Skip to content
Disclosery

EAGG ISHARES TR

Follow

SHS (fund)

447 managers (453 13F filers) reported a position in EAGG shares at 2025-12-31, 75,529,972 shares in all. 40 filers opened a position and 25 filers sold out during the quarter.

Managers
447
13F filers
453
New
40
Added
240
Reduced
94
Sold out
25
Shares held by filers
75,529,972

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Heartland Bank & Trust Co18,466$884K0.37%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,285$877K+11,914Timeline
RCS Financial Planning, LLC18,121$867K0.37%+4,58413F-HRTimeline
GC Wealth Management RIA, LLC17,946$859K0.03%+10,28213F-HRTimeline
SPINNAKER TRUST17,870$855K0.05%+37013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,809$852K0.15%+1,03013F-HRTimeline
DAVENPORT & Co LLC17,502$837K<0.01%+42913F-HRTimeline
ANB BANK17,376$831K0.33%+1,27013F-HRTimeline
KilterHowling LLC17,371$831K0.42%-15913F-HRTimeline
BARINGS LLCin group BARINGS LLC17,310$828K0.02%013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.16,984$813K0.22%+5,12613F-HRTimeline
Trust Co16,935$810K0.08%+79613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…16,849$806K0.1%13F-HRTimeline
OpenArc Corporate Advisory, LLC16,789$803K0.01%13F-HRTimeline
Compound Planning, Inc.16,586$794K0.02%-92013F-HRTimeline
Mason & Associates Inc16,405$785K0.15%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.16,199$775K0.1%13F-HRTimeline
Friedenthal Financial16,111$771K0.4%+6413F-HRTimeline
BLB&B Advisors, LLC16,102$770K0.03%+15513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…15,942$763K0.14%-1,71713F-HRTimeline
Ameraudi Asset Management, Inc.15,893$760K0.42%013F-HRTimeline
Ariadne Wealth Management, LP15,676$756K0.31%+1113F-HRTimeline
PENINSULA ASSET MANAGEMENT INC15,700$751K0.39%new13F-HRTimeline
RFG Advisory, LLC15,632$748K0.01%-5,29813F-HRTimeline
D.A. DAVIDSON & CO.15,608$747K<0.01%-5213F-HRTimeline
STOCK YARDS BANK & TRUST CO15,285$731K0.02%+1,45013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC15,263$730K0.05%-58413F-HRTimeline
APS Management Group, Inc.15,163$726K0.62%+34913F-HRTimeline
Acropolis Investment Management, LLC14,871$712K0.03%+4,75113F-HRTimeline
Aptus Capital Advisors, LLC14,858$711K0.01%+32613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,835$710K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC14,705$704K0.28%013F-HRTimeline
Tradition Wealth Management, LLC14,695$703K0.05%+4213F-HRTimeline
Greenspring Advisors, LLC14,674$702K0.04%new13F-HRTimeline
UMB Bank, n.a.14,497$694K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT WEALTH GROUP LLC / CO14,346$686K0.09%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…14,117$675K0.02%+1,06013F-HRTimelineGroup
Sunrise Financial Services, LLC14,114$675K0.51%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,053$672K0.02%-12413F-HR/ATimelineGroup
Oregon Pacific Wealth Management, LLC13,944$667K0.69%-2,68713F-HRTimeline
Venturi Wealth Management, LLC13,726$657K0.03%+50913F-HRTimeline
Xena Financial Planning, LLC13,549$648K0.76%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,547$648K0.01%+12413F-HRTimeline
TRUEFG, LLC12,731$609K0.16%+23513F-HRTimeline
NorthCrest Asset Manangement, LLC12,682$608K0.01%+1,61213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,679$607K0.04%13F-HRTimeline
Sonoma Allocations LLC12,465$595K0.2%new13F-HRTimeline
Caliber Wealth Management, LLC / KS12,356$591K0.06%-39413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC12,249$586K0.11%+6013F-HRTimeline
Onyx Bridge Wealth Group LLC12,184$583K0.06%+27013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,171$582K0.01%+1,68013F-HRTimelineGroup
Austin Private Wealth, LLC12,136$581K0.04%-54013F-HRTimeline
Rockbridge Investment Management, LCC12,115$580K0.05%+3913F-HRTimeline
Hilltop Partners LLC12,064$577K0.15%-1,48813F-HRTimeline
Ackerman Capital Advisors, LLC11,968$573K0.11%+27013F-HRTimeline
Traveka Wealth, LLC11,962$572K0.23%+7,60613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC11,942$571K0.1%-1,69313F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,604$555K0.08%+1,19813F-HRTimeline
Hoxton Planning & Management, LLC11,520$551K0.16%+31013F-HRTimeline
Livet Wealth, LLC11,506$551K0.34%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,966$525K0.04%+34813F-HR/ATimeline
Atria Investments, Inc10,935$523K0.01%-35813F-HRTimeline
Wealth Advisory Team LLC10,935$523K0.46%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,677$511K0.02%-6,71513F-HRTimelineGroup
JB Capital LLC10,645$509K0.02%+10913F-HRTimeline
SIGNATUREFD, LLC10,618$508K0.01%-25113F-HRTimeline
Financial Alternatives, Inc10,188$487K0.28%+2,41213F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…10,048$481K0.04%+2,17713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC10,034$480K0.03%-4813F-HRTimeline
COMERICA BANK10,002$479K<0.01%-3,94313F-HRTimeline
Ameliora Wealth Management Ltd.10,000$478K0.15%013F-HRTimeline
MA Private Wealth9,993$478K0.08%013F-HRTimeline
Estate Counselors, LLC9,825$470K0.04%013F-HRTimeline
Orin Green Financial, LLC9,794$469K0.19%013F-HRTimeline
CWC Advisors, LLC.9,718$465K0.22%+3713F-HRTimeline
Harpswell Capital Advisors, LLC9,667$463K0.37%-1,60113F-HRTimeline
DIVERSIFIED TRUST CO9,531$456K0.01%+9613F-HRTimeline
New Covenant Trust Company, N.A.9,530$456K0.41%-8,08613F-HRTimeline
Veridan Wealth LLC9,263$443K0.15%+14013F-HRTimeline
WEDBUSH SECURITIES INC9,207$441K0.01%-10313F-HRTimeline
AE Wealth Management LLC9,149$438K<0.01%+3,21213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,092$435K0.02%+54413F-HRTimeline
Spectrum Planning & Advisory Services I…8,987$430K0.22%+5013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK8,979$430K0.06%013F-HRTimelineGroup
Blue Trust, Inc.8,692$416K<0.01%+3,61513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,575$410K<0.01%new13F-HRTimelineGroup
MBE Wealth Management, LLC8,500$407K0.17%+6613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,416$403K0.01%-58513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,413$403K0.01%-49313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,288$397K<0.01%-113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,283$396K<0.01%-20513F-HRTimelineGroup
Gateway Wealth Partners, LLC8,273$396K0.04%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co8,248$395K0.02%+16513F-HRTimelineGroup
Bangor Savings Bank8,211$393K0.03%+29113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,131$389K0.02%new13F-HRTimeline
Curtis Advisory Group, LLC8,095$387K0.08%+3,00813F-HRTimeline
Opulen Financial Group LLC8,068$386K0.28%+10613F-HRTimeline
Smith & Howard Wealth Management, LLC8,041$385K0.09%013F-HRTimeline
Patriot Financial Group Insurance Agenc…8,009$383K0.05%-28313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,007$383K0.13%+28513F-HRTimeline
North Berkeley Wealth Management, LLC8,003$383K0.23%-29213F-HRTimeline
Opes Wealth Management LLC7,857$376K0.06%+31013F-HRTimeline
LaSalle St. Investment Advisors, LLC7,819$374K0.06%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,743$371K0.07%new13F-HRTimeline
Braun-Bostich & Associates Inc.7,590$363K0.22%+50813F-HRTimeline
Global Retirement Partners, LLC7,515$360K0.01%+2,82913F-HRTimeline
Finley Financial, LLC7,400$354K0.16%013F-HRTimeline
Ellenbecker Investment Group7,375$353K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc7,313$350K0.02%+73313F-HRTimeline
Diversified Portfolios, Inc.7,208$345K0.03%-31013F-HRTimeline
SteelPeak Wealth, LLC7,187$344K0.01%+9513F-HRTimeline
ETF Portfolio Partners, Inc.7,155$342K0.09%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,115$340K0.02%+11613F-HRTimeline
Bluespring Wealth Management, LLC6,949$333K0.03%-1,48713F-HRTimeline
Litman Gregory Wealth Management LLC6,947$332K0.02%-92913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,931$332K0.11%+1,45313F-HRTimeline
Sandbox Financial Partners, LLC6,884$329K0.09%-56813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,775$324K0.02%013F-HRTimeline
Highland Financial Advisors, LLC6,672$319K0.09%+76813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,635$317K<0.01%013F-HRTimelineGroup
Compton Financial Group, LLC6,601$316K0.07%new13F-HRTimeline
UPTICK PARTNERS, LLC6,595$316K0.07%new13F-HRTimeline
Madrid Wealth Management, LLC6,498$311K0.25%13F-HRTimeline
One Capital Management, LLC6,385$306K0.01%+1,50013F-HRTimeline
SAGE FINANCIAL GROUP INC6,382$305K0.02%+51013F-HRTimeline
Centurion Wealth Management LLC6,346$304K0.07%+90913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,294$301KnewTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,272$300K0.09%-56313F-HRTimeline
Farmers National Bank6,213$297K0.07%+17213F-HRTimeline
Capital Asset Advisory Services LLC6,037$289K0.01%+73413F-HRTimeline
J.W. COLE ADVISORS, INC.6,390$288K0.01%+22913F-HRTimeline
Gordian Advisors LLC5,989$287K0.19%+1,57613F-HRTimeline
Atomic Invest LLC5,928$284K0.16%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,877$281K<0.01%+19713F-HRTimelineGroup
JSF Financial, LLC5,874$281K0.06%+93713F-HRTimeline
MAI Capital Management5,864$281K<0.01%+17513F-HRTimeline
BIRCHBROOK, INC.5,806$278K0.14%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,802$278K0.01%-36213F-HRTimeline
WEALTH ALLIANCE, LLC5,800$278K0.03%-57613F-HRTimeline
Bragg Financial Advisors, Inc5,642$270K0.01%+59113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,641$270K0.04%-13913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,595$268K0.08%013F-HRTimeline
American Money Management, LLC5,576$267K0.04%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC5,536$266K0.23%13F-HRTimeline
BlueStem Wealth Partners, LLC5,521$264K0.03%-32413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,471$262K0.04%+75413F-HRTimeline
FC Advisory LLC5,403$259K0.07%+23113F-HRTimeline
Emergent Wealth Advisors, LLC5,329$255K0.14%-1113F-HRTimeline
WEALTHGARDEN F.S. LLC5,239$252K0.17%-91413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,246$251K0.09%new13F-HRTimeline
Fisher Asset Management, LLC5,217$250K<0.01%+66213F-HRTimeline
Western Wealth Management, LLC5,202$249K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,134$246K<0.01%013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT5,092$244K0.02%013F-HRTimeline
CDKV HOLDINGS LLC5,009$240K0.2%13F-HRTimeline
KEYVANTAGE WEALTH, LLC4,996$239K0.1%013F-HRTimeline
4Thought Financial Group Inc.4,989$239K0.12%+8613F-HRTimeline
Sigma Planning Corp4,953$237K0.01%-7313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,946$237K0.02%+4,53313F-HRTimelineGroup
CHOREO, LLC4,917$236K<0.01%-1,35313F-HRTimeline
Kingsview Wealth Management, LLC4,924$236K<0.01%+45513F-HRTimeline
Tennessee Valley Asset Management Partn…4,878$233K0.03%+70713F-HRTimeline
Strategic Blueprint, LLC4,865$233K0.01%-1,06413F-HRTimeline
IFP Advisors, Inc4,835$231K0.01%+2,86113F-HRTimeline
PDS Planning, Inc4,747$227K0.02%+12913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,711$225K0.02%+613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,691$224K0.04%-21113F-HRTimelineGroup
Golden State Wealth Management, LLC4,668$223K0.02%+4113F-HRTimeline
JFS WEALTH ADVISORS, LLC4,627$221K0.01%-34513F-HRTimeline
ALTFEST L J & CO INC4,625$221K0.02%+613F-HRTimeline
Townsend Financial Planning, LLC4,585$219K0.22%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,497$215K0.02%+6613F-HRTimelineGroup
R. W. Roge & Company, Inc.4,491$214K0.11%new13F-HRTimeline
SWP FINANCIAL LLC4,429$212K0.11%+8613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,247$203K0.02%013F-HRTimeline
Zhang Financial LLC4,231$202K0.01%013F-HRTimeline
Buttonwood Financial Group, LLC4,217$202K0.11%-7,33013F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,223$202K<0.01%+37013F-HRTimeline
Walkner Condon Financial Advisors LLC4,211$202K0.03%new13F-HRTimeline
Occidental Asset Management, LLC4,198$201K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC3,722$178K0.15%13F-HRTimeline
Godfrey Financial Associates, Inc.3,438$168K0.15%13F-HRTimeline
Cape Investment Advisory, Inc.3,484$167K0.05%013F-HRTimeline
TD Waterhouse Canada Inc.3,226$154K<0.01%013F-HRTimeline
Horizons Wealth Management2,944$141K0.09%013F-HRTimeline
Root Financial Partners, LLC2,906$139K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,733$131K0.01%013F-HRTimeline
MOTCO2,362$113K0.01%+23813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,196$105K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC2,058$98.5K0.01%+613F-HRTimeline
Gould Capital, LLC2,012$96.3K0.06%+15013F-HRTimeline
Rossmore Private Capital2,000$95.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,896$90.7K<0.01%-9313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,877$89.8K0.04%new13F-HRTimelineGroup
Scarborough Advisors, LLC1,540$73.7K0.01%-26213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,501$71.8K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,450$69.4K0.06%+57013F-HRTimeline
Arax Advisory Partners1,381$66.1K<0.01%new13F-HRTimeline
Key Capital Management, INC1,331$63.7K0.06%13F-HRTimeline
BALLAST ADVISORS LLC1,204$57.6K0.02%+2013F-HRTimeline