Skip to content

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,721,450$944M0.07%+548,17113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,156,611$390M0.03%+131,33113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,359,518$209M-378,757Timeline
MERCER GLOBAL ADVISORS INC /ADV2,963,376$142M0.22%+197,54713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,219,872$106M0.07%+108,61813F-HR/ATimelineGroup
LPL Financial LLC2,109,875$101M0.03%+109,73113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,976,370$94.6M0.01%+332,81613F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,711,883$81.9M0.01%+103,26313F-HRTimelineGroup
Betterment LLC1,648,321$78.9M0.15%+124,96113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,526,640$73M<0.01%+103,81413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,498,253$71.7M0.02%+179,15813F-HRTimelineGroup
Capital Advisors, Ltd. LLC143,917$68.1M7.68%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp828,955$39.7M0.13%+24,78813F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…776,192$37.1M0.13%-124,60613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC760,766$36.4M0.05%+175,20313F-HRTimeline
SigFig Wealth Management, LLC752,813$36M1.07%+12,04713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC714,224$34.2M0.01%-33,83213F-HRTimelineGroup
Wealthspire Advisors, LLC668,702$32M0.25%+28,99013F-HRTimeline
Alesco Advisors, LLC, An ESL Co646,343$30.9M0.8%-15,26913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO638,782$30.6M0.03%+45,00813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp616,055$29.5M0.01%-91,76113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…589,887$28.2M0.02%+64,17613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…571,004$27.4M0.04%+30,79413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545,739$26.1M0.01%-5,71113F-HRTimelineGroup
CWM, LLCin group CWM, LLC490,818$23.5M0.06%+20,74013F-HRTimelineGroup
Cetera Investment Advisers478,608$22.9M0.03%-5,70613F-HRTimeline
Composition Wealth, LLC475,243$22.7M0.33%+46,45813F-HRTimeline
Allworth Financial LP447,617$21.4M0.09%+6,35313F-HRTimeline
Olde Wealth Management, LLC438,835$21M6.46%+10,94213F-HRTimeline
Destination Wealth Management434,675$20.8M0.54%+13,75213F-HRTimeline
RWA WEALTH PARTNERS, LLC375,846$18M0.2%-3,75713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources351,944$16.8M<0.01%+8,53413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.349,662$16.7M0.03%+25,34413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP341,855$16.4M0.02%+166,25513F-HRTimelineGroup
UBS Group AGin group UBS Group AG330,380$15.8M<0.01%-87113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC328,940$15.7M0.09%+30,97213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…323,951$15.5M0.03%+13,20413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC283,734$13.6M0.05%+23,15413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC279,054$13.4M0.02%+25,75113F-HRTimelineGroup
ZEVIN ASSET MANAGEMENT LLC269,254$12.9M1.73%new13F-HRTimeline
FMR LLCin group FMR LLC265,642$12.7M<0.01%+16,83813F-HRTimelineGroup
Accredited Investors Inc.249,800$12M0.63%+3,81713F-HRTimeline
WESBANCO BANK INC227,049$10.9M0.3%+2,44913F-HRTimeline
Financial Engines Advisors L.L.C.225,002$10.8M0.02%+22,15413F-HRTimeline
MATHER GROUP, LLC.224,158$10.7M0.11%+9,08013F-HRTimeline
Facet Wealth, Inc.223,408$10.7M0.19%+17,15213F-HRTimeline
Joel Adams & Associates, Inc.220,737$10.6M7.94%+14,18013F-HRTimeline
Apella Capital, LLC215,782$10.3M0.2%+4,40013F-HRTimeline
Cambridge Investment Research Advisors,…204,688$9.79M0.03%+16,13013F-HRTimeline
Affinity Capital Advisors, LLC188,993$9.04M1.25%+90113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC187,550$8.97M0.14%+14,33113F-HRTimeline
Sand Hill Global Advisors, LLC185,400$8.87M0.31%+75,97113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC183,717$8.79M0.07%-15,38613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC167,439$8.01M0.02%+1,75913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY163,870$7.84M<0.01%+11,21313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,673$7.69M<0.01%+7,99413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\144,665$6.92M0.01%+23,10413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC143,842$6.88M0.01%+4,72913F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC139,044$6.65M2.57%-98713F-HRTimeline
HighTower Advisors, LLC138,922$6.65M0.01%+13,51013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,904$6.6M0.01%-21,54613F-HRTimelineGroup
Mascoma Wealth Management LLC133,944$6.41M1.37%+3,12113F-HRTimeline
eCIO, Inc.133,860$6.41M2.98%-37,35313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,976$6.36M<0.01%+15,10213F-HRTimelineGroup
Wealthfront Advisers LLC129,198$6.18M0.01%+11,49613F-HRTimeline
rebel Financial LLC129,147$6.18M2.64%+129,14713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…129,053$6.18M0.79%+1,26613F-HRTimelineGroup
Beacon Pointe Advisors, LLC122,652$5.87M0.04%+6,04013F-HRTimeline
One Wealth Advisors, LLC119,525$5.72M0.7%-6,29513F-HRTimeline
Robertson Stephens Wealth Management, L…119,154$5.7M0.16%-2,23313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC116,400$5.57M0.1%+16,04613F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding113,637$5.44M+277Timeline
World Investment Advisors109,016$5.22M0.09%+2,60313F-HR/ATimeline
Avise Financial Cooperative, Inc.107,847$5.16M4.65%13F-HRTimeline
Wealth Architects, LLC103,438$4.95M0.45%+28,06613F-HRTimeline
Bond & Devick Financial Network, Inc.97,971$4.69M1.32%+1,88213F-HRTimeline
SageView Advisory Group, LLC93,593$4.48M0.15%+3,24013F-HRTimeline
Stewardship Advisors, LLC90,294$4.32M1%-17,97313F-HRTimeline
NewEdge Advisors, LLC89,222$4.27M0.02%+3,59113F-HRTimeline
Brio Consultants, LLC88,871$4.25M0.55%+6,18413F-HRTimeline
EP Wealth Advisors, LLC87,943$4.21M0.02%13F-HRTimeline
NorthRock Partners, LLC87,642$4.19M0.07%new13F-HRTimeline
Shira Ridge Wealth Management85,312$4.08M1.64%+19,15513F-HRTimeline
OneDigital Investment Advisors LLC85,116$4.07M0.04%-1,20113F-HRTimeline
Horst & Graben Wealth Management LLC85,057$4.07M0.61%+20613F-HRTimeline
Atlantic Private Wealth, LLC82,473$3.95M2.52%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,698$3.91M0.03%-3,76413F-HRTimelineGroup
Westfuller Advisors, LLC80,914$3.87M1.57%+56513F-HRTimeline
NEPC LLC78,457$3.75M0.08%013F-HRTimeline
Orion Porfolio Solutions, LLC78,060$3.74M0.03%+9,30613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC77,505$3.71M0.57%-14913F-HRTimeline
Long Run Wealth Advisors, LLC76,527$3.66M0.69%+1,19013F-HRTimeline
Charter Oak Capital Management, LLC74,566$3.57M0.27%+3,19013F-HRTimeline
Creative Planningin group Creative Planning74,293$3.55M<0.01%-4,68813F-HRTimelineGroup
JNBA Financial Advisors73,620$3.52M0.31%+6,06413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,865$3.49M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC72,026$3.45M0.01%+4,20213F-HRTimeline
Bear Mountain Capital, Inc.71,711$3.44M1.11%+4,35613F-HRTimeline
Sharkey, Howes & Javer70,239$3.36M0.43%-2,27413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…68,933$3.3M0.02%+2,29813F-HRTimelineGroup
RTD Financial Advisors, Inc.67,181$3.21M0.39%+63713F-HRTimeline
Sensenig Capital Advisors, Inc66,616$3.19M3.24%13F-HRTimeline
CRUX WEALTH ADVISORS66,511$3.18M1.18%+14813F-HRTimeline
Neumann Capital Management, LLC64,500$3.09M0.89%+9,05013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES63,248$3.03M1.12%+7,29813F-HRTimeline
Trilogy Capital Inc.63,182$3.02M0.14%+3,27813F-HRTimeline
Rossby Financial, LCC62,233$2.98M0.94%+20,79513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,155$2.93M0.01%-18,77013F-HRTimeline
Plum Street Advisors, LLC60,854$2.91M1.04%+8,58413F-HRTimeline
McKinley Carter Wealth Services, Inc.60,357$2.89M0.16%+4,58513F-HRTimeline
Foster Group, Inc.60,120$2.88M0.09%+17,54913F-HRTimeline
Dynamic Advisor Solutions LLC59,969$2.87M0.09%-11,96313F-HRTimeline
Omega Financial Group, LLC59,561$2.85M0.95%+86413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,539$2.85M<0.01%+3,15313F-HRTimelineGroup
Mallini Complete Financial Planning LLC59,092$2.83M2.27%+4,79913F-HRTimeline
Steward Partners Investment Advisory, L…58,687$2.81M0.02%+3,10913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management58,110$2.78M0.39%+27,46413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP54,632$2.61M<0.01%+11,84813F-HR/ATimelineGroup
Eley Financial Management, Inc54,589$2.61M0.94%+1,55613F-HRTimeline
Balanced Rock Investment Advisors LLC54,376$2.6M1.85%-1,72113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA53,304$2.55M5.48%+94913F-HRTimeline
Diversified Enterprises, LLC52,412$2.51M0.15%+49013F-HRTimeline
CX Institutional51,573$2.47M0.07%+11,09513F-HRTimeline
Modera Wealth Management, LLC50,947$2.44M0.03%+40813F-HRTimeline
Farther Finance Advisors, LLC49,765$2.38M0.03%+11,61513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …49,674$2.38M0.3%+1,68013F-HRTimelineGroup
Brewster Financial Planning LLC48,782$2.33M1.43%+5,33413F-HRTimeline
Perigon Wealth Management, LLC46,881$2.24M0.04%+10,45913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV46,782$2.24M0.28%+5,11713F-HRTimeline
ASPIRIANT, LLC45,994$2.2M0.06%+21,80913F-HRTimeline
GeoWealth Management, LLC45,950$2.2M0.08%+3,22313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,946$2.2M<0.01%+28,88013F-HR/ATimelineGroup
Center for Financial Planning, Inc.45,295$2.17M0.23%+1,29013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding45,172$2.16M-2,590Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,169$2.16M+10,781Timeline
Ally Invest Advisors Inc.44,365$2.12M0.15%+3,67013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.44,017$2.11M0.16%-1,52313F-HRTimelineGroup
Beta Wealth Group, Inc.43,921$2.1M0.85%+11713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,297$2.07M0.02%+3,34913F-HRTimelineGroup
Invera Wealth Advisors, LLC42,471$2.03M1.28%-16213F-HRTimeline
Fort Point Capital Partners LLC42,129$2.02M0.24%+54813F-HRTimeline
Baker Avenue Asset Management, LP41,703$2M0.05%+6,02313F-HRTimeline
Bogart Wealth, LLC41,245$1.97M0.08%-15813F-HRTimeline
Pine Haven Investment Counsel, Inc41,198$1.97M1.4%+4,05013F-HRTimeline
MGO ONE SEVEN LLC41,097$1.97M0.04%+26,32113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC40,178$1.92M0.03%-46813F-HRTimelineGroup
Financial Planning Fort Collins, LLC40,091$1.92M1.68%13F-HRTimeline
Tempus Wealth Planning, LLC39,948$1.91M0.44%+81113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,938$1.91M0.01%+5,34213F-HRTimeline
Wingate Wealth Advisors, Inc.38,376$1.84M1.02%+50613F-HRTimeline
Wescott Financial Advisory Group, LLC37,748$1.81M0.16%+1,96013F-HRTimeline
Midwest Financial Partners Investments,…37,292$1.78M0.99%13F-HRTimeline
One Day In July LLC36,066$1.73M0.14%+2,15313F-HRTimeline
&PARTNERS35,195$1.68M0.01%+1,77113F-HRTimeline
SOFI WEALTH, LLC34,633$1.66M0.08%+8,68313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,313$1.64M0.02%013F-HRTimeline
GenTrust, LLC34,310$1.64M0.07%+3,65113F-HRTimeline
Sanctuary Advisors, LLC34,291$1.64M0.01%-1,72013F-HRTimeline
Investor's Fiduciary Advisor Network, L…33,855$1.62M0.35%-87413F-HRTimeline
Davis Wealth Advisors, LLC33,792$1.62M1.35%+1,42713F-HRTimeline
Merit Financial Group, LLC32,433$1.55M0.01%+48913F-HRTimeline
Cranbrook Wealth Management, LLC31,944$1.53M0.3%-90713F-HRTimeline
Sequoia Financial Advisors, LLC30,338$1.45M0.01%-2,52613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC30,300$1.45M<0.01%013F-HR/ATimelineGroup
Advisory Services Network, LLC30,266$1.45M0.02%-21213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP30,022$1.44M0.03%+6813F-HRTimeline
Summit Wealth Group, LLC29,965$1.43M0.33%-10813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…28,384$1.36M0.02%+4,75313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.26,990$1.29M0.03%-2,03113F-HRTimeline
PFG Advisors26,732$1.28M0.06%+4,71713F-HRTimeline
Truepoint, Inc.26,459$1.27M0.03%new13F-HRTimeline
Savvy Advisors, Inc.26,446$1.27M0.04%+83713F-HRTimeline
Archer Investment Management, LLC25,843$1.24M0.67%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,597$1.22M0.01%+17,21113F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,967$1.19M0.06%+25913F-HRTimeline
Valeo Financial Advisors, LLC24,727$1.18M0.03%+56413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,570$1.18M0.12%-1,96113F-HRTimeline
Stonehearth Capital Management, LLC24,509$1.17M0.43%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC24,447$1.17M0.53%+14613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…24,416$1.17M0.01%013F-HRTimeline
Cardinal Point Capital Management ULC23,859$1.14M0.07%-1,25513F-HRTimeline
Integrated Wealth Concepts LLC23,379$1.12M0.01%-9,39513F-HRTimeline
Vise Technologies, Inc.23,192$1.11M0.02%+17,33813F-HRTimeline
Van Hulzen Asset Management, LLC22,891$1.1M0.08%+1,03013F-HRTimeline
Focus Financial Network, Inc.21,799$1.04M0.04%+3413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,419$1.02M0.02%+18613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…21,016$1.01M<0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC20,890$1000K0.06%013F-HRTimeline
Symmetry Partners, LLC20,817$996K0.06%-4,09313F-HRTimeline
Clearstead Advisors, LLC20,564$984K0.01%013F-HRTimeline
Falcon Wealth Planning20,306$972K0.08%+27713F-HRTimeline
LifePlan Investment Advisors, Inc.20,251$969K0.39%+12913F-HRTimeline
THEORY FINANCIAL LLC20,166$969K0.33%+17313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,198$966K0.04%-84213F-HRTimelineGroup
Silver Oak Advisory Group, Inc.19,555$935K0.42%+34213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,945$907K0.02%013F-HRTimelineGroup
Private Advisor Group, LLC18,893$904K<0.01%+3,36313F-HRTimeline
Aprio Wealth Management, LLC18,831$901K0.05%-3,38013F-HRTimeline
Parallel Advisors, LLC18,542$887K0.02%+3,30913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,423$884K<0.01%+5,15513F-HRTimelineGroup