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Disclosery

AGZ ISHARES TR

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STOK (fund)

139 managers (139 13F filers) reported a position in AGZ shares at 2026-06-30, 3,820,290 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
139
13F filers
139
New
10
Added
55
Reduced
35
Sold out
14
Shares held by filers
3,820,290

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
HighTower Advisors, LLC503,184$55M0.05%+3,01513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP478,573$52.3M0.04%+31,82813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp344,348$37.6M0.01%+31,76313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,763$35.9M0.01%+32,86413F-HRTimelineGroup
TRB Wealth Management, LLC138,548$15.1M2.02%+4,82613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC132,626$14.5M0.04%new13F-HRTimelineGroup
Asset Management One Co., Ltd.128,946$14.1M0.04%+9,11613F-HRTimeline
BAILARD, INC.125,583$13.7M0.28%+12,48213F-HRTimeline
UBS Group AGin group UBS Group AG104,837$11.5M<0.01%+7,20713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…99,598$10.9M0.04%+4,53613F-HRTimelineGroup
ARVEST INVESTMENTS, INC.83,419$9.12M1.1%+4,97213F-HRTimeline
Great Diamond Partners, LLC74,286$8.12M1.4%+2,83813F-HRTimeline
RKL Wealth Management LLC74,091$8.1M0.65%-2,08913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY69,654$7.61M<0.01%+1,28013F-HRTimelineGroup
EP Wealth Advisors, LLC69,239$7.57M0.03%+65,80913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,367$7.36M<0.01%+2,73413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,716$7.29M<0.01%+1,02013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,120$6.9M0.01%+1,22013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,257$5.82M<0.01%-1,53313F-HRTimelineGroup
Summit Financial, LLC51,679$5.65M0.06%-55313F-HRTimeline
LPL Financial LLC50,780$5.55M<0.01%+1,21113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,486$5.08M<0.01%+7,87813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,173$4.5M<0.01%+38,93313F-HRTimelineGroup
Fluent Financial, LLC38,521$4.21M1.5%+2,23613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36,977$4.04M<0.01%-1,12413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.26,099$2.85M0.08%-48313F-HRTimeline
Focus Financial Network, Inc.24,394$2.67M0.08%+14913F-HRTimeline
Sunflower Bank, N.A.23,035$2.52M0.6%013F-HR/ATimeline
CVA Family Office, LLC22,835$2.5M0.23%-1413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,532$2.13M<0.01%-47413F-HRTimelineGroup
TRUE Private Wealth Advisors18,258$2M0.17%-39113F-HRTimeline
Vista Cima Wealth Management LLC17,873$1.95M1.45%+1,29213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,153$1.87M<0.01%-3,82713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,090$1.76M<0.01%013F-HRTimelineGroup
FIDUCIENT ADVISORS LLC14,577$1.59M0.23%-2813F-HRTimeline
Insight Advisors, LLC/ PA14,225$1.55M0.27%+50713F-HRTimeline
Rehmann Capital Advisory Group11,853$1.31M0.06%-25113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,746$1.28M<0.01%+59913F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.11,720$1.28M0.13%+11813F-HRTimeline
Glass Jacobson Investment Advisors llc11,701$1.28M0.4%+59913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,037$1.21M0.01%013F-HRTimelineGroup
Goelzer Investment Management, Inc.10,783$1.18M0.05%+59113F-HRTimeline
Moors & Cabot, Inc.10,487$1.15M0.04%+98113F-HRTimeline
CAMBIAR INVESTORS LLC9,818$1.07M0.05%+13213F-HRTimeline
Heck Capital Advisors, LLC9,797$1.07M0.06%+4,27013F-HRTimeline
Sharper & Granite LLC9,370$1.02M0.32%+2513F-HRTimeline
Ignite Planners, LLC9,320$1.02M0.14%+8613F-HRTimeline
Cetera Investment Advisers9,019$986K<0.01%-3,58113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC8,220$898K0.01%-99113F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC7,899$863K0.21%-60413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,290$797K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,039$769K<0.01%-2,59313F-HRTimeline
Narus Financial Partners, LLC6,613$723K0.19%+88313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,472$709K<0.01%+25313F-HRTimelineGroup
BTS Asset Management, Inc.6,028$659K1.39%+1,93813F-HRTimeline
NewEdge Advisors, LLC6,012$657K<0.01%+44613F-HRTimeline
Smartleaf Asset Management LLC5,836$639K0.02%013F-HRTimeline
Maridea Wealth Management LLC5,694$622K0.07%-1713F-HRTimeline
NOVEM GROUP5,466$597K0.06%-4213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,455$596K0.03%-2,00913F-HRTimeline
Triton Financial Group Inc5,432$594K0.34%-9,78013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,390$589K0.01%-20113F-HRTimeline
Cambridge Investment Research Advisors,…5,245$573K<0.01%+13313F-HR/ATimeline
Private Advisor Group, LLC5,227$571K<0.01%-7,15313F-HRTimeline
Impact Investors, Inc5,050$552K0.4%-3,16713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,718$516K<0.01%+31613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,526$495K<0.01%+4213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,526$495K0.01%+4113F-HRTimeline
Checchi Capital Advisers, LLC4,438$485K0.03%-2,18513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,831$419K<0.01%-15,36113F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC3,582$391K0.19%+34113F-HRTimeline
Arkadios Wealth Advisors3,381$369K0.01%+9013F-HRTimeline
United Asset Strategies, Inc.3,268$357K0.03%+20213F-HRTimeline
Arax Advisory Partners3,006$328K<0.01%+67613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,954$323K<0.01%-6,99613F-HRTimelineGroup
SHAYNE & JACOBS, LLC2,945$322K0.1%-9013F-HRTimeline
Sequent Planning LLC2,932$320K0.07%013F-HRTimeline
PRIVATE TRUST CO NA2,874$314K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,798$306K<0.01%-2,18313F-HRTimelineGroup
Evercore Wealth Management, LLC2,765$302K<0.01%013F-HRTimeline
Portland Global Advisors LLC2,750$301K0.03%+75013F-HRTimeline
Steward Partners Investment Advisory, L…2,729$298K<0.01%-58013F-HRTimeline
Avior Wealth Management, LLC2,682$293K0.01%+7813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,509$274K0.03%+7413F-HRTimeline
Global Retirement Partners, LLC2,470$270K<0.01%13F-HRTimeline
Stablepoint Partners, LLC2,456$268K0.04%+2213F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA2,394$262K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,324$254K<0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,283$249K0.03%+35313F-HRTimeline
Argent Trust Co2,254$246K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,197$241K<0.01%-4813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,199$240K<0.01%+313F-HRTimelineGroup
Daviman Financial, LLC2,156$236K0.13%-7613F-HRTimeline
Mariner, LLCin group Mariner, LLC2,074$227K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,997$218K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,995$218K<0.01%013F-HR/ATimelineGroup
Detalus Advisors, LLC1,933$211K0.04%+3613F-HRTimeline
Godfrey Financial Associates, Inc.1,872$205K0.16%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,414$155K<0.01%+1,18913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,204$132K<0.01%-84113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC819$89.5K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…786$85.9K0.02%-1613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…677$74K<0.01%+28513F-HRTimelineGroup
Anchor Bay Capital, Inc.510$55.3K0.03%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC475$51.9K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO441$48.1K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC438$47.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB350$38.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC270$29.5K<0.01%+8313F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP245$26.8K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC230$25.1K<0.01%+18413F-HRTimelineGroup
Fort Vancouver Investment Management, L…210$22.9K0.01%013F-HRTimeline
ROGCO, LP153$16.7K0.01%new13F-HRTimeline
Park Place Capital Corp149$16.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC125$13.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS116$12.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC110$12K<0.01%-3813F-HRTimeline
Parallel Advisors, LLC100$10.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC98$10.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.97$10.7K<0.01%013F-HRTimeline
LRI Investments, LLC85$9.29K<0.01%013F-HRTimeline
Bogart Wealth, LLC66$7.21K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…65$7.1K<0.01%013F-HRTimelineGroup
Clean Yield Group61$6.67K<0.01%-10013F-HRTimeline
Axiom Investment Management LLC60$6.56K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60$6.53K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC45$5K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC40$4.37K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC36$3.93K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$2.29K<0.01%013F-HRTimeline
Archer Investment Corp19$2.06K<0.01%013F-HR/ATimeline
IFP Advisors, Inc17$1.86K<0.01%-22213F-HRTimeline
WOLFF WIESE MAGANA LLC8$875<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.5$547<0.01%013F-HRTimeline
Capital Advisor Network LLC2$219<0.01%013F-HRTimeline
Allworth Financial LP1$110<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$109<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$109<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1$109<0.01%013F-HRTimeline