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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
Landing Point Financial Group, LLC20,726$2.07M1.03%-1,17413F-HRTimeline
JMG Financial Group, Ltd.20,633$2.06M0.06%+20013F-HRTimeline
Trilogy Capital Inc.20,611$2.06M0.09%+1,01913F-HRTimeline
Grey Ledge Advisors, LLC20,538$2.05M0.46%+15613F-HRTimeline
American Investment Services, Inc.20,406$2.04M0.47%+4,09113F-HRTimeline
Welch & Forbes LLC20,280$2.03M0.02%+2,45913F-HRTimeline
Narus Financial Partners, LLC20,240$2.02M0.56%+47113F-HRTimeline
Strategic Blueprint, LLC20,160$2.01M0.12%-9,78113F-HRTimeline
Curi Capital, LLC19,960$1.99M0.03%+5,97413F-HRTimeline
Diligent Investors, LLC19,721$1.97M0.48%-59513F-HRTimeline
Capital Investment Management, Inc.19,707$1.97M0.69%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC19,688$1.97M0.33%013F-HRTimeline
Ironwood Investment Counsel, LLC19,398$1.94M0.27%+3,14813F-HRTimeline
Ballast, Inc.19,388$1.94M0.45%+63313F-HRTimeline
FSA Investment Group, LLC19,348$1.93M1.18%+2,53613F-HRTimeline
Ignite Planners, LLC19,136$1.92M0.29%+1,63713F-HRTimeline
Wealth Alliance Advisory Group, LLC19,150$1.91M0.33%+2,50213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,104$1.91M0.04%+1,54313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,073$1.91M0.13%-4,92713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…19,029$1.9M0.06%-19813F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.19,022$1.9M0.64%+6513F-HR/ATimeline
Clarity Financial LLC18,939$1.89M0.17%+1,01113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding18,819$1.88M-3,685Timeline
MAGNOLIA CAPITAL ADVISORS LLC18,815$1.88M0.4%+3,89713F-HRTimeline
Skyline Advisors, Inc.18,781$1.88M0.63%-29513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,775$1.88M0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,771$1.87M0.1%+15513F-HRTimeline
McLean Asset Management Corp18,578$1.86M0.33%+6,88113F-HRTimeline
Wealth Dimensions Group, Ltd.18,663$1.86M0.37%-8513F-HRTimeline
New England Private Wealth Advisors LLC18,649$1.86M0.23%+4,19413F-HR/ATimeline
FWG Holdings, LLC18,597$1.86M0.71%+7,79213F-HR/ATimeline
Sierra Capital LLC18,587$1.86M0.2%-2213F-HRTimeline
Carrera Capital Advisors18,504$1.85M0.31%+1,88513F-HRTimeline
Strategic Financial Concepts, LLC18,227$1.82M1.66%-46,58513F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC18,100$1.81M1.58%13F-HRTimeline
RBA Wealth Management, LLC18,059$1.8M0.61%+36013F-HRTimeline
GatePass Capital, LLC18,025$1.8M0.93%+3,10913F-HRTimeline
Navigation Wealth Management, Inc.17,985$1.8M2.67%+1,03213F-HRTimeline
Bellwether Advisors, LLC17,976$1.8M0.29%+55413F-HRTimeline
CIBC Asset Management Inc17,975$1.8M<0.01%+10,03813F-HRTimeline
UPTICK PARTNERS, LLC17,884$1.79M0.38%+8,35313F-HRTimeline
HBK Sorce Advisory LLC17,797$1.78M0.04%-1313F-HRTimeline
Intelligence Driven Advisers, LLC17,841$1.78M0.25%-31813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,674$1.77M0.04%-14613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT17,656$1.76M0.83%-14513F-HRTimeline
Vawter Financial, Ltd.17,633$1.76M0.74%-96013F-HR/ATimeline
REICON WEALTH ADVISORS, LLC17,606$1.76M1.29%13F-HRTimeline
Halter Ferguson Financial Inc.17,563$1.75M0.39%+26813F-HR/ATimeline
Global View Capital Management LLC17,557$1.75M0.33%-12,76413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC17,503$1.75M0.28%+73413F-HRTimeline
Wall Capital Group, Inc.17,482$1.75M1.66%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P17,449$1.74M<0.01%-182,55113F-HRTimelineGroup
MCDONALD PARTNERS LLC17,362$1.73M0.55%+2,33413F-HRTimeline
Carr Financial Group Corp17,278$1.73M0.46%+1,33213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC17,277$1.73M0.05%-3,50513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.17,173$1.72M0.12%+45913F-HRTimeline
Vannoy Advisory Group, Inc.17,160$1.71M1.09%+25413F-HRTimeline
Factor Wealth Management LTD17,154$1.71M0.37%+46013F-HRTimeline
Pinnacle Bancorp, Inc.17,087$1.71M0.5%+1,69413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,007$1.7M0.2%-11,98713F-HRTimeline
Fonville Wealth Management LLC16,988$1.7M0.35%+1,11713F-HRTimeline
Sepio Capital, LP16,970$1.69M0.09%-10513F-HRTimeline
Compass Financial Group, Inc. (Ohio)16,942$1.69M1.24%13F-HRTimeline
WestHill Financial Advisors, Inc.16,877$1.69M0.32%+21413F-HRTimeline
Edgemoor Investment Advisors, Inc.16,857$1.68M0.13%+1,14013F-HRTimeline
October Effect Ltd16,854$1.68M1.85%-63213F-HRTimeline
Empirical Asset Management, LLC21,904$1.67M0.47%-7,04513F-HRTimeline
PITCAIRN COgroup of 2 filers holding16,693$1.67M+8,409Timeline
Bakala Capital LLC16,688$1.67M7.88%+31613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LIBERTY ONE INVESTMENT MANAGEMENT, LLC16,650$1.66M0.21%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,633$1.66M0.1%+6,67913F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.16,514$1.65M1.37%013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…16,500$1.65M0.24%+8,90013F-HRTimelineGroup
Dixon Mitchell Investment Counsel Inc.16,497$1.65M0.05%013F-HRTimeline
Flaharty Asset Management, LLC16,468$1.64M0.21%+6,92813F-HRTimeline
CULBERTSON A N & CO INC16,262$1.62M0.22%-94313F-HRTimeline
SlateStone Wealth, LLC16,245$1.62M0.14%+1,13013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,237$1.62M0.16%+1,68313F-HRTimeline
Sun Financial Inc16,176$1.62M0.9%13F-HRTimeline
Cadent Capital Advisors, LLC16,103$1.61M0.42%+4,64213F-HRTimeline
Apella Capital, LLC15,845$1.58M0.03%+1,60613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,822$1.58M0.05%+1,99813F-HRTimeline
Nilsine Partners, LLC15,782$1.58M0.14%-1713F-HRTimeline
Gladstone Institutional Advisory LLC15,777$1.58M0.06%-5,23913F-HRTimeline
Jaffetilchin Investment Partners, LLC15,708$1.57M0.09%-28,56613F-HRTimeline
STOLZ & ASSOCIATES, PS15,584$1.56M1.2%13F-HRTimeline
Schiavi & Co LLC15,583$1.56M0.5%+6013F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,498$1.55M0.42%+3113F-HRTimeline
Biondo Investment Advisors, LLC15,485$1.55M0.19%new13F-HRTimeline
Keebeck Wealth Management15,482$1.55M0.18%+12,90813F-HRTimeline
STAR Financial Bank15,423$1.54M0.79%new13F-HRTimeline
Inscription Capital, LLC15,361$1.53M0.16%-2,56213F-HRTimeline
Pathway Financial Advisors LLC15,334$1.53M0.19%+1,07913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,293$1.53M0.04%+5613F-HR/ATimelineGroup
Ballentine Partners, LLC15,262$1.52M0.02%-41913F-HRTimeline
Venture Visionary Partners LLC15,102$1.51M0.05%+7,58113F-HRTimeline
Capital Investment Advisors, LLC15,101$1.51M0.02%+1,60513F-HRTimeline
O'Brien Wealth Partners LLC15,085$1.51M0.2%+11,58413F-HRTimeline
Stokes Family Office, LLC15,058$1.5M0.14%new13F-HRTimeline
Miller Financial Services LLC15,040$1.5M1.76%-1,39413F-HRTimeline
Presper Financial Architects, LLC14,919$1.49M0.84%new13F-HRTimeline
Alpha Cubed Investments, LLC14,918$1.49M0.05%+45013F-HRTimeline
Objective Capital Management, LLC14,915$1.49M1.52%+64613F-HRTimeline
PACIFIC FINANCIAL GROUP INC14,864$1.48M0.83%+3,90813F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,803$1.48M0.13%-26013F-HRTimeline
Petros Family Wealth, LLC14,778$1.48M0.98%new13F-HRTimeline
BBR PARTNERS, LLC14,735$1.47M0.08%+2,78413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,589$1.46M0.03%-1,28413F-HRTimelineGroup
TSG Advice Partners, LLC14,394$1.44M0.22%13F-HRTimeline
Boyd Wealth Management, LLC14,362$1.43M0.61%-5,72613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,232$1.42M0.1%+2,60413F-HRTimeline
One Wealth Advisors, LLC8,016$1.41M0.17%-6,00213F-HRTimeline
LifeGoal Investments, LLC14,086$1.4M0.93%+2,93613F-HRTimeline
Arkadios Wealth Advisors14,044$1.4M0.03%-78313F-HRTimeline
TrustWell Financial Advisors, LLC14,009$1.4M1.35%13F-HRTimeline
Rede Wealth, LLC13,984$1.4M0.49%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,949$1.39M0.05%013F-HRTimeline
GWN SECURITIES INC.13,947$1.39M0.28%+16513F-HRTimeline
Private Wealth Group, LLC13,886$1.39M0.67%013F-HRTimeline
Stirlingshire Investments, Inc.13,786$1.38M1.22%13F-HRTimeline
HighPoint Advisor Group LLC13,730$1.37M0.03%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,647$1.36M0.04%-8,94413F-HRTimeline
Horizons Wealth Management13,570$1.36M0.9%-51813F-HRTimeline
Capital Asset Managemnet, LLC13,563$1.35M1.5%13F-HRTimeline
Rather & Kittrell, Inc.13,547$1.35M0.22%-20713F-HRTimeline
Phillips Wealth Planners LLC13,525$1.35M1.09%+67513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,506$1.35M0.19%+3,13413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…13,497$1.35M0.16%13F-HRTimeline
Mainsail Financial Group, LLC13,477$1.35M0.56%+1,87013F-HRTimeline
Americana Partners, LLC13,335$1.33M0.04%+93413F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,283$1.33M0.44%-3,31113F-HRTimeline
Weil Company, Inc.13,175$1.32M0.3%+92313F-HRTimeline
Ariadne Wealth Management, LP12,998$1.31M0.54%+1813F-HRTimeline
ALTFEST L J & CO INC13,089$1.31M0.14%-23313F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.13,044$1.3M0.55%013F-HRTimeline
Forza Wealth Management, LLC12,947$1.29M0.47%+36013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,800$1.28M0.63%+20013F-HRTimeline
SHUTTLEWORTH & Co12,784$1.28M1.17%+2,76013F-HRTimeline
PUREfi Wealth, LLC12,706$1.27M0.97%+3,23213F-HRTimeline
Algorithmic Investment Models, LLC12,677$1.27M1.56%-13,70113F-HRTimeline
ANCHYRA PARTNERS LLC12,637$1.26M0.39%13F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.26M0.59%013F-HRTimeline
VestGen Investment Management12,576$1.26M0.7%+4,47313F-HRTimeline
MFA Wealth Services12,408$1.24M0.84%-12213F-HRTimeline
May Hill Capital, LLC12,401$1.24M0.33%+5,03713F-HR/ATimeline
AFFINITY INVESTMENT ADVISORS, LLC12,390$1.24M0.82%013F-HRTimeline
Alpha Financial Advisors, LLC12,389$1.24M0.38%-1,51013F-HRTimeline
CWC Advisors, LLC.12,374$1.24M0.6%new13F-HRTimeline
Strategic Wealth Partners, Ltd.12,263$1.22M0.08%-1,28613F-HRTimeline
Dorsey & Whitney Trust CO LLC12,228$1.22M0.06%013F-HRTimeline
Worth Asset Management, LLC12,218$1.22M0.52%+49913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,181$1.22M0.01%+1,28013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,160$1.21M0.72%013F-HRTimeline
GARRISON POINT ADVISORS, LLC12,087$1.21M0.53%-70313F-HRTimeline
WEDBUSH SECURITIES INC12,089$1.21M0.04%+3,36213F-HRTimeline
Asset One Wealth Management LLC12,107$1.21M0.17%13F-HRTimeline
King Wealth Management Group12,046$1.2M0.14%-16513F-HRTimeline
Realta Investment Advisors12,044$1.2M0.4%+71713F-HRTimeline
Fermata Advisors, LLC11,990$1.2M0.29%-39013F-HRTimeline
Orgel Wealth Management, LLC11,934$1.19M0.03%+3,42013F-HRTimeline
Wagner Wealth Management, Corp11,931$1.19M1.18%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,926$1.19M0.01%+8,45413F-HRTimelineGroup
EASTERN BANK11,920$1.19M0.02%+10,22913F-HRTimeline
Kingdom Financial Group LLC.11,919$1.19M0.37%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC11,880$1.19M0.55%13F-HRTimeline
Providence Capital Advisors, LLC11,864$1.18M0.2%+31513F-HRTimeline
Quest 10 Wealth Builders, Inc.11,852$1.18M1.06%+1,27213F-HRTimeline
Advocacy Wealth Management, LLC11,842$1.18M0.05%-10,13213F-HRTimeline
STEVENS CAPITAL PARTNERS11,836$1.18M0.31%-41913F-HRTimeline
INGALLS & SNYDER LLC11,834$1.18M0.04%-53113F-HRTimeline
Tennessee Valley Asset Management Partn…11,768$1.18M0.15%-3013F-HRTimeline
Plante Moran Financial Advisors, LLC11,742$1.17M0.07%new13F-HRTimeline
Princeton Global Asset Management LLC11,741$1.17M0.19%-61513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,726$1.17M0.13%+55713F-HRTimeline
Sage Mountain Advisors LLC11,677$1.17M0.06%+43513F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…11,600$1.16M0.01%-13,80013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…11,588$1.16M0.08%-1,56913F-HRTimeline
Avondale Wealth Management11,564$1.15M0.59%+813F-HRTimeline
Rockbridge Investment Management, LCC11,525$1.15M0.11%-74113F-HRTimeline
Presidio Capital Management, LLC11,482$1.15M0.34%-1,98313F-HRTimeline
Curat Global, LLC11,466$1.15M1.27%+8,62013F-HRTimeline
Faithward Advisors, LLC11,439$1.14M0.17%+1,56913F-HRTimeline
Traveka Wealth, LLC11,400$1.14M0.46%+7,19213F-HRTimeline
Yukon Wealth Management, Inc.11,414$1.14M0.66%+13713F-HRTimeline
V2 Financial group LLC11,374$1.14M0.56%+15813F-HRTimeline
TruNorth Capital Management, LLC11,331$1.13M0.21%-1,42613F-HRTimeline
TCV Trust & Wealth Management, Inc.11,329$1.13M0.09%013F-HRTimeline
Procyon Advisors, LLC11,246$1.12M0.06%-29413F-HRTimeline
WealthPLAN Partners, LLC11,171$1.12M0.17%new13F-HRTimeline
Alteri Wealth LLC11,142$1.11M0.36%+77513F-HRTimeline
Federation des caisses Desjardins du Qu…11,117$1.11M<0.01%+3,97213F-HRTimeline
Abundance Wealth Counselors11,104$1.11M0.19%+15813F-HRTimeline
CDKV HOLDINGS LLC11,076$1.11M0.93%13F-HRTimeline
Red Tortoise LLC11,072$1.11M0.47%+14413F-HRTimeline
VestGen Advisors, LLC11,039$1.1M0.05%+1,98913F-HRTimeline
PSI Advisors, LLC11,032$1.1M0.28%+3,61913F-HRTimeline
DV Trading LLC11,013$1.1M0.1%13F-HRTimeline
Connecticut Wealth Management, LLC10,987$1.1M0.05%+213F-HRTimeline
Aprio Wealth Management, LLC10,980$1.1M0.06%+513F-HRTimeline
Fairvoy Private Wealth, LLC10,954$1.09M0.24%-16613F-HRTimeline