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Disclosery

AGG ISHARES TR

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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
Strategic Wealth Partners, Ltd.21,231$2.1M0.13%-3,30213F-HRTimeline
Ignite Planners, LLC21,225$2.1M0.29%+2,61913F-HRTimeline
Riverview Trust Co21,200$2.1M2.5%-4,61913F-HRTimeline
Orcam Financial Group21,174$2.1M1.02%new13F-HRTimeline
MW ADVISORY, LLC21,153$2.09M0.84%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd21,129$2.09M0.02%new13F-HRTimelineGroup
Retirement Planning Group, LLC21,121$2.09M0.05%-2,97113F-HRTimeline
Northstar Advisory Group, LLC21,002$2.08M0.65%+17,41513F-HRTimeline
PUREfi Wealth, LLC20,891$2.07M1.14%+1,90013F-HRTimeline
Souders Financial Advisors20,878$2.07M0.21%-86,19713F-HRTimeline
Navigation Wealth Management, Inc.20,847$2.06M2.84%+79613F-HRTimeline
Foundations Investment Advisors, LLC20,831$2.06M0.02%-68213F-HRTimeline
Strategic Financial Concepts, LLC20,810$2.06M0.61%-18,54613F-HRTimeline
Narus Financial Partners, LLC20,716$2.05M0.53%+19513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/20,669$2.05M<0.01%+5,64513F-HRTimeline
Empirical Asset Management, LLC20,544$2.03M0.46%-3,65613F-HRTimeline
Diligent Investors, LLC20,515$2.03M0.45%+50513F-HRTimeline
Capital Investment Management, Inc.20,474$2.03M0.62%-1113F-HRTimeline
IFS Group,LLC20,436$2.02M2.78%-7,62313F-HRTimeline
SHUTTLEWORTH & Co20,266$2.01M1.6%-15513F-HRTimeline
PINNACLE ASSOCIATES LTD20,245$2M0.02%-71513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.20,166$2M0.49%-24,13213F-HRTimeline
Strathmore Capital Advisors, Inc.20,260$1.98M0.53%+5,44113F-HRTimeline
Chris Bulman Inc19,594$1.94M0.71%-2,32813F-HRTimeline
MONEYWISE, INC.19,525$1.93M0.72%+7,40513F-HRTimeline
TENET WEALTH PARTNERS, LLC19,661$1.92M1.43%13F-HRTimeline
American Investment Services, Inc.19,340$1.91M0.4%-3,45413F-HRTimeline
First Washington CORP19,338$1.91M0.47%-21,59713F-HR/ATimeline
Clear Creek Financial Management, LLC19,326$1.91M0.12%-2,90913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC19,208$1.9M0.02%new13F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.19,182$1.9M0.47%new13F-HRTimeline
Signal Advisors Wealth, LLC19,164$1.9M0.1%-33,55113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.19,158$1.9M0.58%+16613F-HRTimeline
Olde Wealth Management, LLC19,113$1.89M0.54%+1,40113F-HRTimeline
Bowie Capital Management, LLC19,000$1.88M0.09%+1,00013F-HRTimeline
Apella Capital, LLC19,037$1.87M0.03%+8113F-HRTimeline
Federation des caisses Desjardins du Qu…18,876$1.87M0.01%+2,34413F-HRTimeline
Ironwood Investment Counsel, LLC18,785$1.86M0.24%-2,54413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18,759$1.86M0.16%-30,16113F-HR/ATimeline
Archer Investment Management, LLC18,745$1.86M0.63%new13F-HRTimeline
Wealth Dimensions Group, Ltd.18,729$1.85M0.33%+6613F-HRTimeline
Security Financial Services, INC.18,713$1.85M0.26%-10313F-HRTimeline
Biondo Investment Advisors, LLC18,686$1.85M0.23%+1,85013F-HRTimeline
R2 Capital Strategies, LLC18,664$1.85M0.84%13F-HRTimeline
Moss Adams Wealth Advisors LLC18,638$1.84M0.12%-2,05513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,516$1.83M0.04%-33513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC18,511$1.83M0.22%-6,98413F-HRTimeline
Gladstone Institutional Advisory LLC18,478$1.83M0.06%+5313F-HRTimeline
Alteri Wealth LLC18,369$1.82M0.5%+4,31213F-HRTimeline
Aprio Wealth Management, LLC18,356$1.82M0.09%+75313F-HRTimeline
Halter Ferguson Financial Inc.18,298$1.81M0.29%+73513F-HRTimeline
JMG Financial Group, Ltd.18,236$1.81M0.04%-47713F-HRTimeline
Clarity Financial LLC18,151$1.8M0.15%-10213F-HRTimeline
International Private Wealth Advisors L…18,144$1.8M0.92%+9,55213F-HRTimeline
Traveka Wealth, LLC18,064$1.79M0.59%+1,81513F-HRTimeline
Bellwether Advisors, LLC18,034$1.79M0.26%+24213F-HRTimeline
FSA Investment Group, LLC18,018$1.78M0.58%-83013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…18,013$1.78M0.18%-8,09513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.17,961$1.78M1.25%+1,43913F-HRTimeline
Global View Capital Management LLC17,924$1.77M0.37%+1,70613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT17,870$1.77M0.72%+68713F-HRTimeline
RBA Wealth Management, LLC17,825$1.76M0.65%-30513F-HRTimeline
Vawter Financial, Ltd.17,818$1.76M0.66%-513F-HRTimeline
Advocacy Wealth Management, LLC17,815$1.76M0.06%+5,97313F-HRTimeline
Mainsail Financial Group, LLC17,698$1.75M0.6%+1,10213F-HRTimeline
Net Worth Advisory Group17,666$1.75M0.44%-4,35513F-HRTimeline
Independent Wealth Network Inc.17,661$1.75M0.44%+5,00313F-HRTimeline
Beacon Financial Advisory LLC17,632$1.75M0.34%+5,09213F-HRTimeline
WestHill Financial Advisors, Inc.17,524$1.73M0.3%+8713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding17,434$1.73M+2,048Timeline
Vannoy Advisory Group, Inc.17,382$1.72M0.97%-713F-HRTimeline
COFG Advisors, LLC17,372$1.72M0.3%new13F-HRTimeline
Iowa State Bank17,358$1.72M0.29%-3,03613F-HRTimeline
GatePass Capital, LLC17,338$1.72M0.66%+28213F-HRTimeline
Meridian Wealth Management, LLC17,322$1.71M0.05%-1,99613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.17,203$1.7M0.1%-5,82513F-HRTimeline
Bakala Capital LLC17,184$1.7M7.45%+38913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McAdam, LLC17,109$1.69M0.07%-4,66013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,076$1.69M0.07%-57,83913F-HRTimelineGroup
Investure, LLC16,975$1.68M0.1%+1,30913F-HRTimeline
Objective Capital Management, LLC16,947$1.68M1.49%+34913F-HRTimeline
HBK Sorce Advisory LLC17,046$1.67M0.03%-68513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,817$1.66M0.03%-1,95813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,724$1.66M0.28%-22713F-HRTimeline
Schiavi & Co LLC16,637$1.65M0.44%+81813F-HRTimeline
Pinnacle Bancorp, Inc.16,576$1.64M0.43%+13513F-HRTimeline
WealthShield Partners, LLC16,570$1.64M0.25%-11,76013F-HRTimeline
Carrera Capital Advisors16,526$1.64M0.24%-1,91313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,428$1.63M0.67%+6,31713F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC16,415$1.62M0.78%+1,73213F-HRTimeline
Worth Asset Management, LLC16,346$1.62M0.52%+3,41713F-HRTimeline
CPWA, LLC16,329$1.62M1.88%+5613F-HRTimeline
Stirlingshire Investments, Inc.16,308$1.61M1.2%+2,33513F-HRTimeline
October Effect Ltd16,244$1.61M1.51%-81613F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC16,154$1.6M0.11%+1,21113F-HRTimelineGroup
HighPoint Advisor Group LLC16,027$1.59M0.06%+11313F-HRTimeline
WAYCROSS PARTNERS, LLC16,000$1.58M0.13%013F-HRTimeline
Core Wealth Partners LLC15,948$1.58M0.67%-9,69213F-HRTimeline
Capital Investment Advisors, LLC15,898$1.57M0.02%-9513F-HRTimeline
Presidio Capital Management, LLC15,871$1.57M0.39%+3,44813F-HRTimeline
Pathway Financial Advisors LLC15,806$1.56M0.18%+37213F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,672$1.55M0.04%-9,33013F-HRTimeline
CULBERTSON A N & CO INC15,642$1.55M0.18%-22013F-HRTimeline
Inscription Capital, LLC15,611$1.55M0.14%-15613F-HRTimeline
UMB Bank, n.a.15,591$1.54M0.02%+1,24913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sugar Maple Asset Management, LLC15,540$1.54M0.99%-115,85013F-HRTimeline
Hayek Kallen Investment Management15,515$1.54M0.47%-21413F-HRTimeline
Sandhill Capital Partners LLC15,497$1.53M0.12%+5,50513F-HRTimeline
Fonville Wealth Management LLC15,482$1.53M0.25%-18913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,420$1.53M0.13%+36613F-HRTimeline
Sun Financial Inc15,669$1.52M0.72%-60613F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,289$1.51M0.13%+60113F-HRTimeline
TrustWell Financial Advisors, LLC15,130$1.5M1.27%+49613F-HRTimeline
Shepherd Street Advisors LLC15,067$1.48M1.3%+1,79113F-HRTimeline
Hibernia Wealth Partners, LLC14,824$1.47M0.79%+85413F-HRTimeline
Sepio Capital, LP14,785$1.46M0.07%+2313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,755$1.46M0.02%+36613F-HRTimelineGroup
Orgel Wealth Management, LLC14,675$1.45M0.03%+3,06013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV14,638$1.45M0.76%-12,84513F-HRTimeline
Intelligence Driven Advisers, LLC14,606$1.45M0.23%-92813F-HRTimeline
Miller Financial Services LLC14,525$1.44M1.16%-37513F-HRTimeline
HORAN Wealth, LLC14,499$1.44M0.18%+2,92113F-HR/ATimeline
Clark Asset Management, LLC14,470$1.43M0.11%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…15,443$1.42M1.06%new13F-HRTimeline
ENTREWEALTH, LLC14,530$1.42M0.52%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.14,277$1.41M0.05%-2,22013F-HRTimeline
ANCHYRA PARTNERS LLC14,243$1.41M0.34%-9113F-HRTimeline
ARK & TLK INVESTMENTS, LLC14,178$1.4M0.35%+32613F-HRTimeline
NorthLanding Financial Partners, LLC14,155$1.4M0.97%-43213F-HRTimeline
Rather & Kittrell, Inc.14,154$1.4M0.2%+50413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC13,937$1.38M0.32%+2,33413F-HRTimeline
BIP Wealth, LLC13,924$1.38M0.04%+11,37613F-HRTimeline
Private Wealth Group, LLC13,886$1.37M0.53%013F-HRTimeline
Legacy PCG, LLC14,127$1.37M6.81%-2513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,875$1.37M0.2%013F-HRTimeline
Perennial Investment Advisors, LLC13,860$1.37M0.09%+2,10913F-HRTimeline
FIRST MANHATTAN CO. LLC.13,848$1.37M<0.01%+1,37713F-HRTimeline
Faithward Advisors, LLC13,840$1.37M0.17%+32713F-HRTimeline
PAX Financial Group, LLC13,830$1.37M0.2%+3,94413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,777$1.36M0.15%+28113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS13,753$1.36M0.14%new13F-HRTimeline
Americana Partners, LLC13,727$1.36M0.03%+26213F-HRTimeline
BOK Financial Private Wealth, Inc.13,711$1.36M0.07%-5,00113F-HRTimeline
Forza Wealth Management, LLC13,682$1.35M0.42%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…13,549$1.34M0.1%+4,37613F-HRTimeline
LAVELLE CAPITAL LP13,487$1.33M0.68%013F-HRTimeline
Cane Capital Partners, LLC13,483$1.33M0.54%+4,70413F-HRTimeline
Tennessee Valley Asset Management Partn…13,459$1.33M0.15%+1,41313F-HRTimeline
ALTFEST L J & CO INC13,387$1.33M0.13%+1613F-HRTimeline
Curi Capital, LLC13,302$1.32M0.02%-2,16913F-HRTimeline
CIBC Asset Management Inc13,130$1.3M<0.01%-11,31013F-HRTimeline
Providence Capital Advisors, LLC13,091$1.3M0.2%+23513F-HRTimeline
Alpha Financial Advisors, LLC13,086$1.3M0.36%+75013F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.13,044$1.29M0.57%013F-HRTimeline
Winthrop Capital Management, LLC13,042$1.29M0.31%-63413F-HRTimeline
Phillips Wealth Planners LLC13,117$1.29M0.95%-34613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,009$1.29M0.69%+20113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,939$1.28M0.01%+70413F-HRTimeline
Wall Capital Group, Inc.12,927$1.28M1.05%-4,60013F-HRTimeline
Ariadne Wealth Management, LP12,883$1.28M0.56%-11513F-HRTimeline
BridgePort Financial Solutions, LLC12,848$1.27M0.32%+2,70213F-HRTimeline
MFA Wealth Services12,790$1.27M0.76%+39813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,737$1.26M0.08%+1,60713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,685$1.26M0.01%-85113F-HRTimelineGroup
LifeGoal Investments, LLC12,654$1.25M0.57%+5813F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.25M0.58%013F-HRTimeline
Harvest Investment Services, LLC12,539$1.24M0.19%-53013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,526$1.24M0.02%-1,75913F-HRTimeline
SAGE FINANCIAL GROUP INC12,484$1.24M0.07%+28413F-HRTimeline
UNION SAVINGS BANK12,419$1.23M0.49%+8,95313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,401$1.23M0.12%-16913F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC12,390$1.23M0.62%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co12,372$1.22M0.03%-1,27513F-HRTimeline
Sage Mountain Advisors LLC12,326$1.22M0.08%+113F-HRTimeline
Carr Financial Group Corp12,238$1.21M0.28%-38113F-HRTimeline
Clarity Retirement & Wealth, LLC12,172$1.2M0.83%-2,39813F-HRTimeline
Keebeck Wealth Management12,156$1.2M0.12%+59713F-HRTimeline
Asset One Wealth Management LLC12,207$1.2M0.13%+64913F-HRTimeline
TCV Trust & Wealth Management, Inc.12,025$1.19M0.09%+74613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,000$1.19M0.53%013F-HRTimeline
Realta Investment Advisors11,995$1.19M0.37%-39513F-HRTimeline
Compass Financial Group, Inc. (Ohio)11,899$1.18M0.79%-2,95913F-HRTimeline
GARRISON POINT ADVISORS, LLC11,868$1.17M0.48%-59413F-HRTimeline
King Wealth Management Group11,843$1.17M0.13%+6513F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,840$1.17M0.33%-1,64713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV11,840$1.17M0.03%+1,99713F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC11,839$1.17M0.49%-11013F-HRTimeline
INGALLS & SNYDER LLC11,834$1.17M0.03%013F-HRTimeline
Heritage Trust Co11,829$1.17M0.1%+5,18913F-HRTimeline
Bison Wealth, LLC11,860$1.17M0.11%+9,00513F-HRTimeline
CoreCap Advisors, LLC11,801$1.17M0.03%+2,36013F-HRTimeline
Value Investment Professionals, LLC11,658$1.15M0.97%new13F-HRTimeline
Avondale Wealth Management11,574$1.15M0.47%+613F-HRTimeline
Invariant Investment Management11,601$1.14M0.67%+92113F-HRTimeline
Balefire, LLC11,523$1.14M0.19%-35713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,514$1.14M0.07%-12513F-HRTimeline
MATTERS CAPITAL LLC11,503$1.14M0.8%+7413F-HRTimeline
Gemmer Asset Management LLC11,493$1.14M0.08%-47113F-HRTimeline
Falcon Wealth Planning11,486$1.14M0.07%+8,90513F-HRTimeline
City Center Advisors, LLC11,374$1.13M0.91%-17213F-HRTimeline