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Disclosery

EAGG ISHARES TR

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SHS (fund)

418 managers (422 13F filers) reported a position in EAGG shares at 2025-09-30, 71,788,284 shares in all. 35 filers opened a position and 22 filers sold out during the quarter.

Managers
418
13F filers
422
New
35
Added
229
Reduced
101
Sold out
22
Shares held by filers
71,788,284

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,173,279$921M0.07%+1,814,29813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,025,280$385M0.02%+332,15713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,738,275$228M-1,920,027Timeline
MERCER GLOBAL ADVISORS INC /ADV2,765,829$133M0.22%+468,56713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,111,254$101M0.07%+85,09013F-HRTimelineGroup
LPL Financial LLC2,000,144$96.1M0.03%+146,84213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,643,554$78.9M0.01%+34,84613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,608,620$77.3M0.01%+140,83413F-HRTimelineGroup
Betterment LLC1,523,360$73.2M0.14%+94,96313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,422,826$68.3M<0.01%+209,11613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,319,095$63.4M0.02%+95,01813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…900,798$43.3M0.15%+89,94013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp804,167$38.6M0.13%+107,26413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC748,056$35.9M0.01%-41,34413F-HRTimelineGroup
SigFig Wealth Management, LLC740,766$35.6M1.1%+67,95313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp707,816$34M0.01%+28,45213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co661,612$31.8M0.86%-10,27613F-HRTimeline
Wealthspire Advisors, LLC639,712$30.7M0.16%+20,80513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO593,774$28.5M0.03%+65,74113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC585,563$28.1M0.04%+9,43513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN551,450$26.5M0.01%-22,74013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…540,210$25.9M0.04%+15,84913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…525,711$25.2M0.02%+160,11613F-HRTimelineGroup
Cetera Investment Advisers484,314$23.3M0.03%+41,10613F-HRTimeline
CWM, LLCin group CWM, LLC470,078$22.6M0.07%-33,26713F-HRTimelineGroup
Allworth Financial LP441,264$21.2M0.09%+14,60513F-HRTimeline
Composition Wealth, LLC428,785$20.6M0.31%+239,53713F-HRTimeline
Olde Wealth Management, LLC427,893$20.5M6.34%13F-HRTimeline
Destination Wealth Management420,923$20.2M0.56%+33,07913F-HRTimeline
RWA WEALTH PARTNERS, LLC379,603$18.2M0.21%+11,13213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources343,410$16.5M<0.01%+5,16013F-HRTimelineGroup
UBS Group AGin group UBS Group AG331,251$15.9M<0.01%+24,69513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.324,318$15.6M0.03%+5,17213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…310,747$14.9M0.03%+302,79513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC297,968$14.3M0.09%+8,07213F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC260,580$12.5M0.05%+13,07113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC253,303$12.2M0.02%+1,46513F-HRTimelineGroup
FMR LLCin group FMR LLC248,804$12M<0.01%+3,26513F-HRTimelineGroup
Accredited Investors Inc.245,983$11.8M0.66%+8,65613F-HRTimeline
WESBANCO BANK INC224,600$10.8M0.3%+9,22613F-HRTimeline
MATHER GROUP, LLC.215,078$10.3M0.1%+8,16213F-HRTimeline
Apella Capital, LLC211,382$10.2M0.23%+15,64813F-HRTimeline
Joel Adams & Associates, Inc.206,557$9.92M8%+4,25913F-HRTimeline
Facet Wealth, Inc.206,256$9.91M0.2%+8,50113F-HRTimeline
Financial Engines Advisors L.L.C.202,848$9.74M0.02%+13,13713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC199,103$9.56M0.07%-24,61713F-HRTimelineGroup
Garde Capital, Inc.192,976$9.27M0.47%-84713F-HRTimeline
Cambridge Investment Research Advisors,…188,558$9.06M0.02%+6,72513F-HRTimeline
Affinity Capital Advisors, LLC188,092$9.03M1.39%-4,43513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP175,600$8.43M0.01%+3,53713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC173,219$8.32M0.13%+14,91813F-HRTimeline
eCIO, Inc.171,213$8.22M3.07%+34,98113F-HRTimeline
MML INVESTORS SERVICES, LLC165,680$7.96M0.02%-22,58813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.159,450$7.64M0.01%+32,59213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY152,657$7.33M<0.01%+2,71913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,679$7.33M<0.01%+3,66413F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC140,031$6.73M2.63%+1,72813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC139,113$6.68M0.01%+11,26313F-HRTimelineGroup
rebel Financial LLC0$6.43M2.8%-130,63413F-HRTimelineAmount filed as zero, left out of ratios.
Mascoma Wealth Management LLC130,823$6.28M1.38%-9,98513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…127,787$6.14M0.8%+13,34313F-HRTimelineGroup
One Wealth Advisors, LLC125,820$6.04M0.76%+4,05613F-HRTimeline
HighTower Advisors, LLC125,412$6.02M0.01%-3,12313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\121,561$5.84M0.01%-12,79313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…121,387$5.83M0.18%-4,29913F-HRTimeline
Wealthfront Advisers LLC117,702$5.65M0.01%-1,30513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP117,874$5.65M<0.01%+11,14713F-HRTimelineGroup
Beacon Pointe Advisors, LLC116,612$5.6M0.05%+38,05413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding113,360$5.44M+108,148Timeline
Sand Hill Global Advisors, LLC109,429$5.26M0.19%+2,52013F-HRTimeline
Stewardship Advisors, LLC108,267$5.2M1.23%+4,69713F-HRTimeline
World Investment Advisors106,413$5.11M0.1%-90213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC100,354$4.82M0.1%+58,34713F-HRTimeline
Bond & Devick Financial Network, Inc.96,089$4.62M1.39%+17,40713F-HRTimeline
SageView Advisory Group, LLC90,353$4.34M0.15%+5,97813F-HRTimeline
OneDigital Investment Advisors LLC86,317$4.15M0.04%-11,18513F-HRTimeline
NewEdge Advisors, LLC85,631$4.11M0.02%+7,94113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,462$4.1M0.03%+4,43113F-HRTimelineGroup
Horst & Graben Wealth Management LLC84,851$4.08M0.62%-2,15413F-HRTimeline
Brio Consultants, LLC82,687$3.97M0.55%+6,57713F-HRTimeline
Atlantic Private Wealth, LLC82,473$3.96M2.56%-1,77613F-HRTimeline
Westfuller Advisors, LLC80,349$3.86M1.75%-80,23213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,925$3.84M0.01%+17,57113F-HRTimeline
Creative Planningin group Creative Planning78,981$3.79M<0.01%-1413F-HRTimelineGroup
NEPC LLC78,457$3.77M0.1%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC77,654$3.73M0.6%+19,08513F-HRTimeline
Wealth Architects, LLC75,372$3.62M0.34%+13,96013F-HRTimeline
Long Run Wealth Advisors, LLC75,337$3.62M0.71%+4,74513F-HRTimeline
Sharkey, Howes & Javer72,513$3.48M0.45%-63813F-HRTimeline
Dynamic Advisor Solutions LLC71,932$3.45M0.1%-55313F-HRTimeline
Charter Oak Capital Management, LLC71,376$3.43M0.27%+3,75913F-HRTimeline
Orion Porfolio Solutions, LLC68,754$3.3M0.03%+5,80613F-HRTimeline
Bear Mountain Capital, Inc.67,355$3.26M1.09%+4,75513F-HRTimeline
Janney Montgomery Scott LLC67,824$3.26M0.01%+3,93113F-HRTimeline
JNBA Financial Advisors67,556$3.24M0.29%+1,32713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…66,635$3.2M0.02%-2,00013F-HRTimelineGroup
RTD Financial Advisors, Inc.66,544$3.2M0.38%+63113F-HRTimeline
CRUX WEALTH ADVISORS66,363$3.19M1.26%+3,03213F-HRTimeline
Shira Ridge Wealth Management66,157$3.18M1.35%-19,51113F-HRTimeline
Trilogy Capital Inc.59,904$2.88M0.13%+1,26613F-HRTimeline
Omega Financial Group, LLC58,697$2.82M0.95%-1,81313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,386$2.71M<0.01%+1,46413F-HRTimelineGroup
Balanced Rock Investment Advisors LLC56,097$2.69M1.97%+3,66013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES55,950$2.69M1.03%-32613F-HRTimeline
McKinley Carter Wealth Services, Inc.55,772$2.68M0.14%+1,53513F-HRTimeline
Steward Partners Investment Advisory, L…55,578$2.67M0.02%-2,29413F-HRTimeline
Neumann Capital Management, LLC55,450$2.66M0.78%+2,72513F-HRTimeline
Mallini Complete Financial Planning LLC54,293$2.61M2.12%-37613F-HRTimeline
Eley Financial Management, Inc53,033$2.55M0.92%+1,82513F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA52,355$2.51M5.12%+3,07713F-HRTimeline
Plum Street Advisors, LLC52,270$2.51M0.97%+12,98513F-HRTimeline
Diversified Enterprises, LLC51,922$2.49M0.17%+3,89813F-HRTimeline
Modera Wealth Management, LLC50,539$2.43M0.03%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …47,994$2.31M0.29%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding47,762$2.3M+6,320Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.45,540$2.19M0.15%+2,61813F-HRTimelineGroup
Center for Financial Planning, Inc.44,005$2.11M0.23%-3,39413F-HRTimeline
Beta Wealth Group, Inc.43,804$2.1M0.83%-91713F-HRTimeline
Brewster Financial Planning LLC43,448$2.09M1.31%+14813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,784$2.05M<0.01%+51513F-HRTimelineGroup
GeoWealth Management, LLC42,727$2.05M0.07%+1,48413F-HRTimeline
Invera Wealth Advisors, LLC42,633$2.05M1.26%+1,76313F-HRTimeline
Foster Group, Inc.42,571$2.04M0.06%+58113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV41,665$2M0.26%+2,16113F-HRTimeline
Fort Point Capital Partners LLC41,581$2M0.25%+41013F-HRTimeline
Rossby Financial, LCC41,438$1.99M0.66%+12,69313F-HRTimeline
Bogart Wealth, LLC41,403$1.99M0.08%+2,34113F-HRTimeline
Ally Invest Advisors Inc.40,695$1.95M0.14%+1,71713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC40,646$1.95M0.03%-4,93113F-HRTimelineGroup
CX Institutional40,478$1.94M0.06%+1,05413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,948$1.92M0.02%+3,53713F-HRTimelineGroup
Tempus Wealth Planning, LLC39,137$1.88M0.43%+85913F-HRTimeline
Farther Finance Advisors, LLC38,150$1.83M0.03%+14,55713F-HRTimeline
Wingate Wealth Advisors, Inc.37,870$1.82M1.26%+4,53013F-HRTimeline
Pine Haven Investment Counsel, Inc37,148$1.78M1.29%-1,50013F-HRTimeline
Perigon Wealth Management, LLC36,422$1.75M0.04%-19013F-HRTimeline
Sanctuary Advisors, LLC36,011$1.73M0.01%+4,61013F-HR/ATimeline
Wescott Financial Advisory Group, LLC35,788$1.72M0.15%+2,46513F-HRTimeline
Baker Avenue Asset Management, LP35,680$1.71M0.04%+2,21813F-HRTimeline
Investor's Fiduciary Advisor Network, L…34,729$1.67M0.57%-2,98413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC34,596$1.66M0.01%+4,07813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,388$1.65M+14,533Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,313$1.65M0.02%+1,03213F-HRTimeline
One Day In July LLC33,913$1.63M0.14%+66213F-HRTimeline
&PARTNERS33,424$1.61M0.01%+11,25613F-HRTimeline
Sequoia Financial Advisors, LLC32,864$1.58M0.01%+22,66213F-HRTimeline
Cranbrook Wealth Management, LLC32,851$1.58M0.32%+2,34513F-HRTimeline
Integrated Wealth Concepts LLC32,774$1.57M0.01%+1,82813F-HRTimeline
Davis Wealth Advisors, LLC32,365$1.55M1.4%+4,77613F-HRTimeline
Merit Financial Group, LLC31,944$1.53M0.01%+4,90813F-HR/ATimeline
FLOW TRADERS U.S. LLC31,923$1.53M0.06%new13F-HRTimeline
GenTrust, LLC30,659$1.47M0.07%+2,96013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management30,646$1.47M0.21%+9,12013F-HRTimelineGroup
Advisory Services Network, LLC30,478$1.46M0.02%-73113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC30,300$1.46M<0.01%013F-HRTimelineGroup
Summit Wealth Group, LLC30,073$1.44M0.35%-98713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,954$1.44M0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.29,021$1.39M0.03%+92913F-HRTimeline
Fund Evaluation Group, LLC26,546$1.28M0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/26,531$1.27M0.13%+6,31813F-HRTimeline
SOFI WEALTH, LLC25,950$1.25M0.07%+6,27413F-HRTimeline
Savvy Advisors, Inc.25,609$1.23M0.06%-1,72513F-HRTimeline
Cardinal Point Capital Management ULC25,114$1.21M0.08%+1,96413F-HRTimeline
Symmetry Partners, LLC24,910$1.2M0.13%+3,29613F-HRTimeline
Cornerstone Wealth Management, LLC24,708$1.19M0.07%+2913F-HRTimeline
Stonehearth Capital Management, LLC24,509$1.18M0.46%+64513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…24,416$1.17M0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC24,301$1.17M0.56%+1,80613F-HRTimeline
ASPIRIANT, LLC24,185$1.16M0.04%013F-HRTimeline
Valeo Financial Advisors, LLC24,163$1.16M0.03%+22713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,631$1.14M0.02%+1,06713F-HRTimelineGroup
Aprio Wealth Management, LLC22,211$1.07M0.11%-88013F-HRTimeline
PFG Advisors22,015$1.06M0.04%-42913F-HRTimeline
Van Hulzen Asset Management, LLC21,861$1.05M0.08%+2213F-HRTimeline
Focus Financial Network, Inc.21,765$1.05M0.04%+10,24413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,233$1.02M0.02%-31013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,040$1.01M0.04%+76713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…21,016$1.01M<0.01%013F-HRTimelineGroup
RFG Advisory, LLC20,930$1.01M0.02%+1,27513F-HRTimeline
Wealthspire Retirement, LLC20,890$1M0.06%013F-HR/ATimeline
Clearstead Advisors, LLC20,564$988K0.01%013F-HRTimeline
THEORY FINANCIAL LLC19,993$968K0.34%-10513F-HRTimeline
LifePlan Investment Advisors, Inc.20,122$966K0.41%-13113F-HRTimeline
Falcon Wealth Planning20,029$962K0.09%+5,59113F-HRTimeline
Silver Oak Advisory Group, Inc.19,213$922K0.42%-1913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,945$910K0.02%013F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…17,659$848K0.16%+41213F-HRTimeline
New Covenant Trust Company, N.A.17,616$846K0.79%+1,22613F-HRTimeline
KilterHowling LLC17,530$842K0.47%+42413F-HRTimeline
Compound Planning, Inc.17,506$841K0.03%+10,39613F-HRTimeline
SPINNAKER TRUST17,500$841K0.05%+1,09813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,392$835K0.03%+48813F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC17,310$831K0.02%-43,59913F-HRTimelineGroup
Consolidated Portfolio Review Corp17,162$824K0.1%-3113F-HRTimeline
DAVENPORT & Co LLC17,073$820K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,066$820K<0.01%+88613F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/16,779$806K0.15%-34513F-HRTimeline
Oregon Pacific Wealth Management, LLC16,631$799K0.69%-34713F-HRTimeline
Trust Co16,139$775K0.08%+1,66813F-HRTimeline
ANB BANK16,106$774K0.31%-213F-HRTimeline