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Disclosery

AGG ISHARES TR

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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
Chris Bulman Inc21,922$2.18M0.95%-3,91613F-HRTimeline
HRT FINANCIAL LP21,833$2.17M0.01%new13F-HRTimeline
McAdam, LLC21,769$2.16M0.1%-26913F-HRTimeline
VestGen Advisors, LLC21,873$2.16M0.06%+10,83413F-HRTimeline
Larson Financial Group LLC21,659$2.15M0.07%-66113F-HRTimeline
Foundations Investment Advisors, LLC21,513$2.14M0.03%+21713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,469$2.13M0.05%+2,36513F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.21,439$2.13M0.36%-28813F-HRTimeline
First National Trust Co21,430$2.13M0.07%-39013F-HRTimeline
Ironwood Investment Counsel, LLC21,329$2.12M0.31%+1,93113F-HRTimeline
United Asset Strategies, Inc.21,247$2.11M0.17%+2613F-HRTimeline
Landing Point Financial Group, LLC21,131$2.1M1.02%+40513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,027$2.09M0.46%-39013F-HRTimeline
PINNACLE ASSOCIATES LTD20,960$2.08M0.03%-8313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,696$2.05M0.04%+12,08013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC20,693$2.05M0.15%-68513F-HRTimeline
Lake Hills Wealth Management, LLC20,622$2.05M1.14%-34913F-HRTimeline
Strategic Blueprint, LLC20,611$2.05M0.12%+45113F-HRTimeline
Narus Financial Partners, LLC20,521$2.04M0.53%+28113F-HRTimeline
Capital Investment Management, Inc.20,485$2.03M0.7%+77813F-HRTimeline
SHUTTLEWORTH & Co20,421$2.03M1.83%+7,63713F-HRTimeline
Iowa State Bank20,394$2.02M0.37%-4,77913F-HRTimeline
Bleakley Financial Group, LLC20,371$2.02M0.03%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC20,074$1.99M0.12%+4,36613F-HRTimeline
Richard Bernstein Advisors LLC20,062$1.99M0.06%+17,20113F-HRTimeline
Navigation Wealth Management, Inc.20,051$1.99M7.17%+2,06613F-HRTimeline
Diligent Investors, LLC20,010$1.99M0.49%+28913F-HRTimeline
Ignite Planners, LLC18,606$1.96M0.3%-53013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC19,648$1.95M0.13%+5,41613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,594$1.95M0.1%+82313F-HRTimeline
Aspen Wealth Management LLC19,587$1.94M0.39%+17,47013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,523$1.93M0.13%+45013F-HRTimeline
Meridian Wealth Management, LLC19,318$1.92M0.07%-5,17913F-HRTimeline
Apella Capital, LLC18,956$1.89M0.03%+3,11113F-HRTimeline
Empirical Asset Management, LLC24,200$1.89M0.5%+2,29613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,992$1.89M0.66%-3013F-HRTimeline
PUREfi Wealth, LLC18,991$1.89M1.23%+6,28513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,851$1.87M0.06%+3,02913F-HRTimeline
FSA Investment Group, LLC18,848$1.87M0.75%-50013F-HRTimeline
Security Financial Services, INC.18,816$1.87M0.3%-3,14113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,775$1.86M0.04%013F-HRTimeline
JMG Financial Group, Ltd.18,713$1.86M0.05%-1,92013F-HRTimeline
BOK Financial Private Wealth, Inc.18,712$1.86M0.11%-2,40913F-HRTimeline
Wealth Dimensions Group, Ltd.18,663$1.85M0.36%013F-HRTimeline
Carrera Capital Advisors18,439$1.83M0.28%-6513F-HRTimeline
Gladstone Institutional Advisory LLC18,425$1.83M0.07%+2,64813F-HRTimeline
Clarity Financial LLC18,253$1.81M0.2%-68613F-HRTimeline
REICON WEALTH ADVISORS, LLC18,152$1.8M1.38%+54613F-HRTimeline
RBA Wealth Management, LLC18,130$1.8M0.65%+7113F-HRTimeline
Bowie Capital Management, LLC18,000$1.79M0.08%+8,00013F-HRTimeline
Vawter Financial, Ltd.17,823$1.77M0.74%+19013F-HR/ATimeline
Rossby Financial, LCC17,849$1.77M0.37%+8,14813F-HRTimeline
Bellwether Advisors, LLC17,792$1.77M0.3%-18413F-HRTimeline
HBK Sorce Advisory LLC17,731$1.76M0.04%-6613F-HRTimeline
Olde Wealth Management, LLC17,712$1.76M0.56%+10,58813F-HRTimeline
DV Trading LLC17,640$1.75M0.16%+6,62713F-HRTimeline
Aprio Wealth Management, LLC17,603$1.75M0.1%+6,62313F-HRTimeline
Halter Ferguson Financial Inc.17,563$1.74M0.39%013F-HRTimeline
Wall Capital Group, Inc.17,527$1.74M1.86%+4513F-HRTimeline
WestHill Financial Advisors, Inc.17,437$1.73M0.33%+56013F-HRTimeline
Vannoy Advisory Group, Inc.17,389$1.73M1.09%+22913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,229$1.71M0.21%+22213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT17,183$1.71M0.82%-47313F-HRTimeline
October Effect Ltd17,060$1.69M1.95%+20613F-HRTimeline
GatePass Capital, LLC17,056$1.69M0.82%-96913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,951$1.68M0.33%-1,86413F-HRTimeline
Biondo Investment Advisors, LLC16,836$1.67M0.21%+1,35113F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO16,693$1.67M0.15%013F-HRTimelineGroup
Bakala Capital LLC16,795$1.67M8.02%+10713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Objective Capital Management, LLC16,598$1.65M1.66%+1,68313F-HRTimeline
Mainsail Financial Group, LLC16,596$1.65M0.69%+3,11913F-HRTimeline
Federation des caisses Desjardins du Qu…16,532$1.64M0.01%+5,41513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,522$1.64M1.31%+813F-HRTimeline
Dixon Mitchell Investment Counsel Inc.16,497$1.64M0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.16,441$1.63M0.48%-64613F-HRTimeline
BBR PARTNERS, LLC16,419$1.63M0.09%+1,68413F-HRTimeline
Traveka Wealth, LLC16,249$1.61M0.62%+4,84913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,220$1.61M0.16%-1713F-HRTimeline
Global View Capital Management LLC16,218$1.61M0.43%-1,33913F-HRTimeline
CPWA, LLC16,273$1.61M1.92%13F-HRTimeline
Sun Financial Inc16,275$1.61M0.8%+9913F-HRTimeline
WAYCROSS PARTNERS, LLC16,000$1.59M0.15%-21,11013F-HRTimeline
SlateStone Wealth, LLC15,995$1.59M0.13%-25013F-HRTimeline
Capital Investment Advisors, LLC15,993$1.59M0.02%+89213F-HR/ATimeline
HighPoint Advisor Group LLC15,914$1.58M0.07%+2,18413F-HRTimeline
CULBERTSON A N & CO INC15,862$1.57M0.2%-40013F-HRTimeline
Skyline Advisors, Inc.15,844$1.57M0.55%-2,93713F-HRTimeline
Schiavi & Co LLC15,819$1.57M0.47%+23613F-HRTimeline
Inscription Capital, LLC15,767$1.57M0.16%+40613F-HRTimeline
Venture Visionary Partners LLC15,729$1.56M0.05%+62713F-HRTimeline
Hayek Kallen Investment Management15,729$1.56M0.51%new13F-HRTimeline
Fonville Wealth Management LLC15,671$1.56M0.3%-1,31713F-HRTimeline
Investure, LLC15,666$1.56M0.08%+8,32113F-HRTimeline
Intelligence Driven Advisers, LLC15,534$1.54M0.27%-2,30713F-HRTimeline
Curi Capital, LLC15,471$1.54M0.03%-4,48913F-HRTimeline
Pathway Financial Advisors LLC15,434$1.53M0.19%+10013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding15,386$1.53M+8,347Timeline
Headlands Technologies LLC15,085$1.5M0.17%-9,33513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,054$1.49M0.16%+5,95013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/15,024$1.49M<0.01%new13F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC14,943$1.48M0.13%13F-HRTimelineGroup
STOLZ & ASSOCIATES, PS14,889$1.48M1.03%-69513F-HRTimeline
Miller Financial Services LLC14,900$1.48M1.65%-14013F-HRTimeline
Strathmore Capital Advisors, Inc.14,819$1.48M0.42%+7,48413F-HRTimeline
Compass Financial Group, Inc. (Ohio)14,858$1.47M1.08%-2,08413F-HRTimeline
Edgestream Partners, L.P.14,792$1.47M0.05%-68,00713F-HRTimeline
May Hill Capital, LLC14,786$1.47M0.37%+2,38513F-HRTimeline
Sepio Capital, LP14,762$1.47M0.08%-2,20813F-HRTimeline
Aptus Capital Advisors, LLC14,700$1.46M0.01%+3,75413F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,688$1.46M0.14%-11513F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC14,683$1.46M0.79%-18113F-HRTimeline
TrustWell Financial Advisors, LLC14,634$1.45M1.37%+62513F-HRTimeline
NorthLanding Financial Partners, LLC14,587$1.45M1.17%-86,64413F-HRTimeline
Clarity Retirement & Wealth, LLC14,570$1.45M1.17%+11,74213F-HRTimeline
Presper Financial Architects, LLC14,550$1.44M0.86%-36913F-HRTimeline
M Holdings Securities, Inc.14,538$1.44M0.1%-24,48013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,389$1.43M0.03%-20013F-HRTimelineGroup
UMB Bank, n.a.14,342$1.42M0.02%+5,80413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ANCHYRA PARTNERS LLC14,334$1.42M0.43%+1,69713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,285$1.42M0.03%-3,38913F-HRTimeline
Boyd Wealth Management, LLC14,196$1.41M0.6%-16613F-HRTimeline
Legacy PCG, LLC14,152$1.4M7.65%-81,43213F-HRTimeline
Alteri Wealth LLC14,057$1.4M0.45%+2,91513F-HRTimeline
Stirlingshire Investments, Inc.13,973$1.39M1.22%+18713F-HRTimeline
Hibernia Wealth Partners, LLC13,970$1.39M0.41%+6,45513F-HRTimeline
Petros Family Wealth, LLC13,965$1.39M0.99%-81313F-HRTimeline
Dorsey & Whitney Trust CO LLC13,920$1.38M0.08%+1,69213F-HRTimeline
Private Wealth Group, LLC13,886$1.38M0.64%013F-HR/ATimeline
ORRSTOWN FINANCIAL SERVICES INC13,875$1.38M0.23%-5,81313F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,852$1.38M0.37%+3,89313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,832$1.37M0.05%-11713F-HRTimeline
Forza Wealth Management, LLC13,682$1.36M0.47%+73513F-HRTimeline
Winthrop Capital Management, LLC13,676$1.36M0.35%-18,83013F-HRTimeline
Rather & Kittrell, Inc.13,650$1.36M0.21%+10313F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,647$1.35M0.03%013F-HRTimeline
Capital Asset Managemnet, LLC13,589$1.35M1.52%+2613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.13,536$1.34M0.02%+1,61013F-HRTimelineGroup
Faithward Advisors, LLC13,513$1.34M0.19%+2,07413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,496$1.34M0.18%-1013F-HRTimeline
Horizons Wealth Management13,494$1.34M0.89%-7613F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,487$1.34M0.45%+20413F-HRTimeline
LAVELLE CAPITAL LP13,487$1.34M0.83%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,474$1.34M0.1%new13F-HRTimeline
Americana Partners, LLC13,465$1.34M0.03%+13013F-HRTimeline
Phillips Wealth Planners LLC13,463$1.33M1%-6213F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,409$1.33M0.01%+3,66013F-HRTimeline
ALTFEST L J & CO INC13,371$1.33M0.14%+28213F-HRTimeline
Shepherd Street Advisors LLC13,276$1.32M1.3%+3,17713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC13,228$1.31M0.01%new13F-HRTimelineGroup
Stokes Family Office, LLC13,181$1.31M0.14%-1,87713F-HRTimeline
Clear Harbor Asset Management, LLC13,090$1.3M0.09%new13F-HRTimeline
Harvest Investment Services, LLC13,069$1.3M0.24%new13F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.13,044$1.29M0.61%013F-HRTimeline
Ariadne Wealth Management, LP12,998$1.29M0.58%013F-HRTimeline
Worth Asset Management, LLC12,929$1.28M0.48%+71113F-HRTimeline
Providence Capital Advisors, LLC12,856$1.28M0.21%+99213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,808$1.27M0.74%+64813F-HRTimeline
Independent Wealth Network Inc.12,658$1.26M0.37%+3,16813F-HRTimeline
Carr Financial Group Corp12,619$1.25M0.33%-4,65913F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.25M0.61%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,570$1.25M0.14%+84413F-HRTimeline
LifeGoal Investments, LLC12,596$1.25M0.71%-1,49013F-HRTimeline
Beacon Financial Advisory LLC12,540$1.24M0.28%+3,14013F-HRTimeline
FIRST MANHATTAN CO. LLC.12,471$1.24M<0.01%-25,49413F-HRTimeline
GARRISON POINT ADVISORS, LLC12,462$1.24M0.56%+37513F-HRTimeline
Presidio Capital Management, LLC12,423$1.23M0.36%+94113F-HRTimeline
MFA Wealth Services12,392$1.23M0.81%-1613F-HRTimeline
Realta Investment Advisors12,390$1.23M0.43%+34613F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC12,390$1.23M0.77%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC12,389$1.23M0.21%-5,11413F-HRTimeline
Alpha Financial Advisors, LLC12,336$1.22M0.38%-5313F-HRTimeline
Sage Mountain Advisors LLC12,325$1.22M0.09%+64813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,235$1.21M0.01%+5413F-HRTimeline
SAGE FINANCIAL GROUP INC12,200$1.21M0.08%+3,18913F-HRTimeline
MONEYWISE, INC.12,120$1.2M0.53%+4,11513F-HRTimeline
Procyon Advisors, LLC12,085$1.2M0.06%+83913F-HRTimeline
Tennessee Valley Asset Management Partn…12,046$1.2M0.16%+27813F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,000$1.19M0.6%-80013F-HRTimeline
Gemmer Asset Management LLC11,964$1.19M0.09%-51,97413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC11,949$1.19M0.55%+6913F-HRTimeline
WEDBUSH SECURITIES INC11,913$1.18M0.03%-17613F-HRTimeline
Balefire, LLC11,880$1.18M0.22%-15,72213F-HRTimeline
TSG Advice Partners, LLC11,872$1.18M0.18%-2,52213F-HRTimeline
Advocacy Wealth Management, LLC11,842$1.18M0.05%013F-HRTimeline
INGALLS & SNYDER LLC11,834$1.18M0.04%013F-HRTimeline
King Wealth Management Group11,778$1.17M0.15%-26813F-HRTimeline
Hopwood Nicholas Hunter11,771$1.17M0.37%-19,93413F-HRTimeline
Perennial Investment Advisors, LLC11,751$1.17M0.09%+1,13413F-HRTimeline
DRW Securities, LLC11,733$1.16M0.06%new13F-HRTimeline
HORAN Wealth, LLC11,578$1.16M0.11%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,639$1.16M0.08%+5113F-HRTimeline
Orgel Wealth Management, LLC11,615$1.15M0.02%-31913F-HRTimeline
GWN SECURITIES INC.11,607$1.15M0.22%-2,34013F-HRTimeline
Well Done, LLC11,605$1.15M0.17%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC11,603$1.15M0.31%+8,08613F-HRTimeline
Asset One Wealth Management LLC11,558$1.15M0.13%-54913F-HRTimeline
Avondale Wealth Management11,568$1.15M0.56%+413F-HRTimeline
Keebeck Wealth Management11,559$1.15M0.13%-3,92313F-HRTimeline
City Center Advisors, LLC11,546$1.15M1.06%+3,93613F-HRTimeline
Strategies Wealth Advisors, LLC11,524$1.14M0.11%+6,92913F-HRTimeline