRTimeline
Midwestern Financial, LLC /IA80,197$8.04M6.9%+4,50413F-HRTimeline
Accurate Wealth Management, LLC79,423$8M1.07%+10,61913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…79,321$7.95M0.11%-30,43913F-HRTimelineGroup
Facet Wealth, Inc.79,095$7.93M0.16%-1,99013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC78,560$7.88M2.47%+10,65313F-HRTimeline
Heritage Financial Services, LLC78,447$7.86M0.71%+9,51313F-HRTimeline
REDW Wealth LLC78,414$7.86M2.97%-4713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC77,568$7.78M2.38%-6,76813F-HRTimelineGroup
Destiny Capital Corp/CO76,912$7.71M4.2%+2,76513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC76,770$7.7M1.28%+20,66613F-HRTimeline
Chesley Taft & Associates LLC76,692$7.69M0.33%-3,81013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75,860$7.6M0.02%-22113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.75,764$7.6M<0.01%+4,69113F-HRTimelineGroup
Glassy Mountain Advisors, Inc.75,580$7.58M2.28%-8,58113F-HRTimeline
Apexium Financial, LP73,899$7.41M0.36%+40013F-HRTimeline
Jackson Hole Capital Partners, LLC73,678$7.39M1.26%-7313F-HRTimeline
Headlands Technologies LLC73,572$7.38M0.59%new13F-HRTimeline
BlueSky Wealth Advisors, LLC73,524$7.37M0.99%-1,04113F-HRTimeline
All Terrain Financial Advisors, LLC73,296$7.35M2.37%-70713F-HRTimeline
MKD WEALTH COACHES, LLC72,969$7.32M7.29%+2,47213F-HRTimeline
PLIMOTH TRUST CO LLC72,957$7.31M1.66%+32813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC72,854$7.3M0.18%+11,46113F-HRTimelineGroup
Texas Capital Bancshares Inc/TX72,692$7.29M2.87%new13F-HRTimeline
Cedar Mountain Advisors, LLC72,545$7.27M1.42%-42413F-HRTimeline
Boomfish Wealth Group, LLC72,329$7.25M3.91%+1,46913F-HRTimeline
Systematic Alpha Investments, LLC72,000$7.22M0.24%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC71,625$7.18M0.36%+13,89013F-HRTimeline
MN Wealth Advisors, LLC71,620$7.18M3.84%+3,69213F-HRTimeline
Astoria Strategic Wealth, Inc.71,550$7.17M1.81%-14313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…71,106$7.13M0.2%-98513F-HRTimelineGroup
Tillman Hartley LLC70,620$7.08M1.83%-413F-HRTimeline
LGL PARTNERS, LLC70,578$7.08M3.01%-4,68613F-HRTimeline
Erickson Financial Group, LLC70,458$7.06M4.44%+82613F-HRTimeline
Ashton Thomas Private Wealth, LLC70,369$7.05M0.18%-28,68813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…70,132$7.03M1.75%+4,17313F-HRTimelineGroup