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Disclosery

AGZ ISHARES TR

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STOK (fund)

138 managers (138 13F filers) reported a position in AGZ shares at 2026-06-30, 3,819,852 shares in all. 9 filers opened a position and 14 filers sold out during the quarter.

Managers
138
13F filers
138
New
9
Added
55
Reduced
35
Sold out
14
Shares held by filers
3,819,852

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-HR/ATimelineGroup
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-HR/ATimelineGroup
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
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