AGG Institutional Ownership & Shareholders
ISHARES CORE U.S. AGGREGATE (AGG) is currently held by 2,061 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $119.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of AGG tracked by InsiderSet, reporting ownership valued at approximately $10.94B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.61B, representing an estimated loss of -2.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed AGG value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES CORE U.S. AGGREGATE (AGG).
This page ranks the largest institutional AGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,061
Total Reported Value
$119.39B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$10.94B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 4.38% | 110,159,073 | $10,942,620,287 | $10,614,928,274 | -$327,692,013 | -2.99% | |
| Raymond James Financial Inc | 2.50% | 92,816,907 | $9,187,017,423 | $8,943,837,159 | -$243,180,264 | -2.65% | |
| Bank Of America Corp | 0.42% | 66,617,105 | $6,593,761,062 | $6,419,224,238 | -$174,536,824 | -2.65% | |
| Wells Fargo & Company/Mn | 1.12% | 65,014,488 | $6,435,134,024 | $6,264,796,064 | -$170,337,960 | -2.65% | |
| Blackrock, Inc. | 0.09% | 61,984,138 | $6,135,189,920 | $5,972,791,538 | -$162,398,382 | -2.65% | |
| Mercer Global Advisors Inc | 5.50% | 44,994,014 | $4,453,507,594 | $4,335,623,189 | -$117,884,405 | -2.65% | |
| Envestnet Asset Management Inc | 1.00% | 43,049,494 | $4,260,981,008 | $4,148,249,242 | -$112,731,766 | -2.65% | |
| Us Bancorp \De\ | 4.27% | 39,478,188 | $3,907,614,077 | $3,804,118,196 | -$103,495,881 | -2.65% | |
| Morgan Stanley | 0.19% | 35,692,523 | $3,532,846,272 | $3,439,331,516 | -$93,514,756 | -2.65% | |
| Northern Trust Corp | 0.27% | 23,143,686 | $2,290,762,040 | $2,230,125,583 | -$60,636,457 | -2.65% | |
| Jpmorgan Chase & Co | 0.09% | 16,323,687 | $1,622,085,060 | $1,572,950,479 | -$49,134,581 | -3.03% | |
| Betterment Llc | 2.62% | 15,621,139 | $1,546,180,000 | $1,505,252,954 | -$40,927,046 | -2.65% | |
| Cetera Investment Advisers | 1.40% | 15,483,118 | $1,532,519,108 | $1,491,953,250 | -$40,565,858 | -2.65% | |
| Lpl Financial Llc | 0.34% | 15,294,726 | $1,513,871,906 | $1,473,799,797 | -$40,072,109 | -2.65% | |
| Ameriprise Financial Inc | 0.30% | 14,914,270 | $1,475,851,671 | $1,437,139,057 | -$38,712,614 | -2.62% | |
| Mariner, Llc | 1.55% | 14,864,310 | $1,471,300,380 | $1,432,324,912 | -$38,975,468 | -2.65% | |
| Acorns Advisers, Llc | 9.44% | 14,625,279 | $1,447,610,000 | $1,409,291,884 | -$38,318,116 | -2.65% | |
| Creative Planning | 0.77% | 14,462,580 | $1,367,292,259 | $1,393,614,209 | +$26,321,950 | +1.93% | |
| Wealth Enhancement Advisory Services, Llc | 1.98% | 14,080,463 | $1,329,881,611 | $1,356,793,415 | +$26,911,804 | +2.02% | |
| Goldman Sachs Group Inc | 0.13% | 12,571,702 | $1,244,347,080 | $1,211,409,205 | -$32,937,875 | -2.65% | |
| Arizona Psprs Trust | 41.66% | 11,407,472 | $1,132,419,746 | $1,099,224,002 | -$33,195,744 | -2.93% | |
| Ubs Group Ag | 0.18% | 11,364,305 | $1,124,838,909 | $1,095,064,430 | -$29,774,479 | -2.65% | |
| Pnc Financial Services Group, Inc. | 0.58% | 10,763,440 | $1,065,365,244 | $1,037,165,078 | -$28,200,166 | -2.65% | |
| United Services Automobile Association | 82.00% | 10,271,333 | $1,016,656,540 | $989,745,648 | -$26,910,892 | -2.65% | |
| Cerity Partners Llc | 1.20% | 9,922,031 | $982,082,654 | $956,086,907 | -$25,995,747 | -2.65% | |
| Fmr Llc | 0.04% | 9,503,943 | $940,700,302 | $915,799,947 | -$24,900,355 | -2.65% | |
| Rwa Wealth Partners, Llc | 8.74% | 9,219,241 | $912,520,468 | $888,366,063 | -$24,154,405 | -2.65% | |
| Johns Hopkins University | 53.11% | 8,024,716 | $794,286,390 | $773,261,634 | -$21,024,756 | -2.65% | |
| Stifel Financial Corp | 0.60% | 7,338,388 | $726,355,219 | $707,127,068 | -$19,228,151 | -2.65% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.45% | 7,185,394 | $711,210,292 | $692,384,566 | -$18,825,726 | -2.65% | |
| Truist Financial Corp | 0.81% | 7,240,516 | $684,518,353 | $697,696,122 | +$13,177,769 | +1.93% | |
| Royal Bank Of Canada | 0.11% | 6,818,247 | $674,870,000 | $657,006,281 | -$17,863,719 | -2.65% | |
| Bank Of New York Mellon Corp | 0.11% | 6,806,888 | $673,745,845 | $655,911,728 | -$17,834,117 | -2.65% | |
| Captrust Financial Advisors | 1.02% | 6,703,403 | $663,503,177 | $645,939,913 | -$17,563,264 | -2.65% | |
| Charles Schwab Investment Management Inc | 0.08% | 6,429,196 | $636,361,841 | $619,517,327 | -$16,844,514 | -2.65% | |
| Members Trust Co | 17.43% | 5,656,531 | $559,883,437 | $545,063,327 | -$14,820,110 | -2.65% | |
| Constellation Investments, Inc. | 21.38% | 5,909,841 | $558,716,368 | $569,472,279 | +$10,755,911 | +1.93% | |
| D.A. Davidson & Co. | 2.95% | 5,801,590 | $548,482,376 | $559,041,212 | +$10,558,836 | +1.93% | |
| Mackenzie Financial Corp | 0.59% | 5,714,300 | $540,229,922 | $550,629,948 | +$10,400,026 | +1.93% | |
| Simplify Asset Management Inc. | 7.57% | 4,710,059 | $445,288,978 | $453,861,285 | +$8,572,307 | +1.93% | |
| Sigfig Wealth Management, Llc | 11.08% | 4,695,257 | $443,890,430 | $452,434,965 | +$8,544,535 | +1.92% | |
| &Partners | 1.73% | 4,253,416 | $420,908,427 | $409,859,166 | -$11,049,261 | -2.63% | |
| Citigroup Inc | 0.19% | 4,213,649 | $417,066,971 | $406,027,218 | -$11,039,753 | -2.65% | |
| Ep Wealth Advisors, Llc | 1.49% | 3,949,910 | $390,962,084 | $380,613,328 | -$10,348,756 | -2.65% | |
| Mastercard Foundation Asset Management Corp | 1.19% | 4,125,631 | $390,037,155 | $397,545,803 | +$7,508,648 | +1.93% | |
| Factory Mutual Insurance Co | 3.42% | 4,055,924 | $383,447,055 | $390,828,837 | +$7,381,782 | +1.93% | |
| Cordoba Advisory Partners Llc | 46.92% | 4,034,133 | $381,386,935 | $388,729,056 | +$7,342,121 | +1.93% | |
| Prime Capital Investment Advisors, Llc | 3.73% | 4,021,502 | $380,192,820 | $387,511,933 | +$7,319,113 | +1.93% | |
| Russell Investments Group, Ltd. | 0.33% | 3,769,235 | $373,078,811 | $363,203,485 | -$9,875,326 | -2.65% | |
| Vantagepoint Investment Advisers Llc | 2.76% | 3,875,227 | $366,363,959 | $373,416,874 | +$7,052,915 | +1.93% |
Frequently asked questions about AGG
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Who are the largest institutional holders of AGG?
The largest institutional holders of AGG reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp , Raymond James Financial Inc , Bank Of America Corp , Wells Fargo & Company/Mn , and Blackrock, Inc. . InsiderSet ranks institutional holders by their latest reported AGG position.
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What is AGG institutional ownership?
This page tracks AGG positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE U.S. AGGREGATE (AGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own AGG?
InsiderSet currently tracks 2,061 institutional managers reporting AGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGG shareholders.
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How much AGG stock do institutions own?
Institutional investment managers disclosed approximately $119.39B in AGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was AGG institutional ownership last updated?
The latest AGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional AGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGG position after the reporting date.
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Are institutions buying or selling AGG?
Institutional buying and selling can be analyzed by comparing AGG positions across consecutive 13F reporting periods. InsiderSet's AGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGG ownership changes.
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How has AGG institutional ownership changed over time?
InsiderSet tracks AGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.