Skip to content
Disclosery

AGZ ISHARES TR

Follow

STOK (fund)

147 managers (148 13F filers) reported a position in AGZ shares at 2026-03-31, 3,708,055 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
147
13F filers
148
New
12
Added
48
Reduced
49
Sold out
18
Shares held by filers
3,708,055

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HighTower Advisors, LLC500,169$54.9M0.06%+25,64613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,745$49M0.05%+19,86613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp312,585$34.3M0.01%+61,83113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC295,899$32.5M0.01%+4,37313F-HRTimelineGroup
TRB Wealth Management, LLC133,722$14.7M2.09%13F-HRTimeline
Mill Creek Capital Advisors, LLC127,093$13.9M0.29%+3,58713F-HRTimeline
Asset Management One Co., Ltd.119,830$13.1M0.04%+16,23213F-HRTimeline
BAILARD, INC.113,101$12.4M0.29%+27513F-HRTimeline
UBS Group AGin group UBS Group AG97,630$10.7M<0.01%+9,66913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,062$10.4M0.04%+70913F-HRTimelineGroup
ARVEST INVESTMENTS, INC.78,447$8.61M1.17%-10,82313F-HRTimeline
RKL Wealth Management LLC76,180$8.36M0.75%-4,42413F-HRTimeline
Great Diamond Partners, LLC71,448$7.84M1.51%+7,03113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY68,374$7.5M<0.01%-6,63113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,696$7.21M<0.01%+4,62213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,633$7.09M<0.01%-1,99113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,900$6.79M0.01%+25,04213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,790$6.01M<0.01%+6,70413F-HR/ATimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC52,676$5.78M0.65%-1,17013F-HRTimeline
Summit Financial, LLC52,232$5.73M0.07%new13F-HRTimeline
LPL Financial LLC49,569$5.44M<0.01%+6,48213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…38,608$4.24M<0.01%+11,42913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\38,101$4.18M0.01%-57913F-HRTimelineGroup
Fluent Financial, LLC36,285$3.99M1.46%-2,07613F-HRTimeline
Jaffetilchin Investment Partners, LLC35,690$3.92M0.23%+3,18513F-HRTimeline
Hennion & Walsh Asset Management, Inc.26,582$2.92M0.1%-5,74413F-HRTimeline
Focus Financial Network, Inc.24,245$2.66M0.1%+5,03413F-HRTimeline
Sunflower Bank, N.A.23,035$2.53M0.64%013F-HRTimeline
CVA Family Office, LLC22,849$2.51M0.26%-90813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC20,980$2.3M0.01%-5,44713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,006$2.19M<0.01%-5,89113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,192$2.11M<0.01%+7,32413F-HRTimelineGroup
TRUE Private Wealth Advisors18,649$2.05M0.2%-2,07613F-HRTimeline
Vista Cima Wealth Management LLC16,581$1.82M1.8%-1,73413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,090$1.77M0.01%013F-HR/ATimelineGroup
Triton Financial Group Inc15,212$1.67M2.92%+6,40013F-HRTimeline
FIDUCIENT ADVISORS LLC14,605$1.6M0.21%+1,05013F-HRTimeline
Insight Advisors, LLC/ PA13,718$1.51M0.29%+27613F-HRTimeline
Cetera Investment Advisers12,600$1.38M<0.01%-5,64313F-HRTimeline
Private Advisor Group, LLC12,380$1.36M0.01%+35113F-HRTimeline
Rehmann Capital Advisory Group12,104$1.33M0.07%+23313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,602$1.27M0.14%-1,19513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,553$1.27M<0.01%-90913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,147$1.22M<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc11,102$1.22M0.42%-30713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,037$1.21M0.02%+1,85613F-HRTimelineGroup
Goelzer Investment Management, Inc.10,192$1.12M0.05%+75813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,950$1.09M<0.01%-13,44613F-HRTimelineGroup
CAMBIAR INVESTORS LLC9,686$1.06M0.05%+1,76913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,632$1.06M<0.01%+34813F-HRTimeline
Moors & Cabot, Inc.9,506$1.04M0.04%-55713F-HRTimeline
Sharper & Granite LLC9,345$1.03M0.35%-8013F-HRTimeline
Ignite Planners, LLC9,234$1.01M0.16%+40513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,211$1.01M0.01%-1,68813F-HRTimelineGroup
Impact Investors, Inc8,217$901K0.63%-11,26913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,464$819K0.05%-1,00213F-HRTimeline
Checchi Capital Advisers, LLC6,623$727K0.05%+2,33713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,219$683K<0.01%-30213F-HR/ATimelineGroup
Smartleaf Asset Management LLC5,836$641K0.02%+15713F-HRTimeline
Narus Financial Partners, LLC5,730$629K0.16%+34413F-HRTimeline
Maridea Wealth Management LLC5,711$627K0.09%-3,05813F-HRTimeline
Ashton Thomas Private Wealth, LLC5,591$613K0.01%-313F-HRTimeline
NewEdge Advisors, LLC5,566$611K<0.01%013F-HR/ATimeline
Heck Capital Advisors, LLC5,527$606K0.04%-1,18413F-HRTimeline
NOVEM GROUP5,508$604K0.07%+49113F-HRTimeline
Cambridge Investment Research Advisors,…5,112$561K<0.01%+41913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,981$546K<0.01%+4,48213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC4,485$492K0.01%+84313F-HRTimeline
Vestmark Advisory Solutions, Inc.4,484$492K0.01%+88613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,402$483K<0.01%+2213F-HRTimelineGroup
BTS Asset Management, Inc.4,090$449K1.73%-1313F-HRTimeline
EP Wealth Advisors, LLC3,430$376K<0.01%+1,02813F-HRTimeline
Steward Partners Investment Advisory, L…3,309$363K<0.01%+1013F-HRTimeline
Arkadios Wealth Advisors3,291$361K0.01%+1613F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,241$356K0.19%+92613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,162$347K<0.01%+7713F-HRTimelineGroup
United Asset Strategies, Inc.3,066$336K0.03%+2913F-HRTimeline
SHAYNE & JACOBS, LLC3,035$333K0.1%013F-HRTimeline
Sequent Planning LLC2,932$322K0.08%013F-HRTimeline
PRIVATE TRUST CO NA2,874$315K0.03%+17313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,811$308K<0.01%-21,83013F-HRTimelineGroup
Evercore Wealth Management, LLC2,765$303K<0.01%013F-HRTimeline
Avior Wealth Management, LLC2,604$286K0.01%-4713F-HRTimeline
Montis Financial, LLC2,597$285K0.06%-1,68613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,435$267K0.04%013F-HRTimeline
Stablepoint Partners, LLC2,434$267K0.04%new13F-HRTimeline
TIAAgroup of 2 filers holding2,394$263K+291Timeline
Arax Advisory Partners2,330$256K0.01%+513F-HRTimeline
Argent Trust Co2,254$247K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,245$247K<0.01%-1,08313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,240$246K<0.01%-6,78513F-HRTimelineGroup
Daviman Financial, LLC2,232$245K0.14%-2,54013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,196$241K<0.01%-14313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,045$224K<0.01%new13F-HRTimelineGroup
Portland Global Advisors LLC2,000$219K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,997$219K0.01%-613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,995$219K<0.01%+12913F-HRTimelineGroup
Montecito Bank & Trust1,978$217K0.04%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,930$212K0.03%-35713F-HRTimeline
Detalus Advisors, LLC1,897$208K0.05%-313F-HRTimeline
Faithward Advisors, LLC1,879$206K0.03%-56213F-HRTimeline
Godfrey Financial Associates, Inc.1,872$205K0.18%013F-HRTimeline
Sanctuary Advisors, LLC1,869$205K<0.01%-1413F-HRTimeline
Advisory Services Network, LLC1,672$183K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…802$88K0.02%-45213F-HRTimeline
MAI Capital Management505$55.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC475$52.1K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO441$48.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…392$43.1K<0.01%-27413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB350$38.4K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC284$31.2K0.02%+15313F-HRTimeline
IFP Advisors, Inc239$26.2K<0.01%-13813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP225$24.6K<0.01%+8313F-HRTimelineGroup
Fort Vancouver Investment Management, L…210$23K0.01%013F-HRTimeline
FMR LLCin group FMR LLC187$20.5K<0.01%-3713F-HRTimelineGroup
Clean Yield Group161$17.7K<0.01%-66313F-HRTimeline
Park Place Capital Corp149$16.3K<0.01%-56213F-HRTimeline
AE Wealth Management LLC148$16.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC125$13.7K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC109$12K<0.01%new13F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC104$11.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC100$11K<0.01%013F-HR/ATimeline
Jackson Hole Capital Partners, LLC98$10.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC98$10.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.97$10.6K<0.01%new13F-HRTimeline
LRI Investments, LLC85$9.32K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources76$8.34K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC66$7.24K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…65$7.13K<0.01%013F-HRTimelineGroup
Axiom Investment Management LLC60$6.58K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60$6.56K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…58$6.36K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46$5.05K<0.01%-4613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.42$5K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC40$4.39K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC36$3.95K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…21$2.3K<0.01%013F-HRTimeline
Archer Investment Corp19$2.05K<0.01%013F-HRTimeline
Red Tortoise LLC10$1.15K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC8$878<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.5$549<0.01%013F-HRTimeline
Capital Advisor Network LLC2$219<0.01%13F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$110<0.01%13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$110<0.01%013F-HRTimelineGroup
Allworth Financial LP1$110<0.01%013F-HRTimeline
CoreCap Advisors, LLC1$110<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline