1900 tracked 13F filers disclose a position in AGG as of the latest SEC 13F filings, a combined $113.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $13.0B | 132.2M | ▼−4.6% Reduced · −6.4M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $8.8B | 88.7M | ▲+4.7% Added · +4.0M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $6.9B | 69.7M | ▲+30% Added · +15.9M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $6.3B | 63.7M | ▲+4.8% Added · +2.9M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $5.3B | 53.4M | ▼−1.4% Reduced · −779K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.4B | 44.6M | ▲+24% Added · +8.6M sh | Q1 2026 | |
| 7 | US BANCORP \DE\ | $4.2B | 42.5M | ▼−0.7% Reduced · −295K sh | Q1 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $3.9B | 39.3M | ▲+8.5% Added · +3.1M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $3.2B | 32.5M | ▲+0.1% Added · +39K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $2.1B | 20.8M | ▲+0.3% Added · +53K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6B | 16.6M | ▲+11% Added · +1.7M sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $1.5B | 15.3M | ▼−1.1% Reduced · −176K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $1.5B | 14.6M | ▼−1.3% Reduced · −189K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.4B | 14.1M | ▼−1.9% Reduced · −279K sh | Q1 2026 | |
| 15 | Creative Planning | $1.4B | 14.0M | ▲+32% Added · +3.4M sh | Q1 2026 | |
| 16 | LPL Financial LLC | $1.4B | 13.9M | ▼−1.5% Reduced · −207K sh | Q1 2026 | |
| 17 | Mariner, LLC | $1.4B | 13.7M | ▲+14% Added · +1.7M sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $1.3B | 13.5M | ▲+9.3% Added · +1.2M sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3B | 13.0M | ▲+5.6% Added · +685K sh | Q1 2026 | |
| 20 | Arizona PSPRS Trust | $1.1B | 11.5M | ▲+1.7% Added · +194K sh | Q2 2026 | |
| 21 | UBS Group AG | $1.1B | 11.0M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | $1.0B | 10.3M | ▲+4.6% Added · +452K sh | Q1 2026 | |
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | $1.0B | 10.3M | ▲+53% Added · +3.5M sh | Q2 2026 | |
| 24 | RWA WEALTH PARTNERS, LLC | $912.5M | 9.2M | ▲+6.6% Added · +573K sh | Q2 2026 | |
| 25 | FMR LLC | $901.9M | 9.1M | ▲+2.0% Added · +179K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in AGG and 28 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 1137 funds | $230.8B |
| MICROSOFT CORPMSFT | 1116 funds | $202.8B |
| NVIDIA CORPNVDA | 1085 funds | $286.2B |
| AMAZON.COM INCAMZN | 1081 funds | $145.8B |
| ALPHABET INC-CL AGOOGL | 1073 funds | $128.2B |
| ALPHABET INC-CL CGOOG | 1035 funds | $93.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1031 funds | $43.5B |
| JPMORGAN CHASE & COJPM | 1023 funds | $57.6B |
| ISHARES CORE S&P 500 ETFIVV | 1012 funds | $71.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1011 funds | $31.4B |
| META PLATFORMS INC-CLASS AMETA | 988 funds | $83.1B |
| VANGUARD S&P 500 ETFVOO | 981 funds | $43.9B |
Ranked by how many of AGG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IVViShares S&P 500 ETF | 3701 funds | $571.2B |
| IJRiShares Core S&P Small-Cap ETF | 2582 funds | $70.1B |
| IJHiShares Core S&P Mid-Cap ETF | 2497 funds | $85.9B |
| IWMiShares Russell 2000 ETF | 2450 funds | $74.4B |
| IWFcs | 2282 funds | $85.6B |
| EFAcs | 2060 funds | $55.9B |
| IVWcs | 1944 funds | $46.4B |
| AGGthis pageiShares Core US Aggregate Bond ETF | 1900 funds | $113.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AGG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AGG/capital-change-brief"
Use Arkolith's capital_change_brief for AGG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AGG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.