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Disclosery

AGG ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 167 13F filers report a position in AGG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,080,463$1.33B1.98%-2,522,01213F-HRTimeline
SigFig Wealth Management, LLC4,695,257$444M11.08%+433,86313F-HRTimeline
Stairway Partners, LLC2,903,725$275M12.97%+94,44913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,793,022$170M2.02%+51,37713F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,080,576$102M9.56%-21,49213F-HRTimeline
FORM Wealth Advisors, LLC831,683$78.6M8.78%-3,08713F-HRTimeline
Trust Co760,107$71.9M6.25%+85,01513F-HRTimeline
Professional Financial Advisors, LLC707,145$66.9M11.37%+354,83513F-HRTimeline
Gridiron Partners, LLC542,021$51.2M25.69%+18,04613F-HRTimeline
GoalFusion Wealth Management, LLC530,531$50.2M20.06%-29,65513F-HRTimeline
Farther Finance Advisors, LLC357,014$33.8M0.24%+80,16113F-HRTimeline
Marquette Asset Management, LLC343,872$32.5M4.27%+18,80613F-HRTimeline
Heartwood Wealth Advisors LLC313,155$29.6M2.34%+6,70313F-HRTimeline
Financial Designs Corp298,782$28.2M14.54%+10,45513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC280,863$26.6M6.22%+10,32213F-HRTimeline
GP Brinson Investments LLC280,650$26.5M11.33%013F-HRTimeline
Matrix Trust Co259,226$24.5M3.56%+1,90313F-HRTimeline
Galvin, Gaustad & Stein, LLC249,465$23.6M1.78%-3,79213F-HRTimeline
Avior Wealth Management, LLC245,552$23.2M0.61%+130,72913F-HRTimeline
BayBridge Capital Group, LLC244,217$23.1M12.16%-82,81813F-HRTimeline
WEST PACES ADVISORS INC.208,626$19.7M3.36%+161,65113F-HRTimeline
Legacy Private Trust Co.207,809$19.6M1.09%-12,39313F-HRTimeline
FC Advisory LLC162,365$15.3M4.02%+10,21813F-HRTimeline
Montecito Bank & Trust152,156$14.4M2.18%+1,20613F-HRTimeline
Strategic Financial Group, LLC151,788$14.4M13.9%-24,51413F-HRTimeline
McGlone Suttner Wealth Management, Inc.146,827$13.9M1.61%+6,11113F-HRTimeline
Freestate Advisors LLC130,766$12.4M9.51%-6,33913F-HRTimeline
Merited Wealth, LLC123,604$11.7M8.11%+15,34513F-HRTimeline
CENTRAL BANK & TRUST CO122,146$11.5M1.65%+50913F-HRTimeline
Koenig Investment Advisory, LLC113,444$10.7M7.85%+5,80013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC113,074$10.7M2.74%+13,07313F-HRTimeline
Harpswell Capital Advisors, LLC112,528$10.6M6.98%+2,36513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC103,603$9.79M2.84%-39113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC102,518$9.69M2.85%+8,93613F-HRTimeline
Frisco Financial Planning LLC96,674$9.14M7.11%+2,53913F-HRTimeline
Coastline Trust Co91,638$8.66M0.81%-26,08813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aventus Investment Advisors, Inc.89,996$8.51M6.22%+1,10513F-HRTimeline
Emergent Wealth Advisors, LLC88,849$8.4M4.39%-2,36713F-HRTimeline
Chesley Taft & Associates LLC84,243$7.96M0.31%+26413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC81,544$7.71M2.07%+4,19913F-HRTimeline
MKD WEALTH COACHES, LLC77,644$7.34M6.07%+1,94213F-HRTimeline
Tactive Advisors, LLC72,122$6.82M1.64%+34,68713F-HRTimeline
Grove Bank & Trust69,761$6.6M0.66%+5,25313F-HRTimeline
Sincerus Advisory, LLC59,978$5.67M3.7%+3,88913F-HRTimeline
CX Institutional58,821$5.56M0.15%-27,90513F-HRTimeline
SAX WEALTH ADVISORS, LLC58,445$5.53M0.16%-8,16013F-HRTimeline
Apella Capital, LLC56,952$5.37M0.07%+37,91513F-HRTimeline
AtlasMark Financial, Inc56,595$5.35M2.62%+1,07813F-HRTimeline
Avidian Wealth Enterprises, LLC55,803$5.28M0.15%-2,18713F-HRTimeline
JGP Wealth Management, LLC55,640$5.26M0.46%-16,11213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,609$5.07M0.09%+30,37113F-HRTimeline
Wealth Enhancement Trust Services, Inc.53,250$5.03M0.54%-3,63913F-HRTimeline
Valeo Financial Advisors, LLC52,517$4.96M0.1%-5,14113F-HRTimeline
StoryOne LLC52,485$4.96M2.25%-9,19613F-HRTimeline
EPIQ PARTNERS, LLC50,753$4.8M2.07%-18,21713F-HRTimeline
E&G Advisors, LLC48,929$4.63M0.89%-73713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC44,903$4.25M1.19%+70213F-HRTimeline
Paladin Partners, LLC44,712$4.23M2.6%+313F-HRTimeline
DAVIDSON TRUST CO39,635$3.75M1.48%+64213F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.38,257$3.62M2.99%-1,75013F-HRTimeline
KFA Private Wealth Group, LLC35,823$3.39M0.8%-2,64513F-HRTimeline
Pacific Park Financial, Inc.34,582$3.27M1.94%-8,70613F-HRTimeline
Bigelow Investment Advisors, LLC34,231$3.24M1.15%+2,22613F-HRTimeline
Dynamic Advisor Solutions LLC33,312$3.15M0.09%-7,06113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST32,593$3.08M0.28%+42713F-HRTimeline
Cooksen Wealth, LLC30,897$2.92M1.79%+1,52513F-HRTimeline
Exchange Bank29,743$2.81M1.74%-7,27513F-HRTimeline
Hickory Point Bank & Trust29,185$2.76M1.66%-53513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV28,296$2.68M0.3%+82613F-HRTimeline
Retirement Wealth Solutions LLC28,035$2.65M1.4%+1,41113F-HRTimeline
Aletheian Wealth Advisors LLC27,694$2.62M1.05%+24513F-HRTimeline
NorthCrest Asset Manangement, LLC26,975$2.55M0.06%-84,38913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,439$2.5M0.15%+4,19013F-HRTimeline
Venture Visionary Partners LLC23,597$2.23M0.06%+1,78713F-HRTimeline
FSA Investment Group, LLC22,084$2.09M0.66%+4,06613F-HRTimeline
McNaughton Wealth Management, LLC22,025$2.08M0.73%-1,94013F-HRTimeline
Pathway Financial Advisors LLC21,240$2.01M0.22%+5,43413F-HRTimeline
Worth Asset Management, LLC20,856$1.97M0.57%+4,51013F-HRTimeline
Iowa State Bank17,304$1.64M0.28%-5413F-HRTimeline
Vannoy Advisory Group, Inc.17,008$1.61M0.93%-37413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…16,147$1.53M0.15%-1,86613F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,782$1.4M0.04%-89013F-HRTimeline
ANCHYRA PARTNERS LLC14,243$1.35M0.28%013F-HRTimeline
Horizons Wealth Management13,888$1.31M0.83%13F-HRTimeline
Archer Investment Management, LLC13,633$1.29M0.41%-5,11213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,404$1.27M0.15%-37313F-HRTimeline
City Center Advisors, LLC13,048$1.23M0.94%+1,67413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,826$1.21M0.08%+8913F-HRTimeline
Objective Capital Management, LLC12,452$1.18M1.06%-4,49513F-HRTimeline
LifeGoal Investments, LLC12,144$1.15M0.35%-51013F-HRTimeline
Fjell Capital, LLC11,930$1.13M0.63%new13F-HRTimeline
CoreCap Advisors, LLC11,771$1.11M0.03%-3013F-HRTimeline
Fermata Advisors, LLC11,661$1.1M0.21%+1,67213F-HRTimeline
Successful Portfolios LLC10,919$1.03M0.47%+73113F-HRTimeline
ALM First Financial Advisors, LLC10,786$1.02M0.16%+1,01913F-HRTimeline
Balefire, LLC10,762$1.02M0.16%-76113F-HRTimeline
Sugar Maple Asset Management, LLC10,710$1.01M0.58%-4,83013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,017$947K0.08%-3313F-HRTimeline
Hennion & Walsh Asset Management, Inc.9,564$904K0.03%+4,61813F-HRTimeline
Invariant Investment Management8,959$844K0.49%-2,64213F-HRTimeline
Veracity Capital LLC8,169$772K0.21%+2713F-HRTimeline
Sound Income Strategies, LLC8,043$761K0.03%-1,47413F-HRTimeline
Wedmont Private Capital8,037$761K0.02%new13F-HRTimeline
Echo45 Advisors LLC8,020$758K0.35%+5,20513F-HRTimeline
Cooper Financial Group7,925$749K0.06%+1,50913F-HRTimeline
Factor Wealth Management LTD7,397$699K0.11%-1,83913F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,156$677K0.15%+10713F-HRTimeline
Gladwyn Financial Advisors, Inc.6,742$637K0.41%-11113F-HRTimeline
Central Pacific Bank - Trust Division6,257$592K0.06%013F-HRTimeline
Gallagher Capital Advisors, LLC5,874$555K0.3%-39013F-HRTimeline
Asset Allocation & Management Company, …5,692$538K0.17%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,538$524K0.04%+55013F-HRTimeline
Monument Capital Management5,355$506K0.11%-2,00113F-HRTimeline
Attessa Capital LLC5,301$501K0.22%+9513F-HRTimeline
CHAPIN DAVIS, INC.5,207$492K0.09%+26613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,144$486K<0.01%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,063$479K0.01%+2,91613F-HRTimelineGroup
Weaver Consulting Group4,610$436K0.08%013F-HRTimeline
Pioneer Wealth Management Group4,558$431K0.1%+313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,508$426K0.05%new13F-HRTimelineGroup
Compass Planning Associates Inc4,440$420K0.22%new13F-HRTimeline
Dale Q Rice Investment Management Ltd4,428$419K0.23%-12713F-HRTimeline
Cadent Capital Advisors, LLC4,030$381K0.08%-6,48513F-HRTimeline
Vann Equity Management LLC4,009$379K0.23%new13F-HRTimeline
Adelphi Trust Co3,757$355K0.23%new13F-HRTimeline
Everhart Financial Group, Inc.3,546$335K0.02%-513F-HRTimeline
Portus Wealth Advisors, LLC3,427$324K0.27%-48813F-HRTimeline
25 LLC3,391$321K0.09%013F-HRTimeline
David J Yvars Group3,368$318K0.15%+98513F-HRTimeline
Apeiron RIA LLC3,329$314K0.07%-22713F-HRTimeline
OMNI 360 Wealth, Inc.3,232$306K0.14%+72313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,175$299K0.04%-48913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.3,061$289K0.05%-4613F-HRTimeline
GAMMA Investing LLC3,032$287K0.01%-53313F-HRTimeline
Thrive Wealth Management, LLC3,027$286K0.04%-3,51013F-HRTimeline
SAPIENT CAPITAL LLC2,952$279K<0.01%new13F-HRTimeline
Capital Advisors Wealth Management, LLC2,849$269K0.03%-30,21613F-HRTimeline
First Heartland Consultants, Inc.2,782$263K0.02%-53013F-HRTimeline
TL Private Wealth2,546$241K0.09%+2113F-HRTimeline
Harbour Capital Advisors, LLC2,505$237K0.04%-5513F-HRTimeline
Adirondack Capital Advisors, LLC2,488$235K0.12%-23113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,399$227K0.11%+2013F-HRTimeline
Hardin Capital Partners, LLC2,342$221K0.11%-62913F-HRTimeline
Cassilly Financial Group LLC2,311$218K0.15%013F-HRTimeline
Rosenberg Matthew Hamilton2,301$218K0.04%+21913F-HRTimeline
Crumly & Associates Inc.2,150$203K0.04%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,133$202K0.03%-37313F-HRTimeline
Bank of New Hampshire1,625$154K0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,197$113K0.01%-16213F-HRTimelineGroup
Bangor Savings Bank960$90.8K0.01%013F-HRTimeline
Planning Strategies Inc.800$75.6K0.04%-14513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP729$68.9K0.01%013F-HRTimeline
Dorato Capital Management676$63.8K0.04%-7213F-HRTimeline
EASTERN BANK651$61.5K<0.01%-28313F-HRTimeline
GK Wealth Management LLC573$54.2K0.03%new13F-HRTimeline
Bullock Wealth Management Group456$43.1K0.02%+22113F-HRTimeline
STEPH & CO424$40.1K0.01%+8413F-HRTimeline
Pacifica Partners Inc.389$36.7K0.01%-90013F-HRTimeline
Investors Research Corp262$24.8K<0.01%-9013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC257$24.3K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$19.3K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…162$15.3K0.01%013F-HRTimeline
Rydar Equities, Inc.115$10.9K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC86$8.13K<0.01%-4513F-HRTimeline
Roxbury Financial LLC75$7.12K0.01%new13F-HRTimeline
Versant Capital Management, Inc59$5.58K<0.01%013F-HRTimeline
Noble Wealth Management PBC8$756<0.01%013F-HRTimeline