Skip to content
Disclosery

AGG ISHARES TR

Follow

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
WASHINGTON TRUST Co174,604$17.3M0.59%+4,42113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC174,152$17.3M3.81%+8,98213F-HRTimeline
Merit Financial Group, LLC173,576$17.2M0.13%-3,20113F-HRTimeline
TCP Asset Management, LLC169,214$16.8M2.16%+48,87613F-HRTimeline
Financial Partners Group, Inc168,131$16.7M2%-63213F-HRTimeline
FIDUCIENT ADVISORS LLC167,914$16.7M2.18%+1,97713F-HRTimeline
Genus Capital Management Inc.167,450$16.6M1.9%+65013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding166,332$16.5M+6,687Timeline
WATERSHED PRIVATE WEALTH LLC165,186$16.4M5.11%-15,23313F-HRTimeline
BLAIR WILLIAM & CO/IL163,555$16.2M0.05%+16,34013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC163,511$16.2M0.6%+150,84013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS161,784$16.1M0.65%+12,49213F-HRTimelineGroup
Sound Financial Strategies Group, LLC160,804$16M10.89%+22,88213F-HRTimeline
Arrowroot Family Office, LLC159,393$15.8M5.23%-11,42713F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC157,993$15.6M0.2%+2,73413F-HRTimeline
Rothschild Wealth LLC157,233$15.6M1.41%+20,52313F-HRTimeline
Robinswood Financial LLC155,068$15.4M4.84%+5,78913F-HR/ATimeline
ES4, LLC154,657$15.4M9.91%+98613F-HRTimeline
Providence First Trust Co154,551$15.3M5.39%-3,98213F-HRTimeline
Foguth Wealth Management, LLC.154,687$15.3M1.79%-49,81613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC154,284$15.3M2.63%-17,71313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC153,917$15.3M0.11%+8,43813F-HRTimeline
Granite Harbor Advisors, Inc.153,314$15.2M6.64%-5,20113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC152,565$15.1M0.42%-1,78313F-HRTimeline
Sequoia Financial Advisors, LLC152,528$15.1M0.08%-15,86413F-HRTimeline
Tide Cove Capital Partners LLC149,732$14.9M10.13%+98613F-HRTimeline
Wealthspire Advisors, LLC149,962$14.9M0.12%-14,37913F-HRTimeline
FC Advisory LLC149,888$14.9M4.34%+5,69013F-HRTimeline
CVS HEALTH Corp149,700$14.9M7%new13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC149,286$14.8M12.15%+6,10413F-HRTimeline
Strategic Financial Partners, Ltd.148,895$14.8M6.38%+33,20713F-HRTimeline
Evensky & Katz LLC148,446$14.7M0.84%+9,03013F-HRTimeline
Montecito Bank & Trust148,157$14.7M2.42%+6,33113F-HRTimeline
FAGAN ASSOCIATES, INC.147,931$14.7M2.04%-3,04413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC147,842$14.7M0.48%+1,46113F-HRTimeline
Family Capital Trust Co147,802$14.7M5.31%+3,98413F-HR/ATimeline
Mullooly Asset Management, Inc.146,767$14.6M5.38%+2,28913F-HRTimeline
Sharp Wealth Advisory, LLC146,544$14.5M7.18%+3,10513F-HRTimeline
CVA Family Office, LLC146,317$14.5M1.53%+7,08413F-HRTimeline
Caldwell Trust Co145,705$14.5M1.29%+10,17813F-HRTimeline
Facet Wealth, Inc.143,872$14.3M0.25%+64,12213F-HRTimeline
MOTIVE WEALTH ADVISORS143,330$14.2M6.68%-1,02313F-HRTimeline
Aquire Wealth Advisors, LLC143,135$14.2M3.74%-38913F-HRTimeline
Eagle Strategies LLC142,709$14.2M1.69%-1,56113F-HRTimeline
Wilmington Savings Fund Society, FSB142,093$14.1M0.34%-5,98613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC141,303$14M1.55%+5,77813F-HRTimeline
TruWealth Advisors, LLC140,960$14M0.67%+14,05113F-HRTimeline
rebel Financial LLC140,193$13.9M6.03%-1,79313F-HRTimeline
High Net Worth Advisory Group LLC139,356$13.8M3.23%-28113F-HRTimeline
Slow Capital, Inc.138,668$13.8M1.79%+8,14113F-HRTimeline
Cynosure Group, LLC138,648$13.8M1.72%+3,98913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC138,013$13.7M0.02%-36,04713F-HRTimelineGroup
Onyx Bridge Wealth Group LLC137,740$13.7M1.47%-12,70913F-HRTimeline
Prospera Financial Services Inc137,226$13.6M0.22%-8,75813F-HRTimeline
SFAM, LLC136,727$13.6M12.59%+7,87813F-HRTimeline
Modern Wealth Management, LLC136,864$13.5M0.23%+2,92713F-HRTimeline
One Day In July LLC135,580$13.5M1.08%+4,94213F-HRTimeline
Freestate Advisors LLC135,192$13.4M10.73%+2,14513F-HRTimeline
Sandy Cove Advisors, LLC134,923$13.4M4.01%+1,35613F-HRTimeline
Brandywine Asset Management, Inc.135,175$13.4M10.62%+11413F-HRTimeline
Mann Financial Group, Inc.134,838$13.4M12.6%-2,84613F-HRTimeline
Somnio Financial Group, LLC134,775$13.4M8.79%+3,14913F-HRTimeline
Westerkirk Capital Inc.132,700$13.2M1.42%-73,67013F-HRTimeline
BCS Wealth Management131,879$13.1M2.67%-114,92913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP131,987$13.1M0.01%-12,08213F-HRTimeline
Catalyst Capital Advisors LLC131,526$13.1M0.24%+13,03013F-HRTimeline
Sugar Maple Asset Management, LLC131,390$13M7.92%new13F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC131,350$13M1%013F-HRTimeline
GeoWealth Management, LLC130,881$13M0.47%+51,16913F-HRTimeline
High Note Wealth, LLC130,850$13M2.55%+7,62213F-HRTimeline
Smith & Howard Wealth Management, LLC130,666$13M2.8%-92713F-HRTimeline
McGlone Suttner Wealth Management, Inc.130,590$13M1.72%+7,95013F-HRTimeline
HTG Investment Advisors, Inc.129,859$12.9M3.68%+9,80513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC128,629$12.8M0.06%+77,16513F-HRTimelineGroup
Valmark Advisers, Inc.127,735$12.7M0.15%-119,64113F-HRTimeline
Accelerate Investment Advisors LLC127,598$12.7M8.46%+1,92613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP127,502$12.7M0.7%+2,43813F-HRTimeline
Arax Advisory Partners127,430$12.6M0.36%-329,11513F-HRTimeline
Range Advisory, LLC126,093$12.5M2.32%+45,02713F-HRTimeline
LMG Wealth Partners, LLC126,065$12.5M2.28%+6,35113F-HRTimeline
TWO SIGMA SECURITIES, LLC125,533$12.5M1.45%+120,09213F-HRTimeline
Peak Financial Management, Inc.124,444$12.4M3.14%+6,04513F-HRTimeline
Townsend Financial Planning, LLC124,398$12.3M11.95%+6,94713F-HRTimeline
NWAM LLC124,275$12.3M0.71%-8,80613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP123,843$12.3M7.38%+9,98513F-HRTimelineGroup
CENTRAL BANK & TRUST CO123,839$12.3M1.93%-4,87713F-HRTimeline
IHT Wealth Management, LLC123,824$12.3M0.29%-7,32713F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV122,049$12.2M2.75%+2,12413F-HRTimeline
HB Wealth Management, LLC121,691$12.1M0.08%-9,50613F-HRTimeline
Parkway Wealth Management Group, LLC120,689$12M1.52%+4,12113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC120,809$12M0.37%-4,47913F-HRTimeline
IEQ CAPITAL, LLC120,280$11.9M0.06%+1,23313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC119,882$11.9M2.71%+3,19113F-HRTimeline
Roundview Capital LLC119,722$11.9M0.74%+5,09513F-HRTimeline
LifePlan Investment Advisors, Inc.119,223$11.8M4.65%-89913F-HRTimeline
NDWM LLC119,130$11.8M7.67%+86,92613F-HRTimeline
OFS Enterprise LLC119,100$11.8M3.48%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…119,036$11.8M0.26%+60,18313F-HRTimelineGroup
Wescott Financial Advisory Group, LLC117,871$11.7M1.03%+11,05213F-HRTimeline
MGO ONE SEVEN LLC117,606$11.7M0.23%-53,83013F-HRTimeline
COREPATH WEALTH PARTNERS LLC116,718$11.6M7.83%+4,63113F-HRTimeline
PFG Advisors116,397$11.6M0.56%-1,23113F-HRTimeline
Carbahal Olsen Financial Services Group…115,964$11.5M9.2%+3,02613F-HRTimeline
Geneos Wealth Management Inc.112,583$11.2M0.26%-5213F-HRTimeline
Independent Solutions Wealth Management…112,421$11.2M1.64%+84113F-HRTimeline
NorthCoast Asset Management LLC111,707$11.1M0.26%+5,45013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC109,355$10.9M0.52%+9813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…108,682$10.8M0.79%+32,90213F-HRTimelineGroup
CIBC WORLD MARKET INC.108,664$10.8M0.02%-5,91413F-HRTimeline
Blue Chip Partners, LLC108,098$10.7M0.77%-3,27513F-HRTimeline
LeConte Wealth Management, LLC107,788$10.7M6.92%+7,66713F-HRTimeline
IFP Advisors, Inc107,181$10.6M0.22%+4,51813F-HRTimeline
Souders Financial Advisors107,075$10.6M1.21%-4,12713F-HRTimeline
Belpointe Asset Management LLC107,007$10.6M0.39%+49,78313F-HRTimeline
Cosner Financial Group, LLC106,589$10.6M5.81%-38113F-HRTimeline
Van Hulzen Asset Management, LLC106,562$10.6M0.79%-6,02413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.105,243$10.4M0.68%+94,92213F-HRTimelineGroup
Innova Wealth Partners105,110$10.4M4.96%+54,70713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC104,972$10.4M0.15%-20,18813F-HRTimeline
Koenig Investment Advisory, LLC104,926$10.4M8.85%+2,09913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC104,623$10.4M0.25%+12,67213F-HRTimeline
Harpswell Capital Advisors, LLC104,007$10.3M7.69%+30,03713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.103,877$10.3M6.75%-98913F-HRTimeline
NorthCrest Asset Manangement, LLC103,855$10.3M0.32%-115,12213F-HRTimeline
JT Stratford LLC102,760$10.2M1.3%-4,66113F-HRTimeline
Financial & Tax Architects, LLC102,613$10.2M2.27%-12,65813F-HRTimeline
Chicago Partners Investment Group LLC102,028$10.2M0.23%+7,26513F-HRTimeline
Patriot Financial Group Insurance Agenc…101,350$10.1M0.57%+53,25113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC101,121$10M3.15%+1,74413F-HRTimeline
Blankinship & Foster, LLC101,032$10M2.22%+41313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC100,110$9.94M0.74%+4,46913F-HRTimeline
Integrated Advisors Network LLC99,329$9.86M0.52%-3,12013F-HRTimeline
Cercano Management LLC99,128$9.84M0.42%-52,44213F-HRTimeline
Midwestern Financial, LLC /IA98,565$9.78M7.7%+15,04313F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.78M3.26%013F-HRTimeline
U S WEALTH GROUP, LLC.97,628$9.69M6.55%-2,85713F-HRTimeline
Clearwater Capital Advisors, LLC97,252$9.65M0.78%-8,25313F-HRTimeline
Greykasell Wealth Strategies, Inc.96,900$9.62M3.88%+69713F-HRTimeline
Investment Research Partners LLC96,833$9.61M3.91%-32813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC94,740$9.4M3.81%+19,96513F-HRTimeline
Coastline Trust Co94,726$9.4M0.93%-10,57213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STAR Financial Bank94,720$9.4M4.44%+79,29713F-HRTimeline
StoryOne LLC0$9.34M5.27%013F-HRTimelineAmount filed as zero, left out of ratios.
Aventus Investment Advisors, Inc.93,900$9.32M7.89%+2,43813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC93,818$9.31M0.66%-3,87113F-HRTimeline
Silver Coast Investments LLC93,497$9.28M2.96%+3,39913F-HRTimeline
CFS Investment Advisory Services, LLC92,816$9.27M0.64%-18,05613F-HRTimeline
Accurate Wealth Management, LLC92,880$9.22M1.11%+8,74713F-HRTimeline
Firestone Capital Management92,860$9.22M1.92%+81513F-HRTimeline
NewSquare Capital LLC92,343$9.17M0.8%-5,24813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC92,182$9.15M3.06%+4,40813F-HRTimeline
Walker Financial Services, Inc.92,036$9.14M3.13%-32,42213F-HRTimeline
Teucrium Investment Advisors, LLC92,155$9.12M7.07%+68,31913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC91,773$9.11M1.14%new13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC91,731$9.11M3.06%+3,84313F-HRTimeline
Westside Investment Management, Inc.91,727$9.11M1.4%+2,10513F-HRTimeline
Asset Allocation Strategies LLC91,468$9.08M1.61%+34,91913F-HRTimeline
Frisco Financial Planning LLC91,409$9.07M7.48%-30,24413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC91,317$9.07M3.33%+84,29413F-HRTimeline
Man Group plcin group Man Group plc90,349$8.97M0.02%-248,07313F-HRTimelineGroup
Wayfinding Financial, LLC90,295$8.96M3.89%+12,05813F-HRTimeline
OneDigital Investment Advisors LLC89,649$8.9M0.09%-12,80813F-HRTimeline
North Berkeley Wealth Management, LLC89,113$8.85M4.68%+50,80313F-HRTimeline
Waterloo Capital, L.P.88,921$8.83M0.62%+26,59213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding88,570$8.79M+6,677Timeline
Glassy Mountain Advisors, Inc.87,961$8.73M2.71%+5,59313F-HRTimeline
Addis & Hill, Inc87,415$8.68M5.28%-1,92113F-HRTimeline
Arkadios Wealth Advisors86,786$8.62M0.14%+72,74213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC86,706$8.61M7.61%+2,71513F-HRTimeline
Ausdal Financial Partners, Inc.86,463$8.58M0.38%+14,80813F-HRTimeline
Columbus Macro, LLC86,453$8.58M0.92%+3,95313F-HRTimeline
Emergent Wealth Advisors, LLC86,390$8.58M5.07%-16,67213F-HRTimeline
Pinnacle Financial Group, LLC / IL86,357$8.57M2.35%+7,50813F-HRTimeline
Storen Legacy Partners, LLC85,947$8.53M2.67%+2,04413F-HRTimeline
Capstone Financial Advisors, Inc.85,793$8.52M0.46%-2,25213F-HRTimeline
Financial Planning Navigators CORP85,713$8.51M3.73%+2,66013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC83,582$8.3M0.06%-8,30913F-HRTimelineGroup
DURANTE & WATERS, LLC83,241$8.26M5.98%-20813F-HRTimeline
FDx Advisors, Inc.83,040$8.24M2.63%-1,15713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…82,773$8.22M0.11%-8,68713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…82,645$8.2M0.23%+2,45113F-HRTimelineGroup
Atlas Private Wealth Advisors82,635$8.2M1.93%-4,86513F-HRTimeline
WCG Wealth Advisors LLC82,507$8.19M0.23%-43,68213F-HRTimeline
KFA Private Wealth Group, LLC82,375$8.18M1.96%+3,45313F-HRTimeline
TPG Advisors LLC82,248$8.16M5.09%+4,97813F-HRTimeline
Ashton Thomas Private Wealth, LLC81,950$8.14M0.19%+8,89713F-HRTimeline
Boomfish Wealth Group, LLC81,165$8.06M4.3%-2,78213F-HRTimeline
Vericrest Private Wealth81,112$8.05M7.22%+8,26513F-HRTimeline
Erickson Financial Group, LLC80,424$7.98M5%+4,07213F-HRTimeline
Chesley Taft & Associates LLC80,375$7.98M0.33%+39213F-HRTimeline
Livet Wealth, LLC80,134$7.95M5.06%+2,50313F-HRTimeline
Fortis Capital Advisors, LLC78,944$7.84M1.03%+36,93313F-HRTimeline
Andina Capital Management, LLC78,574$7.8M6.9%-24,28613F-HRTimeline
Sovran Advisors, LLC78,439$7.77M0.61%+3,54313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments78,176$7.76M0.46%-535,22013F-HRTimelineGroup
Premier Path Wealth Partners, LLC77,950$7.74M1.01%+51,24413F-HRTimeline
KINTRA WEALTH, LLC77,915$7.73M0.55%+67,88713F-HRTimeline
GM Advisory Group, LLC77,232$7.67M0.3%-1,08913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC76,719$7.62M2.28%-83313F-HRTimeline
Global Assets Advisory, LLC76,693$7.61M2.18%+1,58313F-HRTimeline