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Disclosery

EAGG ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in EAGG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC368,424$16.7M0.2%+1,19113F-HRTimeline
Apella Capital, LLC251,660$11.4M0.14%+15,46413F-HRTimeline
RTD Financial Advisors, Inc.71,078$3.22M0.35%+2,92313F-HRTimeline
Farther Finance Advisors, LLC68,497$3.1M0.02%-4,11713F-HRTimeline
Mallini Complete Financial Planning LLC66,590$3.01M2.11%+1,89613F-HRTimeline
SigFig Wealth Management, LLC50,685$2.29M0.06%+1,49913F-HRTimeline
Midwest Financial Partners Investments,…48,441$2.19M0.84%+6,16313F-HRTimeline
CX Institutional47,503$2.15M0.06%-16,67813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC34,924$1.58M0.02%-3,75013F-HRTimelineGroup
First Heartland Consultants, Inc.30,541$1.38M0.09%new13F-HRTimeline
ANB BANK27,459$1.24M0.44%+23113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…22,748$1.03M0.1%+1,00013F-HRTimeline
Trust Co17,913$811K0.07%+1,44113F-HRTimeline
Acropolis Investment Management, LLC17,261$781K0.03%-5,13513F-HRTimeline
Bangor Savings Bank16,035$726K0.06%+68213F-HRTimeline
Wealth Enhancement Trust Services, Inc.15,145$685K0.07%-1,44413F-HRTimeline
Factor Wealth Management LTD14,080$637K0.1%+2,24113F-HRTimeline
NorthCrest Asset Manangement, LLC9,716$440K0.01%-4,11113F-HRTimeline
Harpswell Capital Advisors, LLC9,667$437K0.29%013F-HRTimeline
Emergent Wealth Advisors, LLC8,767$397K0.21%+27013F-HRTimeline
JGP Wealth Management, LLC6,394$289K0.03%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,660$256K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,196$235K0.03%-17213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,894$221K0.03%-56113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,971$134K0.01%+2,19413F-HRTimeline
Hickory Point Bank & Trust856$38.7K0.02%new13F-HRTimeline
CoreCap Advisors, LLC482$21.8K<0.01%-7713F-HRTimeline
Noble Wealth Management PBC184$8.33K<0.01%013F-HRTimeline
Davis Capital Management4$181<0.01%013F-HRTimeline