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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
Sequoia Financial Advisors, LLC168,392$16.8M0.09%+11,80013F-HRTimeline
Genus Capital Management Inc.166,800$16.7M1.94%+24013F-HRTimeline
Lifestyle Asset Management, Inc.166,381$16.6M5.41%+45,51313F-HRTimeline
FIDUCIENT ADVISORS LLC165,937$16.6M2.05%+6,44513F-HRTimeline
Litman Gregory Wealth Management LLC165,573$16.5M1.21%+150,96913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC165,170$16.5M3.46%+28,25213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC165,018$16.5M0.57%+17,03513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC164,769$16.5M0.79%+93,14413F-HRTimeline
Wealthspire Advisors, LLC164,341$16.4M0.13%-201,92113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding159,645$16M+114,971Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC159,772$16M1.84%+23,74213F-HRTimeline
Providence First Trust Co158,533$15.8M5.48%+12,99713F-HRTimeline
Granite Harbor Advisors, Inc.158,515$15.8M6.69%+10,65913F-HRTimeline
Dakota Wealth Management158,047$15.8M0.28%-255,12413F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC155,259$15.5M0.2%-4,10313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC154,348$15.4M0.37%-38,77913F-HRTimeline
Discipline Wealth Solutions, LLC154,223$15.4M2.86%+127,67713F-HRTimeline
ES4, LLC153,671$15.3M10.58%13F-HRTimeline
Richard W. Paul & Associates, LLC152,954$15.3M5.07%+26,41913F-HRTimeline
Cercano Management LLC151,570$15.1M0.57%013F-HRTimeline
FAGAN ASSOCIATES, INC.150,975$15.1M2.01%+11,09213F-HRTimeline
Onyx Bridge Wealth Group LLC150,449$15M1.6%-23,71113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS149,292$14.9M0.56%-36,79613F-HRTimelineGroup
Robinswood Financial LLC149,279$14.9M4.77%+5,44113F-HRTimeline
Tide Cove Capital Partners LLC148,746$14.9M10.28%+1,98713F-HRTimeline
Silverleafe Capital Partners, LLC148,767$14.9M4.41%-2,99213F-HRTimeline
Wilmington Savings Fund Society, FSB148,079$14.8M0.35%+19,93513F-HRTimeline
BLAIR WILLIAM & CO/IL147,215$14.7M0.04%+19,64613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK146,429$14.6M0.08%+9,05013F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC146,381$14.6M0.46%+21,09813F-HRTimeline
Prospera Financial Services Inc145,984$14.6M0.24%-6,56413F-HRTimeline
MIdWestOne Financial Group, Inc.145,786$14.6M1.62%-7,82813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC145,479$14.5M0.11%+20,30813F-HRTimeline
Mullooly Asset Management, Inc.144,478$14.4M5.28%+13,35213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP144,069$14.4M0.01%-25,81913F-HRTimeline
MOTIVE WEALTH ADVISORS144,353$14.4M6.14%+95513F-HRTimeline
Eagle Strategies LLC144,270$14.4M1.84%+42,63313F-HRTimeline
FC Advisory LLC144,198$14.4M4.14%+4,27113F-HRTimeline
Family Capital Trust Co143,818$14.4M4.69%+94313F-HRTimeline
Aquire Wealth Advisors, LLC143,524$14.3M3.73%-15,78313F-HRTimeline
Sharp Wealth Advisory, LLC143,439$14.3M7.21%+9,24513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC143,182$14.3M12.97%+3,96813F-HRTimeline
Vantage Financial Partners, LLC142,343$14.2M2.89%-1,50613F-HRTimeline
rebel Financial LLC141,986$14.2M6.06%+141,98613F-HRTimeline
Montecito Bank & Trust141,826$14.2M2.26%-66013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …141,206$14.1M1.76%+29113F-HRTimelineGroup
Ameliora Wealth Management Ltd.140,291$14M4.27%+16,80513F-HRTimeline
High Net Worth Advisory Group LLC139,637$13.9M3.21%+4,67413F-HRTimeline
Evensky & Katz LLC139,416$13.9M0.79%+5,80013F-HRTimeline
CVA Family Office, LLC139,233$13.9M1.6%+25,37613F-HRTimeline
Permanent Capital Management, LP138,582$13.8M2.7%+2,28513F-HRTimeline
Sound Financial Strategies Group, LLC137,922$13.8M9.73%-4,39213F-HRTimeline
Mann Financial Group, Inc.137,684$13.8M13.3%-89613F-HR/ATimeline
SG Trading Solutions, LLC136,798$13.7M3.17%13F-HRTimeline
Rothschild Wealth LLC136,710$13.7M1.31%+17,39913F-HR/ATimeline
Markin Asset Management, LPin group Markin Asset Management, LP135,753$13.6M14.9%13F-HRTimelineGroup
Caldwell Trust Co135,527$13.5M1.2%+21,18313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC135,525$13.5M1.47%+2,79813F-HRTimeline
Brandywine Asset Management, Inc.135,061$13.5M9.46%13F-HRTimeline
Cynosure Group, LLC134,659$13.4M1.37%+4,35813F-HRTimeline
Modern Wealth Management, LLC133,937$13.4M0.24%+2,58513F-HRTimeline
Sandy Cove Advisors, LLC133,567$13.3M3.95%-17,58413F-HRTimeline
NWAM LLC133,081$13.3M0.75%+2,77113F-HRTimeline
Freestate Advisors LLC133,047$13.3M10.8%+5,88613F-HRTimeline
Somnio Financial Group, LLC131,626$13.1M8.69%+4,80313F-HRTimeline
Smith & Howard Wealth Management, LLC131,593$13.1M3.01%-5,24513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC131,350$13.1M0.81%013F-HRTimeline
HB Wealth Management, LLC131,197$13.1M0.08%+2,89113F-HRTimeline
IHT Wealth Management, LLC131,151$13.1M0.32%+13,30513F-HRTimeline
One Day In July LLC130,638$13M1.07%+13,50313F-HRTimeline
Slow Capital, Inc.130,527$13M1.56%+24,94513F-HRTimeline
SFAM, LLC128,849$12.9M11.77%13F-HRTimeline
CENTRAL BANK & TRUST CO128,716$12.9M1.99%+7,93813F-HRTimeline
TruWealth Advisors, LLC126,909$12.7M0.62%+6,67313F-HRTimeline
WCG Wealth Advisors LLC126,189$12.6M0.35%+57,32613F-HRTimeline
Accelerate Investment Advisors LLC125,672$12.6M8.46%+1,55213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC125,288$12.5M0.4%+13,30513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC125,160$12.5M0.19%-4,19613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP125,064$12.5M0.7%-22,97913F-HRTimeline
Walker Financial Services, Inc.124,458$12.4M4.5%-32,89713F-HRTimeline
High Note Wealth, LLC123,228$12.3M2.41%+8,37713F-HRTimeline
McGlone Suttner Wealth Management, Inc.122,640$12.2M1.65%+5,56313F-HRTimeline
Frisco Financial Planning LLC121,653$12.2M10.16%+1,72013F-HRTimeline
TCP Asset Management, LLC120,338$12M2.03%+7,38813F-HRTimeline
LifePlan Investment Advisors, Inc.120,122$12M4.89%+4,23513F-HRTimeline
HTG Investment Advisors, Inc.120,054$12M3.68%+5,01813F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV119,925$12M2.75%13F-HRTimeline
LMG Wealth Partners, LLC119,714$12M2.23%+30713F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding119,022$11.9M+73Timeline
IEQ CAPITAL, LLC119,047$11.9M0.04%+72,61713F-HRTimeline
Catalyst Capital Advisors LLC118,496$11.8M0.24%-3,44313F-HRTimeline
Peak Financial Management, Inc.118,399$11.8M3.05%+2,99613F-HRTimeline
PFG Advisors117,628$11.7M0.57%+4,68413F-HRTimeline
Townsend Financial Planning, LLC117,451$11.7M11.74%13F-HRTimeline
Oldfather Financial Services, LLC117,091$11.7M3.48%+14,59613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC116,691$11.7M2.62%+27,07113F-HRTimeline
Parkway Wealth Management Group, LLC116,568$11.6M1.56%13F-HRTimeline
Strategic Financial Partners, Ltd.115,688$11.6M5%+1,48713F-HRTimeline
Financial & Tax Architects, LLC115,271$11.5M2.59%-23,04313F-HRTimeline
Roundview Capital LLC114,627$11.4M0.7%+5,04813F-HRTimeline
CIBC WORLD MARKET INC.114,578$11.4M0.02%-1,05513F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP113,858$11.4M6.66%+6,07913F-HRTimelineGroup
Carbahal Olsen Financial Services Group…112,938$11.3M8.66%+2,71213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV112,839$11.3M4.32%+4,79713F-HRTimeline
Geneos Wealth Management Inc.112,635$11.2M0.28%+2,40813F-HRTimeline
Van Hulzen Asset Management, LLC112,586$11.2M0.83%-58113F-HRTimeline
COREPATH WEALTH PARTNERS LLC112,087$11.2M7.52%+1,41613F-HRTimeline
Independent Solutions Wealth Management…111,580$11.1M2.05%-5,57413F-HRTimeline
Blue Chip Partners, LLC111,373$11.1M0.81%+2,07813F-HRTimeline
Souders Financial Advisors111,202$11.1M1.27%-92,11713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding110,970$11.1M-6,774Timeline
CFS Investment Advisory Services, LLC110,872$11.1M0.81%+8,27913F-HRTimeline
Timonier Family Office, LTD.110,467$11M3.5%+6,71913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC109,257$10.9M0.53%+52,38213F-HRTimeline
Northwest Bancshares, Inc.108,021$10.8M2.09%new13F-HRTimeline
JT Stratford LLC107,421$10.7M1.38%-193,29613F-HRTimeline
Cosner Financial Group, LLC106,970$10.7M5.45%+5,37213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,698$10.7M0.07%013F-HRTimeline
Wescott Financial Advisory Group, LLC106,819$10.7M0.93%+5,54813F-HRTimeline
NorthCoast Asset Management LLC106,257$10.6M0.23%-354,31213F-HRTimeline
Clearwater Capital Advisors, LLC105,505$10.5M0.88%-24,88213F-HRTimeline
Coastline Trust Co105,298$10.5M0.99%+16,65613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTERACTIVE FINANCIAL ADVISORS, INC.104,866$10.5M6.77%-17,03413F-HRTimeline
WealthPlan Investment Management, LLC104,491$10.4M0.67%+40,37613F-HRTimeline
Koenig Investment Advisory, LLC102,827$10.4M8.44%13F-HRTimeline
CX Institutional103,670$10.4M0.31%-53,82113F-HRTimeline
Sonoma Allocations LLC103,256$10.3M3.42%+98,75913F-HRTimeline
Emergent Wealth Advisors, LLC103,062$10.3M5.79%-5,00713F-HRTimeline
Andina Capital Management, LLC102,860$10.3M6.21%+5,27213F-HRTimeline
IFP Advisors, Inc102,663$10.3M0.23%+5,77913F-HRTimeline
RFG Advisory, LLC102,464$10.2M0.19%-5,39313F-HRTimeline
OneDigital Investment Advisors LLC102,457$10.2M0.1%+21,80313F-HRTimeline
Integrated Advisors Network LLC102,449$10.2M0.45%-5,07713F-HRTimeline
Optas, LLC102,071$10.2M1.59%+19,87513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding101,667$10.2M+1,783Timeline
NorthLanding Financial Partners, LLC101,231$10.1M8.12%+7,50713F-HRTimeline
Blankinship & Foster, LLC100,619$10M2.17%+19813F-HRTimeline
U S WEALTH GROUP, LLC.100,485$10M6.61%-1,55213F-HRTimeline
LeConte Wealth Management, LLC100,121$10M6.53%+13,62513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC99,377$9.93M3.08%+20,81713F-HRTimeline
J.W. COLE ADVISORS, INC.131,933$9.91M0.24%+65513F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.84M3.12%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC97,689$9.76M0.7%+28,17413F-HRTimeline
NewSquare Capital LLC97,591$9.75M0.86%-36,80913F-HRTimeline
Investment Research Partners LLC97,161$9.7M4.17%+5,40513F-HRTimeline
Greykasell Wealth Strategies, Inc.96,203$9.61M3.79%+2,19513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC95,641$9.55M0.68%+2,72913F-HRTimeline
Legacy PCG, LLC95,584$9.55M5.91%-2,16113F-HRTimeline
Chicago Partners Investment Group LLC94,763$9.49M0.23%+11,74813F-HRTimeline
IFG Advisory, LLC92,498$9.24M0.4%-2,76113F-HRTimeline
Firestone Capital Management92,045$9.19M1.95%+28313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC91,951$9.18M0.44%-28,81113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC91,891$9.18M0.07%-40,20913F-HRTimelineGroup
Aventus Investment Advisors, Inc.91,462$9.14M7.4%+3,54313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…91,460$9.14M0.12%+12,13913F-HRTimelineGroup
Silver Coast Investments LLC90,098$9M3.1%+1,70313F-HRTimeline
Westside Investment Management, Inc.89,622$8.95M1.43%+2,25013F-HRTimeline
Addis & Hill, Inc89,336$8.92M5.41%+47913F-HRTimeline
B. Riley Wealth Advisors, Inc.88,287$8.82M0.42%+2,84813F-HRTimeline
Capstone Financial Advisors, Inc.88,045$8.79M0.47%-2,85613F-HRTimeline
Bowman & Co S.C.87,965$8.79M3.7%-11,01013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC87,888$8.78M2.87%+1,52313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC87,774$8.77M2.89%+6,70513F-HRTimeline
Atlas Private Wealth Advisors87,500$8.74M2.04%+7,06413F-HRTimeline
Oasis Advisors, LLC84,969$8.49M4.5%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,321$8.46M0.56%-6413F-HRTimelineGroup
Csenge Advisory Group84,679$8.46M0.38%-2,68713F-HRTimeline
Accurate Wealth Management, LLC84,133$8.43M1.07%+4,71013F-HRTimeline
FDx Advisors, Inc.84,197$8.41M4.29%-4,08713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC83,991$8.39M7.54%+2,69013F-HRTimeline
Boomfish Wealth Group, LLC83,947$8.38M4.48%+11,61813F-HRTimeline
Storen Legacy Partners, LLC83,903$8.38M2.63%13F-HRTimeline
Midwestern Financial, LLC /IA83,522$8.34M6.9%+3,32513F-HRTimeline
DURANTE & WATERS, LLC83,449$8.33M5.81%+2,73613F-HRTimeline
Heritage Financial Services, LLC83,382$8.33M0.7%+4,93513F-HRTimeline
Financial Planning Navigators CORP83,053$8.3M3.81%13F-HRTimeline
Edgestream Partners, L.P.82,799$8.27M0.23%-11,53313F-HRTimeline
Columbus Macro, LLC82,500$8.24M0.9%-9,04013F-HRTimeline
Glassy Mountain Advisors, Inc.82,368$8.23M2.49%+6,78813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding81,893$8.18M+14,480Timeline
Range Advisory, LLC81,066$8.1M2.09%13F-HRTimeline
Avantax Planning Partners, Inc.80,970$8.09M0.23%-3,84313F-HRTimeline
Arete Wealth Advisors, LLC80,553$8.05M0.56%-4,27013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80,194$8.01M0.22%+9,08813F-HRTimelineGroup
Chesley Taft & Associates LLC79,983$7.99M0.32%+3,29113F-HRTimeline
Facet Wealth, Inc.79,750$7.99M0.14%+65513F-HRTimeline
GeoWealth Management, LLC79,712$7.96M0.29%+33,12713F-HRTimeline
KFA Private Wealth Group, LLC78,922$7.88M1.92%-1,31613F-HRTimeline
TBH Global Asset Management, LLC78,893$7.88M1.31%-15,88913F-HRTimeline
Pinnacle Financial Group, LLC / IL78,849$7.88M2.29%+8,80113F-HRTimeline
Capstone Capital Management Ltd78,553$7.85M7.54%13F-HRTimeline
Destiny Capital Corp/CO78,437$7.83M4.03%+1,52513F-HRTimeline
GM Advisory Group, LLC78,321$7.82M0.31%-4,41413F-HRTimeline
Wayfinding Financial, LLC78,237$7.81M3.31%-5,51313F-HRTimeline
Livet Wealth, LLC77,631$7.75M4.78%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC77,552$7.75M2.42%+8,51813F-HRTimeline
TPG Advisors LLC77,270$7.72M4.8%+10,13913F-HRTimeline
Kovack Advisors, Inc.76,515$7.64M0.36%+15,05913F-HR/ATimeline
Erickson Financial Group, LLC76,352$7.63M4.68%+5,89413F-HRTimeline
EPIQ PARTNERS, LLC75,996$7.59M3.54%-14,57013F-HRTimeline