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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,558,797$13.8B8.44%-5,358,82413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,760,819$8.47B2.64%+5,514,11513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,790,726$6.07B1.18%-3,055,00913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.54,212,016$5.41B0.09%+331,75113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,737,402$5.37B0.39%+7,411,24213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding43,744,607$4.37B+1,211,974Timeline
US BANCORP \DE\in group US BANCORP \DE\42,844,111$4.28B5.01%+489,83713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV36,259,568$3.62B5.52%+3,032,43313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,483,415$3.24B0.19%+1,245,21713F-HR/ATimelineGroup
Betterment LLC26,255,484$2.62B5%+1,687,00413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,705,925$2.07B0.26%+4,148,10613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,621,070$1.96B2.66%+1,507,21513F-HRTimeline
Cetera Investment Advisers15,428,160$1.54B1.68%+288,86313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,820,833$1.48B0.33%-686,20013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,394,617$1.44B0.2%-415,97113F-HR/ATimelineGroup
LPL Financial LLC14,085,361$1.41B0.38%+2,304,41813F-HRTimeline
Acorns Advisers, LLC13,181,459$1.32B9.88%+631,97213F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding12,725,654$1.27B+591,876Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,335,314$1.23B0.08%+716,57913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,060,633$1.2B1.43%+1,244,20613F-HRTimelineGroup
Arizona PSPRS Trust11,334,403$1.13B41.67%+188,82613F-HRTimeline
WealthNavi Inc.11,159,114$1.11B9.85%+747,36613F-HRTimeline
Creative Planningin group Creative Planning10,644,543$1.06B0.76%-1,325,56813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,884,685$987M0.54%+459,67413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding9,412,997$940M+43,560Timeline
FMR LLCin group FMR LLC8,906,503$890M0.05%-2,404,47213F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…8,726,963$872M55.17%-400,00013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,562,744$856M2.05%+42,29113F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding8,155,491$815M+1,030,798Timeline
Johns Hopkins University8,024,716$802M58.37%-3,525,89713F-HRTimeline
RWA WEALTH PARTNERS, LLC7,986,037$798M8.72%+842,45813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,640,520$763M1.02%+313,09413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,506,356$750M0.67%+980,66013F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding7,459,660$745M-469,045Timeline
Constellation Investments, Inc.7,062,919$705M21.77%+2,914,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,051,425$604M1.15%+650,15213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,898,786$589M0.1%+308,64213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,849,100$584M0.69%+334,30013F-HRTimeline
Members Trust Co5,489,896$548M17.89%+3,18013F-HRTimeline
Prime Capital Investment Advisors, LLC4,905,406$490M5.97%+1,492,49113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,846,158$484M0.09%+758,02213F-HRTimelineGroup
D.A. DAVIDSON & CO.4,831,227$483M2.96%+232,80913F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,799,638$479M0.15%+2,147,83413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,592,741$459M3.69%+3,87013F-HRTimeline
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…4,125,631$412M1%-14,840,00013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO4,096,000$409M4.15%+340,57713F-HRTimeline
Steward Partners Investment Advisory, L…3,981,548$398M2.18%+312,69413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,783,170$378M0.26%+248,86413F-HRTimelineGroup
SigFig Wealth Management, LLC3,638,668$363M10.83%+165,50513F-HRTimeline
SageView Advisory Group, LLC3,623,752$362M12.24%+268,60513F-HRTimeline
&PARTNERS3,444,118$346M1.81%+314,55913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,355,397$335M0.15%+218,06313F-HRTimelineGroup
MASON STREET ADVISORS, LLC3,107,230$310M30.54%+67,90013F-HRTimeline
Balentine LLC2,974,100$297M11.27%-1,367,43213F-HRTimeline
Dynasty Wealth Management, LLC2,907,609$290M2.85%+182,31113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,828,317$282M0.11%+194,12313F-HRTimelineGroup
South Dakota Investment Council2,821,235$282M5.36%+36,50013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,802,904$281M0.34%-199,19413F-HRTimelineGroup
Simplify Asset Management Inc.2,800,131$280M4.6%-2,53213F-HRTimeline
EP Wealth Advisors, LLC2,780,493$278M1.44%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,712,004$271M0.3%+2,712,00113F-HRTimelineGroup
COMERICA BANK2,570,509$257M1.02%+885,70513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,418,608$242M1.33%+147,73513F-HRTimeline
Stairway Partners, LLC2,410,118$241M12.46%+367,30313F-HRTimeline
Blue Trust, Inc.2,401,463$240M2.71%+67,02713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,323,410$232M1.93%+326,98213F-HRTimeline
Quotient Wealth Partners, LLC2,321,437$232M6.17%+142,27613F-HRTimeline
HighTower Advisors, LLC2,266,698$226M0.25%+94,82813F-HRTimeline
Disciplina Capital Management LLC2,203,081$220M25.19%+334,38213F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2,165,000$216M7.22%+30,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,988,182$199M0.29%+98,08113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,955,218$195M+482,184Timeline
AXXCESS WEALTH MANAGEMENT, LLC1,916,664$191M3.42%+57,23213F-HR/ATimeline
Charter Oak Capital Management, LLC1,849,735$185M14.09%+41,69213F-HRTimeline
Capital Asset Advisory Services LLC1,772,568$177M7.13%+141,58413F-HRTimeline
COUNTRY TRUST BANK1,748,071$175M3.16%+25,92013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,746,686$174M0.23%-474,93013F-HRTimeline
Howard Capital Management, LLC1,734,237$173M2.24%-1413F-HRTimeline
Destination Wealth Management1,593,546$159M4.16%+54,56713F-HRTimeline
MML INVESTORS SERVICES, LLC1,565,460$156M0.38%+164,46313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,527,634$153M0.21%+448,14413F-HR/ATimelineGroup
National Philanthropic Trust1,524,821$152M1.5%+553,99613F-HRTimeline
WESBANCO BANK INC1,502,627$150M4.13%+76,48413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,479,887$148M2.79%+37,47213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,445,469$144M+479,022Timeline
REBALANCE, LLC1,419,940$142M8.29%+63,91213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$141M0.34%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,408,394$141M+218,024Timeline
HANTZ FINANCIAL SERVICES, INC.1,405,730$140M2.07%+349,38613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…1,399,370$140M0.37%+76,23813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,351,604$135M2.39%+35,16913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC1,291,919$129M2.63%+126,95413F-HRTimeline
Kingsview Wealth Management, LLC1,288,980$129M1.86%+95,98813F-HRTimeline
Trajan Wealth LLC1,277,485$128M5.32%+13,93213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,274,200$127M1.64%-14,69113F-HRTimeline
Fisher Asset Management, LLC1,269,442$127M0.04%+91,60713F-HRTimeline
V-Square Quantitative Management LLC1,269,238$127M13.18%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,265,868$126M0.26%+792,80013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,257,413$126M0.07%-15,07013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,196,503$120M2.18%+44,36613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,191,101$119M0.19%+69,54813F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,181,446$118M0.87%+71,05413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,164,391$116M+83,444Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,148,766$115M0.07%+359,35713F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,089,035$109M0.39%+71,76713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,073,583$107M3.74%+83,82013F-HRTimeline
Crestwood Advisors Group, LLC1,057,690$106M1.76%+41,42213F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,046,101$104M11.08%+19,13213F-HRTimeline
GenTrust, LLC1,044,957$104M4.52%-10,83513F-HRTimeline
Center for Financial Planning, Inc.1,030,946$103M10.71%+31,93513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,021,078$102M1.12%+542,53313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC24,483,419$100M1.82%+58,32513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$99.1M0.06%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management969,348$96.8M1.11%+223,25313F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV955,065$95.4M1.56%-939,59213F-HR/ATimeline
NewEdge Advisors, LLC938,719$93.8M0.34%+63,99813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT935,788$93.5M5.9%+43,66013F-HRTimeline
Steele Capital Management, Inc.933,394$93.2M4%+55,88513F-HRTimeline
1832 Asset Management L.P.918,776$91.8M0.12%+13,27413F-HRTimeline
Stamos Capital Partners, L.P.910,232$90.9M14.61%+18,35713F-HRTimeline
Meridian Wealth Partners, LLC905,119$90.4M12.46%+45,95113F-HRTimeline
Baker Avenue Asset Management, LP904,246$90.3M2.08%+61,01713F-HRTimeline
Affiance Financial, LLC897,669$89.7M14.43%+73,06013F-HRTimeline
Beacon Pointe Advisors, LLC894,760$89.4M0.63%+115,93413F-HRTimeline
Greenspring Advisors, LLC883,168$88.2M5.41%+559,68313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…864,131$86.3M0.24%-35,51513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC859,677$85.9M0.36%-85,96113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding851,437$85M-10,599Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…842,389$84.1M2.49%+71,69013F-HRTimelineGroup
Metropolitan Life Insurance Co/NY832,738$83.2M25.23%-59,00013F-HRTimeline
iA Global Asset Management Inc.809,327$80.8M1.03%+28,26813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS801,450$80M0.05%+305,19513F-HRTimelineGroup
PDS Planning, Inc790,542$79M5.27%+29,56413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…790,411$78.9M0.48%+69,05713F-HRTimelineGroup
FORM Wealth Advisors, LLC778,270$77.7M9.1%13F-HRTimeline
OARSMAN CAPITAL, INC.758,319$75.7M9.84%+76,28013F-HRTimeline
Bouchey Financial Group, Ltd.752,135$75.1M5.63%+54,97913F-HRTimeline
Janney Montgomery Scott LLC750,470$75M0.17%-475,70413F-HRTimeline
OLD NATIONAL BANCORP /IN/744,431$74.4M1.24%+4,63013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT737,953$73.7M0.58%-23,24713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources736,838$73.6M0.02%+70,38813F-HRTimelineGroup
Juniper Hill Capital Management LP736,489$73.6M17.57%013F-HRTimeline
Ellenbecker Investment Group731,641$73.1M10.22%+82,80013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…724,493$72.5M0.13%+46,48613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…720,101$71.9M3.32%+146,32613F-HRTimeline
CWM, LLCin group CWM, LLC719,445$71.9M0.19%+37,75913F-HRTimelineGroup
RATIONAL ADVISORS, INC.719,181$71.8M7.36%-37,16713F-HRTimeline
Sand Hill Global Advisors, LLC706,139$70.5M2.46%+39,07313F-HRTimeline
Koss-Olinger Consulting, LLC703,413$70.3M5.44%+370,86913F-HRTimeline
Wealthspire Retirement, LLC701,443$70.1M4.26%+105,04213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO692,093$69.1M1.44%-23,56013F-HRTimeline
Professional Financial Advisors, LLC691,115$69M14.1%+8,96113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT674,262$67.3M3.89%+51,67613F-HRTimelineGroup
Brooklyn Investment Group663,912$66.5M3.07%+525,75313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…664,133$66.3M0.57%+53,83713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC663,243$66.2M3.73%+49,53213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding660,667$66M+644,897Timeline
Verger Capital Management LLC655,600$65.5M19.39%+46,55813F-HRTimeline
Trust Co655,132$65.4M6.14%-7,11213F-HRTimeline
NEOS Investment Management LLC654,351$65.4M0.38%+127,54813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …642,157$64.1M0.07%-1,957,70613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC638,232$63.7M0.54%+27,71613F-HRTimelineGroup
EVOKE WEALTH, LLC616,806$61.6M1.18%-36,63513F-HRTimeline
Bell Bank616,369$61.6M2.63%+55,46313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC614,109$61.3M0.04%new13F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments613,396$61.3M3.62%+8,10313F-HRTimelineGroup
SCS Capital Management LLC613,113$61.2M0.65%+466,65113F-HRTimeline
Prentice Wealth Management LLC605,243$60.5M13.81%+71,93113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC599,725$60.1M0.24%+10,79513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.601,023$60M3.35%-46,50513F-HRTimeline
MATHER GROUP, LLC.586,755$58.6M0.6%+46,15713F-HRTimeline
Focus Financial Network, Inc.586,042$58.5M2.04%+41,64413F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC584,410$58.4M6.55%-11,95213F-HRTimelineGroup
Savvy Advisors, Inc.577,483$57.7M1.86%+107,82013F-HRTimeline
Chaney Capital Management, Inc.575,381$57.5M19.83%+18,05413F-HRTimeline
Robertson Stephens Wealth Management, L…572,621$57.2M1.61%+129,12913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …571,533$57.1M0.43%13F-HR/ATimelineGroup
Bricktown Capital, LLC569,567$56.9M9.58%+68,47513F-HRTimeline
Planning Project LLC558,699$55.8M14.02%13F-HRTimeline
Adaptive Financial Consulting, LLC549,017$54.8M21.33%+13,77113F-HRTimeline
BOKF, NAin group BOKF, NA532,779$53.2M0.81%+180,63213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp532,245$53.2M0.17%-22,07113F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.526,958$52.6M0.71%-487,05213F-HRTimeline
Allworth Financial LP518,204$51.8M0.21%+30,62913F-HRTimeline
Mascoma Wealth Management LLC513,908$51.3M11.01%+18,19513F-HRTimeline
Legacy Wealth Partners, LLC502,840$50.2M13%13F-HRTimeline
GoalFusion Wealth Management, LLC499,800$49.9M23.09%-2,70713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.498,197$49.8M0.34%+86,88613F-HRTimelineGroup
Efficient Advisors, LLC494,617$49.4M2.88%-126,27413F-HR/ATimeline
Keel Point, LLC492,711$49.2M2.97%+31,71313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC491,983$49.1M1.05%+18,89613F-HRTimeline
RHUMBLINE ADVISERS479,476$47.9M0.04%-38,92213F-HRTimeline
Gridiron Partners, LLC477,814$47.7M27.19%+2,56713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…472,573$47.2M6.97%+67,35413F-HRTimeline
MAI Capital Management471,988$47.1M0.27%+54,42913F-HRTimeline
Twele Capital Management, Inc.469,573$46.9M8.38%+21,93013F-HRTimeline
SCOTIA CAPITAL INC.469,464$46.9M0.19%+33,89313F-HRTimeline
Legacy Financial Strategies, LLC461,639$46.1M8.16%+44,50613F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…461,324$46.1M3.74%+52,48113F-HRTimelineGroup
Fort Point Capital Partners LLC458,397$45.9M5.56%+47,77013F-HRTimeline