AGZ Institutional Ownership & Shareholders
ISHARES AGENCY BOND ETF (AGZ) is currently held by 148 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $411.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of AGZ tracked by InsiderSet, reporting ownership valued at approximately $52.30M 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 $51.34M, representing an estimated loss of -1.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed AGZ value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Bank Of New York Mellon Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES AGENCY BOND ETF (AGZ).
This page ranks the largest institutional AGZ 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
148
Total Reported Value
$411.53M
Largest Holder
Stifel Financial Corp
Largest Position
$52.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.04% | 478,573 | $52,297,573 | $51,341,311 | -$956,262 | -1.83% | |
| Bank Of New York Mellon Corp | 0.01% | 344,348 | $37,629,130 | $36,941,653 | -$687,477 | -1.83% | |
| Raymond James Financial Inc | 0.01% | 328,763 | $35,926,090 | $35,269,695 | -$656,395 | -1.83% | |
| Assetmark, Inc | 0.05% | 279,344 | $29,761,262 | $29,968,024 | +$206,762 | +0.69% | |
| Trb Wealth Management, Llc | 2.02% | 138,548 | $15,140,000 | $14,863,429 | -$276,571 | -1.83% | |
| Mill Creek Capital Advisors, Llc | 0.29% | 127,093 | $13,943,333 | $13,634,537 | -$308,796 | -2.21% | |
| Asset Management One Co., Ltd. | 0.03% | 127,579 | $13,592,267 | $13,686,675 | +$94,408 | +0.69% | |
| Bailard, Inc. | 0.27% | 124,154 | $13,227,367 | $13,319,241 | +$91,874 | +0.69% | |
| Ubs Group Ag | 0.00% | 104,837 | $11,456,168 | $11,246,913 | -$209,255 | -1.83% | |
| Keybank National Association/Oh | 0.03% | 98,232 | $10,465,642 | $10,538,329 | +$72,687 | +0.69% | |
| Arvest Investments, Inc. | 1.13% | 88,212 | $9,398,132 | $9,463,383 | +$65,251 | +0.69% | |
| Great Diamond Partners, Llc | 1.39% | 77,613 | $8,268,970 | $8,326,323 | +$57,353 | +0.69% | |
| Rkl Wealth Management Llc | 0.61% | 72,353 | $7,708,487 | $7,762,030 | +$53,543 | +0.69% | |
| Morgan Stanley | 0.00% | 69,654 | $7,611,568 | $7,472,481 | -$139,087 | -1.83% | |
| Ep Wealth Advisors, Llc | 0.03% | 69,239 | $7,566,174 | $7,427,960 | -$138,214 | -1.83% | |
| Ameriprise Financial Inc | 0.00% | 67,367 | $7,362,442 | $7,227,132 | -$135,310 | -1.84% | |
| Bank Of America Corp | 0.00% | 66,716 | $7,290,436 | $7,157,292 | -$133,144 | -1.83% | |
| Osaic Holdings, Inc. | 0.01% | 63,120 | $6,897,780 | $6,771,514 | -$126,266 | -1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 53,257 | $5,819,706 | $5,713,411 | -$106,295 | -1.83% | |
| Signet Financial Management, Llc | 0.65% | 52,676 | $5,779,098 | $5,651,081 | -$128,017 | -2.22% | |
| Summit Financial, Llc | 0.06% | 51,679 | $5,647,347 | $5,544,123 | -$103,224 | -1.83% | |
| Lpl Financial Llc | 0.00% | 50,780 | $5,549,047 | $5,447,678 | -$101,369 | -1.83% | |
| Total Investment Management Inc | 0.52% | 49,808 | $5,306,504 | $5,343,402 | +$36,898 | +0.70% | |
| Pnc Financial Services Group, Inc. | 0.00% | 45,885 | $5,014,129 | $4,922,543 | -$91,586 | -1.83% | |
| Lido Advisors, Llc | 0.02% | 44,027 | $4,690,673 | $4,723,217 | +$32,544 | +0.69% | |
| Susquehanna International Group, Llp | 0.00% | 41,173 | $4,499,241 | $4,417,039 | -$82,202 | -1.83% | |
| Fluent Financial, Llc | 1.50% | 41,175 | $4,386,785 | $4,417,254 | +$30,469 | +0.69% | |
| Us Bancorp \De\ | 0.00% | 36,977 | $4,040,717 | $3,966,893 | -$73,824 | -1.83% | |
| Jaffetilchin Investment Partners, Llc | 0.20% | 34,601 | $3,781,127 | $3,711,995 | -$69,132 | -1.83% | |
| Focus Financial Network, Inc. | 0.08% | 24,636 | $2,624,704 | $2,642,950 | +$18,246 | +0.70% | |
| Sunflower Bank, N.A. | 0.60% | 23,035 | $2,517,184 | $2,471,195 | -$45,989 | -1.83% | |
| Cva Family Office, Llc | 0.23% | 22,835 | $2,495,293 | $2,449,739 | -$45,554 | -1.83% | |
| Legacy Wealth Partners, Llc | 0.53% | 23,167 | $2,468,212 | $2,485,356 | +$17,144 | +0.69% | |
| Envestnet Asset Management Inc | 0.00% | 19,532 | $2,134,411 | $2,095,393 | -$39,018 | -1.83% | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 18,768 | $1,999,543 | $2,013,431 | +$13,888 | +0.69% | |
| Vista Cima Wealth Management Llc | 1.45% | 17,873 | $1,953,099 | $1,917,415 | -$35,684 | -1.83% | |
| Tidal Investments Llc | 0.00% | 17,153 | $1,868,617 | $1,840,174 | -$28,443 | -1.52% | |
| True Private Wealth Advisors | 0.15% | 17,050 | $1,816,598 | $1,829,124 | +$12,526 | +0.69% | |
| Fiducient Advisors Llc | 0.23% | 14,577 | $1,592,915 | $1,563,821 | -$29,094 | -1.83% | |
| Insight Advisors, Llc/ Pa | 0.28% | 14,854 | $1,582,545 | $1,593,537 | +$10,992 | +0.69% | |
| Glass Jacobson Investment Advisors Llc | 0.41% | 12,675 | $1,350,441 | $1,359,774 | +$9,333 | +0.69% | |
| Atria Investments, Inc | 0.01% | 12,485 | $1,330,156 | $1,339,391 | +$9,235 | +0.69% | |
| Rehmann Capital Advisory Group | 0.06% | 11,853 | $1,306,252 | $1,271,590 | -$34,662 | -2.65% | |
| James Investment Research, Inc. | 0.14% | 12,051 | $1,283,914 | $1,292,831 | +$8,917 | +0.69% | |
| Mercer Global Advisors Inc | 0.00% | 11,746 | $1,283,613 | $1,260,111 | -$23,502 | -1.83% | |
| Citizens Financial Group Inc/Ri | 0.01% | 11,353 | $1,209,549 | $1,217,950 | +$8,401 | +0.69% | |
| Goelzer Investment Management, Inc. | 0.05% | 10,764 | $1,146,797 | $1,154,762 | +$7,965 | +0.69% | |
| Moors & Cabot, Inc. | 0.04% | 10,487 | $1,145,982 | $1,125,045 | -$20,937 | -1.83% | |
| Creative Financial Designs Inc | 0.05% | 10,733 | $1,143,446 | $1,151,436 | +$7,990 | +0.70% | |
| Massmutual Private Wealth & Trust, Fsb | 0.03% | 10,001 | $1,065,507 | $1,072,907 | +$7,400 | +0.69% |
Frequently asked questions about AGZ
Who are the largest institutional holders of AGZ?
The largest institutional holders of AGZ reported in the latest SEC Form 13F filings include Stifel Financial Corp, Bank Of New York Mellon Corp, Raymond James Financial Inc, Assetmark, Inc, and Trb Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported AGZ position.
What is AGZ institutional ownership?
This page tracks AGZ positions reported by institutional investment managers through SEC Form 13F. ISHARES AGENCY BOND ETF (AGZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGZ?
InsiderSet currently tracks 148 institutional managers reporting AGZ 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 AGZ shareholders.
How much AGZ stock do institutions own?
Institutional investment managers disclosed approximately $411.53M in AGZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGZ institutional ownership last updated?
The latest AGZ 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.
Are institutional AGZ 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 AGZ position after the reporting date.
Are institutions buying or selling AGZ?
Institutional buying and selling can be analyzed by comparing AGZ positions across consecutive 13F reporting periods. InsiderSet's AGZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGZ ownership changes.
How has AGZ institutional ownership changed over time?
InsiderSet tracks AGZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.