Skip to content
Disclosery

AGG ISHARES TR

Follow

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
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC74,995$7.42M2.24%+41,54413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…74,824$7.41M0.09%-7,94913F-HRTimelineGroup
All Terrain Financial Advisors, LLC73,969$7.32M1.54%-12313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.73,937$7.32M0.74%+10,70613F-HRTimeline
Cedar Mountain Advisors, LLC73,919$7.32M1.26%+26413F-HRTimeline
LGL PARTNERS, LLC73,550$7.28M2.66%+10813F-HRTimeline
Ausdal Financial Partners, Inc.73,512$7.28M0.29%-12,95113F-HRTimeline
One Capital Management, LLC73,243$7.27M0.2%013F-HRTimeline
Sellwood Investment Partners LLC72,941$7.22M2.55%+3,07913F-HRTimeline
Astoria Strategic Wealth, Inc.72,910$7.22M1.65%+1,81013F-HRTimeline
Counterweight Ventures, LLC72,592$7.19M3.58%-1,43413F-HRTimeline
Kagan Cocozza Asset Management72,064$7.13M4.47%+8,21513F-HRTimeline
Csenge Advisory Group72,033$7.13M0.29%-2,42813F-HRTimeline
Systematic Alpha Investments, LLC72,000$7.13M0.19%013F-HRTimeline
JGP Wealth Management, LLC71,752$7.1M0.64%+18,84613F-HRTimeline
IFG Advisory, LLC71,640$7.09M0.25%new13F-HRTimeline
PLIMOTH TRUST CO LLC71,571$7.08M1.41%-47613F-HRTimeline
ATLas Financial Planning LLC71,104$7.04M5.71%-20213F-HRTimeline
Onyx Bridge Wealth Group LLC71,025$7.03M0.63%-66,71513F-HRTimeline
Triad Wealth Partners, LLC71,989$7M0.42%+41,84313F-HRTimeline
FSA WEALTH PARTNERS, INC.70,525$6.98M1.75%+9,91713F-HRTimeline
Sovereign Investment Advisors, LLC70,318$6.96M1.31%+70013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC70,311$6.96M0.43%-1,32913F-HRTimeline
CBM Financial, LLC70,820$6.95M4.14%+3,10613F-HRTimeline
Liberty Atlantic Advisors LLC69,587$6.89M4.96%+7,37513F-HRTimeline
OneDigital Investment Advisors LLC69,579$6.89M0.06%-20,07013F-HRTimeline
EPIQ PARTNERS, LLC68,970$6.83M2.9%-3,78913F-HRTimeline
MCF Advisors LLC68,847$6.81M0.24%+5,76013F-HRTimeline
WealthSpring Partners, LLC68,719$6.8M5.85%-1,72013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC68,705$6.8M0.05%-14,87713F-HRTimelineGroup
Redwood Park Advisors LLC68,593$6.79M4.9%+12013F-HRTimeline
Midwest Professional Planners, LTD.68,382$6.77M1.33%+4,78413F-HRTimeline
WealthPLAN Partners, LLC68,139$6.74M1.29%+39,88913F-HRTimeline
REDW Wealth LLC68,062$6.74M2.41%-1,38713F-HRTimeline
Wilmington Savings Fund Society, FSB66,807$6.61M0.15%-75,28613F-HRTimeline
SAX WEALTH ADVISORS, LLC66,605$6.61M0.27%+15,84213F-HRTimeline
Innova Wealth Partners66,593$6.59M2.73%-38,51713F-HRTimeline
North Star Investment Management Corp.66,547$6.59M0.36%+16,61413F-HRTimeline
Ameliora Wealth Management Ltd.64,790$6.41M1.9%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC64,724$6.41M1.37%+13,91513F-HRTimeline
Tillman Hartley LLC64,579$6.39M1.44%-2,18613F-HRTimeline
Destiny Capital Corp/CO64,530$6.39M2.97%-8,55213F-HRTimeline
Grove Bank & Trust64,508$6.39M0.63%+1,05513F-HRTimeline
Element Wealth, LLC63,580$6.29M2.37%+1,04213F-HRTimeline
RKL Wealth Management LLC63,551$6.29M0.5%-87513F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC63,520$6.23M5.48%+2,64913F-HRTimeline
Aspect Partners, LLC62,920$6.23M2.32%+8,59913F-HRTimeline
Summit Wealth Group, LLC62,901$6.23M1.27%-4,97113F-HRTimeline
LITTLE HOUSE CAPITAL LLC62,722$6.21M1.39%+1,87313F-HRTimeline
Joseph P. Lucia & Associates, LLC62,691$6.21M1.87%+4,53513F-HRTimeline
Sharper & Granite LLC62,648$6.2M1.92%+1,52313F-HRTimeline
Westfuller Advisors, LLC62,578$6.19M2.25%+12,67413F-HRTimeline
Atwater Malick LLC62,545$6.19M1.35%+12,72513F-HRTimeline
WHITTIER TRUST CO62,675$6.18M0.06%+53213F-HRTimeline
Lynch Investment Planning, LLC62,263$6.16M4.73%+4,64513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp62,177$6.15M0.55%-12513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.62,078$6.14M0.2%+7,81013F-HRTimelineGroup
StoryOne LLC61,681$6.11M2.89%+61,68113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding61,634$6.1M-3,032Timeline
Modus Advisors, LLC61,494$6.09M1.5%+2,20313F-HRTimeline
Envision Financial LLC61,322$6.07M2.8%+21,03913F-HRTimeline
GuidedMoney, LLC60,942$6.03M2.79%+12,22413F-HRTimeline
Mutual Advisors, LLC60,626$6M0.11%-202,55013F-HRTimeline
LPWM LLC60,164$5.96M1.32%+55113F-HRTimeline
BBR PARTNERS, LLC59,553$5.89M0.28%+43,13413F-HRTimeline
Apex Wealth Management, LLC59,514$5.89M3.6%-94413F-HRTimeline
Arete Wealth Advisors, LLC59,457$5.89M0.39%-1,98013F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments59,325$5.87M0.32%-18,85113F-HRTimelineGroup
DMC Group, LLC59,258$5.87M4.02%-5,86513F-HRTimeline
TWO SIGMA SECURITIES, LLC58,958$5.84M0.5%-66,57513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.58,843$5.82M<0.01%+70613F-HRTimelineGroup
Odyssey Group, LLC58,819$5.82M1.58%13F-HRTimeline
Canvas Wealth Advisors, LLC58,191$5.76M0.8%+15713F-HRTimeline
Avidian Wealth Enterprises, LLC57,990$5.74M0.16%+37613F-HRTimeline
TBH Global Asset Management, LLC57,897$5.73M1.05%-6,00713F-HRTimeline
Teucrium Investment Advisors, LLC57,979$5.72M5.09%-34,17613F-HRTimeline
Golden Bell Financial Planning LLC57,694$5.71M4.2%-69013F-HRTimeline
Silver Grove Financial Group, Inc.57,694$5.71M3.09%-8313F-HRTimeline
Glenview Trust Co57,664$5.71M0.08%+1,92913F-HR/ATimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.71M1.21%013F-HRTimelineGroup
Valeo Financial Advisors, LLC57,658$5.71M0.12%-9,65313F-HRTimeline
EIGHT 31 FINANCIAL, LLC57,305$5.67M3.37%+2,71313F-HRTimeline
Coign Capital Advisors LLC57,088$5.65M2.54%+3,56513F-HRTimeline
Wealth Enhancement Trust Services, Inc.56,889$5.63M0.63%+3,94613F-HR/ATimeline
AE Wealth Management LLC56,799$5.62M0.03%-2,69813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56,627$5.6M0.11%+2,31813F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC56,505$5.59M0.53%+88013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.56,395$5.58M0.64%+3,72913F-HRTimeline
Sincerus Advisory, LLC56,089$5.55M3.77%+7,21913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,899$5.53M0.11%-10,55313F-HRTimelineGroup
AtlasMark Financial, Inc55,517$5.5M2.71%+12,30313F-HRTimeline
SteelPeak Wealth, LLC55,226$5.47M0.14%+13,47113F-HRTimeline
WELLINGTON-ALTUS USA INC.55,052$5.47M3.89%-8,94813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC55,170$5.46M2.2%+3,95113F-HRTimeline
Independent Advisor Alliance54,792$5.42M0.13%-190,36813F-HRTimeline
Stone Wealth Partners54,789$5.42M3.97%-3,05513F-HRTimeline
ARRIEN INVESTMENTS, INC.54,603$5.4M2.73%+34513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.54,577$5.4M0.69%-1,88013F-HR/ATimeline
FourThought Financial Partners, LLC54,522$5.4M0.42%-4,62713F-HRTimeline
Conservest Capital Advisors, Inc.54,423$5.39M0.43%-4,48413F-HRTimeline
MorganRosel Wealth Management, LLC54,351$5.38M1.82%+13,15413F-HRTimeline
Newport Capital Group, LLC54,295$5.37M3.02%+3,93413F-HRTimeline
Impact Capital Partners LLC54,146$5.36M1.46%-80113F-HRTimeline
Quartz Partners, LLC54,027$5.35M1.75%-3,77913F-HRTimeline
Brendel Financial Advisors LLC53,803$5.33M2.47%+98013F-HRTimeline
WealthTrust Asset Management, LLC53,610$5.31M2.87%+57313F-HRTimeline
HEARTLAND ADVISORS INC53,502$5.3M0.24%+17513F-HRTimeline
Koshinski Asset Management, Inc.53,289$5.27M0.28%+32313F-HRTimeline
RFG Advisory, LLC53,216$5.27M0.08%-22,03013F-HRTimeline
WBH ADVISORY INC53,188$5.26M0.35%+53213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV53,142$5.26M1.96%+3,00213F-HRTimeline
INVESTED ADVISORS53,037$5.25M4.64%+1,48413F-HRTimeline
Kovack Advisors, Inc.53,053$5.23M0.25%-1,87813F-HRTimeline
RiverGlades Family Offices LLC52,635$5.21M2.39%+89413F-HRTimeline
Capital Management Associates, Inc52,527$5.2M1.05%+15713F-HRTimeline
HUB Investment Partners, LLC52,101$5.16M0.09%+92713F-HRTimeline
TOEWS CORP /ADV52,026$5.15M0.75%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…51,992$5.15M0.53%-49,35813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.51,731$5.12M1.59%-34413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …51,725$5.12M0.01%-2,73113F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…51,548$5.1M1.31%+20,49813F-HRTimeline
Avail Investment Partners, LLC51,477$5.1M3.92%+5,72613F-HRTimeline
Northern Lights Advisors, Inc.51,148$5.06M2.75%+5,24013F-HRTimeline
Oxinas Partners, LLC50,846$5.03M1.98%+2,32113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV50,716$5.02M2.03%+17,17513F-HRTimeline
PlanVest Financial, Inc50,659$5.01M3.35%+1,23813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50,385$4.99M0.21%-1,78413F-HRTimelineGroup
PFG Investments, LLC50,330$4.98M0.19%+2,13213F-HRTimeline
Cannon Wealth Management Services, LLC50,246$4.97M2.72%+1,12413F-HRTimeline
Flagship Private Wealth, LLC49,901$4.94M1.75%-52113F-HRTimeline
QUADRANT CAPITAL GROUP LLC49,761$4.93M0.13%-62913F-HRTimeline
E&G Advisors, LLC49,666$4.92M0.95%-33913F-HRTimeline
Accel Wealth Management49,572$4.91M1.1%+25113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC49,477$4.9M1.69%new13F-HRTimeline
J.Safra Asset Management Corp49,131$4.86M0.22%+12,92313F-HRTimeline
Canton Hathaway, LLC48,700$4.82M0.92%013F-HRTimeline
Sound View Wealth Advisors Group, LLC48,449$4.8M0.3%+2,60213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48,324$4.78M0.32%-56,91913F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC48,063$4.76M1.34%-49313F-HRTimeline
CROBAN47,728$4.72M2.08%+63413F-HRTimeline
TI-TRUST, INC47,617$4.71M2.53%+26713F-HRTimeline
TRUE Private Wealth Advisors47,441$4.7M0.41%+2,63513F-HRTimeline
WEST PACES ADVISORS INC.46,975$4.65M0.78%new13F-HRTimeline
PKS Advisory Services, LLC46,859$4.64M0.74%+3,71213F-HRTimeline
IFS Advisors, LLC46,847$4.64M2.22%+413F-HRTimeline
United Advisor Group, LLC46,789$4.63M0.49%+67413F-HRTimeline
Snowden Capital Advisors LLC46,603$4.61M0.11%+1,05813F-HRTimeline
DAVENPORT & Co LLC46,263$4.58M0.02%+61613F-HRTimeline
Park Place Capital Corp46,049$4.56M0.72%+38813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC45,792$4.53M0.43%+29,57213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC45,763$4.53M<0.01%new13F-HRTimelineGroup
Merkkuri Wealth Advisors LLC45,628$4.52M2.8%-6,41613F-HRTimeline
ADIRONDACK TRUST CO45,497$4.5M1.34%+11,27413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC45,285$4.48M0.57%+45413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC45,215$4.48M0.02%013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO45,079$4.46M0.13%+5,10613F-HR/ATimeline
5T Wealth, LLC44,979$4.45M1.66%+4313F-HRTimeline
Forum Private Client Group LLC44,761$4.43M1.32%+2,30313F-HRTimeline
Paladin Partners, LLC44,709$4.43M2.93%-11113F-HRTimeline
Ironwood Financial, llc45,077$4.4M0.69%+1,34513F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC44,355$4.39M5.71%+2,11313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC44,201$4.38M1.31%+24713F-HRTimeline
OpenArc Corporate Advisory, LLC44,174$4.37M0.05%-13,18913F-HRTimeline
Hudson Oak Wealth Advisory LLC44,053$4.36M3.36%+4,76313F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.32M0.16%013F-HRTimeline
CENTRAL TRUST Co43,333$4.29M0.08%-2,61113F-HRTimeline
Pacific Park Financial, Inc.43,288$4.28M2.49%+2,49613F-HRTimeline
Bryant Woods Investment Advisors, LLC43,230$4.28M1.19%new13F-HRTimeline
Intergy Private Wealth, LLC43,102$4.27M0.99%+4,82213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…43,025$4.26M0.61%+12,25013F-HRTimeline
MPS Loria Financial Planners, LLC42,791$4.24M0.97%+2,50413F-HRTimeline
LEUTHOLD GROUP, LLC42,755$4.23M0.43%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC42,691$4.23M1.48%-94113F-HRTimeline
Equity Wealth Partners, LLC42,518$4.21M1.51%+1,38113F-HRTimeline
Ullmann Wealth Partners Group, LLC42,437$4.2M0.38%+24613F-HRTimeline
Welch & Forbes LLC42,377$4.19M0.05%+13,92713F-HRTimeline
DV Trading LLC42,300$4.19M0.35%+24,66013F-HRTimeline
Evercore Wealth Management, LLC41,750$4.13M0.06%+40713F-HRTimeline
TD Waterhouse Canada Inc.41,927$4.13M0.01%+1,95613F-HRTimeline
Cadia Private Client LLC41,451$4.1M2.94%-5,09513F-HRTimeline
1607 Capital Partners, LLC41,270$4.08M0.36%-229,86313F-HR/ATimeline
LAKE STREET PRIVATE WEALTH, LLC41,257$4.08M0.47%-1,15113F-HRTimeline
Wise Wealth Partners41,211$4.08M6.93%-9,19513F-HRTimeline
Western Wealth Management, LLC40,981$4.06M0.13%-1,59913F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV40,955$4.05M1.82%+2,90113F-HRTimeline
Family Investment Center, Inc.40,807$4.04M0.67%+94913F-HRTimeline
Charter Capital Management, LLC\DE40,788$4.04M1.79%+1,74513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,768$4.04M0.09%-22,33013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.40,569$4.02M0.38%+1,00013F-HRTimeline
Strive Financial Group ,LLC40,500$4.01M1.74%+6,68413F-HR/ATimeline
Dynamic Advisor Solutions LLC40,373$4M0.11%-1,89413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC40,230$3.98M1.85%+613F-HRTimeline
Randall & Associates Wealth Management40,042$3.96M2.45%+1,73913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.40,007$3.96M3.24%+21713F-HRTimeline
Wealth Management Associates, Inc.39,976$3.96M1.09%+2,31913F-HRTimeline
Godfrey Financial Associates, Inc.39,466$3.91M2.99%+87413F-HRTimeline
Midwest Trust Co39,116$3.87M0.04%-2,55913F-HRTimeline
DAVIDSON TRUST CO38,993$3.86M1.51%-22313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC38,889$3.85M0.26%+2,47413F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group38,751$3.84M0.36%+3,01013F-HRTimelineGroup