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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
HEARTLAND ADVISORS INC38,258$3.82M0.21%013F-HRTimeline
Western Wealth Management, LLC38,188$3.81M0.18%+26,23013F-HRTimeline
Dynamic Advisor Solutions LLC38,183$3.81M0.12%+54213F-HRTimeline
Compass Ion Advisors, LLC37,974$3.79M0.36%-87313F-HRTimeline
FIRST MANHATTAN CO. LLC.37,965$3.79M0.01%-17,88613F-HRTimeline
Liberty Atlantic Advisors LLC37,857$3.78M3.72%13F-HRTimeline
Hudson Oak Wealth Advisory LLC37,845$3.78M3.33%13F-HRTimeline
Godfrey Financial Associates, Inc.37,828$3.78M3.28%13F-HRTimeline
Edge Financial Advisors LLC37,794$3.77M1.59%+5513F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.37,699$3.77M3.71%13F-HRTimeline
Granite Bay Wealth Management, LLC37,673$3.76M0.91%+5,72613F-HRTimeline
MPS Loria Financial Planners, LLC37,667$3.76M0.97%+1,52413F-HRTimeline
Tradition Wealth Management, LLC37,392$3.73M0.27%+1,09413F-HRTimeline
Stonekeep Investments, LLC37,357$3.73M2.39%-18513F-HR/ATimeline
Charter Capital Management, LLC\DE37,268$3.72M1.92%+50613F-HRTimeline
DAVIDSON TRUST CO37,130$3.71M1.55%+3,49813F-HRTimeline
WAYCROSS PARTNERS, LLC37,110$3.71M0.3%013F-HRTimeline
FineMark National Bank & Trust37,033$3.7M0.12%+4,41913F-HRTimeline
Exchange Bank36,775$3.67M2.54%-22513F-HRTimeline
Wealth Management Associates, Inc.36,745$3.67M1.28%+1,96013F-HRTimeline
FIRST AMERICAN TRUST, FSB36,721$3.67M0.25%-3,37813F-HRTimeline
FFT WEALTH MANAGEMENT LLC36,691$3.66M0.7%-12,37213F-HRTimeline
Randall & Associates Wealth Management36,674$3.66M2.54%+1,42713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV36,644$3.66M1.77%+4,30213F-HRTimeline
Mechanics Bank Trust Department36,641$3.66M0.48%-53613F-HRTimeline
Westfuller Advisors, LLC36,632$3.66M1.48%+9,50113F-HRTimeline
Stewardship Advisors, LLC36,577$3.65M0.84%+10,00513F-HRTimeline
DT Investment Partners, LLC36,482$3.64M0.3%-197,15113F-HRTimeline
Innovative Wealth Building LLC36,461$3.64M2.65%-1,04913F-HRTimeline
OpenArc Corporate Advisory, LLC36,451$3.64M0.06%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,373$3.63M0.59%-4513F-HRTimeline
TFB Advisors LLC36,242$3.62M1.01%+3,20713F-HRTimeline
Intergy Private Wealth, LLC36,083$3.6M1.09%-1,41213F-HRTimeline
Maxele Advisors, LLC35,956$3.59M2.92%-11713F-HRTimeline
CENTRAL TRUST Co35,913$3.59M0.07%+13,15113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC35,604$3.56M1.53%+3,07313F-HRTimeline
NYL Investors LLC35,571$3.55M1.21%+89513F-HRTimeline
Pacific Park Financial, Inc.35,534$3.55M2.22%13F-HRTimeline
Topor & Co. Korea35,354$3.53M2.66%13F-HR/ATimeline
J.Safra Asset Management Corp35,315$3.53M0.19%+6,07513F-HRTimeline
Tailwinds Wealth, LLC35,138$3.51M3.78%13F-HRTimeline
Financial Strategies Group, Inc.35,061$3.51M0.63%+713F-HRTimeline
American State Bank (Iowa)34,994$3.5M1.68%+3,58913F-HRTimeline
Compton Financial Group, LLC34,685$3.46M0.78%-7,03413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC34,515$3.45M0.28%-4,42913F-HRTimelineGroup
Chandler Asset Management, Inc.34,482$3.44M0.55%013F-HRTimeline
Simplicity Wealth,LLC34,277$3.42M0.2%+1,67213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO34,185$3.41M0.94%-28,20713F-HRTimeline
ADIRONDACK TRUST CO34,098$3.41M1.12%013F-HRTimeline
Quantum Financial Planning Services, In…34,024$3.4M1.23%new13F-HRTimeline
Oxinas Partners, LLC33,955$3.39M1.63%+2,62513F-HRTimeline
Envision Financial LLC33,577$3.35M1.77%+7,20613F-HRTimeline
Stronghold Wealth Management L.L.C.33,479$3.34M4.94%13F-HRTimeline
WELLINGTON-ALTUS USA INC.33,454$3.34M2.47%13F-HRTimeline
CAP Partners, LLC32,946$3.29M1.86%+2,57713F-HRTimeline
DecisionMap Wealth Management, LLC32,901$3.29M2.03%+2,30313F-HRTimeline
Gryphon Financial Partners LLC32,901$3.29M0.35%+1,03613F-HRTimeline
Bigelow Investment Advisors, LLC32,566$3.25M1.27%+2,54613F-HRTimeline
Winthrop Capital Management, LLC32,506$3.25M0.76%-8,08713F-HRTimeline
NDWM LLC32,204$3.22M2.13%+2,21413F-HRTimeline
Midwest Trust Co32,095$3.21M0.04%+43813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP32,078$3.2M<0.01%+1,11813F-HRTimelineGroup
SMITH, MOORE & CO.32,061$3.2M0.24%-36013F-HRTimeline
Hopwood Nicholas Hunter31,705$3.17M1.03%13F-HRTimeline
Integrated Investment Consultants, LLC31,656$3.16M0.62%+12,14113F-HR/ATimeline
PRIVATE TRUST CO NA31,632$3.16M0.28%+4,12613F-HRTimeline
Madrona Financial Services, LLC31,513$3.15M0.67%-5313F-HRTimeline
Cheviot Value Management, LLC31,355$3.14M0.31%-3,89113F-HRTimeline
Simmons Bankin group Simmons Bank31,367$3.13M0.21%-10,11413F-HRTimelineGroup
CGN Advisors LLC31,304$3.13M0.25%+94813F-HRTimeline
Michels Family Financial, LLC31,258$3.12M2.29%+1,70313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV31,110$3.11M1.73%13F-HRTimeline
Soltis Investment Advisors LLC30,931$3.09M0.2%+3,08813F-HR/ATimeline
SAXON INTERESTS, INC.30,879$3.08M1.09%+3,65913F-HRTimeline
Long Run Wealth Advisors, LLC30,850$3.08M0.58%+65313F-HRTimeline
Compass Financial Group, Inc.30,770$3.07M1.36%-19613F-HRTimeline
Wingate Wealth Advisors, Inc.30,756$3.07M1.71%-18013F-HRTimeline
Accredited Investors Inc.30,597$3.06M0.16%+1,45313F-HRTimeline
Larry Mathis Financial Planning, LLC30,524$3.05M2.69%13F-HRTimeline
Northstar Advisory Group, LLC30,517$3.05M1.08%-7013F-HRTimeline
STOCK YARDS BANK & TRUST CO30,486$3.04M0.09%-94413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,071$3M0.88%-12313F-HRTimeline
DEARBORN PARTNERS LLC29,888$2.99M0.15%+11,80913F-HRTimeline
Alhambra Investment Management LLC29,649$2.96M1.38%-40313F-HRTimeline
Merited Wealth, LLC29,635$2.96M2.74%13F-HRTimeline
Hickory Point Bank & Trust29,550$2.95M2.14%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST29,461$2.94M0.28%+66213F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,401$2.94M0.08%-50113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC29,399$2.94M1.06%-2,13913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV29,327$2.93M1.34%-1113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC29,223$2.92M0.49%13F-HRTimeline
AMG National Trust Bank29,210$2.92M0.07%-71513F-HRTimeline
Arista Wealth Management, LLC29,173$2.91M0.36%-9,69513F-HRTimeline
Maia Wealth LLC28,930$2.91M0.5%-1,05913F-HRTimeline
Global Trust Wealth Management LLC29,080$2.9M2.15%13F-HRTimeline
Measured Wealth Private Client Group, L…29,020$2.9M0.77%+4,17113F-HRTimeline
Heritage Wealth Management, Inc. /CA/28,873$2.88M1.87%+11,80113F-HRTimeline
SC&H Financial Advisors, Inc.28,855$2.88M0.45%+2,47113F-HRTimeline
Valpey Financial Services, LLC28,763$2.87M1.83%+15513F-HR/ATimeline
First Interstate Bank28,708$2.87M0.15%+30513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC28,640$2.86M0.45%+78813F-HRTimeline
Fairway Wealth LLC28,623$2.86M0.77%+2,12013F-HRTimeline
SYM FINANCIAL Corp28,573$2.85M0.29%+1,25813F-HRTimeline
Vernal Point Advisors, LLC28,384$2.83M1.17%-59,06113F-HRTimeline
Invera Wealth Advisors, LLC28,271$2.82M1.78%+3,91513F-HRTimeline
Retirement Systems of Alabama27,899$2.79M0.01%+78513F-HRTimeline
MIRAMONTES CAPITAL, LLC27,846$2.78M0.95%13F-HRTimeline
JHP Wealth Management, LLC27,816$2.78M2.69%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.27,732$2.77M0.12%+2,66413F-HRTimeline
Delos Wealth Advisors, LLC27,724$2.77M1.83%+53013F-HRTimeline
Balefire, LLC27,602$2.76M0.54%+15,84113F-HRTimeline
Private Wealth Asset Management, LLC27,572$2.75M0.3%+4,40313F-HRTimeline
Hoxton Planning & Management, LLC27,505$2.75M0.82%-72113F-HRTimeline
ELEVATUS WELATH MANAGEMENT27,425$2.74M0.75%+21,28513F-HRTimeline
Stockman Wealth Management, Inc.27,187$2.72M0.32%+67413F-HR/ATimeline
Cooksen Wealth, LLC27,089$2.71M1.98%+82413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group26,898$2.69M0.3%+1,16513F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC26,783$2.68M0.34%-82213F-HRTimeline
Premier Path Wealth Partners, LLC26,706$2.67M0.34%+15,58113F-HRTimeline
ROCKLAND TRUST CO26,600$2.66M0.1%-6,98313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,492$2.65M1.94%-21813F-HRTimeline
Triad Wealth Partners, LLC26,395$2.64M0.25%-84413F-HRTimeline
Aries Wealth Management26,264$2.62M0.58%+4,22913F-HRTimeline
WealthShield Partners, LLC26,251$2.62M0.29%+4,13213F-HRTimeline
Avior Wealth Management, LLC26,159$2.6M0.08%+11,20613F-HRTimeline
NTV Asset Management LLC25,899$2.59M0.27%+1,08513F-HRTimeline
Chris Bulman Inc25,838$2.58M1.14%+6,10013F-HRTimeline
Riverview Trust Co25,819$2.58M3.1%013F-HRTimeline
Lionsbridge Wealth Management LLC25,779$2.57M2.6%-12613F-HRTimeline
Core Wealth Partners LLC25,754$2.57M1.16%+3,05813F-HRTimeline
Integrity Advisory Solutions, LLC25,618$2.56M0.37%+54713F-HRTimeline
Capstone Wealth Management, Inc.25,438$2.54M2.23%13F-HRTimeline
Occidental Asset Management, LLC25,407$2.54M0.3%-1,10013F-HRTimeline
CFG Wealth Management Services, Inc.25,298$2.53M2.3%13F-HRTimeline
Asset Management Group, Inc.25,296$2.53M0.41%-2,72713F-HRTimeline
Turn8 Private Wealth Inc.25,256$2.52M1.81%+21113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,205$2.52M<0.01%-43,35713F-HRTimelineGroup
Iowa State Bank25,173$2.51M0.47%+3,43813F-HRTimeline
BLALOCK WILLIAMS, LLC25,164$2.51M2.01%+5,19613F-HRTimeline
Austin Wealth Management, LLC24,898$2.49M0.37%+50413F-HRTimeline
Running Point Capital Advisors, LLC24,892$2.49M0.68%-36113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC24,711$2.47M0.36%-130,95113F-HR/ATimeline
Keating Financial Advisory Services, In…24,693$2.47M0.33%13F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC24,655$2.46M1.23%+613F-HRTimeline
Cyndeo Wealth Partners, LLC24,615$2.46M0.13%-54513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24,592$2.46M0.21%+8,67813F-HRTimelineGroup
Retirement Wealth Solutions LLC24,588$2.46M1.55%+2,17113F-HRTimeline
Financial Freedom, LLC24,573$2.45M1.22%-7213F-HRTimeline
Advyzon Investment Management, LLC24,558$2.45M0.28%+10,79913F-HRTimeline
Heritage Wealth Management, Inc.24,534$2.45M0.68%+4,90713F-HRTimeline
LCNB CORP24,515$2.45M0.82%+3113F-HRTimeline
Meridian Wealth Management, LLC24,497$2.45M0.09%-1,70713F-HRTimeline
Headlands Technologies LLC24,420$2.44M0.2%-49,15213F-HRTimeline
McNaughton Wealth Management, LLC24,251$2.42M1%-74113F-HRTimeline
Christensen, King & Associates Investme…24,234$2.42M1.03%-44113F-HRTimeline
Portfolio Resources Advisor Group, Inc.24,197$2.42M2.41%13F-HRTimeline
Core Wealth Management, Inc.24,077$2.4M0.75%-78813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich24,057$2.4M0.01%+17,88213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,052$2.4M0.08%+3,56413F-HRTimeline
LongView Wealth Management23,948$2.4M0.58%+2,00913F-HRTimeline
Keenan, LLC23,880$2.39M2.1%13F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB23,844$2.38M0.06%-18,80913F-HRTimeline
Wilshire Advisors LLC23,842$2.38M20.51%-19913F-HRTimeline
Teucrium Investment Advisors, LLC23,836$2.38M2.61%13F-HRTimeline
Mesirow Financial Investment Management…23,666$2.36M0.05%-4,55713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.23,661$2.36M0.04%+7,37413F-HRTimelineGroup
Miller Capital Partners, Inc.23,525$2.35M1.2%13F-HRTimeline
Ascent Wealth Partners, LLC23,423$2.34M0.27%+52113F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV23,312$2.34M2.17%13F-HRTimeline
Pointe Capital Management LLC23,244$2.32M1.15%+2,11113F-HRTimeline
C2C Wealth Management, LLC23,212$2.32M1.95%-13313F-HRTimeline
Waldron Private Wealth LLC23,129$2.31M0.09%-7,68113F-HRTimeline
Aviance Capital Partners, LLC23,115$2.31M0.27%+65613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,928$2.29M<0.01%+7,96413F-HRTimelineGroup
Axis Wealth Partners, LLC22,870$2.28M1.26%+67813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…22,859$2.28M0.36%new13F-HRTimeline
L.K. Benson & Company, P.C.22,747$2.27M1.14%+2,05913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.22,671$2.26M0.1%13F-HRTimelineGroup
DENALI ADVISORS LLC22,566$2.25M0.25%-3,59013F-HRTimeline
Net Worth Advisory Group22,495$2.25M0.45%+5,55613F-HRTimeline
Larson Financial Group LLC22,320$2.23M0.07%+23713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC22,280$2.23M0.04%+74813F-HRTimeline
First Financial Bankshares Inc22,065$2.2M0.04%013F-HRTimeline
McAdam, LLC22,038$2.2M0.1%-59113F-HRTimeline
Register Financial Advisors LLC21,968$2.19M0.85%+3,09713F-HRTimeline
Security Financial Services, INC.21,957$2.19M0.34%-15013F-HRTimeline
Auour Investments LLC21,926$2.19M0.7%+8613F-HRTimeline
First National Trust Co21,820$2.18M0.07%+6,40413F-HRTimeline
Cherry Tree Wealth Management, LLC21,772$2.17M0.46%-3,97713F-HRTimeline
PLANWISER FINANCIAL, LLC21,708$2.17M1.62%+15,60413F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.21,727$2.17M0.37%+8113F-HRTimeline
EJMK Ventures LLC21,647$2.16M1.33%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,417$2.14M0.49%+4913F-HRTimeline
Moss Adams Wealth Advisors LLC21,378$2.14M0.15%-7513F-HRTimeline
Foundations Investment Advisors, LLC21,296$2.13M0.03%-18,21313F-HRTimeline
Balboa Wealth Partners21,250$2.12M0.35%+2,63413F-HRTimeline
United Asset Strategies, Inc.21,221$2.12M0.16%-2,09613F-HRTimeline
BOK Financial Private Wealth, Inc.21,121$2.11M0.13%+51113F-HRTimeline
PINNACLE ASSOCIATES LTD21,043$2.1M0.03%-1,39913F-HRTimeline
Lake Hills Wealth Management, LLC20,971$2.09M1.09%+1,44413F-HRTimeline