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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
Main Management LLCin group Main Management ETF Advisors,…75,780$7.57M0.54%+6,10813F-HRTimelineGroup
Crabel Capital Management, LLC75,181$7.51M5.68%+24,27413F-HRTimeline
Sovran Advisors, LLC74,896$7.51M0.64%+9,70213F-HRTimeline
AE Wealth Management LLC75,123$7.5M0.04%+6,54813F-HRTimeline
Global Assets Advisory, LLC75,110$7.5M2.15%+12,27813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC74,775$7.47M3.22%+5,17513F-HRTimeline
Alamar Capital Management, LLC74,485$7.44M4.1%+7,22413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/74,459$7.44M0.01%-30,32013F-HRTimelineGroup
MN Wealth Advisors, LLC74,436$7.43M3.76%+2,81613F-HRTimeline
Sellwood Investment Partners LLC74,396$7.43M2.9%+19,57613F-HRTimeline
Harpswell Capital Advisors, LLC73,970$7.39M5.86%+69,96013F-HRTimeline
PALLADIEM, LLC73,776$7.38M7%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…73,890$7.38M0.02%-1,97013F-HRTimeline
MKD WEALTH COACHES, LLC73,424$7.33M7.33%+45513F-HRTimeline
Cedar Mountain Advisors, LLC73,346$7.33M1.41%+80113F-HRTimeline
Ashton Thomas Private Wealth, LLC73,053$7.3M0.18%+2,68413F-HRTimeline
Vericrest Private Wealth72,847$7.28M6.47%13F-HRTimeline
All Terrain Financial Advisors, LLC72,774$7.27M2.23%-52213F-HRTimeline
BlueSky Wealth Advisors, LLC72,500$7.24M0.95%-1,02413F-HRTimeline
ATLas Financial Planning LLC72,376$7.23M7.1%13F-HRTimeline
HARBOUR INVESTMENTS, INC.72,137$7.21M0.15%-75,43113F-HRTimeline
Systematic Alpha Investments, LLC72,000$7.19M0.22%013F-HRTimeline
PLIMOTH TRUST CO LLC71,737$7.17M1.6%-1,22013F-HRTimeline
Ausdal Financial Partners, Inc.71,655$7.16M0.33%-19,84813F-HRTimeline
REDW Wealth LLC71,583$7.15M2.73%-6,83113F-HRTimeline
Astoria Strategic Wealth, Inc.71,234$7.11M1.79%-31613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC70,887$7.08M0.01%+59,78813F-HRTimelineGroup
Tillman Hartley LLC70,868$7.08M1.78%+24813F-HRTimeline
LGL PARTNERS, LLC70,715$7.06M3.01%+13713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…70,563$7.05M1.77%+43113F-HRTimelineGroup
Jackson Hole Capital Partners, LLC70,548$7.05M1.21%-3,13013F-HRTimeline
Heritage Family Offices, LLP70,029$6.99M3.18%+5,69213F-HRTimeline
City State Bank69,842$6.98M1.91%+2,26813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.69,577$6.95M0.3%-21,28013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC69,479$6.94M0.52%+3,23713F-HRTimeline
Summit Wealth Group, LLC69,424$6.93M1.62%+17813F-HRTimeline
PFW Advisors LLC69,051$6.9M2.08%+2,85613F-HRTimeline
Curry Webb Wealth Management LLC68,792$6.87M3.41%13F-HRTimeline
Sovereign Investment Advisors, LLC68,708$6.86M1.72%+42413F-HRTimeline
StoryOne LLC0$6.84M4.14%13F-HRTimelineAmount filed as zero, left out of ratios.
WealthSpring Partners, LLC68,060$6.8M6.96%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.67,379$6.73M<0.01%-8,38513F-HRTimelineGroup
Redwood Park Advisors LLC67,303$6.72M4.57%+53813F-HRTimeline
Regal Investment Advisors LLC67,286$6.72M0.4%-14,70813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.67,023$6.69M0.25%+1,84513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.66,648$6.66M0.14%+3,39513F-HRTimelineGroup
RKL Wealth Management LLC66,637$6.66M0.55%+54913F-HRTimeline
CBM Financial, LLC65,382$6.59M4.48%13F-HRTimeline
CROBAN65,914$6.58M3.17%+27,88013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp64,846$6.48M0.65%-8013F-HRTimelineGroup
Counterweight Ventures, LLC64,595$6.45M3.62%+10,17713F-HRTimeline
Gemmer Asset Management LLC63,938$6.39M0.49%+2,70613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding63,817$6.37M+8,337Timeline
XML Financial, LLC63,505$6.34M0.52%+8,86313F-HRTimeline
Linscomb Wealth, Inc.63,256$6.32M0.27%-1,33513F-HRTimeline
DMC Group, LLC62,962$6.29M4.19%+47413F-HRTimeline
MARQUETTE ASSOCIATES, INC.62,542$6.25M8%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp62,333$6.23M0.28%+38,41813F-HRTimelineGroup
Waterloo Capital, L.P.62,329$6.23M0.45%+1,28913F-HRTimeline
WHITTIER TRUST CO62,143$6.22M0.07%-98113F-HRTimeline
FourThought Financial Partners, LLC62,087$6.2M0.52%+6,82913F-HRTimeline
Silver Grove Financial Group, Inc.61,506$6.15M5.32%+2,70013F-HRTimeline
Blue Barn Wealth, LLC61,088$6.1M8.89%-59,71913F-HRTimeline
Grove Bank & Trust60,976$6.09M0.69%+3,96513F-HRTimeline
Midwest Professional Planners, LTD.60,878$6.08M1.44%+2,46713F-HRTimeline
Valeo Financial Advisors, LLC60,803$6.07M0.14%+89213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.60,265$6.02M0.66%+4,41513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC60,131$6.01M0.15%-12,72313F-HRTimelineGroup
Element Wealth, LLC59,954$5.99M2.48%-1,28113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC58,925$5.95M5.81%13F-HRTimeline
LANARK FINANCIAL, INC.59,388$5.93M0.44%+13,72413F-HRTimeline
JGP Wealth Management, LLC58,960$5.89M0.61%+10,46013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…58,853$5.88M0.12%new13F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…58,473$5.84M1.7%+2,08413F-HRTimeline
Golden Bell Financial Planning LLC58,213$5.81M4.84%+44513F-HRTimeline
Independent Advisor Alliance57,898$5.78M0.14%-4,33113F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.76M1.28%013F-HRTimelineGroup
Sharper & Granite LLC57,597$5.75M2.03%+8,05913F-HRTimeline
Belpointe Asset Management LLC57,224$5.72M0.21%-1,98613F-HRTimeline
Avidian Wealth Enterprises, LLC57,148$5.71M0.21%-3,34913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.57,054$5.7M0.81%-1,35113F-HRTimeline
Capital Management Associates, Inc56,679$5.66M1.25%+14,08413F-HRTimeline
Asset Allocation Strategies LLC56,549$5.65M1.05%-26,80913F-HRTimeline
TOEWS CORP /ADV56,024$5.6M0.81%-3,10013F-HRTimeline
Canvas Wealth Advisors, LLC55,444$5.54M0.94%+4,73513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …54,759$5.47M0.01%+3,34513F-HRTimelineGroup
Moneda S.A. Administradora General de F…54,750$5.47M4.91%+99813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54,686$5.46M0.11%-4,90913F-HRTimelineGroup
Canal Capital Management, LLC54,549$5.45M0.77%+36,42313F-HRTimeline
WealthTrust Asset Management, LLC54,026$5.4M3.77%+1,58713F-HRTimeline
CPR Investments Inc.53,934$5.39M3.62%+36,25613F-HRTimeline
Glenview Trust Co53,894$5.38M0.08%+2,78513F-HRTimeline
Merkkuri Wealth Advisors LLC53,490$5.34M3.64%+16,86713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC53,403$5.33M1.66%new13F-HRTimeline
Kastel Capital Advisors, LLC52,953$5.29M3.25%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.52,887$5.28M0.67%13F-HRTimeline
Bedell Frazier Investment Counselling, …52,466$5.24M1.01%+16,86013F-HRTimeline
Columbia Bank52,131$5.21M1.45%-4,52313F-HRTimeline
INVESTED ADVISORS52,112$5.2M5.39%+2,98713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.51,980$5.19M1.71%+2,64313F-HRTimeline
Aspect Partners, LLC51,843$5.18M2.27%+3,06413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC51,464$5.14M0.03%-1,98513F-HRTimelineGroup
Modus Advisors, LLC51,381$5.13M1.35%+4,56213F-HRTimeline
Coign Capital Advisors LLC51,301$5.12M2.68%+1,94613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC51,033$5.1M<0.01%+50,58313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC50,961$5.09M0.01%+33,83013F-HRTimelineGroup
MorganRosel Wealth Management, LLC50,802$5.07M1.27%+8,26013F-HRTimeline
SAX WEALTH ADVISORS, LLC50,763$5.07M0.24%+36,57413F-HRTimeline
SteelPeak Wealth, LLC50,752$5.07M0.17%+21,35813F-HRTimeline
Stone Wealth Partners50,715$5.07M4.51%13F-HRTimeline
Newport Capital Group, LLC50,686$5.06M3.09%+5,88213F-HR/ATimeline
ARRIEN INVESTMENTS, INC.50,676$5.06M2.85%-17,11213F-HRTimeline
Lynch Investment Planning, LLC50,644$5.06M4.85%13F-HRTimeline
Innova Wealth Partners50,403$5.03M2.54%-4,35413F-HRTimeline
Joseph P. Lucia & Associates, LLC50,174$5.01M1.81%+6,58313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC50,056$5M0.52%-127,69513F-HRTimelineGroup
Cadia Private Client LLC49,724$4.97M3.94%13F-HRTimeline
Wise Wealth Partners49,448$4.94M7.09%+3,98113F-HRTimeline
Impact Capital Partners LLC48,865$4.88M1.45%+80813F-HRTimeline
Canton Hathaway, LLC48,700$4.86M0.94%013F-HRTimeline
Patriot Financial Group Insurance Agenc…48,099$4.8M0.57%+2,76413F-HRTimeline
BLB&B Advisors, LLC48,097$4.8M0.2%-93,27313F-HRTimeline
PFG Investments, LLC48,015$4.8M0.23%+1,85213F-HRTimeline
Arcadia Wealth Management, LLC47,893$4.78M1.78%+25413F-HRTimeline
IFS Advisors, LLC47,702$4.76M2.48%+8,55113F-HRTimeline
Rehmann Capital Advisory Group47,659$4.76M0.25%-15,95113F-HRTimeline
Compagnie Lombard Odier SCmA47,617$4.76M0.05%+3,81713F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.46,621$4.74M6.11%+4,92413F-HRTimeline
LITTLE HOUSE CAPITAL LLC47,243$4.72M1.18%-2,07813F-HRTimeline
1ST SOURCE BANK47,162$4.71M0.25%-2,84213F-HRTimeline
Proficio Capital Partners LLC47,054$4.7M0.33%-5,59313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.46,868$4.68M0.59%+4,82813F-HRTimeline
Logan Stone Capital, LLC46,805$4.67M1.15%-4,55013F-HRTimeline
PKS Advisory Services, LLC46,800$4.67M1.07%-1,63013F-HRTimeline
NVWM, LLC46,797$4.67M1.02%+27,37113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC46,655$4.66M1.39%013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC46,652$4.66M2.04%+3,10213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.46,541$4.65M1.33%-9,41813F-HRTimeline
Park Place Capital Corp46,399$4.63M0.96%-7,02513F-HRTimeline
Ullmann Wealth Partners Group, LLC46,053$4.63M0.48%+1813F-HRTimeline
Kagan Cocozza Asset Management46,234$4.62M3.28%-22613F-HRTimeline
Legacy Edge Advisors, LLC45,891$4.58M0.5%+4,09413F-HRTimeline
Flagship Private Wealth, LLC45,721$4.57M1.8%+3,93613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA45,571$4.55M0.13%+87513F-HRTimelineGroup
United Advisor Group, LLC45,378$4.53M0.58%-11813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC45,215$4.52M0.03%013F-HRTimelineGroup
Patten Group, Inc.45,038$4.5M0.83%+17,41613F-HRTimeline
Paladin Partners, LLC44,819$4.48M3.34%13F-HRTimeline
Forum Private Client Group LLC44,803$4.47M1.53%-2,35513F-HRTimeline
Northern Lights Advisors, Inc.44,763$4.47M3.07%13F-HRTimeline
Ironwood Financial, llc44,612$4.47M0.76%-2,91213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC44,628$4.46M1.58%+6813F-HRTimeline
TI-TRUST, INC44,581$4.45M2.75%+1,29213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44,546$4.45M0.68%+1,36013F-HRTimeline
Penney Financial, LLC44,448$4.44M1.71%+2,74313F-HRTimeline
Sound View Wealth Advisors Group, LLC44,439$4.44M0.3%+1,07913F-HRTimeline
Conservest Capital Advisors, Inc.43,964$4.39M0.4%+30213F-HRTimeline
Koshinski Asset Management, Inc.43,866$4.38M0.28%+20,19813F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC43,820$4.38M1.69%-1,12813F-HRTimeline
Equity Wealth Partners, LLC43,751$4.37M2.83%-17313F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.36M0.14%013F-HRTimeline
Wall Street Financial Group, Inc.43,453$4.34M3.16%+12,55813F-HRTimeline
Cannon Wealth Management Services, LLC43,310$4.33M3.05%+83413F-HRTimeline
AtlasMark Financial, Inc43,214$4.32M2.79%-3,44413F-HRTimeline
FSA WEALTH PARTNERS, INC.43,155$4.31M1.55%+18,45913F-HRTimeline
Indivisible Partners42,901$4.28M0.46%13F-HRTimeline
LEUTHOLD GROUP, LLC42,755$4.27M0.46%-5,01513F-HRTimeline
DAVENPORT & Co LLC42,524$4.25M0.02%+3,88813F-HRTimeline
5T Wealth, LLC42,365$4.23M1.69%+3,02813F-HRTimeline
Snowden Capital Advisors LLC42,085$4.2M0.11%+4,54113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC42,084$4.2M1.41%-35,48413F-HRTimelineGroup
E&G Advisors, LLC42,048$4.2M0.94%+1,15913F-HRTimeline
Fortis Capital Advisors, LLC42,011$4.2M0.62%+4,25013F-HRTimeline
Accel Wealth Management41,761$4.17M1.14%+2,07813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,430$4.14M0.02%-16813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC41,395$4.13M0.12%-1,27513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.41,014$4.1M0.43%-5,66113F-HRTimeline
Evercore Wealth Management, LLC40,936$4.09M0.06%+1,20213F-HRTimeline
WBH ADVISORY INC40,715$4.07M0.3%-37213F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,641$4.06M0.12%+4,95313F-HRTimeline
Tactive Advisors, LLC40,469$4.04M1.18%-95913F-HRTimeline
TD Waterhouse Canada Inc.40,378$4.03M0.03%+3,20113F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding39,876$3.98M+754Timeline
PURSUIT WEALTH STRATEGIES, LLC39,652$3.96M5.56%13F-HRTimeline
Signal Advisors Wealth, LLC39,483$3.94M0.31%-5,03213F-HRTimeline
OLD MISSION CAPITAL LLC39,371$3.93M0.15%new13F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC39,218$3.92M1.52%+26413F-HRTimeline
Curated Wealth Partners LLC39,175$3.91M0.42%new13F-HRTimeline
Family Investment Center, Inc.39,143$3.91M0.79%+313F-HRTimeline
M Holdings Securities, Inc.39,018$3.9M0.28%new13F-HRTimeline
Legacy Wealth Management, LLC38,943$3.89M0.22%-113F-HRTimeline
LPWM LLC38,925$3.89M0.98%+4,73513F-HRTimeline
KG Capital Management38,754$3.87M1%+46113F-HRTimeline
Capital Advisors Wealth Management, LLC38,710$3.87M0.53%-1,32713F-HRTimeline
Atwater Malick LLC38,580$3.85M1.06%+10,95313F-HRTimeline
EFG International AGin group EFG International AG38,551$3.85M0.07%13F-HRTimelineGroup
Sincerus Advisory, LLC38,439$3.84M3.09%+2,53313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC38,424$3.84M0.47%-39613F-HRTimeline
GuidedMoney, LLC38,322$3.83M2.04%13F-HRTimeline
North Berkeley Wealth Management, LLC38,310$3.83M2.26%+15,35613F-HRTimeline