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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
Aptus Capital Advisors, LLC10,946$1.09M0.01%-92613F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,827$1.08M0.02%+5,09213F-HRTimeline
Garden State Investment Advisory Servic…10,809$1.08M0.26%+5,18013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV10,797$1.08M0.17%new13F-HRTimeline
Fourth Dimension Wealth, LLC10,787$1.08M0.39%+8,49613F-HRTimeline
Per Stirling Capital Management, LLC.10,744$1.07M0.12%+98013F-HRTimeline
Trust Co of the South10,725$1.07M0.17%+6,76713F-HRTimeline
Lifeworks Advisors, LLC10,677$1.07M0.14%+2913F-HRTimeline
TSFG, LLC10,653$1.06M0.16%-33513F-HRTimeline
Perennial Investment Advisors, LLC10,617$1.06M0.08%+67013F-HRTimeline
Sound Income Strategies, LLC10,588$1.06M0.05%+2,35413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,539$1.05M0.17%+1,37913F-HRTimeline
Cascade Financial Partners, LLC10,536$1.05M0.11%-3,26113F-HRTimeline
Kampmann Melissa S.10,508$1.05M0.78%+10013F-HRTimeline
Coppell Advisory Solutions LLC10,419$1.04M0.1%-2,13713F-HRTimeline
North Star Investment Management Corp.10,423$1.04M0.07%+6,76213F-HRTimeline
Leo Wealth, LLC10,395$1.04M0.08%+4,86313F-HRTimeline
Brookmont Capital Management10,354$1.03M0.6%+3113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,340$1.03M0.07%-1213F-HRTimelineGroup
Carmel Capital Partners, LLC10,337$1.03M0.36%+1,50513F-HRTimeline
Summit Financial Consulting LLC10,310$1.03M0.75%-1,00313F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,279$1.03M0.02%+37313F-HRTimeline
Symphony Financial, Ltd. Co.10,233$1.02M0.14%new13F-HRTimeline
Ellis Investment Partners, LLC10,226$1.02M0.18%-22213F-HRTimeline
Five Oceans Advisors10,188$1.02M0.36%+77213F-HRTimeline
Avion Wealth10,183$1.02M0.21%-87813F-HRTimeline
Genesee Capital Advisors, LLC10,174$1.02M0.41%+2,22713F-HRTimeline
S Harris Financial Group, LLC10,119$1.01M0.97%13F-HRTimeline
Shepherd Street Advisors LLC10,099$1.01M0.97%13F-HRTimeline
Noble Family Wealth, LLC10,096$1.01M0.21%-1,00913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,029$1M0.1%-50913F-HRTimeline
KINTRA WEALTH, LLC10,028$1M0.14%+7,71813F-HRTimeline
Ducere Wealth Management LLC10,003$999K0.39%13F-HR/ATimeline
Bowie Capital Management, LLC10,000$999K0.04%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC9,959$995K0.27%+1,86713F-HRTimeline
Rinkey Investments9,951$994K0.25%+7013F-HRTimeline
CoreCap Advisors, LLC9,930$992K0.03%+9013F-HRTimeline
Smith Thornton Advisors LLC9,896$988K0.5%-3513F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC9,878$987K0.75%+95513F-HRTimeline
ALM First Financial Advisors, LLC9,767$976K0.19%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp9,763$975K<0.01%+41413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL9,749$974K0.01%-4,39313F-HRTimeline
TME FINANCIAL, INC.9,723$971K0.68%-1,60413F-HRTimeline
Rossby Financial, LCC9,701$969K0.3%+1,11713F-HRTimeline
McElhenny Sheffield Capital Management,…9,681$967K0.24%+1,19813F-HRTimeline
BridgePort Financial Solutions, LLC9,597$959K0.26%-94713F-HRTimeline
Revolve Wealth Partners, LLC9,571$956K0.11%-5313F-HRTimeline
E-Wealth Partners, LLC9,555$954K0.8%13F-HRTimeline
Brendel Financial Advisors LLC9,555$954K0.47%-1,24313F-HRTimeline
Advisory Alpha, LLC9,553$954K0.03%-51713F-HRTimeline
1015 Capital Partners, LLC9,528$952K0.93%13F-HRTimeline
HighMark Wealth Management LLC9,496$948K0.39%+55913F-HRTimeline
Independent Wealth Network Inc.9,490$948K0.29%+2,15513F-HRTimeline
International Private Wealth Advisors L…9,466$945K0.6%+63613F-HRTimeline
Beacon Financial Advisory LLC9,400$939K0.22%+49213F-HRTimeline
Addison Advisors LLC9,399$939K0.21%013F-HRTimeline
Cedar Point Capital Partners, LLC9,398$939K0.6%+5,95413F-HRTimeline
Quantinno Capital Management LP9,376$936K<0.01%+1,98013F-HRTimeline
Clearwave Capital, LLC9,355$934K0.69%13F-HRTimeline
William Howard & Co Financial Advisors …9,340$933K0.79%013F-HRTimeline
Winthrop Advisory Group LLC9,281$927K0.08%+3,45213F-HR/ATimeline
FLOW TRADERS U.S. LLC9,232$922K0.03%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,208$920K0.13%-3913F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,200$919K<0.01%013F-HRTimelineGroup
Investment Advisory Group, LLC9,194$918K0.24%-55013F-HRTimeline
Madison Wealth Partners, Inc9,180$917K0.17%-67813F-HRTimeline
Cane Capital Partners, LLC9,136$912K0.38%13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,104$909K0.12%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,100$909K0.03%+78413F-HRTimeline
Blue Fin Capital, Inc.9,043$903K0.14%013F-HRTimeline
Sunbelt Securities, Inc.9,012$900K0.06%+1,96013F-HRTimeline
SAGE FINANCIAL GROUP INC9,011$900K0.06%+9013F-HRTimeline
ORG Partners LLC8,937$893K0.16%+1,17313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…8,927$892K0.07%+13013F-HRTimeline
Stone House Investment Management, LLC8,921$891K0.14%+7613F-HRTimeline
Thrive Wealth Management, LLC8,918$891K0.13%-2,29213F-HRTimeline
Finley Financial, LLC8,910$890K0.41%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,876$887K0.42%+67513F-HRTimeline
Gladwyn Financial Advisors, Inc.8,857$885K0.62%-2,25013F-HRTimeline
CRUX WEALTH ADVISORS8,851$884K0.33%-6,04013F-HRTimeline
Alliance Wealth Advisors, LLC /UT8,843$883K0.19%-2,52813F-HRTimeline
Reyes Financial Architecture, Inc.8,793$878K0.53%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC8,741$873K0.42%-9413F-HRTimeline
Winter & Associates, Inc.8,737$873K0.81%13F-HRTimeline
Prudent Man Advisors, LLC8,688$868K0.32%+6,39013F-HRTimeline
RED REEF ADVISORS LLC8,657$865K0.88%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,654$864K0.06%-113F-HRTimeline
Vested Financial Planning, LLC8,651$864K0.67%+31113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,642$863K0.05%+7,73513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,616$861K0.02%-6,37813F-HRTimelineGroup
M1 Capital Management LLC8,594$858K0.36%+1,47013F-HRTimeline
MATTERS CAPITAL LLC8,585$857K0.7%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,569$856K0.07%+95413F-HRTimeline
Virtue Capital Management, LLC8,568$856K0.13%+1,57613F-HR/ATimeline
Legacy Capital Group California, Inc.8,555$854K0.21%new13F-HRTimeline
Caprock Group, LLC8,544$853K0.02%+7513F-HRTimeline
UMB Bank, n.a.8,538$853K0.01%-23113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bond & Devick Financial Network, Inc.8,532$852K0.24%-1,31713F-HRTimeline
HOGE FINANCIAL SERVICES, LLC8,521$851K0.46%+11113F-HRTimeline
Sharkey, Howes & Javer8,494$848K0.11%-1,76813F-HRTimeline
Gateway Wealth Partners, LLC8,467$846K0.09%-58513F-HRTimeline
Oak Wealth Advisors LLC8,417$841K0.48%+2,39013F-HRTimeline
Dala Group, LLC8,405$839K0.73%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,318$831K0.06%+75013F-HRTimeline
Optivise Advisory Services LLC8,251$824K0.48%-9,72913F-HRTimeline
17 CAPITAL PARTNERS, LLC8,218$821K0.43%new13F-HRTimeline
Advus Financial Partners, LLC8,184$817K0.29%+22613F-HR/ATimeline
HANOVER ADVISORS INC8,176$817K0.32%-36413F-HRTimeline
Carnegie Investment Counsel8,163$815K0.02%+1,47713F-HRTimeline
PATRON PARTNERS, LLC8,144$813K0.36%-30613F-HRTimeline
ALONGSIDE, LLC8,117$811K0.27%13F-HRTimeline
Evergreen Advisors, LLC8,101$809K0.2%13F-HRTimeline
MASECO LLP8,069$806K0.04%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,069$806K0.08%+19913F-HRTimeline
Rock Point Advisors, LLC8,046$804K0.2%013F-HRTimeline
Cornerstone Wealth Management, LLC8,034$802K0.04%+1,77613F-HRTimeline
MONEYWISE, INC.8,005$800K0.33%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$796K0.25%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,951$794K0.74%+24613F-HRTimeline
ABLE Financial Group, LLC7,924$791K0.16%+2813F-HRTimeline
NWK Group, Inc.7,923$791K0.27%+30713F-HRTimeline
Amicus Financial Advisors, LLC7,899$789K0.22%13F-HRTimeline
Quartz Partners, LLC7,850$784K0.29%+13513F-HRTimeline
BWM Planning, LLC7,845$784K0.21%+26813F-HRTimeline
Physician Wealth Advisors, Inc.7,835$783K0.11%-4813F-HRTimeline
Farrell Financial LLC7,832$782K0.46%+28113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,825$782K0.65%new13F-HRTimeline
Acorn Wealth Advisors, LLC7,796$779K0.23%-33313F-HRTimeline
Latitude Advisors, LLC7,740$773K0.34%+1,27013F-HRTimeline
Prairiewood Capital, LLC7,736$773K0.24%+1,50613F-HRTimeline
Freedom Investment Management, Inc.7,722$771K0.22%+21313F-HRTimeline
City Center Advisors, LLC7,610$760K0.7%+2,09213F-HRTimeline
Ethos Financial Group, LLC7,605$760K0.06%-1413F-HRTimeline
Pearl Planning LLC7,604$759K0.46%13F-HRTimeline
Level Financial Advisors7,570$756K0.2%013F-HRTimeline
KITCHING PARTNERS, LLC7,568$756K0.69%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC7,558$755K0.03%-4,74013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.7,541$753K0.39%-3713F-HRTimeline
Portus Wealth Advisors, LLC7,522$751K0.71%-1,12913F-HRTimeline
GPS Wealth Strategies Group, LLC7,521$751K0.64%-145,66413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,518$751K0.01%-78813F-HRTimeline
Hibernia Wealth Partners, LLC7,515$751K0.23%new13F-HRTimeline
Orin Green Financial, LLC7,507$750K0.3%-1,05713F-HRTimeline
OUTFITTERS FINANCIAL LLC7,499$749K0.59%new13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,499$749K0.13%-39613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,469$746K0.07%new13F-HRTimeline
Argent Trust Co7,446$744K0.03%+3,22113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,444$744K0.04%-2013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,428$742K<0.01%-12713F-HRTimelineGroup
Lee Financial Co7,411$740K0.1%+16513F-HRTimeline
Veracity Capital LLC7,403$739K0.22%+14713F-HRTimeline
HFG Wealth Management, LLC7,398$739K0.41%+42313F-HRTimeline
Mayflower Financial Advisors, LLC7,389$738K0.09%+38513F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP7,421$738K0.06%+50913F-HRTimelineGroup
Asempa Wealth Advisors7,361$735K0.63%13F-HRTimeline
Investure, LLC7,345$734K0.04%+23513F-HRTimeline
Strathmore Capital Advisors, Inc.7,335$733K0.24%+27213F-HRTimeline
Strid Group, LLC7,327$732K0.09%new13F-HRTimeline
Fortitude Advisory Group L.L.C.7,327$732K0.31%+73613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,310$730K0.27%-50013F-HRTimeline
Farmers National Bank7,255$725K0.16%+4,11413F-HRTimeline
Farrow Financial, Inc.7,248$724K0.42%+2,35513F-HRTimeline
Successful Portfolios LLC7,224$724K0.37%+3113F-HRTimeline
Nordwand Advisors, LLC7,226$722K0.13%-7213F-HRTimeline
Evernest Financial Advisors, LLC7,190$720K0.15%new13F-HRTimeline
Choate Investment Advisors7,135$713K0.01%-14,54213F-HRTimeline
Bayshore Capital Advisors, LLC7,134$713K0.36%13F-HRTimeline
Finward Bancorp7,132$712K0.55%013F-HRTimeline
Olde Wealth Management, LLC7,124$711K0.22%+89913F-HRTimeline
MRP Capital Investments, LLC7,094$709K0.59%-31013F-HRTimeline
Sovereign Financial Group, Inc.7,090$708K0.13%-1,76013F-HRTimeline
Gen-Wealth Partners Inc83,315$707K0.23%+78,18713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.7,075$707K0.41%+18713F-HRTimeline
Summa Corp.7,050$704K0.3%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,049$704K0.14%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,039$703K-2,262Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,023$702K0.26%+1,22313F-HRTimeline
Zinnia Wealth Advisory, LLC6,984$698K0.75%13F-HRTimeline
KERR FINANCIAL PLANNING Corp6,946$695K0.94%+40813F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…6,954$695K0.13%+26813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC6,954$695K0.28%-87013F-HRTimeline
MSH Capital Advisors LLC6,933$693K0.15%013F-HRTimeline
Value Investment Professionals, LLC6,902$689K0.72%13F-HRTimeline
Unify Financial Advisors6,900$689K0.72%13F-HRTimeline
OBSIDIAN CIO, LLC6,847$684K1.01%-4,26313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,837$683K0.03%+3,89613F-HRTimelineGroup
J.E. Simmons & Co., P.C.6,825$682K0.44%13F-HRTimeline
Tilson Financial Group, Inc.6,797$679K0.21%+313F-HRTimeline
POSTROCK PARTNERS LLC6,784$678K0.29%013F-HRTimeline
Point Nemo Capital, LLC6,761$675K0.67%13F-HRTimeline
Planned Solutions, Inc.6,750$674K0.22%+23913F-HRTimeline
Legacy Financial Advisors, Inc.6,736$673K0.09%new13F-HRTimeline
MBL Wealth, LLC6,735$673K0.05%+2,09513F-HRTimeline
SIGNATUREFD, LLC6,726$672K0.01%+3,94413F-HRTimeline
Dentgroup LLC6,695$669K0.46%-23813F-HRTimeline
Jacobi Capital Management LLC6,656$665K0.04%+6513F-HRTimeline
Madden Advisory Services, Inc.6,642$663K0.27%-25613F-HRTimeline
Retirement Planning Group, LLC6,640$663K0.02%+11413F-HRTimeline
Vigilare Wealth Management6,627$662K0.22%-4013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/6,616$661K0.26%-30913F-HRTimelineGroup