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
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…76,655$7.61M0.02%+2,76513F-HRTimeline
Sonoma Allocations LLC76,419$7.58M2.62%-26,83713F-HRTimeline
Avantax Planning Partners, Inc.76,250$7.57M0.21%-4,72013F-HRTimeline
RFG Advisory, LLC75,246$7.47M0.14%-27,21813F-HRTimeline
MKD WEALTH COACHES, LLC75,146$7.46M7.34%+1,72213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.74,915$7.43M0.4%+5,33813F-HRTimelineGroup
PALLADIEM, LLC74,479$7.41M7.07%+70313F-HRTimeline
Csenge Advisory Group74,461$7.39M0.34%-10,21813F-HRTimeline
Alamar Capital Management, LLC74,293$7.38M4.51%-19213F-HRTimeline
City State Bank74,282$7.37M1.91%+4,44013F-HRTimeline
All Terrain Financial Advisors, LLC74,092$7.36M2.29%+1,31813F-HRTimeline
Counterweight Ventures, LLC74,026$7.35M4.12%+9,43113F-HRTimeline
Cedar Mountain Advisors, LLC73,655$7.31M1.43%+30913F-HRTimeline
Jackson Hole Capital Partners, LLC73,633$7.31M1.21%+3,08513F-HRTimeline
LGL PARTNERS, LLC73,442$7.29M3%+2,72713F-HRTimeline
One Capital Management, LLC73,243$7.27M0.2%-203,77413F-HRTimeline
Destiny Capital Corp/CO73,082$7.25M3.87%-5,35513F-HRTimeline
EPIQ PARTNERS, LLC72,759$7.22M3.37%-3,23713F-HRTimeline
Navigate Wealth Management, LLC72,576$7.22M5.07%13F-HRTimeline
Regal Investment Advisors LLC72,226$7.17M0.41%+4,94013F-HRTimeline
PLIMOTH TRUST CO LLC72,047$7.15M1.6%+31013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC72,010$7.15M0.19%+56,71713F-HRTimelineGroup
Systematic Alpha Investments, LLC72,000$7.15M0.25%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC71,640$7.11M0.52%+2,16113F-HRTimeline
MERIDIAN MANAGEMENT CO71,625$7.11M1.77%+69,53313F-HRTimeline
ATLas Financial Planning LLC71,306$7.08M6.35%-1,07013F-HRTimeline
Astoria Strategic Wealth, Inc.71,100$7.06M1.79%-13413F-HRTimeline
WealthSpring Partners, LLC70,439$6.99M6.42%+2,37913F-HRTimeline
LANARK FINANCIAL, INC.70,009$6.95M0.52%+10,62113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.70,105$6.94M6.56%+23,48413F-HRTimeline
Sellwood Investment Partners LLC69,862$6.94M2.73%-4,53413F-HRTimeline
Sovereign Investment Advisors, LLC69,618$6.91M1.46%+91013F-HRTimeline
REDW Wealth LLC69,449$6.89M2.75%-2,13413F-HRTimeline
Richard W. Paul & Associates, LLC68,830$6.83M2.3%-84,12413F-HRTimeline
Redwood Park Advisors LLC68,473$6.8M5.03%+1,17013F-HRTimeline
ELEVATUS WELATH MANAGEMENT68,300$6.78M3.55%+40,87513F-HRTimeline
CBM Financial, LLC67,714$6.76M4.22%+2,33213F-HRTimeline
Summit Wealth Group, LLC67,872$6.74M1.55%-1,55213F-HRTimeline
Valeo Financial Advisors, LLC67,311$6.68M0.16%+6,50813F-HRTimeline
SG Americas Securities, LLC67,167$6.67M0.01%-238,00013F-HRTimeline
Tillman Hartley LLC66,765$6.63M1.66%-4,10313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.66,452$6.6M0.14%-19613F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding66,134$6.57M-44,836Timeline
CITY NATIONAL BANK OF FLORIDA /MSD65,353$6.49M3.87%new13F-HRTimeline
DMC Group, LLC65,123$6.46M4.37%+2,16113F-HRTimeline
Ameliora Wealth Management Ltd.64,790$6.43M2.05%-75,50113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding64,666$6.42M+849Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC64,610$6.41M<0.01%-6,27713F-HRTimelineGroup
RKL Wealth Management LLC64,426$6.4M0.58%-2,21113F-HRTimeline
TBH Global Asset Management, LLC63,904$6.34M1.28%-14,98913F-HRTimeline
Kagan Cocozza Asset Management63,849$6.34M4.46%+17,61513F-HRTimeline
WELLINGTON-ALTUS USA INC.64,000$6.33M3.73%+30,54613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…63,628$6.32M1.68%-6,93513F-HRTimelineGroup
Midwest Professional Planners, LTD.63,598$6.31M1.49%+2,72013F-HRTimeline
Grove Bank & Trust63,453$6.3M0.71%+2,47713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.63,231$6.28M0.7%+2,96613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,098$6.26M0.15%+2,96713F-HRTimelineGroup
MCF Advisors LLC63,087$6.26M0.27%+58,33513F-HRTimeline
Linscomb Wealth, Inc.62,822$6.24M0.28%-43413F-HRTimeline
MARQUETTE ASSOCIATES, INC.62,542$6.21M6.75%013F-HRTimeline
Element Wealth, LLC62,538$6.21M2.57%+2,58413F-HRTimeline
CX Institutional62,528$6.21M0.19%-41,14213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp62,302$6.18M0.62%-2,54413F-HRTimelineGroup
Liberty Atlantic Advisors LLC62,212$6.18M5.28%+24,35513F-HRTimeline
WHITTIER TRUST CO62,143$6.16M0.07%013F-HRTimeline
Arete Wealth Advisors, LLC61,437$6.1M0.46%-19,11613F-HR/ATimeline
Sharper & Granite LLC61,125$6.07M2.07%+3,52813F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC60,871$6.06M5.69%+1,94613F-HRTimeline
LITTLE HOUSE CAPITAL LLC60,849$6.04M1.56%+13,60613F-HRTimeline
FSA WEALTH PARTNERS, INC.60,608$6.02M2.86%+17,45313F-HRTimeline
Apex Wealth Management, LLC60,458$6M4.12%+58,44513F-HRTimeline
Merited Wealth, LLC59,742$5.93M4.92%+30,10713F-HRTimeline
LPWM LLC59,613$5.92M1.49%+20,68813F-HRTimeline
AE Wealth Management LLC59,497$5.91M0.03%-15,62613F-HRTimeline
Modus Advisors, LLC59,291$5.89M1.62%+7,91013F-HRTimeline
FourThought Financial Partners, LLC59,149$5.87M0.51%-2,93813F-HRTimeline
Conservest Capital Advisors, Inc.58,907$5.85M0.53%+14,94313F-HRTimeline
Golden Bell Financial Planning LLC58,384$5.8M4.62%+17113F-HRTimeline
Bedell Frazier Investment Counselling, …58,352$5.79M1.17%+5,88613F-HRTimeline
Joseph P. Lucia & Associates, LLC58,156$5.77M2.06%+7,98213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.58,137$5.77M<0.01%-9,24213F-HRTimelineGroup
Canvas Wealth Advisors, LLC58,034$5.76M0.98%+2,59013F-HRTimeline
Aviance Capital Partners, LLC57,992$5.76M0.67%+34,87713F-HRTimeline
Stone Wealth Partners57,844$5.74M5.16%+7,12913F-HRTimeline
Cornerstone National Bank & Trust Co57,995$5.74M2.12%new13F-HRTimeline
Quartz Partners, LLC57,806$5.74M2.22%+49,95613F-HRTimeline
Silver Grove Financial Group, Inc.57,777$5.74M4.61%-3,72913F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.72M1.27%013F-HRTimelineGroup
Lynch Investment Planning, LLC57,618$5.72M5.14%+6,97413F-HRTimeline
Avidian Wealth Enterprises, LLC57,614$5.72M0.18%+46613F-HRTimeline
Columbia Bank57,565$5.71M1.63%+5,43413F-HRTimeline
OpenArc Corporate Advisory, LLC57,363$5.69M0.08%+20,91213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.56,457$5.6M0.78%-59713F-HRTimeline
Glenview Trust Co55,735$5.53M0.09%+1,84113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC55,625$5.52M0.59%+5,56913F-HRTimelineGroup
Curry Webb Wealth Management LLC55,264$5.49M2.59%-13,52813F-HRTimeline
Impact Capital Partners LLC54,947$5.45M1.65%+6,08213F-HRTimeline
Kovack Advisors, Inc.54,931$5.44M0.29%-21,58413F-HRTimeline
EIGHT 31 FINANCIAL, LLC54,592$5.42M3.27%-188,00713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …54,456$5.41M0.01%-30313F-HRTimelineGroup
Aspect Partners, LLC54,321$5.39M2.2%+2,47813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54,309$5.39M0.11%-37713F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54,268$5.39M0.2%-12,75513F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.54,258$5.39M2.92%+3,58213F-HRTimeline
Coign Capital Advisors LLC53,523$5.31M2.79%+2,22213F-HRTimeline
HEARTLAND ADVISORS INC53,327$5.29M0.27%+15,06913F-HRTimeline
Kastel Capital Advisors, LLC52,953$5.29M3.25%013F-HRTimeline
Simplicity Wealth,LLC53,109$5.27M0.3%+18,83213F-HRTimeline
WealthTrust Asset Management, LLC53,037$5.26M3.14%-98913F-HRTimeline
Koshinski Asset Management, Inc.52,966$5.26M0.33%+9,10013F-HRTimeline
Wealth Enhancement Trust Services, Inc.52,943$5.26M0.64%+5613F-HRTimeline
JGP Wealth Management, LLC52,906$5.25M0.55%-6,05413F-HRTimeline
Brendel Financial Advisors LLC52,823$5.24M2.59%+43,26813F-HRTimeline
Signal Advisors Wealth, LLC52,715$5.23M0.36%+13,23213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.52,666$5.23M0.68%+5,79813F-HRTimeline
WBH ADVISORY INC52,656$5.21M0.39%+11,94113F-HRTimeline
Capital Management Associates, Inc52,370$5.2M1.18%-4,30913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp52,169$5.18M0.24%-10,16413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.52,075$5.17M1.73%+9513F-HRTimeline
1ST SOURCE BANK52,070$5.17M0.27%+4,90813F-HRTimeline
Merkkuri Wealth Advisors LLC52,044$5.17M3.42%-1,44613F-HRTimeline
RiverGlades Family Offices LLC51,741$5.14M3.02%13F-HRTimeline
INVESTED ADVISORS51,553$5.12M5.17%-55913F-HRTimeline
Wall Street Financial Group, Inc.51,418$5.1M3.02%+7,96513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC51,219$5.08M2.23%+4,56713F-HRTimeline
HUB Investment Partners, LLC51,174$5.08M0.12%+44,92613F-HRTimeline
SAX WEALTH ADVISORS, LLC50,763$5.07M0.25%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC50,809$5.04M1.53%+4,15413F-HRTimeline
Flagship Private Wealth, LLC50,422$5.01M2.03%+4,70113F-HRTimeline
Wise Wealth Partners50,406$5M6.77%+95813F-HRTimeline
QUADRANT CAPITAL GROUP LLC50,390$5M0.15%+9,74913F-HR/ATimeline
Newport Capital Group, LLC50,361$5M3.05%-32513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV50,140$4.98M2.17%-62,69913F-HRTimeline
E&G Advisors, LLC50,005$4.96M1.1%+7,95713F-HRTimeline
North Star Investment Management Corp.49,933$4.96M0.3%+39,51013F-HRTimeline
Westfuller Advisors, LLC49,904$4.95M2.14%+13,27213F-HRTimeline
Atwater Malick LLC49,820$4.95M1.34%+11,24013F-HRTimeline
PlanVest Financial, Inc49,421$4.91M3.73%13F-HRTimeline
Accel Wealth Management49,321$4.9M1.28%+7,56013F-HRTimeline
Cannon Wealth Management Services, LLC49,122$4.88M3.3%+5,81213F-HRTimeline
Heritage Family Offices, LLP49,117$4.88M2.16%-20,91213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.48,920$4.86M0.48%-202,56513F-HRTimeline
Sincerus Advisory, LLC48,870$4.85M3.68%+10,43113F-HRTimeline
GuidedMoney, LLC48,718$4.84M2.54%+10,39613F-HRTimeline
Canton Hathaway, LLC48,700$4.83M0.98%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC48,556$4.82M1.52%-4,84713F-HRTimeline
Oxinas Partners, LLC48,525$4.82M2.2%+14,57013F-HRTimeline
PFG Investments, LLC48,198$4.78M0.22%+18313F-HRTimeline
Logan Stone Capital, LLC47,642$4.73M1.31%+83713F-HRTimeline
Compagnie Lombard Odier SCmA47,617$4.73M0.06%013F-HRTimeline
TI-TRUST, INC47,350$4.7M2.79%+2,76913F-HRTimeline
CROBAN47,094$4.67M2.2%-18,82013F-HRTimeline
Tactive Advisors, LLC46,995$4.67M1.32%+6,52613F-HRTimeline
IFS Advisors, LLC46,843$4.65M2.4%-85913F-HRTimeline
Cadia Private Client LLC46,546$4.62M3.75%-3,17813F-HRTimeline
United Advisor Group, LLC46,115$4.58M0.57%+73713F-HRTimeline
CENTRAL TRUST Co45,944$4.56M0.09%+10,03113F-HRTimeline
Northern Lights Advisors, Inc.45,908$4.56M3.09%+1,14513F-HRTimeline
Sound View Wealth Advisors Group, LLC45,847$4.55M0.31%+1,40813F-HRTimeline
Avail Investment Partners, LLC45,751$4.54M4.85%13F-HRTimeline
Park Place Capital Corp45,661$4.53M0.91%-73813F-HRTimeline
DAVENPORT & Co LLC45,647$4.53M0.03%+3,12313F-HRTimeline
Snowden Capital Advisors LLC45,545$4.52M0.12%+3,46013F-HRTimeline
Patten Group, Inc.45,516$4.52M0.79%+47813F-HRTimeline
B. Riley Wealth Advisors, Inc.45,587$4.51M0.29%-42,70013F-HRTimeline
Penney Financial, LLC45,254$4.49M1.72%+80613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC45,215$4.49M0.02%013F-HRTimelineGroup
5T Wealth, LLC44,936$4.46M1.76%+2,57113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44,831$4.45M0.7%+28513F-HRTimeline
Paladin Partners, LLC44,820$4.45M3.21%+113F-HRTimeline
TRUE Private Wealth Advisors44,806$4.45M0.42%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.44,298$4.4M1.26%-2,24313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC44,039$4.37M0.02%+2,60913F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC43,954$4.36M1.56%-67413F-HRTimeline
Ironwood Financial, llc43,732$4.34M0.76%-88013F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.33M0.19%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC43,632$4.33M1.67%-18813F-HRTimeline
AtlasMark Financial, Inc43,214$4.32M2.79%013F-HRTimeline
PKS Advisory Services, LLC43,147$4.29M1%-3,65313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC43,073$4.28M0.13%+1,67813F-HR/ATimeline
LEUTHOLD GROUP, LLC42,755$4.24M0.45%013F-HRTimeline
Western Wealth Management, LLC42,580$4.23M0.16%+4,39213F-HR/ATimeline
Moneda S.A. Administradora General de F…42,523$4.22M3.44%-12,22713F-HRTimeline
Forum Private Client Group LLC42,458$4.22M1.41%-2,34513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC42,408$4.21M0.54%+3,98413F-HRTimeline
Dynamic Advisor Solutions LLC42,267$4.2M0.13%+4,08413F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC42,242$4.19M5.83%+2,59013F-HRTimeline
Ullmann Wealth Partners Group, LLC42,191$4.19M0.43%-3,86213F-HRTimeline
SteelPeak Wealth, LLC41,755$4.15M0.13%-8,99713F-HRTimeline
Midwest Trust Co41,675$4.14M0.05%+9,58013F-HRTimeline
Granite Bay Wealth Management, LLC41,594$4.11M0.88%+3,92113F-HRTimeline
Evercore Wealth Management, LLC41,343$4.1M0.06%+40713F-HRTimeline
MorganRosel Wealth Management, LLC41,197$4.09M1.61%-9,60513F-HRTimeline
Equity Wealth Partners, LLC41,137$4.08M2.64%-2,61413F-HRTimeline
First Washington CORP40,935$4.06M1.15%-256,84713F-HRTimeline
Pacific Park Financial, Inc.40,792$4.05M2.64%+5,25813F-HRTimeline
Legacy Wealth Management, LLC40,758$4.05M0.24%+1,81513F-HRTimeline
MPS Loria Financial Planners, LLC40,287$4M1.06%+2,62013F-HRTimeline
Envision Financial LLC40,283$4M2.15%+6,70613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC40,224$3.99M2.04%+15,56913F-HRTimeline