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Disclosery

AGGM ISHARES TR

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GOV/CRED BD ETF (fund)

79 managers (80 13F filers) reported a position in AGGM shares at 2024-12-31, 1,661,767 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
80
New
9
Added
23
Reduced
33
Sold out
7
Shares held by filers
1,661,767

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ASSETMARK, INCin group ASSETMARK, INC351,280$35.9M0.1%-20,92013F-HRTimelineGroup
Destination Wealth Management176,681$18.1M0.56%+4,29113F-HRTimeline
OneDigital Investment Advisors LLC131,612$13.5M0.16%-3,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125,603$12.8M<0.01%-2,73413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,583$11.6M<0.01%+20,31213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,074$10.3M<0.01%-129,39313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\92,042$9.41M0.01%-1,72513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,381$5.35M0.01%+5,08413F-HR/ATimelineGroup
Aveo Capital Partners, LLC36,589$3.74M0.41%+26113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,913$3.67M0.01%+2,58813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,884$3.26M<0.01%-28,10613F-HRTimelineGroup
Sanctuary Advisors, LLC31,526$3.24M0.02%-46213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC28,943$2.96M1.13%-22213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,529$2.92M<0.01%-5,85013F-HRTimelineGroup
Marcum Wealth, LLC27,787$2.84M0.25%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,138$2.57M+1,284Timeline
KELLY FINANCIAL GROUP LLC23,659$2.42M0.86%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,611$1.49M<0.01%+6,07113F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC14,328$1.46M0.53%-8313F-HRTimeline
WESBANCO BANK INC14,099$1.44M0.05%+66013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,717$1.4M<0.01%+2,13513F-HRTimelineGroup
Csenge Advisory Group11,762$1.2M0.07%-8913F-HRTimeline
Biondo Investment Advisors, LLC11,445$1.17M0.16%+28213F-HRTimeline
LPL Financial LLC11,411$1.17M<0.01%-22013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,951$1.12M0.07%+25013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC10,855$1.11M0.06%-34513F-HR/ATimeline
Bangor Savings Bank9,819$1M0.09%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,051$925K<0.01%-1,25613F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.6,922$708K0.15%-19513F-HRTimeline
5T Wealth, LLC5,865$600K0.33%13F-HRTimeline
TSA Wealth Managment LLC5,482$560K0.23%-48813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,345$546K0.01%-12513F-HRTimeline
MONTAG & CALDWELL, LLC5,285$540K0.12%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,013$513K0.05%-6813F-HRTimeline
Wilmington Savings Fund Society, FSB4,555$466K0.01%-2513F-HRTimeline
Cetera Investment Advisers4,512$461K<0.01%+50313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,437$454K<0.01%+2313F-HRTimelineGroup
Modern Wealth Management, LLC4,397$449K0.02%-28613F-HR/ATimeline
UBS Group AGin group UBS Group AG4,251$435K<0.01%+21013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,989$408K<0.01%-1713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$402K0.04%013F-HRTimeline
WorthPointe, LLC3,925$401K0.17%new13F-HRTimeline
KICKSTAND VENTURES, LLC.3,802$389K0.1%-17813F-HRTimeline
Cypress Wealth Services, LLC3,756$384K0.08%-24513F-HRTimeline
DAVENPORT & Co LLC3,499$358K<0.01%+16113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,453$353K<0.01%-3713F-HRTimeline
Shared Vision Wealth Group LLC3,341$342K0.18%-40813F-HRTimeline
Integrated Wealth Concepts LLC3,189$326K<0.01%-1613F-HRTimeline
VestGen Investment Management3,046$311K0.08%+33513F-HRTimeline
Algorithmic Investment Models, LLC2,946$301K0.23%+5413F-HRTimeline
Signal Advisors Wealth, LLC2,919$298K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,605$266K<0.01%+21213F-HRTimelineGroup
AMG National Trust Bank2,450$250K0.01%-10013F-HRTimeline
Foguth Wealth Management, LLC.2,343$240K0.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,150$220K<0.01%13F-HR/ATimelineGroup
Atria Investments, Inc2,070$212K<0.01%-5513F-HRTimeline
Atria Wealth Solutions, Inc.2,024$207K<0.01%+12913F-HRTimeline
BLAIR WILLIAM & CO/IL942$96.3K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST649$66.3K0.02%+8213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…495$50.6K<0.01%013F-HR/ATimeline
Park Place Capital Corp305$31.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC272$27.8K<0.01%+3813F-HRTimelineGroup
Global Retirement Partners, LLC222$22.7K<0.01%-4013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/171$17.4K<0.01%-67513F-HRTimelineGroup
AE Wealth Management LLC169$17.3K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC150$15.3K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.124$12.6K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC112$11.4K<0.01%-713F-HRTimeline
Farther Finance Advisors, LLC77$7.87K<0.01%-3313F-HRTimeline
HARBOUR INVESTMENTS, INC.65$6.64K<0.01%013F-HRTimeline
TSFG, LLC51$5K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP43$4.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.38$3.94K<0.01%13F-HRTimeline
Bullock Wealth Management Group25$2.56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC19$1.96K<0.01%-713F-HRTimelineGroup
Legacy Investment Solutions, LLC17$1.75K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.75K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC15$1.51K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8$818<0.01%013F-HRTimeline