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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
MILESTONE ASSET MANAGEMENT, LLC11,262$1.11M0.18%+2,26113F-HRTimeline
GWN SECURITIES INC.11,222$1.11M0.19%-38513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,268$1.11M0.02%+5,57113F-HRTimeline
S Harris Financial Group, LLC11,106$1.1M0.85%+34913F-HRTimeline
Lee Financial Co11,093$1.1M0.14%+51513F-HRTimeline
Kampmann Melissa S.11,053$1.09M0.83%+54513F-HRTimeline
Capital Investment Advisory Services, L…11,007$1.09M0.07%+8,31513F-HRTimeline
17 CAPITAL PARTNERS, LLC10,990$1.09M0.49%+1,46413F-HRTimeline
Summit Financial Consulting LLC10,989$1.09M0.74%+26113F-HRTimeline
B. Riley Wealth Advisors, Inc.10,825$1.08M0.06%-34,76213F-HRTimeline
Strategies Wealth Advisors, LLC10,863$1.08M0.1%-66113F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,842$1.07M0.02%+1,01313F-HRTimeline
Rockbridge Investment Management, LCC10,799$1.07M0.09%-24113F-HRTimeline
Glen Eagle Advisors, LLC10,797$1.07M0.13%+4,25213F-HRTimeline
Advus Financial Partners, LLC10,797$1.07M0.3%+2,24313F-HR/ATimeline
CDKV HOLDINGS LLC10,745$1.06M0.83%-32413F-HRTimeline
TruNorth Capital Management, LLC10,743$1.06M0.17%-40413F-HRTimeline
TSFG, LLC10,668$1.06M0.13%+913F-HRTimeline
TME FINANCIAL, INC.10,653$1.05M0.65%+69813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,650$1.05M0.03%-389,72113F-HRTimelineGroup
Fairvoy Private Wealth, LLC10,647$1.05M0.21%+51313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,646$1.05M0.17%013F-HRTimeline
Quest 10 Wealth Builders, Inc.10,622$1.05M0.82%-24113F-HRTimeline
Rede Wealth, LLC10,584$1.05M0.35%+30813F-HRTimeline
V2 Financial group LLC10,560$1.05M0.39%-52213F-HRTimeline
Genesee Capital Advisors, LLC10,536$1.04M0.33%+29713F-HRTimeline
Cadent Capital Advisors, LLC10,515$1.04M0.22%-29213F-HRTimeline
Procyon Advisors, LLC10,514$1.04M0.05%-1,57113F-HRTimeline
HANOVER ADVISORS INC10,471$1.04M0.37%+2,30713F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC10,417$1.03M0.15%-1,97213F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,407$1.03M0.05%-3,06713F-HRTimeline
Yukon Wealth Management, Inc.10,395$1.03M0.29%-1,01913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,340$1.02M0.06%013F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC10,301$1.02M0.05%+1,98313F-HRTimeline
E-Wealth Partners, LLC10,293$1.02M0.74%-22013F-HRTimeline
Brookmont Capital Management10,278$1.02M0.55%-85713F-HRTimeline
Performance Wealth Partners, LLC10,262$1.02M0.03%+5,48413F-HRTimeline
Peterson Wealth Services10,247$1.01M0.22%+4,04313F-HRTimeline
M1 Capital Management LLC10,211$1.01M0.37%+73313F-HRTimeline
Boyd Wealth Management, LLC10,189$1.01M0.38%-4,00713F-HRTimeline
Latitude Advisors, LLC10,184$1.01M0.4%+1,41613F-HRTimeline
Northwest Bancshares, Inc.10,151$1M0.18%-1,08313F-HRTimeline
Cedar Point Capital Partners, LLC10,125$1M0.58%+37913F-HRTimeline
Successful Portfolios LLC10,188$999K0.47%+1,42013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,050$995K0.09%013F-HRTimeline
Crusonia Wealth Advisors LLC10,016$991K0.16%new13F-HRTimeline
Avion Wealth10,010$990K0.18%+413F-HRTimeline
Fermata Advisors, LLC9,989$989K0.2%+30013F-HRTimeline
WEDBUSH SECURITIES INC9,928$983K0.03%-1,98513F-HRTimeline
Third View Private Wealth, LLC9,883$978K0.12%new13F-HRTimeline
Connecticut Wealth Management, LLC9,840$974K0.04%-17913F-HRTimeline
Oak Wealth Advisors LLC9,825$972K0.47%+1913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,789$969K0.01%-10,90713F-HRTimelineGroup
ALM First Financial Advisors, LLC9,767$967K0.16%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,721$962K+1,875Timeline
Ellis Investment Partners, LLC9,707$961K0.15%-69913F-HRTimeline
Smith Thornton Advisors LLC9,822$960K0.42%-4713F-HRTimeline
Carnegie Investment Counsel9,624$953K0.02%-93813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,586$949K0.39%+14613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC9,552$945K0.39%-87813F-HRTimeline
RED REEF ADVISORS LLC9,549$945K0.87%+11313F-HRTimeline
Sound Income Strategies, LLC9,517$942K0.04%+99613F-HRTimeline
VestGen Investment Management9,498$940K0.5%+6413F-HRTimeline
Sovereign Financial Group, Inc.9,484$939K0.14%-56813F-HRTimeline
Nordwand Advisors, LLC9,476$938K0.14%+2,22313F-HRTimeline
Activest Wealth Management9,473$938K0.18%+8,84413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,423$933K0.13%-3913F-HRTimelineGroup
Princeton Global Asset Management LLC9,373$928K0.13%+1,25813F-HRTimeline
Investment Advisory Group, LLC9,355$926K0.2%+5113F-HRTimeline
William Howard & Co Financial Advisors …9,340$924K0.72%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC9,255$916K0.44%+9313F-HRTimeline
Factor Wealth Management LTD9,236$914K0.14%-2,04413F-HRTimeline
HighMark Wealth Management LLC9,230$914K0.31%+17913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,200$911K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.9,200$911K0.23%-92913F-HRTimeline
Madison Wealth Partners, Inc9,151$906K0.12%-1,32413F-HRTimeline
Rinkey Investments9,106$901K0.21%+3813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,065$898K0.02%-62,94513F-HRTimelineGroup
Optivise Advisory Services LLC9,059$897K0.46%+12213F-HRTimeline
Petros Family Wealth, LLC9,058$897K0.55%-4,90713F-HRTimeline
Orin Green Financial, LLC9,013$892K0.33%+12413F-HRTimeline
Vested Financial Planning, LLC8,982$889K0.6%+17613F-HRTimeline
MMA ASSET MANAGEMENT LLC8,892$880K0.28%+1,88013F-HRTimeline
Tradewinds, LLC.19,377$867K0.2%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,761$867K0.02%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp8,746$866K<0.01%+1,02413F-HRTimelineGroup
Prairiewood Capital, LLC8,720$863K0.22%+51713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.8,711$862K0.46%+66413F-HRTimeline
Legacy Capital Group California, Inc.8,694$861K0.26%+8513F-HRTimeline
Blue Fin Capital, Inc.8,688$860K0.12%-11313F-HRTimeline
Fortitude Advisory Group L.L.C.8,566$848K0.32%+10713F-HRTimeline
Summa Corp.8,550$846K0.27%+1,50013F-HRTimeline
Virtue Capital Management, LLC8,545$846K0.11%-29513F-HRTimeline
BRIGHTON JONES LLC8,449$836K0.02%-78413F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP8,441$835K0.08%+8813F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC8,417$833K0.69%+36013F-HRTimeline
Finley Financial, LLC8,410$832K0.34%-50013F-HRTimeline
Argent Trust Co8,366$828K0.02%-2,81713F-HRTimeline
Dala Group, LLC8,335$825K0.68%-18713F-HRTimeline
CRUX WEALTH ADVISORS8,330$825K0.29%-313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,323$824K0.07%-5913F-HRTimeline
Cynosure Group, LLC8,315$823K0.12%-130,33313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC8,253$817K0.52%+13313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,240$816K0.38%+48813F-HRTimeline
Ethos Financial Group, LLC8,330$813K0.05%-1,54413F-HRTimeline
Veracity Capital LLC8,142$806K0.22%+38713F-HRTimeline
Evergreen Advisors, LLC8,101$802K0.17%013F-HRTimeline
Vantus Wealth LLC8,054$797K0.43%13F-HRTimeline
Rock Point Advisors, LLC8,036$795K0.19%-1013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7,981$790K0.36%+413F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$789K0.23%013F-HRTimeline
Triumph Capital Management7,948$787K0.14%+47313F-HRTimeline
Ledyard National Bank7,878$780K0.06%+4,67213F-HRTimeline
ABLE Financial Group, LLC7,869$779K0.13%+31313F-HRTimeline
LVW Advisors, LLC7,862$778K0.07%+1,95013F-HRTimeline
BWM Planning, LLC7,845$776K0.18%013F-HRTimeline
Bayshore Capital Advisors, LLC7,827$775K0.36%013F-HRTimeline
Weil Company, Inc.7,787$771K0.14%-1,51013F-HRTimeline
KITCHING PARTNERS, LLC7,741$766K0.66%+12413F-HRTimeline
Bond & Devick Financial Network, Inc.7,717$764K0.19%+5513F-HRTimeline
Argyle Capital Partners, LLC7,712$763K0.48%+5,60013F-HRTimeline
Inman Jager Wealth Management, LLC7,704$763K0.41%+60213F-HRTimeline
NWK Group, Inc.7,646$757K0.23%-26813F-HRTimeline
Stewardship Advisors, LLC7,575$750K0.16%-20,25513F-HRTimeline
OUTFITTERS FINANCIAL LLC7,561$748K0.52%013F-HRTimeline
Farrow Financial, Inc.7,552$747K0.4%+13613F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,525$745K0.01%-1,50113F-HRTimeline
Bernardo Wealth Planning LLC7,521$744K0.13%+1,16613F-HRTimeline
Tidemark, LLC7,507$743K0.17%+1,35913F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,505$743K0.25%+68713F-HRTimeline
Physician Wealth Advisors, Inc.7,502$743K0.09%-2913F-HRTimeline
PALLADIEM, LLC7,471$739K0.72%-67,00813F-HRTimeline
SIMON QUICK ADVISORS, LLC7,464$739K0.03%-3313F-HRTimeline
Pearl Planning LLC7,459$738K0.34%+3213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,444$737K0.03%013F-HRTimeline
Skyline Advisors, Inc.7,407$733K0.23%-8,43713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,375$729K0.02%+83013F-HRTimelineGroup
Monument Capital Management7,356$728K0.15%new13F-HRTimeline
Jacobi Capital Management LLC7,327$725K0.04%+55113F-HRTimeline
CVFG LLC7,323$725K0.08%-1,07713F-HRTimeline
EJMK Ventures LLC7,272$720K0.33%-3,15713F-HRTimeline
Advisory Alpha, LLC7,209$714K0.02%-2,18913F-HRTimeline
Amicus Financial Advisors, LLC7,199$713K0.18%-70413F-HRTimeline
Mayflower Financial Advisors, LLC7,160$709K0.06%+5513F-HRTimeline
Dunhill Financial, LLC7,140$707K0.14%-72713F-HRTimeline
1015 Capital Partners, LLC7,109$704K0.59%-2,41913F-HRTimeline
MRP Capital Investments, LLC7,085$701K0.52%+1913F-HRTimeline
Finward Bancorp7,077$700K0.53%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,049$698K0.14%013F-HRTimeline
Lifeworks Advisors, LLC7,018$695K0.07%-1,49013F-HRTimeline
Per Stirling Capital Management, LLC.6,997$693K0.07%-3,82313F-HRTimeline
Madden Advisory Services, Inc.6,994$692K0.25%-30213F-HRTimeline
Planned Solutions, Inc.6,993$692K0.2%+21413F-HRTimeline
Evernest Financial Advisors, LLC6,969$690K0.14%-10813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,969$690K0.16%+74313F-HRTimeline
OBSIDIAN CIO, LLC6,922$685K0.51%-76613F-HRTimeline
Unify Financial Advisors6,900$683K0.63%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,874$680K0.08%-10,35513F-HRTimeline
Gladwyn Financial Advisors, Inc.6,853$678K0.42%+38413F-HRTimeline
POSTROCK PARTNERS LLC6,784$671K0.27%013F-HRTimeline
Farmers National Bank6,720$665K0.14%-41713F-HRTimeline
Clearwave Capital, LLC6,701$663K0.37%-2,61513F-HRTimeline
Transcendent Capital Group LLC6,691$662K0.26%+12313F-HRTimeline
J.E. Simmons & Co., P.C.6,669$660K0.37%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,664$660K0.13%new13F-HR/ATimeline
ALONGSIDE, LLC6,664$660K0.13%13F-HRTimeline
Aurdan Capital Management, LLC6,650$658K0.17%013F-HRTimeline
BKM Wealth Management, LLC6,618$655K0.23%+66513F-HRTimeline
Carolina Wealth Management Inc6,618$655K0.3%13F-HRTimeline
Talon Private Wealth, LLC6,574$651K0.08%+45613F-HRTimeline
Berkeley Capital Partners, LLC6,560$649K0.13%+6213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,548$648K0.07%+69313F-HRTimeline
IPG Investment Advisors LLC6,540$647K0.09%+49613F-HRTimeline
Thrive Wealth Management, LLC6,537$647K0.08%+1613F-HRTimeline
Gen-Wealth Partners Inc6,532$647K0.18%-77,34013F-HRTimeline
REGIMEN WEALTH, LLC6,522$646K0.17%-23713F-HRTimeline
PMG Wealth Management, Inc.6,500$643K0.4%013F-HRTimeline
Sterling Group Wealth Management, LLC6,476$641K0.26%+56813F-HRTimeline
Tulsa Wealth Advisors, INC6,470$640K0.09%-13313F-HRTimeline
Cambridge Advisors Inc.6,458$639K0.11%013F-HRTimeline
TRUEFG, LLC6,438$637K0.15%-1013F-HRTimeline
Cooper Financial Group6,416$635K0.05%+2,65213F-HRTimeline
UPTICK PARTNERS, LLC6,399$633K0.1%+2,17513F-HRTimeline
KERR FINANCIAL PLANNING Corp6,381$631K0.7%-1,04113F-HRTimeline
JNBA Financial Advisors6,373$631K0.05%-26,10613F-HRTimeline
Revolve Wealth Partners, LLC6,349$628K0.07%+213F-HRTimeline
Stone House Investment Management, LLC6,346$628K0.08%-2,64013F-HRTimeline
Andina Capital Management, LLC6,321$626K1.03%-72,25313F-HRTimeline
RW Investment Management LLC6,311$625K0.05%+1,68713F-HRTimeline
Blue Edge Capital, LLC6,302$624K0.07%+95013F-HRTimeline
ISTHMUS PARTNERS, LLC6,290$623K0.06%-40413F-HRTimeline
Gallagher Capital Advisors, LLC6,264$620K0.35%-1,26013F-HRTimeline
Central Pacific Bank - Trust Division6,257$619K0.06%013F-HRTimeline
Five Oceans Advisors6,238$617K0.2%-3,13713F-HRTimeline
DOVER ADVISORS, LLC6,179$617K0.25%013F-HRTimeline
MSH Capital Advisors LLC6,227$616K0.11%-12913F-HRTimeline
TMB Capital Partners, LLC6,185$612K0.19%-16113F-HRTimeline
Zinnia Wealth Advisory, LLC6,173$611K0.62%-5213F-HRTimeline
Texas Yale Capital Corp.6,148$609K0.01%+69513F-HRTimeline
MASECO LLP6,145$608K0.02%+713F-HRTimeline