ISHARES CORE U.S. AGGREGATE AGG
$98.61
+0.1% 52w: $94.28 – $100.07
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data94.2897.17100.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.1K
-30 QoQ
13F value
$120.48B
+0.2% QoQ
Smart-money holders
74
signal tier ≥ 2
New smart buyers
9
Q1 2026
Options barometer
0.0×
$5.5M calls / $1.24B puts
Institutional value by quarter
Number of holders
Who owns AGG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 132.2M | $13.03B | 6.3% | -4.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 88.7M | $8.81B | 2.7% | +4.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 69.7M | $6.92B | 0.5% | +29.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 63.7M | $6.32B | 1.3% | +4.8% |
| BlackRock, Inc. | Index provider | 53.4M | $5.30B | 0.1% | -1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 44.6M | $4.42B | 1.2% | +23.9% |
| US BANCORP \DE\ | Wealth advisor | 42.5M | $4.22B | 5.1% | -0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 39.3M | $3.91B | 5.8% | +8.5% |
| MORGAN STANLEY | Bank broker | 32.5M | $3.23B | 0.2% | +0.1% |
| Betterment LLC | Wealth advisor | 23.9M | $2.37B | 4.5% | -9.0% |
| NORTHERN TRUST CORP | Index provider | 20.8M | $2.06B | 0.3% | +0.3% |
| Cetera Investment Advisers | Wealth advisor | 15.3M | $1.51B | 1.6% | -1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 14.9M | $1.47B | 3.2% | -23.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 14.6M | $1.45B | 0.3% | -1.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 14.1M | $1.40B | 0.2% | -1.9% |
| Creative Planning | Wealth advisor | 14.0M | $1.39B | 0.9% | +31.8% |
| LPL Financial LLC | Bank broker | 13.9M | $1.38B | 0.4% | -1.5% |
| Mariner, LLC | Diversified mechanical | 13.7M | $1.36B | 1.6% | +14.0% |
| Acorns Advisers, LLC | Wealth advisor | 13.5M | $1.34B | 9.9% | +2.2% |
| JPMORGAN CHASE & CO | Bank broker | 13.5M | $1.34B | 0.1% | +9.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 13.0M | $1.29B | 0.8% | +5.6% |
| WealthNavi Inc. | Wealth advisor | 11.5M | $1.14B | 9.9% | +3.2% |
| UBS Group AG | Bank broker | 11.0M | $1.09B | 0.2% | +16.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 10.3M | $1.03B | 0.6% | +4.6% |
| FMR LLC | Long only active | 9.1M | $901.9M | 0.0% | +2.0% |
| Cerity Partners LLC | Diversified mechanical | 8.9M | $883.8M | 1.3% | +11.4% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 8.6M | $858.3M | 9.4% | +8.3% |
| Johns Hopkins University | Wealth advisor | 8.0M | $796.6M | 57.7% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 7.5M | $745.5M | 1.0% | -1.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.3M | $726.6M | 0.7% | -2.5% |
| ROYAL BANK OF CANADA | Bank broker | 6.7M | $669.5M | 0.1% | +39.2% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | Wealth advisor | 6.7M | $667.7M | 78.5% | -22.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 6.6M | $660.1M | 0.1% | +12.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 6.6M | $652.3M | 0.1% | -2.9% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 6.3M | $623.9M | 2.4% | — |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 6.2M | $619.3M | 1.1% | +3.1% |
| Constellation Investments, Inc. | Wealth advisor | 5.9M | $587.8M | 19.5% | -16.2% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 5.7M | $569.2M | 0.7% | -2.0% |
| Members Trust Co | Wealth advisor | 5.7M | $568.3M | 18.9% | +4.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 5.2M | $512.9M | 3.1% | +7.0% |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP ★2 | Fundamental diversified | 4.1M | $409.6M | 1.2% | Held |
| SigFig Wealth Management, LLC | Wealth advisor | 4.1M | $408.5M | 12.0% | +13.1% |
| Simplify Asset Management Inc. | Wealth advisor | 4.1M | $407.0M | 6.3% | +46.4% |
| &PARTNERS | Diversified mechanical | 3.9M | $389.1M | 1.9% | +13.7% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 3.9M | $387.7M | 3.3% | -15.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 3.8M | $372.4M | 1.9% | -5.8% |
| CITIGROUP INC | Bank broker | 3.7M | $367.1M | 0.2% | -2.3% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 3.7M | $365.3M | 4.2% | -25.0% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 3.4M | $338.7M | 0.2% | +1.7% |
| South Dakota Investment Council | Other | 3.3M | $324.8M | 6.2% | +16.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.